Worth reading
36Immaterial
Scored from 5 of 6 sectionsDirection
Deterioration
Direction inferred from the company’s description.Scale
570
¥ million (operating loss)Wording
Conditional
How definitive the wording is.Contents of this document
Presentation materials for financial resultsSecond quarter of the fiscal year ending December 20263 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥8 million
Operating profit¥-570 million
Net income¥-579 million interim profit/loss
Full-year earnings forecast
Revenue
¥420 million product sales revenue only disclosed
What the company explained in this material
New initiatives
- Exclusive manufacturing and marketing license agreement with MAAB for Sancuso in China
- Additional ¥34 million investment in Isofol
- Increase in the maximum dose to 500 mg/m² in the SP-05 Phase Ib/II trial
- Preparations to launch episil® in Brazil
Key KPIsA metric the company considers important as a management benchmark.
- Isofol shareholding ratio3.25 %
- SP-05 Phase Ib dose-escalation part dose300 mg/m²
- SP-05 planned maximum dose500 mg/m²
Market Size / Share
- Approximately 147 thousand2020DetailsNumber of colorectal cancer cases in Japan
- Approximately 53 thousand2023DetailsNumber of colorectal cancer deaths in Japan
- Approximately ¥20 billionDetailsJapanese folic acid formulation market size
- Below 50%DetailsResponse rate for first-line colorectal cancer treatment
| Item | Details |
|---|---|
| Document type | Presentation materials for financial results |
| Fiscal Period Covered | Second quarter of the fiscal year ending December 2026 |
| Net Sales | ¥8 million |
| Operating profit | ¥-570 million |
| Net income | ¥-579 million (interim profit/loss) |
| Full-year earnings forecast | Revenue ¥420 million (product sales revenue only disclosed) |
| Key KPIs | Indicator name Isofol shareholding ratio / Value 3.25 % / Year on year against the same period last year Not disclosed, Indicator name SP-05 Phase Ib dose-escalation part dose / Value 300 mg/m² / Year on year against the same period last year Not disclosed, Indicator name SP-05 planned maximum dose / Value 500 mg/m² / Year on year against the same period last year Not disclosed |
| Market Size / Share | Approximately 147 thousand, Approximately 53 thousand, Approximately ¥20 billion, Below 50% |
| New initiatives | Exclusive manufacturing and marketing license agreement with MAAB for Sancuso in China, Additional ¥34 million investment in Isofol, Increase in the maximum dose to 500 mg/m² in the SP-05 Phase Ib/II trial, Preparations to launch episil® in Brazil |
Items this document does not state (22)
Ordinary incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial 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.The company explained that, because certain documentation procedures related to the change in Sancuso's sales partner had not been completed as of the end of June, the product sales proceeds already received were not recognized as revenue in the second quarter and are scheduled to be recognized in the third quarter. No overall factors behind the operating loss and interim loss were specified.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.