TOKYO — 26 November 2025 — Sumitomo Pharma Co., Ltd. (TSE:4506), one of Japan’s mid‑to‑large cap pharmaceutical names, extended its remarkable 2025 rally today, with the share price surging again as investors continued to digest a major earnings upgrade and strong North American growth.
Sumitomo Pharma stock price today (26 November 2025)
On the Tokyo Stock Exchange Prime Market, Sumitomo Pharma closed up 5.6% at ¥2,633 on Wednesday, 26 November 2025. Intraday, the stock:
- Opened at ¥2,465.5
- Traded between ¥2,463.5 (low) and ¥2,637.5 (high)
- Finished at ¥2,633.0, up ¥140.5 from Tuesday’s close of ¥2,492.5
- Saw volume of about 8.15 million shares traded [1]
Real‑time data from Japanese platforms around the midday break showed the stock near ¥2,630.5, up 5.5%, underpinning the strength of the move and a busy retail discussion on local message boards. [2]
Today’s gain comes after a volatile fortnight:
- 20 November 2025: The stock spiked 10.8% to close at ¥2,702, hitting a new 52‑week and year‑to‑date high of ¥2,765 intraday. [3]
- 25 November 2025: Shares pulled back 4.6% to ¥2,492.5 before bouncing sharply today. [4]
Over the past year, Sumitomo Pharma’s share price has climbed well over 300%, according to multiple equity data providers, making it one of the standout movers in Japan’s pharma space in 2025. [5]
From a longer‑term technical perspective:
- 52‑week high: ¥2,765 (20 Nov 2025)
- 52‑week low: ¥500 (9 Apr 2025) [6]
- Market capitalisation: Around ¥1 trillion, based on a third‑party estimate of ~¥990 billion as of 25 November, before today’s rise. [7]
In short, Sumitomo Pharma stock today (26 November 2025) is trading near the upper end of its yearly range and remains exceptionally volatile.
What news is actually “new” on 26 November 2025?
As of today, there is no fresh company‑level earnings or M&A press release dated 26 November 2025 from Sumitomo Pharma’s own investor relations site or its US subsidiary. The major fundamental drivers are still the earnings and guidance announcements from late October and early November (covered below). [8]
However, there are a few current, date‑specific developments and updates relevant to the stock and its story:
- Analyst consensus and valuation pages refreshed on 26 November
- Japanese site Minkabu shows that as of 26 November 2025, the analyst consensus on Sumitomo Pharma remains “Neutral”, with an average target price of ¥1,821. [9]
- This target is significantly below today’s share price around ¥2,633, implying potential downside from the sell‑side’s point of view.
- Corporate profile data updated today
- Yahoo Finance Japan lists Sumitomo Pharma’s corporate profile—sector classification, employee numbers, and average annual salary—with a “last updated” date of 26 November 2025, indicating that reference data for investors has been refreshed. [10]
- Commercial & medical‑education activity on 26 November
- In Japan, Sumitomo Pharma and Novo Nordisk Pharma are co‑hosting a web‑based diabetes education event, “O‑Summit for Diabetes in Okayama,” scheduled over lunchtime on 26 November 2025. The online seminar, targeted at healthcare professionals, sits within a broader collaboration between the two companies in diabetes and obesity care. [11]
These 26 November touchpoints are incremental rather than transformational, but they underline how today’s sharp price move is mostly the market continuing to digest earlier, very bullish news rather than reacting to a brand‑new company announcement.
The big driver: huge earnings beat and upgraded FY2025 guidance
The core catalyst behind Sumitomo Pharma’s 2025 rally came at the end of October, when the company reported results for the half‑year ended 30 September 2025 and sharply raised its full‑year guidance for the fiscal year ending 31 March 2026.
Strong half‑year results
For the first half of FY2025 (April–September 2025), Sumitomo Pharma reported: [12]
- Revenue: approx. ¥227.1 billion, +25.7% year‑on‑year
- Operating profit: around ¥96.2 billion, compared with a loss in the same period a year earlier
- Net profit: roughly ¥98.9 billion, versus a substantial loss a year ago
Japanese financial media highlighted that this was a dramatic swing back into profit, driven predominantly by North American operations, which have become the growth engine for the group.
