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Medius Holdings (3154) · RiskWorsened

Changes in the Healthcare Market Driven by the 2025 Model and Community-Based Integrated Care

First written in FY2016. 20 of 30 entries say "Restated". Latest entry: FY2026.

30entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q2RestatedFY2020 – FY2022RestatedFY2024-Q2 – 2026-09-022016: 22017: 420172018: 420182019: 320192020: 420202021: 220212022: 220222023: 120232024: 320242025: 120252026: 42026
Same theme, other companies
Rising healthcare costs due to population aging and transformation of the healthcare systemA theme 12 companies write about · 7 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2021: 1 of 10 companies on the "Worse" side.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「In addition to the 2025 problem, a turning point caused by the growth of the elderly population resulting from advances in medical technology and other factors, concerns remain that pressure on the healthcare system will continue intermittently due to wage increases for healthcare professionals and the work-style reforms for physicians implemented since the year before last. Healthcare institutions are therefore required to build an efficient healthcare delivery system by promoting healthcare DX, including online consultations and the application of AI to medicine.」

    In addition to the former 2025 problem, physician work-style reform, and healthcare DX, the Company explicitly identifies concerns over strain on the healthcare system resulting from higher wages for healthcare workers and other factors, and calls for responses including online medical consultations and the application of AI.
  2. FY2026-H1Additional discussion of AI applications in healthcare and pressure on medical capacityAnnual report

    「The environment surrounding the Group during the current interim consolidated accounting period remains subject to concern over intermittent strain on the healthcare system. In addition to the 2025 problem, a turning point associated with the increase in the elderly population resulting from advances in medical technology and other factors, this strain reflects higher wages for healthcare workers and physician work-style reform, which has been implemented since the year before last. Medical institutions are required to establish an efficient healthcare delivery system by promoting healthcare DX, including online medical consultations and the application of AI to healthcare.」

    In addition to the former 2025 problem, physician work-style reform, and healthcare DX, the Company describes conditions requiring the establishment of an efficient healthcare delivery system, including online medical consultations and the application of AI to healthcare.
  3. FY2025-H1Addition of challenges for medical institutions arising from revisions to medical service feesAnnual report

    「The latest revision of medical service fees requires medical institutions to raise healthcare workers’ wages, respond to physician work-style reform, and promote healthcare DX, making the establishment of an effective and efficient healthcare delivery system a key issue.」

    In addition to the former regional healthcare visions and physician work-style reform, raising healthcare workers’ wages and promoting healthcare DX were specifically described as challenges requiring a response from medical institutions.
  4. FY2024Implementation of physician work-style reform and recovery in healthcare demandAnnual report

    「At present, with physician work-style reform having taken effect, medical institutions are expected to face difficult conditions, as further improvements in operational efficiency will be required alongside the maintenance and enhancement of healthcare quality despite constraints such as labor shortages and rising prices.」

    In addition to the former 2025 problem and regional healthcare visions, the implementation of physician work-style reform, labor shortages, and rising prices were described as factors forcing medical institutions to improve operational efficiency.
  5. FY2024-Q3RestatedAnnual report

    「Meanwhile, infection-control costs at medical institutions, which have increased as a result of the spread of this infection, will continue to place pressure on their management. As government support related to this infection is also being reduced, the Company recognizes that healthcare management conditions will become increasingly difficult.」

    The Company continues to recognize that rising infection-control costs and reduced government support will make healthcare management conditions more difficult.
  6. FY2024-Q2RestatedAnnual report

    「Meanwhile, infection-control costs at medical institutions, which have increased as a result of the spread of this infection, will continue to place pressure on their management. As government support for infection-control measures is also expected to be reduced, the Company recognizes that healthcare management conditions will become increasingly difficult.」

    The Company continues to recognize that rising infection-control costs and the expected reduction in government support will place pressure on the management of medical institutions.
  7. FY2024-Q1WorsenedAnnual report

    「Meanwhile, infection-control costs at medical institutions, which have increased as a result of the spread of this infection, will continue to place pressure on their management. As government support for infection-control measures is also expected to be reduced, the Company recognizes that healthcare management conditions will become increasingly difficult.」

    Separate from the direct impact of COVID-19 on healthcare demand, increases in infection-control costs and the expected reduction in government support were additionally identified as risks that could pressure the management of medical institutions, and the Company indicated that healthcare management conditions would become increasingly difficult.
  8. FY2022RestatedAnnual report

