Komori
OncoTherapy Science (4564) · RiskMitigated

Dependence on the progress of specific pharmaceutical companies and partners

First written in FY2016. 12 of 26 entries say "Restated". Latest entry: FY2026.

26entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2020-Q3MitigatedFY2023-Q3 – FY20262016: 320162017: 320172018: 320182019: 220192020: 420202021: 220212022: 220222023: 220232024: 120242025: 220252026: 22026
Same theme, other companies
Risk of Revenue Decline Due to Revenue Concentration with a Specific Partner and Contract TerminationA theme 8 companies write about · 8 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 1 of 6 companies on the "Worse" side.

0 other companies' latest entry also says "Mitigated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Public Interest Incorporated Foundation Cancer Institute 346,403 46.2 337,929 41.8 Jiseikai Medical Corporation Fukuoka Cancer Comprehensive Clinic 91,051 12.1 96,032 11.9」

    The share of sales to the Public Interest Incorporated Foundation Cancer Institute declined from 46.2% in the previous fiscal year to 41.8%, while the share attributable to Fukuoka Cancer Comprehensive Clinic was 11.9%. Concentration among specific customers remains, but customer concentration declined.
  2. 2026-05-08MitigatedRevision of earnings forecasts

    「Public Interest Incorporated Foundation Cancer Institute 337,929 Cancer precision medicine business; Medical Corporation Jiseikai Fukuoka Cancer General Clinic 96,032 Cancer precision medicine business」

    The Cancer Institute's share of sales declined from 46.2% in the previous fiscal year to approximately 41.8%, indicating progress in customer diversification, including Fukuoka Cancer General Clinic.
  3. FY2026-H1MitigatedAnnual report

    「Income under license agreements and other arrangements 2,330 Income from analytical services and other sources 429,561 Revenue from contracts with customers 431,891」

    The revenue mix continues to be centered on analytical services and other offerings related to precision oncology, rather than licensing income from a specific pharmaceutical company, resulting in relatively low dependence on progress at pharmaceutical companies and alliance partners.
  4. FY2025MitigatedAnnual report

    「Public Interest Incorporated Foundation Cancer Institute 346,403 46.2 Jiseikai Medical Corporation Fukuoka Cancer Comprehensive Clinic 91,051 12.1」

    The share of sales to the Public Interest Incorporated Foundation Cancer Institute declined from 46.7% in the previous fiscal year to 46.2%, while the share attributable to Fukuoka Cancer Comprehensive Clinic declined from 12.7% to 12.1%. Concentration among specific customers remains, but customer concentration has eased slightly.
  5. FY2024MitigatedAnnual report

    「Public Interest Incorporated Foundation Cancer Institute 572,707 50.5 285,209 46.7 Medical Corporation Jiseikai Fukuoka Cancer General Clinic - - 77,643 12.7」

    The proportion of sales to Public Interest Incorporated Foundation Cancer Institute fell from 50.5% in the previous fiscal year to 46.7%, while sales to Fukuoka Cancer General Clinic accounted for 12.7%. Concentration among specific customers remains high, although the customer base became more diversified.
  6. FY2023MitigatedAnnual report

    「Public Interest Incorporated Foundation Cancer Institute 572,707 50.5 AnGes,Inc. 196,868 17.3」

    Sales consisted of ¥572 million, or 50.5%, to Public Interest Incorporated Foundation Cancer Institute and ¥196 million, or 17.3%, to AnGes,Inc. Concentration declined from the previous fiscal year's 65.1% for Cancer Institute, and multiple large customers are shown.
  7. FY2023-Q3MitigatedAnnual report

    「Income under license agreements and other arrangements 8,666 Income from analytical services and other sources 691,023 Revenue from contracts with customers 699,689」

    Revenue for the cumulative third quarter of the current fiscal year consisted of ¥691 million from analytical services and other sources and ¥8 million under license agreements and other arrangements. The revenue mix continues to show relatively low dependence on license income from specific pharmaceutical companies.
  8. FY2022ReframedAnnual report

    「Sales results fluctuated significantly during the consolidated fiscal year. This was due to a large order in the cancer precision medicine-related business segment. Public Interest Incorporated Foundation Cancer Institute 751,146 65.1」

