Komori
Yakult Honsha (2267) · InitiativeSoftenedLatest Presentation materials on financial results (2026-05-12): "Reframed"

Expansion of a Pharmaceutical Business Focused on Anticancer Drugs

First written in FY2016. 13 of 35 entries say "Restated". Latest entry: 2026-05-12.

35entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2020-Q3 – FY2021-Q3ReframedFY2024 – 2026-05-122016: 320162017: 420172018: 420182019: 420192020: 420202021: 420212022: 320222023: 420232024: 320242025: 120252026: 1
Same theme, other companies
Focus on oncology drug developmentA theme 5 companies write about · 0 as a headwind · 4 as a tailwind

Yakult Honsha moved to the "Worse" side of this theme in 2025.

0 other companies' latest entry also says "Reframed".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-12ReframedPresentation materials on financial results

    「Name changed from Fuji Susono Pharmaceutical Plant from fiscal 2025」

    The company stated that the pharmaceutical plant was renamed Microbiome Plant.
  2. FY2025SoftenedAnnual report

    「As the company has not initiated development of new anticancer drugs other than products currently under development, it has not recorded research and development expenses in this field. Going forward, it will pursue a business transition into the microbiome field, based on its lactic acid bacteria research platform, covering quasi-drugs, over-the-counter drugs, supplements and other products.」

    The company continues its business transition into the microbiome field without developing new anticancer drugs. For oncology-related prescription drugs, it is proceeding with the transfer of marketing operations and succession of marketing approvals, and four products were removed from the drug price list at the end of March 2025.
  3. FY2025-H1SoftenedAnnual report

    「Specifically, the transfer of marketing operations for the antineoplastic agent ELOXATIN was completed in May, and marketing operations for other products have been transferred sequentially since April. The company will continue to proceed with the transfer of marketing operations and succession of marketing approvals, while giving due consideration to all parties concerned.」

    In the pharmaceutical business centred on anticancer drugs, the transfer of marketing operations for ELOXATIN has been completed and other products are being transferred sequentially. The shift from expanding in-house sales and development to transferring the business has taken concrete form.
  4. FY2024ReframedAnnual report

    「Going forward, except for products currently under development, the company will not initiate development of new anticancer drugs. Instead, it will pursue a business transition into the microbiome field, based on its lactic acid bacteria research platform, covering quasi-drugs, over-the-counter drugs, supplements and other products.」

    The company indicated that it would shift from its conventional pharmaceutical development policy centred on anticancer drugs to the microbiome field, based on its lactic acid bacteria research, without developing new anticancer drugs other than products currently under development.
  5. FY2024-Q3RestatedAnnual report

    「For pharmaceuticals, the company promoted awareness activities and activities recommending appropriate use of its products, which are focused on oncology and related fields.」

    The company continues activities to promote awareness and appropriate use of products focused on oncology and related fields.
  6. FY2024-Q2RestatedAnnual report

    「For pharmaceuticals, the company promoted awareness activities and activities recommending appropriate use of its products, which are focused on oncology and related fields.」

    The company continues activities to promote awareness and appropriate use of products in oncology and related fields.
  7. FY2024-Q1SoftenedAnnual report

    「However, sales were affected by the reduction in the prices of most of the company's products in the drug price revision implemented in April.」

    While continuing product awareness activities in oncology and related fields, the reduction in the prices of most products following the April drug price revision has affected sales.
  8. FY2023SoftenedAnnual report

    「As a result, consolidated net sales in the pharmaceuticals manufacturing and marketing segment were ¥12,763 million, down 24.9% year on year.」

    While research and development in oncology continues, full-year pharmaceutical sales fell 24.9% year on year due to the impact of the drug price revision and the termination of the promotional agreement.
  9. FY2023-Q3SoftenedAnnual report

    「However, sales were affected by the reduction in the prices of most of the company's products in the drug price revision implemented in April last year, as well as by the termination in September of the promotional agreement with Servier Japan concerning the antineoplastic agent Onivyde®.」

    While research and development continues, the reduction in drug prices and the termination of the Onivyde® promotional agreement have created revenue-related factors constraining efforts to expand the pharmaceutical business.
  10. FY2023-Q2SoftenedAnnual report

