Komori
Otsuka Holdings (4578) · FactAdvanced

Growth in Royalty and Milestone Income from Out-Licensed Products

First written in FY2023-Q2. 7 of 10 entries say "Advanced", first in FY2023-Q3. Latest entry: 2026-07-31.

10entries
4years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q3 – FY2023OtherFY2024-Q1 – FY2024-H1AdvancedFY2024 – 2026-07-312023: 220232024: 320242025: 220252026: 32026
Same theme, other companies
Revenue Structure Centered on Upfront and Milestone PaymentsA theme 5 companies write about · 0 as a headwind · 3 as a tailwind

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

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. 2026-07-31AdvancedEarnings

    「The anti-APRIL antibody VOYXACT, launched in 2025, and increased royalty income」

    The company stated that the launch of VOYXACT and increased royalty income contributed to higher revenue in the medical-related business.
  2. FY2026-H1AdvancedAnnual report

    「License and royalty income was ¥108,740 million in the healthcare business, ¥84 million in the nutraceuticals-related business, and ¥24 million in other businesses, for a total of ¥108,851 million.」

    Total license and royalty income increased from ¥55,690 million in the same period of the previous year to ¥108,851 million, contributing to growth in revenue from the healthcare business.
  3. FY2025AdvancedAnnual report

    「License and royalty income in the healthcare business was ¥157,818 million, up from ¥120,881 million in the same quarter of the previous year.」

    License and royalty income from derived products and other sources in the healthcare business was ¥157,818 million, up from ¥120,881 million in the previous fiscal year.
  4. FY2025-H1AdvancedAnnual report

    「License and royalty income was ¥55,574 million in the healthcare business, ¥85 million in the nutraceuticals-related business, and ¥27 million in other businesses, for a total of ¥55,690 million.」

    Total license and royalty income increased from ¥45,210 million in the same period of the previous year to ¥55,690 million, contributing to revenue in the healthcare business.
  5. FY2024AdvancedAnnual report

    「License and royalty income in the healthcare business was ¥120,881 million, up from ¥98,468 million in the same quarter of the previous year.」

    License and royalty income from derived products and other sources in the healthcare business increased to ¥120,881 million, contributing to business profit and revenue growth.
  6. FY2024-H1Continued decline in license and royalty incomeAnnual report

    「License and royalty income was ¥45,014 million in the healthcare business, ¥121 million in the nutraceuticals-related business, and ¥73 million in other businesses, for a total of ¥45,210 million.」

    Total license and royalty income was ¥45,210 million, down from ¥48,389 million in the same period of the previous year.
  7. FY2024-Q1Decline in license and royalty incomeAnnual report

    「License and royalty income 17,439 29 1 30 17,499」

    Total license and royalty income, including the healthcare business, was ¥17,499 million, down from ¥22,648 million in the same quarter of the previous year.
  8. FY2023AdvancedAnnual report

    「License and royalty income in the healthcare business was ¥98,216 million, up from ¥41,235 million in the same quarter of the previous year.」

    License and royalty income in the healthcare business was ¥98,216 million, up from ¥41,235 million in the previous fiscal year.
  9. FY2023-Q3AdvancedAnnual report

    「License and royalty income in the healthcare business was ¥71,333 million, up from ¥21,146 million in the same quarter of the previous year.」

    License and royalty income in the healthcare business was ¥71,333 million, a substantial increase from ¥21,146 million in the same quarter of the previous year. Growth in royalty and milestone income from derived products and other sources is driving results.
  10. FY2023-Q2First statedAnnual report

    「This was attributable to growth in royalty and milestone income from the four global products and derived products, which drove results.」

    For the first time, growth in royalty and milestone income from derived products was identified separately, alongside the four global products, as a factor behind increases in the healthcare business and consolidated revenue.
Moved together

"Pipeline Progress in Clinical Development, Regulatory Approval and Commercialization" moved the same way as this thread, in the same document, in 7 of its 10 moves.

777655★123456
  1. ★This thread
  2. 1Pipeline Progress in Clinical Development, Regulatory Approval and Commercialization7×
  3. 2Continued R&D Investment7×
  4. 3Expansion of Overseas Sales of Pharmaceutical and Health-Related Products7×
  5. 4Payment of an Interim Dividend6×
  6. 5Improving the Earnings Structure of the Consumer-Related Business5×
  7. 6Investment Plan for Research and Production Facilities5×

★ 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
Otsuka Holdings's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-07-31: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growth in Royalty and Milestone Income from Out-Licensed Products | Otsuka Holdings Co.,Ltd. (4578) | Komori