Is New Phase 3 Data on Vimseltinib Changing the Investment Case for Ono Pharmaceutical (TSE:4528)?

Simplywall
2025.10.27 20:33
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Ono Pharmaceutical presented two-year data from the MOTION Phase 3 study of vimseltinib for tenosynovial giant cell tumor at the 2025 European Society for Medical Oncology Congress. The results highlight vimseltinib's potential, impacting Ono's investment narrative amid revised revenue guidance and competition. While shares have risen, they remain undervalued by 20%. Future catalysts include vimseltinib commercialization updates, but concerns over declining revenues persist. Community fair value estimates vary significantly, reflecting diverse outlooks on the stock's potential.