    「The promotional agreement with Servier Japan concerning the antineoplastic agent Onivyde® ended on 30 September due to a change in Servier Japan's business strategy. The company had filed an application for marketing approval for duvelisib for relapsed or refractory chronic lymphocytic leukaemia/small lymphocytic lymphoma, but withdrew the application on 28 September following discussions with the regulatory authorities.」

    While clinical development continues, the termination of the Onivyde® promotional agreement and the withdrawal of the marketing approval application for duvelisib have created factors constraining and setting back efforts to expand the pharmaceutical business.
  11. FY2022AdvancedAnnual report

    「In addition, in March this year, the company launched ボルテゾミブ注射用3mg『ヤクルト』, a generic version of the antineoplastic agent Velcade.」

    The company launched the generic drug ボルテゾミブ注射用3mg『ヤクルト』, expanding its pharmaceutical product portfolio. It also filed an application for marketing approval for duvelisib.
  12. FY2022-Q3RestatedAnnual report

    「In pharmaceuticals, the Company used web conferences and other means in response to refraining from visits to medical institutions amid the spread of COVID-19, promoting educational activities and activities recommending the proper use of its products specializing in oncology and related fields.」

    In response to the voluntary suspension of visits to medical institutions, the company continues to promote awareness and appropriate use of oncology and related products through web conferences and other means.
  13. FY2022-Q2RestatedAnnual report

    「In pharmaceuticals, the Company used web conferences and other means in response to refraining from visits to medical institutions amid the spread of COVID-19, promoting educational activities and activities recommending the proper use of its products specializing in oncology and related fields.」

    While refraining from visits to medical institutions, the Company continued providing information through web conferences and other means, educating the market about products in oncology and related fields, and recommending their proper use.
  14. FY2022-Q1RestatedAnnual report

    「In pharmaceuticals, the Company used web conferences and other means in response to refraining from visits to medical institutions amid the spread of COVID-19, promoting educational activities and activities recommending the proper use of its products specializing in oncology and related fields. In addition, under the promotion agreement with Servier Japan, the Company continued to conduct active promotional activities for Onivyde®, the anticancer drug launched last June, promoting market penetration and increased use.」

    While refraining from visits to medical institutions, the Company continued providing information through web conferences and other means and conducting market penetration activities for Onivyde®.
  15. FY2021RestatedAnnual report

    「In research and development, the Company advanced the clinical development of development products including duvelisib, the PI3K inhibitor licensed exclusively from Secura Bio in the United States for development and commercialization in Japan, and resminostat, the HDAC inhibitor licensed from 4SC in Germany.」

    Clinical development of duvelisib, resminostat and other development products in oncology and related fields is continuing.
  16. FY2021-Q3AdvancedAnnual report

    「In addition, for Onivyde®, the anticancer drug irinotecan hydrochloride hydrate liposomal formulation launched last June under the promotion agreement with Servier Japan, the Company actively conducted promotional activities, including physician meetings and lectures using web-conferencing systems, resulting in smooth market introduction.」

    For Onivyde®, the Company conducted physician meetings, lectures and other activities using web-conferencing systems, and reported that the product was introduced to the market smoothly.
  17. FY2021-Q2AdvancedAnnual report

    「In pharmaceuticals, although visits to medical institutions have been suspended to help prevent the spread of COVID-19, the Company used web conferences and other means in line with the needs of healthcare professionals to promote educational activities and activities recommending the proper use of its products specializing in oncology and related fields. In addition to expanding sales channels for its main generic product, the antimetabolite anticancer drug gemcitabine “Yakult,” the Company worked to increase sales of the anticancer drug capecitabine tablets “Yakult.”」

    While refraining from visits to medical institutions, the Company switched to providing information through web conferences and other means and expanded sales channels for gemcitabine “Yakult.”
  18. FY2021-Q1AdvancedAnnual report

    「In addition, Onivyde®, the anticancer drug covered by the promotion agreement with Servier Japan, was launched in June, and activities were undertaken to promote its rapid adoption and market penetration.」

    Onivyde®, launched in June under the promotion agreement with Servier Japan, was accompanied by the start of market penetration activities.
  19. FY2020AdvancedAnnual report