    「Each prefecture is formulating a regional healthcare vision that estimates healthcare demand in 2025 and the required number of hospital beds for each healthcare function, and includes measures to realize a healthcare delivery system suited to local circumstances. The prefectures are promoting the differentiation and coordination of four healthcare functions: highly acute, acute, rehabilitation, and chronic care.」

    Regional healthcare visions toward 2025, the differentiation and coordination of hospital functions, and changes in healthcare delivery systems, including home healthcare, continue to be treated as risk factors.
  9. FY2022-Q2RestatedAnnual report

    「Although conditions in the healthcare industry are improving compared with last year, the prolonged effects of reduced patient visits and postponed non-urgent surgeries, particularly in the Tokyo metropolitan area, have left inpatient and outpatient numbers still below pre-pandemic levels and are affecting the management of medical institutions.」

    The Company continues to recognize that inpatient and outpatient numbers at medical institutions remain low compared with pre-pandemic levels and that the effects of reduced patient visits and postponed surgeries have continued for an extended period.
  10. FY2021-Q3RestatedAnnual report

    「As the number of new infections nationwide and the numbers of hospitalized and severely ill patients continue to increase, the burden on healthcare workers has become chronic. Accordingly, transfers from medical institutions treating COVID-19 patients and stronger coordination with supporting medical institutions are required based on patients’ symptoms. Medical institutions are facing increasingly difficult management conditions due to declines in outpatient numbers and the postponement of non-urgent surgeries. As cases have been reported of patients whose conditions worsened because they refrained from seeking medical care, a system is needed that enables patients to receive appropriate care through a combination of primary care physicians, online medical consultations, and other methods.」

    The burden on healthcare workers, declines in outpatients, postponed surgeries, and the continuing need for primary care physicians and online medical consultations amid the spread of infectious diseases continue to be described.
  11. FY2021-Q2RestatedAnnual report

    「Medical institutions are facing increasingly difficult management conditions due to declines in outpatient numbers and the postponement of non-urgent surgeries. As cases have been reported of patients whose conditions worsened because they refrained from seeking medical care, a system is needed that enables patients to receive appropriate care through a combination of primary care physicians, online medical consultations, and other methods.」

    In addition to changes in the healthcare delivery system toward 2025, responses involving primary care physicians, online medical consultations, and coordination among medical institutions continue to be required.
  12. FY2021-Q1Addition of online medical consultations and measures to support medical institutionsAnnual report

    「In the healthcare industry, although the government has raised medical service fees for hospitals accepting COVID-19 patients and expanded grants and loan programs as part of efforts to strengthen the healthcare delivery system, the effects of reduced patient visits and postponed non-urgent surgeries have continued for an extended period at medical institutions, and management conditions remain difficult. As cases have been reported of patients whose conditions worsened because they interrupted treatment or medication, the government’s policies also include promoting the spread of online medical consultations, with efforts proceeding alongside the development of a primary care physician system.」

    In addition to the difficult management conditions faced by medical institutions during the COVID-19 pandemic, increases in medical service fees, expanded grants and loan programs, online medical consultations, and development of a primary care physician system were described as changes in the healthcare environment.
  13. FY2020RestatedAnnual report

    「Medical institutions have been forced to establish and strengthen infection prevention measures to treat COVID-19 patients, while reduced patient visits and the postponement of non-urgent surgeries have had a significant impact on healthcare management,」

    In addition to healthcare policies such as the 2025 problem and the differentiation of hospital functions, reduced patient visits and postponed surgeries resulting from COVID-19 are described as changes in the healthcare environment.
  14. FY2020-Q3WorsenedAnnual report

    「In the healthcare industry, healthcare and long-term care needs are expected to increase rapidly toward 2025, when the baby-boom generation will be aged 75 or older, and efforts are underway to realize regional healthcare visions in order to establish a system for delivering healthcare and long-term care services more effectively and efficiently. At the same time, the Ministry of Health, Labour and Welfare has introduced measures such as physician work-style reform and the elimination of regional disparities in the distribution of physicians. While the entire industry is being required to respond, medical institutions are working day and night to address the spread of COVID-19 that has occurred.」

