Komori
Kringle Pharma (4884) · RiskFirst statedLatest Revision of earnings forecasts (2026-09-16): "Mitigated"

Risk to supply chain development from unsuccessful sales partnerships and delays in international partnerships

First written in FY2023. 3 of 4 entries say "Mitigated", first in 2026-05-18. Latest entry: 2026-09-16.

4entries
4years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2023Mitigated2026-05-18 – 2026-09-162023: 12024: 020242025: 020252026: 32026
Same theme, other companies
Building a sales network through sales partners and alliances, and dependence on commercializationA theme 34 companies write about · 34 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 3 of 17 companies on the "Worse" side.

3 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.
Showing 14 of the 34 companies compared. The sentences above are computed from all 34.
Full recordFilings, disclosures and news, newest first
  2. FY2023First statedAnnual report

    「At present, no sales partnerships have been established for VFS investigational drugs or ALS treatments if development is successful, and depending on future business development, it may be difficult to build an effective supply chain. However, if partnerships with overseas pharmaceutical companies and others are not established in a timely and appropriate manner, overseas business expansion may be delayed.」

    The company discloses as a new risk that sales partnerships for vocal fold scarring and ALS have not been established and that overseas business expansion could be delayed if partnerships with pharmaceutical companies and others are not formed in a timely and appropriate manner.
Moved together

"Monetization through upfront payments, milestones and royalties" moved the same way as this thread, in the same document, in 3 of its 4 moves.

322★123
  1. ★This thread
  2. 1Monetization through upfront payments, milestones and royalties3×
  3. 2Achieving proof of concept through a subsequent trial for vocal fold scarring2×
  4. 3Meeting continued listing criteria through the launch of 2 products in Japan2×

★ 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 Kringle Pharma yet. It last moved in the Revision of earnings forecasts of 2026-09-16: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.