Buy Or Sell Opportunity • May 22
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 39% to JP¥1,511. The fair value is estimated to be JP¥1,894, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are forecast to decline by 4.5% per annum over the same time period. Reported Earnings • May 14
Full year 2026 earnings: EPS and revenues exceed analyst expectations Full year 2026 results: EPS: JP¥269 (up from JP¥59.49 in FY 2025). Revenue: JP¥453.3b (up 14% from FY 2025). Net income: JP¥106.9b (up 352% from FY 2025). Profit margin: 24% (up from 5.9% in FY 2025). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 7.6%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Pharmaceuticals industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth. Ankündigung • May 13
Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2026 Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2026. Valuation Update With 7 Day Price Move • May 01
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥1,739, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Pharmaceuticals industry in Japan. Total returns to shareholders of 114% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,903 per share. Ankündigung • Apr 22
Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026 Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2026 results at 1:00 PM, Tokyo Standard Time on May 13, 2026 Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥2,171, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Pharmaceuticals industry in Japan. Total returns to shareholders of 168% over the past three years. Ankündigung • Mar 03
Sumitomo Pharma Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026 Sumitomo Pharma Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company revised revenue of JPY 449,000 million compared to previous guidance of JPY 429,000 million. Core operating profit of JPY 107,000 million compared to previous guidance of JPY 97,000 million. Operating profit of JPY 108,000 million compared to JPY 98,000 million. Net profit attributable to owners of the parent of JPY 102,000 million compared to previous guidance of JPY 92 million. Basic earnings per share of JPY 256.74 per share compared to previous guidance of JPY 231.57 per share. Reasons for the revisions: In the revised forecasts announced today, the Company has changed the full-year foreign exchange assumption (average exchange rate for the period) from JPY 145.0 to JPY 150.0 against 1 USD, as compared with the previous forecast. Revenue has been revised upward by JPY 20.0 billion to JPY 449.0 billion, reflecting higher than expected sales of products such as GEMTESA (therapeutic agent for overactive bladder) in the North America segment, as well as the positive impact of the weaker yen. Core operating profit has been revised upward by JPY 10.0 billion to JPY 107.0 billion. In addition to the increase in gross profit resulting from higher revenue, selling, general and administrative expenses and R&D expenses are now expected to be slightly lower than the previous forecast, excluding the impact of yen depreciation. Driven by the increase in core operating profit, operating profit has been revised upward by JPY 10.0 billion to JPY 108.0 billion and profit attributable to owners of the parent has been revised upward by JPY 10.0 billion to JPY 102.0 billion, compared with the previous forecast. Valuation Update With 7 Day Price Move • Feb 16
Investor sentiment improves as stock rises 32% After last week's 32% share price gain to JP¥2,971, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Pharmaceuticals industry in Japan. Total returns to shareholders of 245% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,308 per share. Ankündigung • Feb 13
Sumitomo Pharma Co., Ltd. and Racthera Inc. Announce Scheduled Review in Japan of the Allogeneic Ips Cell-Derived Dopaminergic Neural Proenitor Cells (Amchepry) Sumitomo Pharma Co., Ltd. and RACTHERA Inc. submitted, on August 5, 2025, an application of manufacturing and marketing authorization for allogeneic iPS cell-derived dopaminergic neural progenitor cells for indication of the improvement of motor functions during the off-time period of patients with advanced Parkinson's disease. Sumitomo Pharma and RACTHERA announced that the regenerative medical product AMCHEPRY has been listed as an item for deliberation on the agenda of the upcoming meeting of the Ministry of Health, Labour and Welfare's Pharmaceutical Affairs and Food Sanitation Council, Committee on Regenerative Medicine Products and Biotechnologies, scheduled to be held on February 19, 2026. Reported Earnings • Jan 31
