Worth reading
50Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
178
¥ million (year-on-year increase in revenue from the drug discovery support business)Wording
Conditional
How definitive the wording is.Contents of this document
Financial results presentationCumulative third quarter, fiscal year ending December 20267 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥573 million+45.1%
Operating profit¥-1,532 million
Ordinary income¥-1,591 million
Net income¥-1,633 million
Full-year earnings forecast
Net Sales
¥720 million
Operating loss
¥-2,028 million
Ordinary loss
¥-2,053 million
Net loss for the period
¥-2,090 million
R&D spending
¥1,950 million
Progress against full-year forecast 通期の予想に対して、いまどこまで進んだかの割合です。
R&D spending75
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
R&D spending is progressing within the expected range relative to the full-year planBreakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Increase in revenue from the drug discovery support business¥178 million
- Increase in R&D Expenses¥112 million
New initiatives
- Execution of a Clinical Trial Agreement with The University of Texas MD Anderson Cancer Center
- Preparation for a physician-initiated AML clinical trial of monzosertib
- Clinical data for docirbrutinib scheduled for presentation at ASH 2026 in December 2026
- Financing through the issuance of bonds with stock acquisition rights and new shares
Key KPIsA metric the company considers important as a management benchmark.
- Revenue from the drug discovery support business¥573 millionYear on year against the same period last yearUp 45.1%
- Domestic revenue¥189 millionYear on year against the same period last yearUp 37.8%
- US sales¥148 millionYear on year against the same period last yearUp 4.2%
- European net sales¥149 millionYear on year against the same period last yearUp 162.8%
- Revenue in other regions¥87 millionYear on year against the same period last yearUp 104.7%
Segment results
Drug Discovery Support
Net Sales
¥573 million+45.1%
Operating profit (loss)
¥82 million
Drug Discovery
Operating profit (loss)
¥-1,615 million
Medium-term management plan targets
Advancing clinical trials for development pipeline programs, promoting partnering activities, stabilizing management through milestone revenue and sales royalties from licensees, and building the next-generation pipeline. No target year specified.Market Size / Share
- Total sales of existing BTK inhibitorsMore than $12 billion
- Chronic spontaneous urticaria market size$26.7 100 million
- AML treatment market size$38 100 million
| Item | Details |
|---|---|
| Document type | Financial results presentation |
| Fiscal Period Covered | Cumulative third quarter, fiscal year ending December 2026 |
| Net Sales | ¥573 million (YoY +45.1%) |
| Operating profit | ¥-1,532 million |
| Ordinary income | ¥-1,591 million |
| Net income | ¥-1,633 million |
| Full-year earnings forecast | Net Sales ¥720 million / Operating loss ¥-2,028 million / Ordinary loss ¥-2,053 million / Net loss for the period ¥-2,090 million / R&D spending ¥1,950 million |
| Progress against full-year forecast | Net Sales Not disclosed / Operating loss Not disclosed / R&D spending 75 |
| Self-assessment against the plan | R&D spending is progressing within the expected range relative to the full-year plan |
| Segment results | Drug Discovery Support Net Sales ¥573 million (YoY +45.1%) / Operating profit (loss) ¥82 million / Drug Discovery Net Sales Not disclosed / Operating profit (loss) ¥-1,615 million |
| Breakdown of Factors Affecting the Change | Factors Increase in revenue from the drug discovery support business / Amount ¥178 million, Factors Increase in R&D Expenses / Amount ¥112 million |
| Key KPIs | Indicator name Revenue from the drug discovery support business / Value ¥573 million / Year on year against the same period last year Up 45.1%, Indicator name Domestic revenue / Value ¥189 million / Year on year against the same period last year Up 37.8%, Indicator name US sales / Value ¥148 million / Year on year against the same period last year Up 4.2%, Indicator name European net sales / Value ¥149 million / Year on year against the same period last year Up 162.8%, Indicator name Revenue in other regions / Value ¥87 million / Year on year against the same period last year Up 104.7% |
| Medium-term management plan targets | Advancing clinical trials for development pipeline programs, promoting partnering activities, stabilizing management through milestone revenue and sales royalties from licensees, and building the next-generation pipeline. No target year specified. |
| Market Size / Share | Subject Total sales of existing BTK inhibitors / Value More than $12 billion, Subject Chronic spontaneous urticaria market size / Value $26.7 100 million, Subject AML treatment market size / Value $38 100 million |
| New initiatives | Execution of a Clinical Trial Agreement with The University of Texas MD Anderson Cancer Center, Preparation for a physician-initiated AML clinical trial of monzosertib, Clinical data for docirbrutinib scheduled for presentation at ASH 2026 in December 2026, Financing through the issuance of bonds with stock acquisition rights and new shares |
Items this document does not state (16)
Gross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogKey points of the Q&A
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Revenue from the drug discovery support business more than doubled year on year in Europe and other regions, while domestic revenue also grew substantially. In the drug discovery business, the company continued to invest actively in development-stage programs such as docirbrutinib, resulting in higher R&D expenses, mainly for clinical trials and the manufacture of clinical trial materials.
How to read this page
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