Komori
Takara Holdings (2531) · RiskWorsened

Intensifying Competition in Research Reagents, Cell Medicine and Gene Therapy

First written in FY2016. 20 of 23 entries say "Restated". Latest entry: FY2026.

23entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2026-H12016: 320162017: 320172018: 320182019: 120192020: 220202021: 420212022: 120222023: 120232024: 120242025: 220252026: 22026
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 590 companies write about · 615 as a headwind · 0 as a tailwind

Takara Holdings moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).

The whole theme swung hardest in 2026: 30 of 90 companies on the "Worse" side.

26 other companies' latest entry also says "Worsened".

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.
Showing 14 of the 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 615 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「また、受託事業においては、日本政府による補助金支援の影響もあり、再生・細胞医療・遺伝子治療製品の受託製造拠点が増加する見込みであることから、競争が激しくなる可能性があります。」

    タカラバイオの受託事業について、政府補助金支援により受託製造拠点が増加する見込みを新たな競争激化要因として明示している。
  2. 2026-05-13WorsenedManagement plan

    「Significant cuts in research grants in the United States and intensifying competition with domestic competitors in China」

    The competitive and market environment surrounding research reagents, cell medicine and gene therapy was further specified through cuts in US research grants and intensifying competition within China.
  3. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、重要な変更はないと記載している。
  4. FY2025RestatedAnnual report

    「また、遺伝子治療分野においては、技術的進展により、安全性が高く治療成績に優れる治療薬が開発され、海外で製造販売承認が得られ始めております。」

    研究用試薬、CDMO、遺伝子治療分野における多数の競合企業との競争を再確認している。
  5. FY2024-Q3RestatedAnnual report

    「During the nine-month period ended December 31, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、重要な変更はないと記載している。
  6. FY2024-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、重要な変更はないと記載している。
  7. FY2023-Q2RestatedAnnual report

    「During the six-month period ended September 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、重要な変更はないと記載している。
  8. FY2022-Q2RestatedAnnual report

    「During the six-month period ended September 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、重要な変更はないと記載している。
  9. FY2022-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、重要な変更はないと記載している。
  10. FY2021RestatedAnnual report

    「欧米のバイオベンチャーやメガファーマ等、多数の企業が遺伝子治療の研究開発に取り組んでおります。」

    研究用試薬、再生医療および遺伝子治療分野での多数の競合企業との競争を再確認している。
  11. FY2021-Q3RestatedAnnual report

    「During the nine-month period ended December 31, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、重要な変更はないと記載している。
  12. FY2021-Q2RestatedAnnual report

    「During the six-month period ended September 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、重要な変更はないと記載している。
  13. FY2020-Q3RestatedAnnual report

    「During the nine-month period ended December 31, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、新規発生・重要な変更がないと明記している。
  14. FY2020-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、新規発生・重要な変更がないと明記している。
  15. FY2019-Q2RestatedAnnual report

    「During the six-month period ended September 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、新規発生・重要な変更がないと明記している。
  16. FY2019-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、新規発生・重要な変更がないと明記している。
  17. FY2018-Q3RestatedAnnual report

    「During the nine-month period ended December 31, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、新規発生・重要な変更がないと明記している。
  18. FY2018-Q2RestatedAnnual report

    「During the six-month period ended September 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、新規発生・重要な変更がないと明記している。
  19. FY2018-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、新規発生・重要な変更がないと明記している。
  20. FY2017-Q3RestatedAnnual report

    「During the nine-month period ended December 31, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、新規発生・重要な変更がないと明記している。
  21. FY2017-Q2RestatedAnnual report

    「During the six-month period ended September 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、新規発生・重要な変更がないと明記している。
  22. FY2017-Q1RestatedAnnual report

    「During the three-month period ended June 30, there were no new business risks or material changes to the business risks described in the securities report for the previous fiscal year.」

    研究用試薬・細胞医療・遺伝子治療等の競争激化リスクについて、新規発生・重要な変更がないと明記している。
  23. FY2016First statedAnnual report

    「遺伝子医療事業では、様々な遺伝子導入法や効率的なベクターが開発されてきており、遺伝子治療の対象疾患も先天性遺伝病・感染症・種々のがんから、致死的でない慢性疾患にまで広がり、大きな市場が望めるようになったことから、欧米の大手製薬会社やベンチャー企業を含め多数の企業が遺伝子治療の研究開発に取り組み始めております。」

    非独占的ライセンス、多数の競合企業、細胞医療・遺伝子治療への参入増加を開示している。
Moved together

"Expanding Manufacturing and Development Support Services for Biopharmaceuticals and Regenerative Medicine Products" moved the same way as this thread, in the same document, in 2 of its 23 moves.

222★123
  1. ★This thread
  2. 1Expanding Manufacturing and Development Support Services for Biopharmaceuticals and Regenerative Medicine Products2×
  3. 2Strategic Investment in the Regenerative and Cellular Medicine Sector2×
  4. 3Deteriorating Performance of Business and Capital Alliance Partners and Goodwill Impairment2×

★ 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
Takara Holdings's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the Management plan of 2026-05-13: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.