Third quarter 2026 earnings: EPS and revenues exceed analyst expectations Third quarter 2026 results: EPS: JP¥22.19 (down from JP¥135 in 3Q 2025). Revenue: JP¥120.6b (up 7.3% from 3Q 2025). Net income: JP¥8.82b (down 84% from 3Q 2025). Profit margin: 7.3% (down from 48% in 3Q 2025). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Pharmaceuticals industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jan 22
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥2,216, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Pharmaceuticals industry in Japan. Total returns to shareholders of 148% over the past three years. Valuation Update With 7 Day Price Move • Jan 08
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to JP¥2,822, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Pharmaceuticals industry in Japan. Total returns to shareholders of 216% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,897 per share. Price Target Changed • Nov 20
Price target increased by 10% to JP¥1,821 Up from JP¥1,650, the current price target is an average from 7 analysts. New target price is 33% below last closing price of JP¥2,702. Stock is up 342% over the past year. The company is forecast to post earnings per share of JP¥224 for next year compared to JP¥59.49 last year. Major Estimate Revision • Nov 07
Consensus EPS estimates increase by 14% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥418.2b to JP¥424.7b. EPS estimate increased from JP¥167 to JP¥191 per share. Net income forecast to shrink 57% next year vs 9.2% growth forecast for Pharmaceuticals industry in Japan . Consensus price target up from JP¥1,599 to JP¥1,650. Share price rose 27% to JP¥2,133 over the past week. Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to JP¥2,133, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Pharmaceuticals industry in Japan. Total returns to shareholders of 109% over the past three years. Ankündigung • Nov 05
Sumitomo Pharma Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026 Sumitomo Pharma Co., Ltd. announced that they will report Q3, 2026 results at 3:30 PM, Tokyo Standard Time on Jan 30, 2026 Reported Earnings • Nov 01
Second quarter 2026 earnings: EPS and revenues exceed analyst expectations Second quarter 2026 results: EPS: JP¥221 (up from JP¥121 loss in 2Q 2025). Revenue: JP¥119.1b (up 32% from 2Q 2025). Net income: JP¥87.7b (up JP¥135.8b from 2Q 2025). Profit margin: 74% (up from net loss in 2Q 2025). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 6.5%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Pharmaceuticals industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 18% per year. Valuation Update With 7 Day Price Move • Sep 05
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥1,811, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Pharmaceuticals industry in Japan. Total returns to shareholders of 75% over the past three years. Ankündigung • Sep 01
Sumitomo Pharma Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025 Sumitomo Pharma Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025 Price Target Changed • Aug 20
Price target increased by 11% to JP¥1,111 Up from JP¥1,004, the current price target is an average from 7 analysts. New target price is 20% below last closing price of JP¥1,382. Stock is up 126% over the past year. The company is forecast to post earnings per share of JP¥150 for next year compared to JP¥59.49 last year. Reported Earnings • Aug 01
First quarter 2026 earnings: EPS and revenues exceed analyst expectations First quarter 2026 results: EPS: JP¥28.21 (down from JP¥40.11 in 1Q 2025). Revenue: JP¥108.0b (up 19% from 1Q 2025). Net income: JP¥11.2b (down 30% from 1Q 2025). Profit margin: 10% (down from 18% in 1Q 2025). Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) also surpassed analyst estimates by 37%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Pharmaceuticals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. New Risk • Aug 01
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 3.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.7x net interest cover). Share price has been highly volatile over the past 3 months (10.0% average weekly change). Earnings are forecast to decline by an average of 3.0% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results. Ankündigung • Jul 31
Marubeni Global Pharma Co., Ltd. completed the acquisition of 60% stake in Sumitomo Pharma (China) Co., Ltd. and Sumitomo Pharma Asia Pacific Pte. Ltd. from Sumitomo Pharma Co., Ltd. (TSE:4506). Marubeni Global Pharma Co., Ltd. entered into Share Transfer Agreement to acquire 60% stake in Sumitomo Pharma (China) Co., Ltd. and Sumitomo Pharma Asia Pacific Pte. Ltd. from Sumitomo Pharma Co., Ltd. (TSE:4506) for ¥45.0 billion on April 1, 2025. A cash consideration of ¥45 billion will be paid by Marubeni Global Pharma Co., Ltd.
The transaction is subject to subject to antitrust regulations. The expected completion of the transaction is from July 1, 2025 to September 30, 2025.