    「For Onivyde®, the anticancer drug irinotecan hydrochloride hydrate liposomal formulation for which the Company entered into a promotion agreement in Japan with Servier Japan last October, Servier Japan obtained marketing approval in March this year.」

    Onivyde® made concrete progress through the acquisition of marketing approval. Clinical development of duvelisib, resminostat and Eloxatin is also continuing.
  20. FY2020-Q3AdvancedAnnual report

    「The Company entered into a promotion agreement in Japan last October with Servier Japan concerning the anticancer drug irinotecan hydrochloride hydrate liposomal formulation, for which Servier Japan had filed an application for marketing approval.」

    The Company entered into a promotion agreement in Japan with Servier Japan concerning an anticancer drug pending approval, expanding the scope of products and partnerships handled by the pharmaceutical business.
  21. FY2020-Q2RestatedAnnual report

    「In research and development, the Company advanced the clinical development of development products including duvelisib, the PI3K inhibitor for which it entered into an exclusive license agreement with Verastem for development and commercialization in Japan, and resminostat, the HDAC inhibitor licensed from 4SC in Germany. Through these efforts, the Company aims to establish an even stronger position in oncology and related fields.」

    Clinical development of duvelisib, resminostat and other development products in oncology and related fields is continuing.
  22. FY2020-Q1AdvancedAnnual report

    「In addition, the anticancer generic drugs capecitabine tablets “Yakult” and gefitinib tablets “Yakult” were launched in June, and activities were undertaken to promote rapid market penetration. However, the revision of the National Health Insurance drug price schedule implemented in April last year reduced the prices of most of the Company’s products, materially affecting sales. The co-promotion agreement with Sanofi ended at the end of April by mutual agreement after achieving certain objectives concerning the market penetration of the anticancer drug Zaltrap®.」

    The Company launched 2 generic anticancer drugs and continued the clinical development of development products. The co-promotion agreement for Zaltrap ended at the end of April after certain objectives had been achieved.
  23. FY2019AdvancedAnnual report

    「In February this year, the Company obtained marketing approval for the anticancer generic drugs capecitabine tablets “Yakult” and gefitinib tablets “Yakult,” and is preparing for their launch in June.」

    Marketing approval was obtained for 2 new generic drugs. Clinical development of duvelisib, resminostat and other products is also continuing.
  24. FY2019-Q3RestatedAnnual report

    「The Company advanced the clinical development of duvelisib, the PI3K inhibitor for which it entered into an exclusive license agreement with Verastem last June for development and commercialization in Japan, and resminostat, the HDAC inhibitor licensed from 4SC AG in Germany. Duvelisib was approved by the U.S. Food and Drug Administration in September last year. Through these efforts, the Company aims to establish an even stronger position in oncology and related fields.」

    Clinical development of duvelisib, resminostat and other development products is continuing, with the aim of establishing a position in oncology and related fields.
  25. FY2019-Q2AdvancedAnnual report

    「In research and development, the Company obtained approval in September to add indications and effects for small intestine cancer for Eloxatin and the active folate preparation levofolinate “Yakult.”」

    Approval was obtained to add an indication and effect for small intestine cancer for Eloxatin and levofolinate “Yakult.” Clinical development of duvelisib, resminostat and other products is also continuing.
  26. FY2019-Q1AdvancedAnnual report

    「In June, the Company entered into an exclusive license agreement with Verastem in the United States concerning the development and commercialization of the PI3K inhibitor duvelisib in Japan, and will advance development toward a new drug application.」

    The Company entered into an exclusive license agreement with Verastem concerning the development and commercialization of duvelisib in Japan, expanding the development portfolio directed toward new drug applications.
  27. FY2018AdvancedAnnual report

    「For resminostat, the HDAC inhibitor licensed from Germany’s 4SC AG, Phase I clinical trials in biliary tract cancer and pancreatic cancer have been completed, and a Phase II clinical trial in biliary tract cancer has been under way since March this year.」

