Cuorips (4894) · RiskWorsened
Risk of lower profitability due to drug-price and healthcare-cost containment policies
First written in FY2023. 1 of 2 entries say "Worsened", first in FY2026. Latest entry: FY2026.
2entries
4years
0from disclosures
How it moved
Same theme, other companies
Market and earnings impact on the pharmaceutical business from drug price revisions, healthcare system changes and pricing policy changesA theme 88 companies write about · 104 as a headwind · 0 as a tailwind
Cuorips moved to the "Worse" side of this theme in 2026, 6 years after the typical company in this theme (2020).
The whole theme swung hardest in 2018: 20 of 65 companies on the "Worse" side.
13 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 88 companies compared. The sentences above are computed from all 88.Full recordFilings, disclosures and news, newest first
- FY2026WorsenedAnnual report
「We are proceeding with the procedures for Reheart to receive public health insurance coverage in Japan. In Japan, however, regular drug-price reductions and the promotion of generic-drug use are being pursued to contain rising medical costs.」
The risk became more concrete, shifting from a future risk before approval to a profitability risk directly related to reimbursement coverage and drug-price determination for an approved product. - FY2023First statedAnnual report
「If drug prices are substantially reduced in the future, lower profitability could affect our business performance and financial condition.」
The company indicated that it could be affected by drug-price reductions and healthcare-cost containment policies after obtaining domestic approval.