Marubeni Global Pharma Co., Ltd. completed the acquisition of 60% stake in Sumitomo Pharma (China) Co., Ltd. and Sumitomo Pharma Asia Pacific Pte. Ltd. from Sumitomo Pharma Co., Ltd. (TSE:4506) on July 31, 2025. Valuation Update With 7 Day Price Move • Jul 31
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥1,329, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Pharmaceuticals industry in Japan. Total returns to shareholders of 25% over the past three years. Price Target Changed • Jul 30
Price target increased by 16% to JP¥923 Up from JP¥798, the current price target is an average from 8 analysts. New target price is 30% below last closing price of JP¥1,322. Stock is up 216% over the past year. The company is forecast to post earnings per share of JP¥131 for next year compared to JP¥59.49 last year. Ankündigung • Jul 02
Sawai Group Holdings Co., Ltd. (TSE:4887) completed the acquisition of FrontAct Co., Ltd. from Sumitomo Pharma Co., Ltd. (TSE:4506). Sawai Group Holdings Co., Ltd. (TSE:4887) agreed to acquire FrontAct Co., Ltd. from Sumitomo Pharma Co., Ltd. (TSE:4506) on March 28, 2025.
The expected completion of the transaction is June 30, 2025.
Sawai Group Holdings Co., Ltd. (TSE:4887) completed the acquisition of FrontAct Co., Ltd. from Sumitomo Pharma Co., Ltd. (TSE:4506) on June 30, 2025. Price Target Changed • Jun 11
Price target increased by 15% to JP¥760 Up from JP¥664, the current price target is an average from 8 analysts. New target price is 14% below last closing price of JP¥885. Stock is up 154% over the past year. The company is forecast to post earnings per share of JP¥118 for next year compared to JP¥59.49 last year. New Risk • Jun 06
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Jun 04
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥876, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Pharmaceuticals industry in Japan. Total loss to shareholders of 19% over the past three years. Major Estimate Revision • Jun 03
Consensus EPS estimates increase by 40% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥80.87 to JP¥113. Revenue forecast steady at JP¥368.3b. Net income forecast to grow 91% next year vs 1.0% growth forecast for Pharmaceuticals industry in Japan. Consensus price target up from JP¥664 to JP¥678. Share price rose 9.1% to JP¥843 over the past week. Ankündigung • May 16
Sumitomo Pharma Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025 Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2025 Reported Earnings • May 14
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: JP¥59.49 (up from JP¥793 loss in FY 2024). Revenue: JP¥398.8b (up 27% from FY 2024). Net income: JP¥23.6b (up JP¥338.6b from FY 2024). Profit margin: 5.9% (up from net loss in FY 2024). Revenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) also surpassed analyst estimates by 72%. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Pharmaceuticals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance. Ankündigung • Apr 03
Marubeni Global Pharma Co., Ltd. entered into Share Transfer Agreement to acquire 60% stake in Sumitomo Pharma (China) Co., Ltd. and Sumitomo Pharma Asia Pacific Pte. Ltd. from Sumitomo Pharma Co., Ltd. (TSE:4506) for ¥45.0 billion. Marubeni Global Pharma Co., Ltd. entered into Share Transfer Agreement to acquire 60% stake in Sumitomo Pharma (China) Co., Ltd. and Sumitomo Pharma Asia Pacific Pte. Ltd. from Sumitomo Pharma Co., Ltd. (TSE:4506) for ¥45.0 billion on April 1, 2025. A cash consideration of ¥45 billion will be paid by Marubeni Global Pharma Co., Ltd.
