Kubota Vision

Name

Kubota Vision

Legal name

Acucela Inc.

Website

https://kubotavision.com

Company type

Public

Operating status

Operating

Ownership category

akta.pro rank

Product category

Ophthalmic Pharmaceuticals and Devices

NAICS

Ophthalmic Goods Manufacturing (339115), Electromedical and Electrotherapeutic Apparatus Manufacturing (334510), Surgical Appliance and Supplies Manufacturing (339113)

SIC

Ophthalmic Goods (3851), Surgical & Medical Instruments & Apparatus (3841)

akta.pro primary industry

Ophthalmology Specialty Pharmaceuticals (HLAIACAK)

akta.pro secondary industries

Ophthalmology Pharmaceuticals (HLAIAAAL), Low Vision & Assistive Vision Devices (Magnifiers, Electronic Video Magnifiers, Wearable Vision Aids) (HLAHAJAN), Contact Lens Specialty & Myopia Control (HLAKAKAK)

Keywords

• Ophthalmic pharmaceuticals
• Retinal disease treatment
• Myopia control devices
• Retinal monitoring devices
• Ophthalmic drug development

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Personnel, Supply Chain, Operations, Others

Revenue model

1. Pharmaceutical Licensing and Supply: Kubota Vision manufactures and supplies investigational drugs while licensing distribution rights to regional pharmaceutical partners. Revenue generated through supply agreements and potential future product commercialization upon regulatory approvals.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Kubota Vision develops pharmaceutical therapies and medical devices for ophthalmic conditions. Its portfolio includes a wearable myopia control device using actively stimulated micro-LEDs (Kubota Glass), a remote retinal monitoring device using miniature OCT technology (eyeMO/PBOS), and an oral pharmacological therapy (Emixustat HCl, branded RETAKUBO) for Stargardt disease and proliferative diabetic retinopathy. The company manufactures investigational drugs and devices and licenses them to regional pharmaceutical distribution partners.

Product overview

Kubota Vision Inc., a Kubota Pharmaceutical company and wholly-owned subsidiary of Kubota Pharmaceutical Holdings (Tokyo Stock Exchange: 4596), offers a portfolio of drugs and devices to preserve and restore vision. The product portfolio consists of three main offerings: (1) Kubota Glass™ Technology, a wearable device for myopia control using micro-LED technology and nanotechnology; (2) eyeMO (PBOS), a remote retinal monitoring device utilizing home-based miniature OCT technology, with a NASA High-Res Version developed for space applications; and (3) Emixustat HCI "RETAKUBO", an oral therapy compound in Phase 2 development for Stargardt disease and Proliferative Diabetic Retinopathy. The company operates through its parent Kubota Pharmaceutical Holdings and is headquartered in Washington State, USA.

Differentiator

Problem solved

Functional benefit

Brands

• Kubota Glass™ Technology: Wearable device technology for myopia control using micro-LEDs to project specially focused images in the peripheral visual field.
• eyeMO
• RETAKUBO

Products and services

• Kubota Glass™ Technology

Quantifiable outcome

• Emixustat Phase 3 clinical trial subgroup analysis results presented at ARVO 2026

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Laboratoires KÔLcoreChannel Partner/ Reseller/ Distributor · 4 May 2026Kubota Vision Inc. signed a Supply and Licensing Agreement with French pharmaceutical company Laboratoires KÔL to provide Emixustat for Stargardt disease treatment under compassionate use authorization in France. Under the terms, Kubota Vision will exclusively manufacture and supply the final product while Laboratoires KÔL receives exclusive distribution rights in France.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• CooperVision: Markets MiSight, the first FDA-approved contact lens for myopia control in children. A direct competitor to Kubota Glass for the myopia-management use case, with established clinical and commercial infrastructure.
• SightGlass Vision: Diffusion Optics Technology-based myopia-control spectacle lenses (acquired by CooperVision). Closely comparable to Kubota Glass as a novel-technology entrant in pediatric myopia management.
• Apellis Pharmaceuticals: Ophthalmology-focused commercial biotech (Syfovre/Empaveli) with late-stage retinal assets and a similar clinical-stage commercialization profile to Kubota Vision. Comparable as a mid-sized ophthalmology pure-play.
• Alkeus Pharmaceuticals: Clinical-stage ophthalmology company developing gildeuretinol (ALK-001) for Stargardt disease — the most direct competitor to Emixustat, targeting the same rare hereditary retinal disorder with no approved therapy.

Broad incumbents

• Novartis: Sells Beovu (brolucizumab) and other ophthalmology products for retinal diseases, including DME/DR. Broad-incumbent competitor in retinal pharmacology and a potential strategic partner or acquirer.
• Bausch + Lomb: Diversified ophthalmology company with a portfolio spanning pharmaceuticals, devices, and consumer vision products — directly comparable breadth to Kubota Vision's drug-and-device portfolio strategy.
• Regeneron Pharmaceuticals: Markets Eylea (aflibercept), the dominant anti-VEGF injectable for diabetic retinopathy and other retinal diseases. A key competitor to Emixustat's PDR program and a benchmark for retinal-disease commercial scale.
• HOYA Corporation: Markets MiYOSMART, a leading myopia-control spectacle lens. Comparable to Kubota Glass as an established competitor in the same myopia-management category with broader ophthalmic and optical product lines.
• Astellas Pharma (Iveric Bio): Acquired Iveric Bio for its ophthalmology assets including Izervay for geographic atrophy. A diversified pharma that pursued bolt-on M&A in ophthalmology — directly comparable corporate strategy to Kubota's parent.
• Roche / Genentech: Major ophthalmology franchise (Lucentis, Susvimo, Vabysmo) covering retinal vascular diseases including DME/DR. Relevant incumbent for any retinal-disease oral candidate seeking to penetrate the diabetic retinopathy market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kubota Vision