Full‑year forecast sharply revised upward
On 31 October 2025, Sumitomo Pharma announced that it was raising its full‑year forecast for FY2025 (year ending 31 March 2026): [13]
- Revenue:
- Previous forecast: ¥355.0 billion
- New forecast: ¥429.0 billion
- Reason: expectation of continued strong sales in North America
- Core operating profit:
- Upgraded by ¥41.0 billion to ¥97.0 billion
- Operating profit:
- Raised by ¥44.0 billion to ¥98.0 billion
- Net income attributable to owners:
- Increased from ¥40.0 billion to ¥92.0 billion, nearly 2.3× the prior forecast and almost 4× the previous year’s profit, according to local and international coverage. [14]
The company cited three main drivers:
- North America segment:
- Large upgrade tied to ORGOVYX® (relugolix) for advanced prostate cancer, which has seen especially strong prescription growth. [15]
- Other US products such as GEMTESA® (overactive bladder) and MYFEMBREE® (women’s health) also contributed, with prior transcripts showing double‑digit to high double‑digit revenue growth rates year‑on‑year. [16]
- Gains on portfolio reshaping in Asia:
- Sumitomo Pharma has been restructuring by selling stakes in some Asian subsidiaries. The company pointed to higher‑than‑expected gains from the partial transfer of Asian businesses as another reason for raising profit guidance. [17]
- Cost discipline:
- Core segment profit jumped more than 500% year‑on‑year, supported by higher gross margin and lower selling, general and administrative expenses after streamlining initiatives. [18]
Equity markets reacted immediately. On 4 November, Sumitomo Pharma became one of the top gainers on the Nikkei 225, surging around 23.8% intraday and closing up 23.75% to ¥2,084.5, according to Futu’s JP Movers report and Japanese market commentary. [19]
That earnings shock and guidance hike continue to anchor the bullish narrative behind today’s price strength.
Pipeline and partnership news still feeding sentiment
Alongside the financials, Sumitomo Pharma has been releasing a steady stream of R&D and partnership updates through 2025, many of which are still relevant for investors on 26 November.
Oncology and hematology
- On 3 November 2025, Sumitomo Pharma America announced that it would present new Phase 1/2 data on the investigational agent enzomenib (DSP‑5336) in relapsed/refractory acute myeloid leukemia at the 2025 American Society of Hematology (ASH) Annual Meeting. Early results show “promising” clinical activity. [20]
- Earlier, in October 2025, the group shared clinical data on enzomenib at the Japanese Society of Hematology and presented Phase 1 results for a universal influenza vaccine candidate (DSP‑0546) using its proprietary TLR7 adjuvant technology. [21]
These updates reinforce the medium‑term growth story in oncology and vaccines, even though the near‑term share price is being driven more by established US products.
Obesity and diabetes collaboration with Novo Nordisk
Slides from the Q2 FY2025 results presentation show that Sumitomo Pharma has: [22]
- Signed a co‑promotion agreement in October 2025 with Novo Nordisk Pharma for Wegovy® (semaglutide) injection for obesity in Japan.
- Started joint promotion to medical institutions from November 2025, integrating this into a revamped domestic sales structure focused on CNS, diabetes/obesity, and rare diseases.
- Engaged in related educational activities, such as today’s O‑Summit for Diabetes in Okayama online seminar.
Given the explosive global interest in obesity drugs, this co‑promotion is strategically significant. While it may not yet be a major earnings contributor, investors watching structural growth themes in healthcare are likely factoring this into their medium‑term expectations.
How the market views Sumitomo Pharma after the rally
Despite the strong fundamentals and share price momentum, opinions are mixed on whether Sumitomo Pharma stock is now over‑ or under‑valued.
Broker and local analyst consensus: cautious
Japanese and global broker aggregation sites show that: [23]
- The average 12‑month target price is around ¥1,821 per share.
- Consensus rating is “Neutral” / “Hold”, with several analysts recommending neither aggressive buying nor outright selling.
- Given today’s price near ¥2,633, this implies potential downside of roughly 25–30% versus the average target.
In other words, traditional sell‑side models appear more conservative than the market price, even after factoring in the upgraded guidance.
