Komori
Seikagaku (4548) · TargetRestated

Evolving into a Leading Company in the Osteoarthritis Knee Market

First written in FY2016. 11 of 27 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2026-H1.

27entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2020-Q2 – FY20212016: 320162017: 320172018: 320182019: 420192020: 320202021: 420212022: 320222023: 020232024: 220242025: 22025
Same theme, other companies
Strengthening Product Share and the Business Platform in the Knee Osteoarthritis MarketA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「Alz, a joint-function improvement agent, and the Opegane ophthalmic surgery adjunct products maintain the top market share in their respective markets.」

    The company stated that Alz and the Opegane products maintain the top share in their respective markets.
  2. FY2025AdvancedAnnual report

    「For Alz, switching from competing products progressed, and units delivered to medical institutions increased from the previous fiscal year. In addition, equipment maintenance at our plant to prepare for increased production was completed, resulting in higher shipment volumes than in the previous fiscal year.」

    Domestic Alz deliveries increased as a result of switching from competing products, and equipment maintenance to prepare for increased production was completed.
  3. FY2025-H1Deliveries increased, but shipments were adjusted for equipment maintenanceAnnual report

    「For Alz, switching from competing products continued to progress, and the number of units delivered to medical institutions increased substantially from the year-earlier period. However, as in the first quarter, shipments continued to be adjusted because of equipment maintenance at our plant to prepare for increased production, and our sales declined from the year-earlier period. Shipment adjustments due to this equipment maintenance are scheduled to continue through the third quarter, but shipments are expected to recover in the fourth quarter, resulting in sales in line with the plan.」

    Alz's units delivered to medical institutions increased substantially as a result of switching from competing products, while our sales declined because of equipment maintenance to prepare for increased production. Maintenance will continue through the third quarter, and shipment volumes are expected to recover in the fourth quarter.
  4. FY2024-Q3AdvancedAnnual report

    「Alz, a joint-function improvement agent, saw the number of units delivered to medical institutions increase as measures to promote switching from competing products proved successful. Our sales increased on higher shipment volumes, despite the impact of drug-price reductions.」

    Domestic Alz deliveries increased as a result of measures to promote switching from competing products, and our sales increased on higher shipment volumes despite the impact of drug-price reductions.
  5. FY2023-Q2RestatedAnnual report

    「Alz, a joint-function improvement agent, saw the number of units delivered to medical institutions increase as the market recovered from the impact of COVID-19 and measures to promote switching from competing products proved successful. Our sales declined because of drug-price reductions, although shipments increased due to shipment-timing effects.」

    While Alz's units delivered to medical institutions increased as the market recovered and measures to promote switching from competing products took effect, our sales declined because of drug-price reductions.
  6. FY2023-Q1AdvancedAnnual report

    「Alz, a joint-function improvement agent, saw the number of units delivered to medical institutions increase as the market recovered from the impact of COVID-19 and measures to promote switching from competing products proved successful. Our sales declined because of drug-price reductions, although shipments increased due to shipment-timing adjustments.」

    Alz's units delivered to medical institutions increased as the market recovered and measures to promote switching from competing products took effect. However, our sales declined because of drug-price reductions.
  7. FY2022-Q3SoftenedAnnual report

    「Alz, a joint-function improvement agent, saw the number of units delivered to medical institutions increase as a result of the rebound from the market contraction caused by the spread of COVID-19 in the year-earlier period and the success of measures to promote switching from competing products. Our sales were at the same level as in the year-earlier period, as higher volumes offset the impact of drug-price reductions.」

    Units delivered to medical institutions increased as a result of measures to promote switching from competing products, but higher volumes only offset the impact of drug-price reductions, leaving our sales at the same level as in the year-earlier period. Sales growth has weakened from the previous quarter.
  8. FY2022-Q2RestatedAnnual report

    「Alz, a joint-function improvement agent, saw the number of units delivered to medical institutions and its market share increase, reflecting the rebound from the market contraction caused by the spread of COVID-19 in the year-earlier period, as well as the continued progress in switching from competing products as a result of measures to acquire new delivery facilities and other initiatives. Accordingly, our sales increased, more than offsetting the impact of drug-price reductions.」

    Switching from competing products, units delivered to medical institutions and market share continued to increase as a result of measures to acquire new delivery facilities and other initiatives.
  9. FY2022-Q1AdvancedAnnual report

    「Alz, a joint-function improvement agent, saw the number of units delivered to medical institutions and its market share increase, reflecting the rebound from the market contraction caused by the spread of COVID-19 in the year-earlier period, as well as the continued effects of measures to acquire new delivery facilities and other initiatives, which promoted switching from competing products. Our sales declined because of the impact of drug-price reductions and high shipments in the year-earlier period.」

