Worth reading
18Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
2
¥ billions (milestone payments received based on development progress)Wording
Conditional
How definitive the wording is.Items stated in the management plan
Annual updateKey initiatives
01New healthcare solutions through therapeutic apps
02A platform provider for pharmaceutical and medical device development
03Strong relationships with KOLs in each disease area and national institutions
04Significant business potential linked to digital transformation in healthcare and pharmaceuticals
05Therapeutic app development
06Clinical trial support
07New Business Areas
08Establishing a revenue base through multiple business lines
Plan assumptionsThe global DTx market is expected to grow at a CAGR of 23.6% from 2025 to 2034, reaching $67.5 billion in 2034. The reimbursement price for an insomnia app is ¥24,100. The ACP market estimate uses an exchange rate of 1 TWD = 4.5 JPY.
Size of the Target MarketThe global DTx market is expected to reach $67.5 billion in 2034, with a CAGR of 23.6% from 2025 to 2034 (Fortune Business Insights, Digital Therapeutics Market Size, July 2026). The domestic target market for insomnia treatment apps is ¥88 billion, with a potential market of ¥394 billion and an SAM of more than ¥42 billion. The domestic market sizes for the main pipelines are ¥7.2 billion for exercise therapy for breast cancer patients, ¥30.9 billion for ACP, and ¥66 billion for kidney rehabilitation. Sources listed include MSD, the Ministry of Health, Labour and Welfare, the nishikawa Sleep White Paper, and Fortune Business Insights.
| Item | Details |
|---|---|
| Plan name | Business Plan and Growth Potential |
| Progress against the plan | Annual update |
| Plan assumptions | The global DTx market is expected to grow at a CAGR of 23.6% from 2025 to 2034, reaching $67.5 billion in 2034. The reimbursement price for an insomnia app is ¥24,100. The ACP market estimate uses an exchange rate of 1 TWD = 4.5 JPY. |
| Key initiatives | New healthcare solutions through therapeutic apps, A platform provider for pharmaceutical and medical device development, Strong relationships with KOLs in each disease area and national institutions, Significant business potential linked to digital transformation in healthcare and pharmaceuticals, Therapeutic app development, Clinical trial support, New Business Areas, Establishing a revenue base through multiple business lines |
| Size of the Target Market | The global DTx market is expected to reach $67.5 billion in 2034, with a CAGR of 23.6% from 2025 to 2034 (Fortune Business Insights, Digital Therapeutics Market Size, July 2026). The domestic target market for insomnia treatment apps is ¥88 billion, with a potential market of ¥394 billion and an SAM of more than ¥42 billion. The domestic market sizes for the main pipelines are ¥7.2 billion for exercise therapy for breast cancer patients, ¥30.9 billion for ACP, and ¥66 billion for kidney rehabilitation. Sources listed include MSD, the Ministry of Health, Labour and Welfare, the nishikawa Sleep White Paper, and Fortune Business Insights. |
Items this document does not state (20)
Plan periodSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsResults under the previous planReason for revision or withdrawalRisks identifiedDate of board resolutionPublication date
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The company cites establishing a revenue base through multiple business lines and business opportunities aligned with the digital transformation needs of the healthcare and pharmaceutical sectors. It does not state why the sales partnership agreement with Shionogi was terminated.
How to read this page
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.