Risk of lower sales due to competition from other companies and generic drugs
First written in FY2017. 7 of 15 entries say "Materialised", first in FY2020-Q1. Latest entry: 2026-11-09.
Kaken Pharmaceutical moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).
The whole theme swung hardest in 2018: 24 of 73 companies on the "Worse" side.
19 other companies' latest entry also says "Materialised".
- 2026-11-09MaterialisedResults
「「エクテリー」の販売開始等による売上増加があったものの、「クレナフィン」のオーソライズド・ジェネリックへの置き換えが進んだこと等により減収となりました。」
クレナフィンのAGへの置き換え進展が、国内医薬品・医療機器の減収として引き続き実績に現れた。 - FY2026MaterialisedAnnual report
「Revenue declined mainly because Clenafin was increasingly replaced by an authorized generic (AG), among other factors.」
The replacement by generic drugs and an authorized generic (AG), together with the impact of competition, was reflected in actual declines in sales of products including Clenafin and lower pharmaceutical business revenue. - FY2024-Q3MaterialisedAnnual report
「For pharmaceuticals and medical devices, sales of the joint-function improvement agent アルツ and the primary axillary hyperhidrosis treatment エクロック and other products increased, but sales declined because lower sales of the onychomycosis treatment クレナフィン, the absorbable adhesion barrier セプラフィルム and other products were affected by competing products, drug price revisions and other factors.」
The impact of competing products and drug price revisions was reflected in actual declines in sales of products including Clenafin and Seprafilm, as well as lower pharmaceutical business revenue. - FY2024-Q2MaterialisedAnnual report
「Although sales of products including Ecloc, a treatment for primary axillary hyperhidrosis, and Alz, an agent for improving joint function, increased, revenue declined because sales of products including Seprafilm, an absorbable adhesion barrier, and Clenafin, a treatment for onychomycosis, fell due to the impact of competing products and drug price revisions, among other factors.」
The impact of competing products and drug price revisions was reflected in actual declines in sales of products including Seprafilm and Clenafin, as well as lower pharmaceutical business revenue. - FY2022RestatedAnnual report
「Competition in selling products made by other companies with the same indications and effects as the pharmaceuticals we sell, as well as competition from generic drugs launched by other companies after patent expiry, can cause sales of our products to decline,」
The risk of declining sales due to competition from competing products and generic drugs launched after patent expiry continues to be disclosed. - FY2021RestatedAnnual report
「The pharmaceutical industry is highly competitive, and competition in selling products made by other companies with the same indications and effects as the pharmaceuticals we sell, as well as competition from generic drugs launched by other companies after patent expiry, can cause sales of our products to decline」
The risk that competition from competing products and generic drugs launched after patent expiry will reduce sales continues to be disclosed. - FY2020-Q3MaterialisedAnnual report
「The factors included the impact of competing products, including generic drugs, and drug price revisions.」
The impact of competing products and drug price revisions was reflected in actual declines in sales of products including Alz and Lipidil, as well as lower pharmaceutical business revenue. - FY2020-Q2MaterialisedAnnual report
「Revenue declined because sales of Lipidil, a treatment for hyperlipidemia, fell due to the impact of generic drugs, while overseas sales also declined.」
The decline in Lipidil sales due to the impact of generic drugs, together with lower overseas sales, was reflected in the decline in pharmaceutical business revenue. - FY2020-Q1MaterialisedAnnual report
「Revenue declined because sales of Lipidil, a treatment for hyperlipidemia, fell due to the impact of generic drugs, while overseas sales also declined.」
The impact of generic drugs was reflected in an actual decline in Lipidil sales and was explicitly identified as a factor behind the decline in pharmaceutical business revenue. - FY2019WorsenedAnnual report
「The main factors were the impact of drug price revisions and intensifying competition from products made by other companies, including generic drugs.」
Intensifying competition from products made by other companies was cited as one of the main reasons for the shortfall against the sales target in the previous medium-term management plan, as reflected in the annual results. - FY2019-Q3RestatedAnnual report
「The continuing impact of the government's policies promoting the use of generic drugs is another factor.」
The impact on originator products of measures to promote generic drug use is described as continuing. - FY2019-Q2RestatedAnnual report
「The main factors include the significant impact of drug price revisions and the continuing impact of the government's policies promoting the use of generic drugs.」
The impact on originator products of drug price revisions and government measures to promote generic drug use is described as continuing. - FY2019-Q1RestatedAnnual report
「The continuing impact of the government's policies promoting the use of generic drugs is another factor.」
The company explains that policies promoting the use of generic drugs continue to affect originator products. The impact of competitive risks was reconfirmed, but the wording does not indicate any further deterioration. - FY2018WorsenedAnnual report
「The main factors include the impact of drug price revisions and intensifying competition with products from other companies, including generic drugs.」
Intensifying competition with products from other companies was explicitly identified as a reason for lowering the medium-term targets, showing that competitive risks are having a specific impact on performance and plans. - FY2017First statedAnnual report
「Competition in sales with other companies may cause prices to decline. In addition, generic drugs launched by other companies may reduce sales of our originator products and affect our operating performance.」
The company identifies price declines due to sales competition and lower sales of originator products due to generic drugs as separate factors affecting performance.