The transaction is subject to subject to antitrust regulations. The expected completion of the transaction is from July 1, 2025 to September 30, 2025. Ankündigung • Mar 01
Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025 Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025 Price Target Changed • Feb 18
Price target increased by 8.5% to JP¥593 Up from JP¥546, the current price target is an average from 8 analysts. New target price is 25% below last closing price of JP¥794. Stock is up 116% over the past year. The company is forecast to post earnings per share of JP¥7.71 next year compared to a net loss per share of JP¥793 last year. Reported Earnings • Feb 01
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: EPS: JP¥135 (up from JP¥126 loss in 3Q 2024). Revenue: JP¥112.4b (up 37% from 3Q 2024). Net income: JP¥53.4b (up JP¥103.4b from 3Q 2024). Profit margin: 48% (up from net loss in 3Q 2024). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Pharmaceuticals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance. Ankündigung • Feb 01
Sumitomo Pharma Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025 Sumitomo Pharma Co., Ltd. revised consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 381,000 million, Operating profit of JPY 21,000 million, Net profit attributable to owners of parent is expected to be JPY 16,000 million or JPY 40.27 earnings per share against net sales of JPY 338,000 million, Operating profit of JPY 0, Net loss attributable to owners of parent is expected to be JPY 16,000 million or JPY 40.27 Loss per share. Reasons for the revisions: The Company has changed assumed exchange rates average exchange rates) for the full-year period from its previous forecasts of JPY 145.0 to JPY 152.0 against 1 USD and JPY 20.0 to JPY 21.0 against RMB 1. Revenue is now expected to be JPY 381.0 billion, up by JPY 43.0 billion from the previous forecast, as sales of ORGOVYX® (therapeutic agent for advanced prostate cancer) and other products remain brisk in the North America segment while sales in China are exceeding plans in he Asia segment, on top of an increase due to the updated forex assumptions. Core operating profit has been revised up by JPY 29.0 billion from the previous forecast to JPY 30.0 billion. This is a result of an increase in gross profit associated with revenue increase, and an expectation that selling, general and administrative expenses and research and development expenses will remain flat due to a decrease in expenses owing to the business structure improvement at the Company, etc., despite an increase due to the updated forex assumptions. Operating profit has been revised to JPY 21.0 billion, up by JPY 21.0 billion from the previous forecast, because of the sheer magnitude of the increase in core operating profit despite the recording of expenses for business structure improvement and otherwise by the Company. Net profit attributable to owners of the parent has been revised to JPY 16.0 billion, reversing the previously forecasted loss of JPY 16.0 billion. Ankündigung • Nov 10
Sumitomo Pharma Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025 Sumitomo Pharma Co., Ltd. announced that they will report Q3, 2025 results at 3:30 PM, Tokyo Standard Time on Jan 31, 2025 New Risk • Nov 06
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Reported Earnings • Nov 01
Second quarter 2025 earnings: EPS misses analyst expectations Second quarter 2025 results: JP¥121 loss per share (further deteriorated from JP¥72.68 loss in 2Q 2024). Revenue: JP¥90.1b (up 17% from 2Q 2024). Net loss: JP¥48.2b (loss widened 67% from 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Pharmaceuticals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance. Major Estimate Revision • Oct 12
Consensus EPS estimates upgraded to JP¥25.34 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -JP¥28.58 to -JP¥25.34 per share. Revenue forecast steady at JP¥343.4b. Pharmaceuticals industry in Japan expected to see average net income growth of 3.7% next year. Consensus price target up from JP¥501 to JP¥533. Share price was steady at JP¥653 over the past week. Ankündigung • Sep 23
Sumitomo Pharma Co., Ltd.(TSE:4506) dropped from FTSE All-World Index (USD) Sumitomo Pharma Co., Ltd.(TSE:4506) dropped from FTSE All-World Index (USD) Major Estimate Revision • Aug 14
Consensus EPS estimates upgraded to JP¥39.20 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -JP¥43.68 to -JP¥39.20 per share. Revenue forecast steady at JP¥337.4b. Pharmaceuticals industry in Japan expected to see average net income growth of 0.2% next year. Consensus price target up from JP¥331 to JP¥379. Share price rose 11% to JP¥511 over the past week. Price Target Changed • Aug 07
Price target increased by 14% to JP¥365 Up from JP¥321, the current price target is an average from 8 analysts. New target price is 21% below last closing price of JP¥460. Stock is down 10% over the past year. The company is forecast to post a net loss per share of JP¥43.66 next year compared to a net loss per share of JP¥793 last year. Ankündigung • Aug 07
