Komori
Alfresa Holdings (2784) · InitiativeAdvanced

Realization of Total Supply Chain Services

First written in FY2023-Q1. 6 of 9 entries say "Advanced", first in FY2024-Q1. Latest entry: FY2027-H1.

9entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023-Q1 – FY2023-Q2AdvancedFY2024-Q1 – FY2027-H12022: 220222023: 220232024: 220242025: 220252026: 12026
Same theme, other companies
Realization of Total Supply Chain ServicesA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2027-H1AdvancedAnnual report

    「This will enable us to evolve and expand our group’s development-to-manufacturing functions within TSCS and further strengthen our system for delivering pharmaceuticals in a wide range of modalities to the medical institutions and patients who need them, based on “Safety,” “Security” and “Integrity.”」

    The start of operations at the new manufacturing building at the Gunma Plant expanded TSCS functions from development through manufacturing and strengthened the framework for supporting a diverse range of modalities.
  2. FY2026-H1AdvancedAnnual report

    「In September 2025, as part of the "strengthening of the nationwide network" in the medical device field, ティーエスアルフレッサ株式会社 acquired all shares of 株式会社ミヤノメディックス, a specialist medical device trading company headquartered in Fukuyama, Hiroshima Prefecture, making it a subsidiary. 東北アルフレッサ株式会社 also entered into a share transfer agreement to acquire all shares of 東日本メディカルシステム株式会社, a specialist medical device trading company headquartered in Aoba Ward, Sendai (acquisition completed on 31 October). The company aims to further contribute to community healthcare by strengthening the distribution function for medical products within TSCS.」

    The acquisition of 2 specialist medical device trading companies and the related acquisition agreements gave concrete form to strengthening the nationwide distribution network for medical products as TSCS evolves and expands.
  3. FY2025RaisedAnnual report

    「Across the Group, we aim to provide seamless services covering the introduction and development of pharmaceuticals and other products, manufacturing, logistics and sales, post-marketing surveillance, and last-mile delivery, while acquiring products subject to restricted distribution, expanding our CDMO business and operating a stable supply chain.」

    The company expanded its vision for total supply chain services to provide an end-to-end offering spanning introduction and development, manufacturing, logistics and sales, post-marketing surveillance and the last mile, and explicitly identified products with restricted distribution, CDMO and post-marketing functions.
  4. FY2025-H1AdvancedAnnual report

    「We believe that the CRO and PMS business acquired recently can be expected to expand based on the strong relationships of trust that our Group has developed with customers, including medical institutions and pharmaceutical companies, and that the resources and expertise related to CRO and PMS will make a significant contribution to strengthening the Group's clinical development, regulatory filing and PMS functions within its total supply chain.」

    The acquisition of the CRO and PMS business advanced the strengthening of clinical development, regulatory filing and PMS functions across the total supply chain.
  5. FY2024AdvancedAnnual report

    「Construction of the new manufacturing building will increase the production capacity for small-molecule pharmaceuticals, enable the Group to make a full-scale entry into contract manufacturing of highly potent drug products and contract testing, inspection and packaging of sterile products, and strengthen and expand the functions spanning development through manufacturing within the Group’s total supply chain services.」

    The company developed a concrete plan to strengthen and expand functions from development through manufacturing for total supply chain services through a new manufacturing building at the Gunma Plant.
  6. FY2024-Q2AdvancedAnnual report

    「Cell Resources Co., Ltd., which became a wholly owned subsidiary of the Company through an organizational reorganization, entered into a bioindustry support agreement with Miltenyi Biotec B.V. & Co. KG (head office: Federal Republic of Germany) in July 2023 to support the design, construction and operation of automated cell manufacturing facilities and processes in the gene and cell therapy market. Taking this agreement as an opportunity, the Group is developing the business infrastructure needed to provide highly automated contract cell manufacturing services to the gene and cell therapy market and is establishing a system for providing contract manufacturing services for regenerative medicine and other products.」

    Toward delivering total supply chain services, Cell Resources entered into an agreement with Miltenyi Biotec to support an automated cell manufacturing facility and processes, advancing the establishment of an operating base for contract cell manufacturing services.
  7. FY2024-Q1AdvancedAnnual report

    「In an organizational reform effective 1 April 2023, we reorganized the organization by establishing, among other units, the Group Medical Wholesale Business Headquarters, the Total Supply Chain Service Planning and Promotion Department, the Regenerative Medicine Business Planning and Development Office, and the Distribution Compliance Office. As an integrated group, we are working to strengthen the business model, create new value and reinforce our compliance framework.」

    The company newly established the Total Supply Chain Services Planning and Promotion Department and put in place a framework to promote delivery of these services.
  8. FY2023-Q2RestatedAnnual report

    「In the pharmaceutical and other manufacturing business, the Group is pursuing the following priority initiatives under the 22-24 Medium-Term Plan, with the aim of “Building the foundation for the next generation—Maximizing corporate value”: “Safe, secure and reliable manufacturing,” “Initiatives to realize total supply chain services,” and “New initiatives leveraging digital technology.”」

    The company continues to pursue, as a key measure in the 22-24 Medium-Term Management Plan, initiatives toward delivering total supply chain services extending beyond manufacturing.
  9. FY2023-Q1First statedAnnual report

    「Initiatives toward delivering total supply chain services」

    As a key measure in the 22-24 Medium-Term Management Plan for the manufacturing business for pharmaceuticals and other products, the company has set out the delivery of supply chain services extending beyond manufacturing.
Moved together

"Investment of approximately ¥120 billion over 3 years" moved the same way as this thread, in the same document, in 6 of its 9 moves.

655444★123456
  1. ★This thread
  2. 1Investment of approximately ¥120 billion over 3 years6×
  3. 2Share Repurchases as an Agile Capital Policy5×
  4. 3Strengthening manufacturing functions for regenerative medicine products5×
  5. 4Strengthening the Production System and Strategic Investment4×
  6. 5Expanding the business and earnings platforms through acquisitions and integration4×
  7. 6Profitability pressure on the self-medication business from lower inbound demand and labor shortages4×

★ 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.

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