Otsuka Holdings Co., Ltd.

4578.T
Drug Manufacturers - General
2026/11/12 13:15 Updated
Market Cap: $40.1B (¥6.4T)
Stock Price: $76.49 (¥12,200)
Exchange Rate: 1 USD = ¥159.49

Submission of NDA to U.S. FDA Completed for Combination of Ziparelctinib and Chemotherapy as First-Line Treatment for Non‑Small Cell Lung Cancer with EGFR Exon 20 Insertion Mutation

There is no change to consolidated earnings guidance for the fiscal year ending December 2026 at this time. A wholly owned subsidiary has completed an NDA submission to the U.S. FDA under the RTOR program for first-line treatment of NSCLC with EGFR exon 20 insertion mutation. Ziparelctinib is positioned as one of the future growth drivers, representing an important progress that may contribute to medium- to long-term corporate value.

Importance:
Page Updated: November 13, 2026
IR Disclosure Date: November 13, 2026

Key Figures

  • Consolidated earnings guidance: Unknown
  • NDA submission: Completed (U.S. FDA RTOR program)
  • Ziparelctinib: Positioned as a future growth driver

AI要約

News Overview

This announcement reports that Taiho Pharmaceutical, a 100% subsidiary of Otsuka Holdings Co., Ltd., has completed submission of a New Drug Application (NDA) to the U.S. Food and Drug Administration (FDA) using the Real-Time Oncology Review (RTOR) program for the combination of ziparelctinib and platinum-based chemotherapy in untreated patients with locally advanced or metastatic NSCLC harboring EGFR exon 20 insertion mutations. There is currently no change to consolidated earnings guidance, and ziparelctinib is positioned as a medium- to long-term growth driver.

Future Impact and Outlook

This development is positioned as an important progress that could contribute to medium- to long-term corporate value. The company states it will promptly disclose any matters that should be announced going forward. Given the nature of FDA RTOR, depending on the progress of the approval review, there is potential for future timing of commercial launch and revenue contribution, while the short-term impact on financial figures remains unknown at this time.

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Otsuka Holdings Co., Ltd.

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