    In addition to the former regional healthcare visions toward 2025, the response of medical institutions to the spread of COVID-19 was described for the first time as a change in the healthcare environment.
  15. FY2020-Q2RestatedAnnual report

    「At the same time, the Ministry of Health, Labour and Welfare has introduced measures such as physician work-style reform and the elimination of regional disparities in the distribution of physicians, requiring the entire industry to respond. As policy measures such as revisions to medical service fees and increases in the consumption tax are expected to have a severe impact on the management of medical institutions, each institution continues to be required to respond to changes in its business environment.」

    In addition to regional healthcare visions, changes in the healthcare environment resulting from physician work-style reform, the elimination of regional disparities in the distribution of physicians, revisions to medical service fees, and increases in the consumption tax continue to be described.
  16. FY2019Addition of policy factors concerning physician reform and the maldistribution of physiciansAnnual report

    「At the same time, the Ministry of Health, Labour and Welfare has introduced measures such as physician work-style reform and the elimination of regional disparities in the distribution of physicians, requiring the entire industry to respond. As policy measures such as revisions to medical service fees and increases in the consumption tax are expected to have a severe impact on the management of medical institutions, each institution continues to be required to respond to changes in its business environment.」

    In addition to the former 2025 problem and regional healthcare visions, physician work-style reform, the elimination of regional disparities in the distribution of physicians, and policy factors such as increases in the consumption tax are described as changes in the healthcare market.
  17. FY2019-Q3RestatedAnnual report

    「The Ministry of Health, Labour and Welfare is promoting the differentiation of hospital functions and the development of a comprehensive regional support and service delivery system, or community-based integrated care system, by 2025, with the aim of preserving the dignity of older people and supporting independent living and enabling them to continue living in the way they choose in familiar communities through the end of their lives.」

    The differentiation of hospital functions and development of a community-based integrated care system toward 2025 continue to be described as changes in the healthcare market and factors affecting sales and earnings.
  18. FY2019-Q2RestatedAnnual report

    「The Ministry of Health, Labour and Welfare is promoting the differentiation of hospital functions and the development of a comprehensive regional support and service delivery system, or community-based integrated care system, by 2025, with the aim of preserving the dignity of older people and supporting independent living and enabling them to continue living in the way they choose in familiar communities through the end of their lives.」

    The differentiation of hospital functions and development of a community-based integrated care system toward 2025 continue to be described as changes in the healthcare market and factors affecting sales and earnings.
  19. FY2019-Q1RestatedAnnual report

    「The Ministry of Health, Labour and Welfare is promoting the differentiation of hospital functions and the development of a comprehensive regional support and service delivery system, or community-based integrated care system, by 2025, with the aim of preserving the dignity of older people and supporting independent living and enabling them to continue living in the way they choose in familiar communities through the end of their lives.」

    The differentiation of hospital functions and development of a community-based integrated care system toward 2025 continue to be described as changes in the healthcare market.
  20. FY2018RestatedAnnual report

    「In the healthcare industry, work is underway to establish an efficient, high-quality healthcare delivery system, including a community-based integrated care system, in order to respond to changes in the healthcare environment toward 2025, when the baby-boom generation will be aged 75 or older.」

    The community-based integrated care system toward 2025, the reorganization of the healthcare delivery system, and changes in the healthcare environment continue to be described.
  21. FY2018-Q3RestatedAnnual report

    「In the healthcare industry, against a backdrop of continuously rising national medical expenditures, work is underway to establish an efficient, high-quality healthcare delivery system, including a community-based integrated care system, in preparation for 2025, when the baby-boom generation will be aged 75 or older, in order to respond to changes in the healthcare environment.」

    The community-based integrated care system toward 2025 and changes in the healthcare environment and healthcare delivery system continue to be described.
  22. FY2018-Q2RestatedAnnual report

    「In the healthcare industry, against a backdrop of continuously rising national medical expenditures, work is underway to establish an efficient, high-quality healthcare delivery system, including a community-based integrated care system, in preparation for 2025, when the baby-boom generation will be aged 75 or older. In the next healthcare plan, whose formulation will begin in 2018, each prefecture is expected to hold specific discussions to ensure consistency among measures such as establishing healthcare delivery systems suited to future demand in each region and coordinating healthcare and long-term care.」

