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Tsubota Laboratory (4890) · RiskMitigated

Risk That Clinical Trial and Statistical Analysis Costs Will Exceed the Contract Amount

First written in FY2024-Q3. 2 of 4 entries say "Materialised", first in FY2024-Q3. Latest entry: 2026-08-12.

4entries
3years
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2024-Q3 – FY20242024: 220242025: 020252026: 22026
Same theme, other companies
Contract losses on TLG-001 clinical trial and statistical analysis costsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-08-12MitigatedEarnings

    「The provision for contract losses decreased from ¥25.308 million to ¥5.054 million.」

    The balance of the provision for contract losses related to TLG-001 decreased from the end of the previous fiscal year.
  2. FY2026MitigatedAnnual report

    「The main factor was a ¥181.084 million decrease in the provision for contract losses.」

    The provision for contract losses related to the TLG-001 domestic licensing agreement decreased from ¥206.392 million in the previous fiscal year to ¥25.308 million. Estimation uncertainty remains after completion of the clinical trial, but the provision balance has declined.
  3. FY2024MaterialisedAnnual report

    「Costs related to the confirmatory clinical trial for TLG-001, scheduled to end in the fiscal year ending March 2026, and the subsequent statistical analysis, which is expected to take 1 year, are expected to exceed the contract lump-sum payment, and a provision for contract losses of ¥328.303 million was recorded.」

    Costs for the TLG-001 confirmatory clinical trial and statistical analysis were expected to exceed the contract amount, and a provision for contract losses of ¥328.303 million was recorded.
  4. FY2024-Q3MaterialisedAnnual report

    「Costs related to the confirmatory clinical trial for TLG-001, scheduled to end in the fiscal year ending March 2026, and the subsequent statistical analysis, which is expected to take 1 year, are expected to exceed the contract amount, and a provision for contract losses of ¥372.140 million was recorded.」

    Costs for the TLG-001 clinical trial and subsequent statistical analysis were expected to exceed the contract amount, and a provision for contract losses of ¥372.140 million was actually recorded.
Moved together

"Global Out-Licensing and Royalty Monetization of TLM-001, a Treatment for Meibomian Gland Dysfunction" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Global Out-Licensing and Royalty Monetization of TLM-001, a Treatment for Meibomian Gland Dysfunction2×
  3. 2Commercialization of R&D Pipelines and Establishment of Post-Launch Royalty Revenue2×
  4. 3Strengthening basic research2×
  5. 4Expansion of the research collaboration framework within and outside Keio University2×
  6. 5Preparing to Enter the Chinese Market2×
  7. 6Small-organization and talent attrition risk2×

★ 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 Tsubota Laboratory yet. It last moved in the Earnings of 2026-08-12: "Mitigated".
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Risk That Clinical Trial and Statistical Analysis Costs Will Exceed the Contract Amount | Tsubota Laboratory Incorporated (4890) | Komori