Sanbio stock downgraded to neutral by Nomura on launch delays

Published 26/06/2025, 09:04
Sanbio stock downgraded to neutral by Nomura on launch delays

Investing.com - Nomura/Instinet downgraded Sanbio Co Ltd. (4592:JP) (OTC:SNBIF) stock rating from buy to neutral on Thursday, while raising its price target to JPY2,900.00 from JPY2,500.00.

The research firm cited delays in the launch of Sanbio’s Akuugo treatment for traumatic brain injury (TBI) in both Japan and the United States as the primary reason for the downgrade, despite increasing its long-term confidence in the drug’s market prospects.

Nomura revised its probability of success assumption for Akuugo from 80% to 90%, reflecting increased likelihood of the drug reaching the market, which led to improved operating profit forecasts for fiscal year 2027 onward despite lowered near-term expectations.

Sanbio shares have risen since February 6 on expectations for Akuugo to become eligible for shipment and for development work to resume in the U.S., but Nomura sees limited upside potential at current price levels.

The firm currently assigns only a 50% probability of success for TBI treatment approval in the U.S. market, but noted there is "scope for reassessment if approval looks more likely."

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