    A Phase II trial of resminostat in biliary tract cancer began, and the Company also participated in an international joint Phase II trial in cutaneous T-cell lymphoma. The Phase I trial of YHI-1501 was completed, and an application was filed through a public-information route to add a small intestine cancer indication for Eloxatin, marking progress in development stages.
  28. FY2018-Q3RestatedAnnual report

    「In research and development, the Company advanced the development pipeline, including the HDAC inhibitor resminostat licensed from 4SC AG and the platelet-increasing drug YHI-1501, which is being jointly developed with Nissan Chemical Corporation. Through these efforts, the Company aims to establish an even stronger position in oncology and related fields.」

    The Company continues to advance the development pipeline of in-licensed and jointly developed products and aims to establish a position in oncology and related fields.
  29. FY2018-Q2RestatedAnnual report

    「In pharmaceuticals, the Company promoted educational activities and activities recommending the proper use of its products specializing in oncology and related fields.」

    The Company continues to promote product education, recommendations for proper use and the development pipeline focused on oncology and related fields.
  30. FY2018-Q1AdvancedAnnual report

    「The anticancer drug Zaltrap®, for which a co-promotion agreement was signed with Sanofi, was launched in May. The Company actively provided information to promote early market penetration in colorectal cancer.」

    Zaltrap®, launched in May under the co-promotion agreement with Sanofi, was accompanied by the start of information-provision activities in the colorectal cancer field.
  31. FY2017AdvancedAnnual report

    「For resminostat, the HDAC inhibitor licensed from Germany’s 4SC AG, the Phase II clinical trial in hepatocellular carcinoma has been completed, and the Company is currently considering conducting a global Phase III clinical trial.」

    The development pipeline has advanced through specific stages, including completion of the Phase II trial of resminostat and consideration of a global Phase III trial, the conduct of a Phase I trial of YHI-1501, and completion of a Phase I trial of perifosine.
  32. FY2017-Q3RestatedAnnual report

    「In pharmaceuticals, the Company promoted educational activities and activities recommending the proper use of its products specializing in oncology and related fields.」

    The Company continues to promote product education, recommendations for proper use and the development pipeline focused on oncology and related fields.
  33. FY2017-Q2RestatedAnnual report

    「In research and development, the Company advanced the development pipeline, including the HDAC inhibitor resminostat licensed from 4SC AG, the PI3K/Akt inhibitor perifosine licensed from Eutecma? and the platelet-increasing drug YHI-1501, which is being jointly developed with Nissan Chemical Corporation. Through these efforts, the Company aims to establish an even stronger position in oncology and related fields.」

    The Company continues to advance the development pipeline of in-licensed and jointly developed products and aims to establish a position in oncology and related fields.
  34. FY2017-Q1RestatedAnnual report

    「In research and development, the Company advanced the development pipeline, including the HDAC inhibitor resminostat licensed from 4SC AG, the PI3K/Akt inhibitor perifosine licensed from Eutecma? and the platelet-increasing drug YHI-1501, for which a joint development agreement was signed with Nissan Chemical Corporation in October last year.」

    The Company continues to advance the development pipeline of in-licensed and jointly developed products.
  35. FY2016First statedAnnual report

    「The Company will promote aggressive international expansion while expanding its pharmaceutical business and strengthening the foundation of its cosmetics business.」

    The Company is expanding its oncology pipeline, including the addition of a gastric cancer indication for Eloxatin, Phase I, II and III clinical trials for multiple in-licensed products, and a joint development agreement with Nissan Chemical Corporation.
Moved together

"Research and Development of Functional, High-Value-Added Products" moved the same way as this thread, in the same document, in 12 of its 35 moves.

1211101055★123456
  1. ★This thread
  2. 1Research and Development of Functional, High-Value-Added Products12×
  3. 2Strengthening initiatives for retail distribution and retail channels11×
  4. 3Expansion of Overseas Business and Strengthening of Production and Sales Structure10×
  5. 4Strengthening the Foundation of the Cosmetics Business Based on Lactic Acid Bacteria Research10×
  6. 5Promoting Life Sciences Research Centered on the Gut Microbiota5×
  7. 6Increase in Dividend Base and Next-Period Dividend5×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Yakult Honsha yet. It last moved in the Presentation materials on financial results of 2026-05-12: "Reframed".
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