Risk of Development Delays and Declining Market Share Due to Earlier Development or Launch of Competing Products
First written in FY2024. 1 of 2 entries say "Worsened", first in FY2025. Latest entry: FY2025.
Chordia Therapeutics moved to the "Worse" side of this theme in 2025, 4 years after the typical company in this theme (2021).
The whole theme swung hardest in 2025: 4 of 8 companies on the "Worse" side.
4 other companies' latest entry also says "Worsened".
- FY2025WorsenedAnnual report
「If another company launches a competing product earlier or one with superior advantages in the same disease area as our pipelines, the competitiveness of our pipelines may decline. As described below, drug discovery ventures already exist that are conducting research and development on the same targets as our pipelines, focusing on RNA regulatory stress.」
The competitive risk was described in specific terms, including companies researching the same RNA regulatory stress targets and multiple treatment modalities for AML, and was assessed as “high” in impact and “medium” in likelihood. - FY2024First statedAnnual report
「If another company launches a competing product earlier or one with superior advantages in the same disease area as our pipelines, the competitiveness of our pipelines may decline.」
Competitors and competing research exist in areas including CLK, MALT1, CDK12 and GCN2, and competitors moving ahead may lead to lower market share, delays in patient enrollment and discontinuation of development.