What smart money is saying about Astellas Pharma
1 fund in our archive has pitched Astellas Pharma — most recently Lindsell Train Japanese Equity Fund in July 2026.
Astellas Pharma Inc. engages in the research, development, manufacture, sale, and supply of pharmaceuticals in Japan and internationally. The company offers XTANDI, a treatment for prostate cancer; XOSPATA, a treatment for acute myeloid leukemia; VYLOY, a treatment for gastric adenocarcinoma and esophagogastric junction adenocarcinoma; and PADCEV, a treatment for patients with metastatic urothelial carcinoma. It also provides VEOZAH, a treatment for vasomotor symptoms associated with menopause; IZERVAY, a treatment for age-related macular degeneration with geographic atrophy; Betanis/Myrabetriq/BETMIGA, a treatment for overactive bladder; and Prograf, an immunosuppressant. It offers its products to oncology, ophthalmology, urology, immunology, and women's health areas. The company was formerly known as Yamanouchi Pharmaceutical Co. Ltd. and changed its name to Astellas Pharma Inc. in April 2005. Astellas Pharma Inc. was founded in 1923 and is headquartered in Chuo, Japan.
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Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Astellas Pharma, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions
- August 2026
Listed in Lindsell Train Japanese Equity Fund’s reported holdings.
Astellas Pharma - July 2026
“It is not just software and media companies whose ratings and valuations have declined of late. The Fund’s two pharmaceutical companies, Astellas and Takeda, have continued to make good progress by achieving approvals for new compounds.”
Astellas Pharma - June 2026
“Pharmaceutical holdings Astellas Pharma and Takeda Pharmaceutical in Japan, as well as Sanofi in France, also weakened amid increasing investor concerns surrounding their respective drug pipelines.”
Astellas Pharma
Also mentioned · 1
These funds discuss Astellas Pharma — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedJacob Funds Management CommentaryApril 2026
“Vir recently completed a large collaboration deal with Astellas following the release of successful Phase 1 data for its drug in prostate cancer, which will give them enough cash to fund clinical trials for the next several years.”
Astellas Pharma
Fund coverage · 1 thesis
- Lindsell Train Japanese Equity FundJuly 2026
Astellas Pharma has a promising pipeline, strong current cash flow, attractive valuation, and the ability to generate high operating margins.
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