Sales dependence on Alnylam and the U.S. market
First written in FY2025. 3 of 5 entries say "Softened", first in 2026-05-15. Latest entry: 2026-06-29.
No other company in this theme has enough history to compare yet.
- 2026-06-29SoftenedManagement Planning
「Sales to the US market accounted for approximately 54% of sales in the fiscal year ended March 2026.」
The company again reports its dependence on the US market, which accounted for approximately 54% of sales, down from approximately 73% in the previous full-year disclosure. - FY2026SoftenedAnnual report
「Revenue from Alnylam Pharmaceuticals, Inc. accounted for approximately 38% of the Group's revenue in the fiscal year ending March 2026. Revenue from the US market accounted for approximately 54% in the fiscal year ending March 2026.」
Revenue dependence on Alnylam Pharmaceuticals, Inc. declined from approximately 41% in the previous full year to approximately 38%, while dependence on the US market declined from approximately 73% to approximately 54%. However, dependence on the specific customer and the US market continues to be identified as a risk. - 2026-05-15SoftenedRevision of earnings forecasts
「Alnylam Pharmaceuticals, Inc. 591,747 PXB mouse business」
Sales to Alnylam amounted to ¥591.747 million, down from ¥634.022 million in the previous fiscal year. Its share of consolidated sales also declined, indicating reduced dependence on a particular customer compared with the previous fiscal year. - FY2026-H1MaterialisedAnnual report
「However, development budgets at the Group's major U.S. pharmaceutical-company customers remain constrained, creating a difficult order environment, including the loss of several anticipated contract-testing projects.」
Regarding the risks associated with revenue dependence on the US market and major customers, the company states that a US pharmaceutical company's development budget cuts and the loss of multiple projects have actually occurred. - FY2025First statedAnnual report
「Revenue from Alnylam Pharmaceuticals, Inc. accounted for approximately 41% of the Group's revenue in the fiscal year ended March 2025. ... Revenue from the US market accounted for approximately 73% in the fiscal year ended March 2025. Accordingly, developments in US government tariff and drug pricing policies could affect the Group's performance.」
The company newly disclosed revenue dependence of approximately 41% on the specific customer Alnylam Pharmaceuticals, Inc. and approximately 73% on the US market, identifying the customer's business policies and US tariff and drug pricing policies as risk factors.