    Alz's units delivered to medical institutions and market share increased on the rebound from the market contraction and the continued effects of measures to acquire new delivery facilities. However, our sales declined because of drug-price reductions and other factors.
  10. FY2021Market share increases amid market contractionAnnual report

    「Alz, a joint-function improvement agent, saw the overall market contract and units delivered to medical institutions decline slightly as outpatient visits fell amid the spread of COVID-19. However, switching from competing products progressed, supported by the continued effects of measures to acquire new delivery facilities, and market share increased.」

    While the domestic Alz market contracted and units delivered declined slightly, switching from competing products and market-share expansion progressed as a result of measures to acquire new delivery facilities and other initiatives.
  11. FY2021-Q3Recovery in the domestic market loses momentum againAnnual report

    「Alz, a joint-function improvement agent, saw the overall market contract and the number of units delivered to medical institutions decline slightly, mainly because outpatient visits fell as COVID-19 spread. However, switching from competing products progressed, supported by the continued effects of measures to acquire new delivery facilities, and market share increased. Although the domestic market had been recovering since June, signs of renewed slowdown were evident as of December because infections began spreading again from November.」

    Market-share expansion continued as a result of measures to acquire new delivery facilities and other initiatives, but the domestic market began to slow again as of December because infections spread again from November.
  12. FY2021-Q2Market share expands amid market contraction, with recovery under wayAnnual report

    「Alz, a joint-function improvement agent, saw the overall market contract and the number of units delivered to medical institutions fall below the year-earlier level, mainly because outpatient visits declined as COVID-19 spread. However, switching from competing products progressed, supported by the continued effects of measures implemented in the previous fiscal year to acquire new delivery facilities, and market share increased. The market has been recovering since June, following the lifting of the state of emergency in Japan.」

    Alz saw the overall market and units delivered fall below the year-earlier level as outpatient visits declined, while switching from competing products and market-share expansion progressed as the effects of measures to acquire new delivery facilities continued. The company stated that the market has been recovering since June.
  13. FY2021-Q1Market share increased despite market contraction, but deliveries declinedAnnual report

    「Alz, a joint-function improvement agent, saw the overall market contract and the number of units delivered to medical institutions fall below the year-earlier level, mainly because outpatient visits declined as COVID-19 spread. However, its market share increased as a result of measures implemented in the previous fiscal year to acquire new delivery facilities.」

    Alz saw declines in the overall market and units delivered to medical institutions as outpatient visits fell, while its market share increased as a result of measures implemented in the previous fiscal year to acquire new delivery facilities.
  14. FY2020-Q3Market share increased through switching from competitors, but deliveries declined slightlyAnnual report

    「Although the joint-function improvement agent Altz gained market share through measures to switch customers from competing products, deliveries to medical institutions declined slightly as the overall market contracted.」

    Although measures to switch customers from competing products increased market share, deliveries to medical institutions declined slightly as the overall market contracted.
  15. FY2020-Q2Sales increase due to concentrated shipmentsAnnual report

    「Although the overall market remained nearly flat, deliveries of the joint-function improvement agent Altz to medical institutions increased slightly. The company's sales increased because shipments were concentrated through the second quarter.」

    Although the overall market was nearly flat, deliveries of Altz to medical institutions increased slightly, and the company's sales increased due to concentrated shipments through the second quarter.
  16. FY2020-Q1SoftenedAnnual report

    「Although deliveries of the joint-function improvement agent Altz to medical institutions declined as the overall market contracted, the company's sales increased because shipments in the year-earlier period were low due to inventory adjustments by the marketing partner.」

    In the osteoarthritis of the knee market, deliveries of domestic Altz to medical institutions declined as the market contracted. Meanwhile, the company's sales increased as shipments recovered from the lower level caused by inventory adjustments in the year-earlier period.
  17. FY2019AdvancedAnnual report

    「In Japan, the company maintained deliveries of the joint-function improvement agent Altz to medical institutions by actively pursuing product improvements to meet user needs. However, sales declined substantially following a significant reduction in official drug prices resulting from fundamental reform of the drug pricing system.」

    Product improvements and the marketing partner's sales expansion measures enabled the company to maintain deliveries of domestic Altz to medical institutions and increase market share, but sales declined substantially due to a reduction in official drug prices.
  18. FY2019-Q3AdvancedAnnual report

    「Although the overall market contracted on a volume basis, deliveries of the joint-function improvement agent Altz to medical institutions increased slightly as a result of the launch of a reformulated product designed to meet user needs and the marketing partner's sales expansion measures. However, the company's sales declined substantially due to the impact of a reduction in official drug prices.」