Sumitomo Pharma and Poxel Announce Topline Results from Post-Marketing Clinical Study on TWYMEEG for the Treatment of Type 2 Diabetes in Japan Sumitomo Pharma Co., Ltd. and POXEL SA announced topline results obtained from a post-marketing clinical study, TWINKLE (TWYMEEG in diabetic patients with renal impairment: A post-marketing long-term study) (“the Study”), in Japanese type 2 diabetic patients with renal impairment for TWYMEEG Tablets 500 mg (generic name: imeglimin hydrochloride, “the Drug”) being sold in Japan, based on the Risk Management Plan. The Study was an open-label, uncontrolled, long-term study in 60 Japanese type 2 diabetic patients with renal impairment, who had no experience of type 2 diabetes treatment other than diet and exercise therapy or insufficient glycemic management in monotherapy with a hypoglycemic agent excluding insulin formulation. The Drugwas administered at 500 mg twice-daily to patients with moderate and severe renal impairment, characterized by an estimated glomerular filtration rate (eGFR) between 15 mL/min/1.73 m2 or higher to less than 45 mL/min/1.73 m2, or at 500 mg once-daily to patients with end-stage renal disease, characterized by an eGFR less than 15 mL/min/1.73m2, in monotherapy or in combination therapy with a hypoglycemic agent excluding insulin formulation, to evaluate safety and tolerability when administered orally for 52 weeks. The Drug was observed to be safe and well tolerated in Japanese type 2 diabetic patients with renal impairment and no significant differences were found in the incidence of adverse events, their types and severities in this study from previous clinical studies. Specifically, most of the adverse events were mild or moderate in severity. The incidence of serious adverse events was 16.7% (10 of 60 subjects) and causality with the Drug could be ruled out in all cases. Incidence of adverse events leading to study treatment discontinuation was also limited (4 of 60 subjects). At present, administration of the Drug is not recommended for patients with renal impairment with eGFR less than 45 mL/min/1.73m2. Based on the results of the Study, Sumitomo Pharma is planning to conduct discussions with the regulatory authorities in Japan, on revising the package insert in fiscal 20241 for patients with renal impairment with eGFR less than 45 mL/min/1.73m2. Board Change • Aug 06
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Koji Fujimoto was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Ankündigung • Aug 02
Sumitomo Pharma Co., Ltd. to Report Q2, 2025 Results on Oct 30, 2024 Sumitomo Pharma Co., Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024 Reported Earnings • Aug 01
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: JP¥40.11 (up from JP¥97.83 loss in 1Q 2024). Revenue: JP¥90.7b (up 20% from 1Q 2024). Net income: JP¥15.9b (up JP¥54.8b from 1Q 2024). Profit margin: 18% (up from net loss in 1Q 2024). The move to profitability was primarily driven by lower expenses. Revenue exceeded analyst estimates by 9.7%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Pharmaceuticals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance. Major Estimate Revision • Jul 18
Consensus EPS estimates upgraded to JP¥48.57 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -JP¥65.76 to -JP¥48.57 per share. Revenue forecast steady at JP¥338.2b. Pharmaceuticals industry in Japan expected to see average net income growth of 2.1% next year. Consensus price target of JP¥331 unchanged from last update. Share price rose 3.7% to JP¥423 over the past week. Major Estimate Revision • Jun 19
Consensus EPS estimates upgraded to JP¥77.85 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -JP¥103 to -JP¥77.85 per share. Revenue forecast steady at JP¥339.2b. Pharmaceuticals industry in Japan expected to see average net income decline 1.0% next year. Consensus price target up from JP¥324 to JP¥331. Share price was steady at JP¥351 over the past week. Major Estimate Revision • Jun 13
Consensus EPS estimates upgraded to JP¥103 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -JP¥122 to -JP¥103 per share. Revenue forecast steady at JP¥341.8b. Pharmaceuticals industry in Japan expected to see average net income decline 0.9% next year. Consensus price target broadly unchanged at JP¥321. Share price was steady at JP¥336 over the past week. Ankündigung • May 24
Sumitomo Pharma Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024 Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2024 Ankündigung • May 16
Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2024 Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2024. Reported Earnings • May 15
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: JP¥793 loss per share (further deteriorated from JP¥188 loss in FY 2023). Revenue: JP¥314.6b (down 43% from FY 2023). Net loss: JP¥315.0b (loss widened 323% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Pharmaceuticals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance. Price Target Changed • Apr 18
