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Vital Ksk Holdings (3151) · RiskMaterialised

Hepatitis C Treatment Sales Winding Down

First written in FY2016. 6 of 7 entries say "Materialised", first in FY2017-Q2. Latest entry: FY2018.

7entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016MaterialisedFY2017-Q2 – FY20182016: 220162017: 320172018: 22018
Same theme, other companies
Declining pharmaceutical wholesaling revenue due to contraction of the hepatitis C treatment marketA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

Vital Ksk Holdings moved to the "Worse" side of this theme in 2016.

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

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. FY2018MaterialisedAnnual report

    「During the consolidated fiscal year, the impact of lower sales of hepatitis C drugs and the emergency price revision for the anticancer drug Opdivo, among other factors, was substantial in the Group's principal business, pharmaceutical wholesaling. Results were revenue of ¥565,589 million, 97.3% of the year-earlier period; operating income of ¥2,384 million, 74.3%; ordinary income of ¥6,276 million, 89.8%; and net income attributable to owners of the parent of ¥4,467 million, 93.5%.」

    It states that lower sales of hepatitis C drugs affected full-year results, resulting in lower revenue and lower profit.
  2. FY2018-Q3MaterialisedAnnual report

    「During the first nine months, the impact of lower sales of hepatitis C drugs and the emergency price revision for the anticancer drug Opdivo, among other factors, was substantial in the Group's principal business, pharmaceutical wholesaling. Results were revenue of ¥433,608 million, 97.3% of the year-earlier period; operating income of ¥1,672 million, 60.6%; ordinary income of ¥4,438 million, 79.8%; and quarterly net income attributable to owners of the parent of ¥3,243 million, 85.4%.」

    It states that lower sales of hepatitis C drugs continued through the first nine months and, together with the emergency price revision for Opdivo and other factors, had a substantial impact on results.
  3. FY2018-Q2MaterialisedAnnual report

    「During the second quarter cumulative consolidated period, the prescription drug market contracted in the Group's principal business, pharmaceutical wholesaling, due to lower sales of hepatitis C drugs and the impact of the emergency price revision for the anticancer drug Opdivo, among other factors.」

    It states that lower sales of hepatitis C drugs continued in the second quarter, resulting in a contraction of the prescription drug market and an impact on results.
  4. FY2018-Q1MaterialisedAnnual report

    「During the first quarter cumulative consolidated period, the prescription drug market contracted in the Group's principal business, pharmaceutical wholesaling, due to lower sales of hepatitis C drugs and the impact of the emergency price revision for the anticancer drug Opdivo, among other factors.」

    It states that lower sales of hepatitis C drugs continued in the first quarter, resulting in a contraction of the prescription drug market and an impact on results.
  5. FY2017MaterialisedAnnual report

    「The market as a whole contracted due to the shrinking market for the hepatitis C drug that recorded explosive sales in the previous fiscal year and the impact of products whose official prices were substantially reduced through special recalculation and other measures in the April 2016 drug price revision, resulting in a substantial impact on the Group.」

    It states that the market contraction for hepatitis C drugs actually occurred and had a substantial impact on the market as a whole and the Group's results.
  6. FY2017-Q2MaterialisedAnnual report

    「The hepatitis C drug that recorded explosive sales in the previous fiscal year resulted in a contraction of the market earlier than the Company had expected.」

    It states that the risk of a wind-down in hepatitis C drug sales materialized in the form of a market contraction earlier than expected.
  7. FY2016First statedAnnual report

    「The hepatitis C drug, which performed better than expected during the period, is expected to enter a sales wind-down.」

    It describes declining sales of the new drug that supported results as part of the future market environment.
Moved together

"Medical Cost-Containment Policies and Revisions to the Official Drug Price Standard" moved the same way as this thread, in the same document, in 3 of its 7 moves.

322★123
  1. ★This thread
  2. 1Medical Cost-Containment Policies and Revisions to the Official Drug Price Standard3×
  3. 2Uncertainty over Overseas Economies and Market Volatility Following the UK's Withdrawal from the EU2×
  4. 3Impairment of Fixed Assets2×

★ 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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Hepatitis C Treatment Sales Winding Down | VITAL KSK HOLDINGS,INC. (3151) | Komori