    Although the overall market contracted, deliveries of Altz to medical institutions increased slightly following the launch of the reformulated product and the marketing partner's sales expansion measures. However, the company's sales declined substantially due to a reduction in official drug prices.
  19. FY2019-Q2SoftenedAnnual report

    「Although the overall market contracted on a volume basis, deliveries of the joint-function improvement agent Altz to medical institutions declined only slightly as a result of the marketing partner's sales expansion measures.」

    Sales expansion measures by the marketing partner limited the decline in domestic Altz, but deliveries to medical institutions declined slightly as the market contracted.
  20. FY2019-Q1AdvancedAnnual report

    「Although the overall market remained slightly down on a volume basis, deliveries of the joint-function improvement agent Altz to medical institutions increased slightly as a result of the marketing partner's sales expansion measures.」

    Although the overall market declined slightly on a volume basis, deliveries of domestic Altz to medical institutions increased slightly as a result of the marketing partner's sales expansion measures.
  21. FY2018-Q3RestatedAnnual report

    「The company will maintain domestic sales volumes of Altz through product improvements and other measures. It will promote development of SI-613, the next-generation joint-function improvement agent.」

    Regarding the strengthening of its business base in the osteoarthritis of the knee market, the company reiterated its key strategy centered on maintaining domestic Altz sales and developing SI-613.
  22. FY2018-Q1RestatedAnnual report

    「Market penetration of the ophthalmic surgical aid products in the OPEGAN line progressed steadily as a result of active promotional activities for Shellgan, launched in July 2016. Deliveries to medical institutions and market share expanded, and the company's sales increased.」

    The company continues to pursue a policy of expanding its business base in markets including osteoarthritis of the knee through improvements to and promotion of existing products and development of next-generation products.
  23. FY2017AdvancedAnnual report

    「For SI-613, a novel joint-function improvement agent being developed for global expansion, the company began a Phase III clinical trial in Japan in February 2017 and signed a basic agreement with Ono Pharmaceutical Co., Ltd. in May 2017 concerning joint development and a marketing partnership in Japan.」

    In addition to starting the Phase III trial of SI-613, the company signed a basic agreement with Ono Pharmaceutical Co., Ltd. in May 2017 concerning joint development and a marketing partnership in Japan.
  24. FY2017-Q3AdvancedAnnual report

    「The company began a Phase III clinical trial in Japan for the joint-function improvement agent SI-613 in February 2017. The trial is intended to verify the efficacy and safety of SI-613 following confirmation of clinically useful effects in a Phase II clinical trial conducted for osteoarthritis of the knee. Trials are also being conducted for joints other than the knee, including the hip, ankle, elbow and shoulder, with the aim of expanding the eligible patient population by enabling administration to joints other than the knee.」

    For the next-generation product SI-613, the company began a Phase III clinical trial in Japan in February 2017 and is also seeking to expand the eligible patient population through development for other joints.
  25. FY2017-Q2AdvancedAnnual report

    「Although the overall market remained nearly flat, deliveries of the joint-function improvement agent Altz to medical institutions increased slightly, driven by active promotional activities by the marketing partner following the launch of a new container in April 2016.」

    The launch of a new container and promotional activities by the marketing partner resulted in a slight increase in deliveries of domestic Altz to medical institutions.
  26. FY2017-Q1AdvancedAnnual report

    「Although the overall market was nearly flat, deliveries of the joint-function improvement agent Altz to medical institutions increased, supported by the launch of a new container and sales expansion efforts by the marketing partner.」

    In addition to increased U.S. sales of Gel-One, the company reported an increase in deliveries of domestic Altz to medical institutions, supported by the launch of a new container and sales expansion efforts by its marketing partner.
  27. FY2016First statedAnnual report

    「Evolution as a leading company in the osteoarthritis of the knee market」

    The company's key integrated strategy is to expand U.S. sales of Gel-One, maintain domestic sales volumes of Altz, and develop the next-generation product SI-613.
Moved together

"Developing the LAL Business as One of the Company's Growth Pillars" moved the same way as this thread, in the same document, in 8 of its 27 moves.

865544★123456
  1. ★This thread
  2. 1Developing the LAL Business as One of the Company's Growth Pillars8×
  3. 2Strengthening Glycoscience Platform Technologies and the Development Pipeline6×
  4. 3Expanding Sales in the U.S., a Priority Region5×
  5. 4Enhancing Shareholder Returns and Capital Efficiency through Share Repurchases and Cancellations5×
  6. 5Japanese Launch and U.S. Approval of SI-66034×
  7. 6Strengthening the Opagan Product Line through the Launch of Shellgan4×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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Evolving into a Leading Company in the Osteoarthritis Knee Market | SEIKAGAKU CORPORATION (4548) | Komori