    The primary source of revenue dependence shifted from the license income, milestones and other payments traditionally received from pharmaceutical companies to a large customer in the cancer precision medicine-related business. Sales to Public Interest Incorporated Foundation Cancer Institute were ¥751 million, representing 65.1% of total sales, and the Company states that 86.5% of trade receivables were also attributable to a specific large customer.
  9. FY2022-Q3MitigatedAnnual report

    「The Group earns revenue under license agreements and other arrangements that authorize third parties to research and develop, manufacture and sell pharmaceuticals and other products, and to use its technologies. This revenue consists of contract upfront payments, milestone-related income and royalty income, as well as income from analytical services and other sources.」

    Revenue for the cumulative third quarter of the current fiscal year consisted of ¥6 million in income under license agreements and other arrangements and ¥328 million in income from analytical services and other sources. The revenue mix continues to show relatively low dependence on license income from specific pharmaceutical companies.
  10. FY2022-Q2MitigatedAnnual report

    「Income under license agreements and other arrangements 6,243 - 6,243 Income from analytical services and other sources - 234,364 234,364 Revenue from contracts with customers 6,243 234,364 240,607」

    The revenue breakdown for the cumulative second quarter of the current fiscal year shows ¥6 million in income under license agreements and other arrangements and ¥234 million in income from analytical services and other sources. Analytical services and other sources are the core revenue source, while dependence on license income from specific pharmaceutical companies has declined relatively.
  11. FY2022-Q1RestatedAnnual report

    「Consolidated business revenue for the cumulative first quarter of the current fiscal year was ¥93 million, an increase of ¥52 million year on year, due to income from analytical services and other sources and the receipt of contract upfront payments and other amounts.」

    The Company continues to describe a structure in which business revenue depends on analytical services, contract upfront payments and other collaboration and contract-based activities.
  12. FY2021-Q2RestatedAnnual report

    「Consolidated business revenue for the cumulative second quarter of the current fiscal year was ¥100 million, a decrease of ¥3 million year on year, mainly due to income from contract testing services and the receipt of initial contract upfront payments and other amounts.」

    The Company continues to describe a structure in which business revenue depends on contract testing services, contract upfront payments and other collaboration and contract-based activities.
  13. FY2021-Q1RestatedAnnual report

    「Consolidated business revenue for the cumulative first quarter of the current fiscal year was ¥41 million, a decrease of ¥14 million year on year, mainly due to income from contract testing services and the receipt of contract upfront payments and other amounts.」

    The Company continues to describe a structure in which business revenue depends on contract testing services, contract upfront payments and other collaboration and contract-based activities.
  14. FY2020MitigatedAnnual report

    「Shionogi & Co.,Ltd. 100,000 31.6 Medical Corporation Jiseikai Fukuoka Cancer General Clinic 114,395 36.1 Medical Corporation Kyōrinkai Osaka Cancer Immuno-Chemotherapy Clinic 32,834 10.3」

    The proportion of sales to Shionogi & Co.,Ltd. in the sales mix fell from 72.3% in the previous fiscal year to 31.6%, while sales to Fukuoka Cancer General Clinic and Osaka Cancer Immuno-Chemotherapy Clinic were also recorded. Revenue concentration in a specific pharmaceutical company has declined relatively.
  15. FY2020-Q3RestatedAnnual report

    「Consolidated business revenue for the cumulative third quarter of the current fiscal year was ¥161 million, a decrease of ¥86 million year on year, mainly due to income from contract testing services and the receipt of multiple contract upfront payments and other amounts.」

    The Company continues to describe a structure in which business revenue depends on contract testing services, contract upfront payments and other collaboration and contract-based activities.
  16. FY2020-Q2RestatedAnnual report

    「Consolidated business revenue for the cumulative second quarter of the current fiscal year was ¥104 million, an increase of ¥80 million year on year, due to income from contract testing services and the receipt of initial contract upfront payments and other amounts.」

    The Company continues to describe a structure in which business revenue depends on contract testing services, contract upfront payments and other collaboration and contract-based activities.
  17. FY2020-Q1RestatedAnnual report

    「Consolidated business revenue for the cumulative first quarter of the current fiscal year was ¥55 million, an increase of ¥42 million year on year, mainly due to income from contract testing services and the receipt of initial contract upfront payments and other amounts.」

    The Company continues to describe a structure in which business revenue depends on contract testing services, contract upfront payments and other collaboration and contract-based activities.
  18. FY2019-Q1RestatedAnnual report

    「Consolidated business revenue for the cumulative first quarter of the current fiscal year was ¥13 million, a decrease of ¥187 million year on year, due to the receipt of royalties on sales of research reagents and income from contract testing services and other sources.」

