Komori
Terumo (4543) · RiskFirst stated

Distributor inventory adjustments and deferred purchases of infusion pumps and other medical equipment

First written in FY2018-Q2. . Latest entry: FY2018-Q2.

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Sales decline due to medical device distributor inventory adjustments and delayed purchases of infusion pumpsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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  1. FY2018-Q2First statedAnnual report

    「In addition to distributor inventory adjustments for medical equipment products and restrained purchases of infusion and syringe pumps in the first quarter, the Hospital Company's revenue was ¥77.7 billion, down 0.7% year on year, partly due to the impact of supply discontinuations and account rationalization for products in the pharmaceutical and healthcare fields to improve profitability.」

    The company identified demand-side factors, including distributor inventory adjustments and delayed purchases of infusion pumps and syringe pumps, as an independent risk factor for the first time. In fact, revenue from the Hospital Company declined 0.7% year on year.
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