Komori
Perseus Proteomics (4882) · RiskMitigated

Dependence on Fujifilm and Customer Concentration

First written in FY2021. 7 of 9 entries say "Mitigated", first in FY2022. Latest entry: FY2026.

9entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021MitigatedFY2023 – FY20262021: 120212022: 220222023: 220232024: 220242025: 120252026: 12026
Same theme, other companies
Dependence on capital, personnel and business relationships with FUJIFILMA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

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

    「FUJIFILM Corporation holds 236,610 shares, representing 1.39% of the total number of issued shares.」

    FUJIFILM Corporation's shareholding ratio declined from 1.60% in the previous fiscal year to 1.39%, and its status as a non-other-affiliated company continued.
  2. FY2025MitigatedAnnual report

    「FUJIFILM Corporation holds 236,610 shares, representing 1.60% of the total number of issued shares.」

    FUJIFILM's shareholding ratio declined from 6.16% in the previous fiscal year to 1.60%, and its status as a non-other-affiliated company continued.
  3. FY2025-H1MitigatedAnnual report

    「FUJIFILM Corporation holds 236,610 shares, representing 1.61% of the total number of issued shares.」

    FUJIFILM's shareholding ratio declined from 6.16% in the previous fiscal year to 1.61%, and its status as a non-other-affiliated company continued.
  4. FY2024MitigatedAnnual report

    「FUJIFILM Corporation holds 735,210 shares, representing 6.16% of the total number of issued shares.」

    FUJIFILM's shareholding ratio declined from 10.10% in the previous fiscal year to 6.16%, and its status as a non-other-affiliated company continued.
  5. FY2023MitigatedAnnual report

    「FUJIFILM Corporation's voting rights ownership ratio is 10.10%.」

    FUJIFILM's voting rights ownership ratio declined from 16.48% to 10.10%, and its status as a non-affiliated company other than an other affiliated company continued.
  6. FY2023-Q3RestatedAnnual report

    「As FUJIFILM Corporation sold part of its holdings of the Company's shares on 1 September 2022, its voting rights ownership ratio became 16.48%, and it ceased to be an other affiliated company of the Company as of 5 September 2022.」

    This reconfirms that FUJIFILM's voting rights ownership ratio became 16.48% and that it ceased to be an other affiliated company as of 5 September 2022.
  7. FY2023-Q2MitigatedAnnual report

    「As stated in the timely disclosure titled "Notice Concerning Change in Other Affiliated Company," made on 1 September 2022, FUJIFILM Corporation ceased to be an other affiliated company of the Company as of 5 September 2022.」

    FUJIFILM Corporation ceased to be an other affiliated company as of 5 September 2022, further changing the status of its capital and business relationships with the Company.
  8. FY2022MitigatedAnnual report

    「FUJIFILM Corporation's voting rights ownership ratio is 25.41%.」

    FUJIFILM's voting rights ownership ratio declined from 35.6% to 25.41%, and the licenses to PPMX-T002 and PPMX-T004 were also returned. The business and capital relationships themselves continue.
  9. FY2021First statedAnnual report

    「Subsequently, as a result of the Company's third-party allocation of shares in March 2018, FUJIFILM's voting rights ownership ratio in the Company became 48.6%. Although it remained a major shareholder, FUJIFILM became an other affiliated company. Then, as a result of the Company's third-party allocation of shares in November 2020, FUJIFILM's voting rights ownership ratio in the Company was 35.6% as of the end of the fiscal year.」

    This discloses FUJIFILM's equity interest, shared directorships, and relationships involving licensing-out transactions and commissioned research, identifying dependence on a specific business partner as a risk.
Moved together

"Expansion of antibody research support and sales of antibodies and reagents" moved the same way as this thread, in the same document, in 7 of its 9 moves.

765444★123456
  1. ★This thread
  2. 1Expansion of antibody research support and sales of antibodies and reagents7×
  3. 2Securing R&D Funding Through Partnerships, Grants and Investor Fundraising6×
  4. 3Development of the PPMX-T004 ADC and licensing to FUJIFILM5×
  5. 4Drug Discovery through Joint Research with Universities and Research Institutions and Expansion of Contract Research4×
  6. 5Research on expanding PPMX-T003 indications to hematologic and solid cancers4×
  7. 6PPMX-T003 Phase 1 Trial for Polycythemia Vera Enters the Patient Stage4×

★ 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 Perseus Proteomics yet.
News
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Dependence on Fujifilm and Customer Concentration | Perseus Proteomics Inc. (4882) | Komori