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Kidswell Bio (4584) · RiskMaterialisedLatest Earnings presentation (2026-08-13): "Worsened"

Risk of Losing Market Advantage Due to Technological Innovation and Competing Products

First written in FY2017. 7 of 11 entries say "Restated". Latest entry: 2026-08-13.

11entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2023-Q32017: 220172018: 320182019: 120192020: 120202021: 020212022: 020222023: 120232024: 020242025: 020252026: 32026
Same theme, other companies
Competition Risk from Candidate Product Introduction and Competing Products in the Pharmaceutical MarketA theme 20 companies write about · 22 as a headwind · 0 as a tailwind

Kidswell Bio moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).

The whole theme swung hardest in 2025: 4 of 8 companies on the "Worse" side.

4 other companies' latest entry also says "Worsened".

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.
Showing 14 of the 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「Since January 2026, biosimilar and bio-ag versions of Eylea (aflibercept), the leading competing product, have been listed on the National Health Insurance drug price list and launched in Japan's anti-VEGF drug market for the ophthalmic indications targeted by GBS-007 (ranibizumab). We are currently examining the impact.」

    The risk of GBS-007 losing its market advantage has emerged as a specific competitive threat following the listing and launch of competing products.
  2. FY2023-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The company has disclosed that there have been no material changes regarding the risk of losing market advantage due to technological innovation and competing products.
  3. FY2020RestatedAnnual report

    「As a result of competition with these competitors, development products that we have licensed out or are currently developing may lose their market advantage, potentially forcing us to discontinue research and development.」

    The company continues to disclose the risk of losing market advantage due to competitors and technological innovation.
  4. FY2019RestatedAnnual report

    「As a result of competition with these competitors, development products that we have licensed out or are currently developing may lose their market advantage, potentially forcing us to discontinue research and development.」

    The company continues to disclose the risk of losing market advantage due to competitors and technological innovation.
  5. FY2019-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The company has disclosed that there have been no material changes regarding the risk of losing market advantage due to technological innovation and competing products.
  6. FY2018RestatedAnnual report

    「As a result of competition with these competitors, development products that we have licensed out or are currently developing may lose their market advantage, potentially forcing us to discontinue research and development.」

    The company continues to disclose the risk of losing market advantage due to competitors and technological innovation.
  7. FY2018-Q3RestatedAnnual report

    「During the nine months ended September, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the prior fiscal year.」

    The company has disclosed that there have been no material changes regarding the risk of losing market advantage due to technological innovation and competing products.
  8. FY2018-Q2RestatedAnnual report

    「During the six months ended June, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the prior fiscal year.」

    The company has disclosed that there have been no material changes regarding the risk of losing market advantage due to technological innovation and competing products.
  9. FY2017First statedAnnual report

    「As a result of competition with these competitors, development products that we have licensed out or are currently developing may lose their market advantage, potentially forcing us to discontinue research and development.」

    Separate from the risk of entry by major pharmaceutical companies, the risk that development products could lose their market advantage due to competitors and technological innovation has been explicitly disclosed for the first time.
Moved together

"Market Entry by Major Pharmaceutical Companies and Others into the Biosimilars Market" moved the same way as this thread, in the same document, in 3 of its 11 moves.

32★12
  1. ★This thread
  2. 1Market Entry by Major Pharmaceutical Companies and Others into the Biosimilars Market3×
  3. 2Earnings Pressure from Higher Raw Material Costs and Foreign Exchange Effects2×

★ 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 Kidswell Bio yet. It last moved in the Earnings presentation of 2026-08-13: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Losing Market Advantage Due to Technological Innovation and Competing Products | Kidswell Bio Corporation (4584) | Komori