Quant and fair‑value models: some still see upside
By contrast, some equity‑research platforms using discounted cash flow and factor models suggest the stock is not obviously expensive:
- One widely followed valuation tool estimates that Sumitomo Pharma is still trading below its own calculated fair value, with a one‑year total return of over 300% but a current price that is, in its view, not wildly stretched relative to future cash‑flow assumptions. [24]
However, those same models flag several risks:
- Earnings are forecast to decline on average by high‑teens percentages per year over the next three years as one‑off gains and tax effects fade.
- Debt metrics and the quality of earnings (non‑cash items, asset sales) deserve close monitoring. [25]
Sector backdrop: tariffs, volatility and what to watch
Sumitomo Pharma’s rally is also taking place against a shifting macro backdrop for global pharmaceuticals.
In late September 2025, US President Donald Trump announced 100% tariffs on imported branded pharmaceuticals from companies that are not building plants in the United States. Early market reaction saw Asian drugmakers’ shares fall, while US and European pharma names were more stable. [26]
Analysts generally argued that:
- Many Asian pharma companies, including Japanese players, are more focused on generics, which softens the direct impact of tariffs targeting branded drugs.
- Major multinationals, including Sumitomo’s key partners and rivals, have already committed to US manufacturing investments, which may help them qualify for exemptions or mitigate long‑term risk. [27]
For Sumitomo Pharma, the tariff story adds headline risk but is not currently seen as the primary driver of earnings, given its own manufacturing footprint and the heavy emphasis on US‑based assets via Sumitomo Pharma America.
Key takeaways for investors following Sumitomo Pharma today
Putting it all together, here’s how today’s situation looks:
- Price action on 26 November 2025
- Stock closed at ¥2,633, up 5.6% on the day, with solid volume and intraday strength. [28]
- Year‑to‑date context
- Shares have more than quadrupled from their 52‑week low of ¥500, making Sumitomo Pharma one of 2025’s standout recovery stories in Japan. [29]
- Fundamental driver
- The October earnings beat and aggressive full‑year guidance upgrade—especially the jump in North American revenue and profits—remain the main support for the share price. [30]
- Growth engines
- ORGOVYX®, GEMTESA®, MYFEMBREE® in the US and new partnerships in obesity and diabetes (e.g., Wegovy® co‑promotion) underpin the growth narrative. [31]
- Valuation debate
- Broader environment
- US tariff policy, portfolio reshaping in Asia, and R&D execution across oncology, rare disease and vaccines remain medium‑term watchpoints. [34]
What to watch next
For readers tracking Sumitomo Pharma stock after today’s move, key upcoming milestones include:
- Next earnings date:
- Third‑quarter FY2025 (Q3 2026 in the company’s nomenclature) results are scheduled for 30 January 2026, according to company communications and third‑party calendars. [35]
- ASH 2025 and other conferences:
- Additional data on enzomenib (DSP‑5336) at ASH could shape sentiment around the oncology pipeline. [36]
- Roll‑out of obesity and diabetes collaborations in Japan:
- How co‑promotion of Wegovy® and other metabolic products translates into prescription trends will be watched closely. [37]
References
1. kabutan.jp, 2. finance.yahoo.co.jp, 3. kabutan.jp, 4. kabutan.jp, 5. simplywall.st, 6. kabutan.jp, 7. stockinvest.us, 8. www.sumitomo-pharma.com, 9. minkabu.jp, 10. finance.yahoo.co.jp, 11. www.ouhp-dmcenter.jp, 12. kabutan.jp, 13. www.sumitomo-pharma.com, 14. kabutan.jp, 15. www.sumitomo-pharma.com, 16. www.sumitomo-pharma.com, 17. www.sumitomo-pharma.co.jp, 18. www.sumitomo-pharma.com, 19. news.futunn.com, 20. news.us.sumitomo-pharma.com, 21. www.sumitomo-pharma.com, 22. www.sumitomo-pharma.co.jp, 23. www.marketscreener.com, 24. simplywall.st, 25. simplywall.st, 26. www.reuters.com, 27. www.reuters.com, 28. kabutan.jp, 29. kabutan.jp, 30. www.sumitomo-pharma.com, 31. www.sumitomo-pharma.com, 32. www.marketscreener.com, 33. simplywall.st, 34. www.reuters.com, 35. stockinvest.us, 36. news.us.sumitomo-pharma.com, 37. www.sumitomo-pharma.co.jp
