Impact of US Policy Changes on the Global Economy and Healthcare Businesses
First written in FY2025. 3 of 5 entries say "Materialised", first in 2026-05-01. Latest entry: FY2026.
M3 moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).
The whole theme swung hardest in 2022: 106 of 135 companies on the "Worse" side.
16 other companies' latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「Although the North American clinical trial business was negatively affected by vaccines due to policy changes and other factors in the United States, solid performance in Europe and other regions, driven by organic growth and contributions from acquisitions, resulted in segment revenue of ¥86,921 million, up 7.9% year on year.」
前年度にリスクとして記載された米国の政策変更について、北米治験事業のワクチン関連にマイナス影響が実際に発現したと記載された。 - FY2026-H1RestatedAnnual report
「当中間連結会計期間における新たな事業等のリスクの発生又は前事業年度の有価証券報告書に記載した事業等のリスクについての重要な変更はありません。」
米国の政策変更による世界経済・医療ヘルスケア事業への影響リスクについて、新たな発生または重要な変更はないと説明している。 - FY2025First statedAnnual report
「The impact on the global economy of changes in US policy regarding tariffs and laws and regulations relating to the medical and healthcare industries is difficult to predict at present, and uncertainty remains. Depending on future developments, our Group's results could be affected.」
The Company newly disclosed the risk that US policy changes concerning tariffs and medical and healthcare regulations could affect results through the global economy.