    The Company continues to describe a structure in which business revenue depends on royalties from sales of research reagents, contract testing services and other sources. Revenue declined from ¥200 million in the same period of the previous fiscal year to ¥13 million, but no new ratio indicating dependence on specific customers was disclosed.
  19. FY2018WorsenedAnnual report

    「Shionogi & Co.,Ltd. 200,000 94.6」

    The proportion of sales to Shionogi & Co.,Ltd. rose from 87.2% in the previous fiscal year to 94.6%, increasing revenue concentration among specific customers.
  20. FY2018-Q3RestatedAnnual report

    「Business revenue for the cumulative third quarter of the current fiscal year was ¥203 million, a decrease of ¥31 million year on year, mainly due to the receipt of milestones from partner pharmaceutical companies.」

    The Company continues to state, together with the amounts, that business revenue depends on milestones and other payments from partner pharmaceutical companies.
  21. FY2018-Q2RestatedAnnual report

    「Business revenue for the cumulative second quarter of the current fiscal year was ¥201 million, an increase of ¥167 million year on year, mainly due to the receipt of milestones from partner pharmaceutical companies.」

    The Company continues to state, together with the amounts, that business revenue depends on milestones and other payments from partner pharmaceutical companies.
  22. FY2017MitigatedAnnual report

    「Shionogi & Co.,Ltd. 250,000 87.2 ONO PHARMACEUTICAL CO.,LTD. 33,650 11.7」

    Sales to ONO PHARMACEUTICAL CO.,LTD. were newly recorded during the current fiscal year, while the proportion of sales to Shionogi & Co.,Ltd. fell from 93.7% in the previous fiscal year to 87.2%. Concentration among specific customers remains, but the sales mix became more diversified during the current fiscal year.
  23. FY2017-Q3RestatedAnnual report

    「Business revenue for the cumulative third quarter of the current consolidated fiscal year was ¥234 million, due to the receipt of milestones from partner pharmaceutical companies, contract analysis testing fees, and royalties from sales of research reagents and other products, an increase of ¥23 million from the same period of the previous year.」

    This describes a situation in which business revenue depends on milestones and royalties from partner pharmaceutical companies and contract analytical testing.
  24. FY2017-Q2RestatedAnnual report

    「Business revenue for the cumulative second quarter of the current fiscal year was ¥34 million, a decrease of ¥173 million year on year, due to contract analytical testing and the receipt of royalties on sales of research reagents and other products by partner companies.」

    This describes a situation in which business revenue depends on contract analytical testing and royalties generated by partners.
  25. FY2017-Q1RestatedAnnual report

    「Business revenue for the cumulative first quarter of the current fiscal year was ¥0.3 million, a decrease of ¥205 million year on year, due to the receipt of royalties on partner companies' sales of research reagents and other products.」

    This shows that business revenue for the quarter depends on royalties from partner companies.
  26. FY2016First statedAnnual report

    「Because the Group's customers are limited mainly to pharmaceutical companies and similar entities, its business revenue has a high degree of dependence on individual customers.」

    Of the current fiscal year's sales of ¥266.903 million, sales to Shionogi & Co.,Ltd. amounted to ¥250 million, accounting for 93.7%. The Company explains that pharmaceutical development normally takes more than 10 years.
Moved together

"Establishment of Cancer Precision Medicine (CPM) and expansion of genomic analysis and cancer immunology businesses through a joint venture with TE" moved the same way as this thread, in the same document, in 9 of its 26 moves.

988755★123456
  1. ★This thread
  2. 1Establishment of Cancer Precision Medicine (CPM) and expansion of genomic analysis and cancer immunology businesses through a joint venture with TE9×
  3. 2Significant expansion of revenue and profit through drug launches and stabilization of the revenue base8×
  4. 3Raising R&D funds through a third-party allotment of stock acquisition rights8×
  5. 4Securing and utilizing the patent portfolio7×
  6. 5Pressure on results from substantial R&D expenses and an R&D-led business model5×
  7. 6Risk of Funding Requirements for Research and Development Exceeding Expectations5×

★ 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.

When this could move next
No upcoming earnings preview for OncoTherapy Science yet. It last moved in the Revision of earnings forecasts of 2026-05-08: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on the progress of specific pharmaceutical companies and partners | OncoTherapy Science,Inc. (4564) | Komori