Risk of supply disruption by contract manufacturers of generic drugs
First written in FY2018. 3 of 9 entries say "Materialised", first in FY2024-Q1. Latest entry: FY2026.
Medical System Network moved to the "Worse" side of this theme in 2023, the same year as the typical company in this theme.
The whole theme swung hardest in 2024: 12 of 34 companies on the "Worse" side.
5 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「As of 31 March 2026, we were selling 130 products containing 56 active ingredients (shipment adjustments were in progress for 20 products containing 10 active ingredients).」
The number of products subject to shipment adjustments increased from 6 products containing 3 active ingredients at the end of the previous fiscal year to 20 products containing 10 active ingredients, indicating that supply constraints for generic drugs had expanded. - 2026-05-29WorsenedGeneral Meeting of Shareholders
「なお、2026年３月31日現在、56成分130品目を販売しております（出荷調整中の品目数は10成分20品目）。」
出荷調整中の品目数が前回開示の6成分11品目から10成分20品目へ増加した。 - FY2026-H1WorsenedAnnual report
「As of 30 September 2025, we were selling 120 products containing 52 active ingredients (shipment adjustments were in progress for 11 products containing 6 active ingredients).」
The number of products subject to shipment adjustments increased from 6 products containing 3 active ingredients at the end of the previous fiscal year to 11 products containing 6 active ingredients, indicating that supply constraints had expanded. - FY2025-H1MaterialisedAnnual report
「As of 30 September 2024, the Pharmaceuticals Manufacturing and Marketing Division was selling 113 products containing 49 active ingredients (shipment adjustments were in progress for 6 products containing 3 active ingredients).」
For generic drugs, shipment adjustments were in progress for 6 products containing 3 active ingredients. - FY2024-Q2MaterialisedAnnual report
「Although orders for some products have been suspended due to the impact of shipment adjustments,」
For generic drugs, order suspensions for some products have in fact occurred due to the impact of shipment adjustments. - FY2024-Q1MaterialisedAnnual report
「Although orders for some products have been suspended due to the impact of shipment adjustments,」
For generic drugs, order suspensions for some products have in fact occurred due to the impact of shipment adjustments. The report does not expressly attribute this to contract manufacturers. - FY2022RestatedAnnual report
「If product supply ceases because of the contract manufacturer's circumstances, including termination of the contract or changes to its terms, it may affect the performance of our group.」
The risk of supply disruption attributable to contract manufacturers of generic drugs continues. - FY2021RestatedAnnual report
「If product supply ceases because of the contract manufacturer's circumstances, including termination of the contract or changes to its terms, it may affect the performance of our group.」
The risk of supply disruption attributable to contract manufacturers of generic drugs continues to be described. - FY2018First statedAnnual report
「If product supply ceases because of the contract manufacturer's circumstances, including termination of the contract or changes to its terms, it may affect the performance of our group.」
Given the structure of outsourcing generic drug manufacturing, the risk of product supply disruption due to termination of or changes to contracts with contract manufacturers is described.