    Community-based integrated care toward 2025, regional healthcare delivery systems, the next healthcare plan from 2018, and coordination between healthcare and long-term care continue to be described as changes in the healthcare market.
  23. FY2018-Q1RestatedAnnual report

    「In the healthcare industry, against a backdrop of continuously rising national medical expenditures, work is underway to establish an efficient, high-quality healthcare delivery system, including a community-based integrated care system, in preparation for 2025, when the baby-boom generation will be aged 75 or older. In the next healthcare plan, whose formulation will begin in 2018, each prefecture is expected to hold specific discussions to ensure consistency among measures such as establishing healthcare delivery systems suited to future demand in each region and coordinating healthcare and long-term care.」

    Community-based integrated care toward 2025, regional healthcare delivery systems, the next healthcare plan from 2018, and coordination between healthcare and long-term care continue to be described as changes in the healthcare market.
  24. FY2017Progress in developing regional healthcare visions and specifying measuresAnnual report

    「By 2025, the national estimate calls for more than 200,000 hospital beds to be shifted from highly acute and acute care, which have high treatment intensity, to rehabilitation care, while chronic care beds are expected to decrease by 70,000 through the promotion of home healthcare and other services, including nursing care facilities. Going forward, specific discussions are expected to be held in the next healthcare plan, whose formulation will begin in 2018, to ensure consistency among measures concerning the implementation of regional healthcare visions and coordination between healthcare and long-term care.」

    The Company states that regional healthcare visions for each prefecture were formulated by March 2017 and presents numerical estimates for the conversion of hospital beds and the reduction in chronic care beds, as well as discussions concerning the next healthcare plan.
  25. FY2017-Q3RestatedAnnual report

    「In the healthcare industry, each prefecture is expected to complete its regional healthcare vision under the revised Medical Care Act during this fiscal year in preparation for 2025, when the baby-boom generation will be aged 75 or older, and to establish an efficient, high-quality healthcare delivery system and promote community-based integrated care. Going forward, regional healthcare vision coordination councils are expected to consider specific measures, including enhanced home healthcare and seamless coordination between healthcare and long-term care.」

    Regional healthcare visions toward 2025, community-based integrated care, enhancement of home healthcare, and coordination between healthcare and long-term care continue to be described as changes in the healthcare market.
  26. FY2017-Q2RestatedAnnual report

    「In the healthcare industry, each prefecture is developing a regional healthcare vision under the revised Medical Care Act to establish an efficient, high-quality healthcare delivery system and promote community-based integrated care in preparation for 2025, when the baby-boom generation will be aged 75 or older. Development is expected to be completed in all prefectures by the end of this fiscal year. Prefectures that have completed their plans are publishing their contents, while specific measures tailored to local circumstances are expected to continue to be considered through councils and other organizations established in each region, including measures to enhance home healthcare and ensure seamless coordination between healthcare and long-term care, which are common issues across local governments.」

    Regional healthcare visions toward 2025, community-based integrated care, enhancement of home healthcare, and coordination between healthcare and long-term care continue to be described as changes in the healthcare market.
  27. FY2017-Q1RestatedAnnual report

    「In the healthcare industry, the FY2016 revision of medical service fees called for the promotion of community-based integrated care systems, the differentiation and enhancement of healthcare functions, and improvements in coordination among providers. Government-led study groups are discussing how to make institutional adjustments to the number of hospital beds required in light of future healthcare demand. Since last year, each prefecture has been developing a regional healthcare vision to establish a healthcare delivery system in preparation for 2025, when the baby-boom generation will be aged 75 or older, and development is expected to be completed in all prefectures by the end of this fiscal year.」

    Community-based integrated care, the differentiation and coordination of healthcare functions, and regional healthcare visions toward 2025 continue to be described as changes in the healthcare market.
  28. FY2016First statedAnnual report

    「As a result, a healthcare function reorganization plan known as the “2025 Model” (Note) is expected to be implemented, which will contain increases in medical expenses. The Group will take appropriate and timely measures in response to such healthcare reforms, but its sales and earnings may fluctuate.」

    The reorganization of healthcare functions and community-based integrated care targeted for 2025 is described as a risk that could affect sales and earnings through the containment of medical expenses and changes in the functions of medical institutions.
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Changes in the Healthcare Market Driven by the 2025 Model and Community-Based Integrated Care | MEDIUS HOLDINGS Co.,Ltd. (3154) | Komori