Price target decreased by 18% to JP¥334 Down from JP¥405, the current price target is an average from 8 analysts. New target price is 15% below last closing price of JP¥394. Stock is down 53% over the past year. The company is forecast to post a net loss per share of JP¥499 next year compared to a net loss per share of JP¥188 last year. Major Estimate Revision • Apr 18
Consensus EPS estimates fall by 21% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥328.3b to JP¥316.3b. Losses expected to increase from JP¥413 per share to JP¥499. Pharmaceuticals industry in Japan expected to see average net income growth of 16% next year. Consensus price target down from JP¥405 to JP¥334. Share price fell 2.5% to JP¥394 over the past week. Ankündigung • Mar 02
Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024 Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024 Price Target Changed • Feb 22
Price target decreased by 10% to JP¥413 Down from JP¥460, the current price target is an average from 8 analysts. New target price is 18% above last closing price of JP¥349. Stock is down 60% over the past year. The company is forecast to post a net loss per share of JP¥399 next year compared to a net loss per share of JP¥188 last year. Major Estimate Revision • Feb 21
Consensus EPS estimates fall by 24% The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -JP¥281 to -JP¥350 per share. Revenue forecast unchanged at JP¥336.3b. Pharmaceuticals industry in Japan expected to see average net income growth of 14% next year. Consensus price target down from JP¥460 to JP¥428. Share price was steady at JP¥358 over the past week. Major Estimate Revision • Feb 21
Consensus EPS estimates fall by 24% The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -JP¥281 to -JP¥350 per share. Revenue forecast unchanged at JP¥336.3b. Pharmaceuticals industry in Japan expected to see average net income growth of 14% next year. Consensus price target down from JP¥460 to JP¥428. Share price was steady at JP¥358 over the past week. Major Estimate Revision • Feb 21
Consensus EPS estimates fall by 24% The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -JP¥281 to -JP¥350 per share. Revenue forecast unchanged at JP¥336.3b. Pharmaceuticals industry in Japan expected to see average net income growth of 14% next year. Consensus price target down from JP¥460 to JP¥428. Share price was steady at JP¥358 over the past week. Price Target Changed • Feb 16
Price target decreased by 7.8% to JP¥442 Down from JP¥479, the current price target is an average from 8 analysts. New target price is 22% above last closing price of JP¥362. Stock is down 58% over the past year. The company is forecast to post a net loss per share of JP¥301 next year compared to a net loss per share of JP¥188 last year. Major Estimate Revision • Feb 07
Consensus EPS estimates fall by 23% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥342.3b to JP¥338.7b. Losses expected to increase from JP¥228 per share to JP¥281. Pharmaceuticals industry in Japan expected to see average net income growth of 15% next year. Consensus price target down from JP¥479 to JP¥460. Share price fell 21% to JP¥345 over the past week. Reported Earnings • Feb 02
Third quarter 2024 earnings: EPS and revenues miss analyst expectations Third quarter 2024 results: JP¥126 loss per share (further deteriorated from JP¥28.24 loss in 3Q 2023). Revenue: JP¥82.4b (down 42% from 3Q 2023). Net loss: JP¥50.0b (loss widened 345% from 3Q 2023). Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Pharmaceuticals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance. New Risk • Feb 01
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (7.7% average weekly change). Ankündigung • Dec 15
Sumitomo Pharma Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024 Sumitomo Pharma Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024 Ankündigung • Nov 04
European Commission Approves the Commercialisation of RYEQO® for the Symptomatic Treatment of Endometriosis Gedeon Richter Plc. together with Sumitomo Pharma America Inc. and Sumitomo Pharma Switzerland, GmbH ('SMPS') announce that the European Commission ('EC') has granted approval of a Type II Variation application for RYEQO® (relugolix 40 mg, estradiol 1.0 mg, and norethisterone acetate 0.5 mg) for the symptomatic treatment of endometriosis in women with a history of previous medical or surgical treatment for their endometriosis. This decision followed a positive opinion from the Committee for Medicinal Products for Human Use ('CHMP') of the European Medicines Agency ('EMA') on 15 September 2023 and is applicable for all Member States in the European Union. RYEQO® was initially approved by the EMA in July 2021 for the treatment of moderate-to-severe symptoms of uterine fibroids in adult women of reproductive age. Ankündigung • Nov 03
Gedeon Richter Plc., Sumitomo Pharma America, Inc. and Sumitomo Pharma Switzerland, GmbH Receives European Commission grant for Commercialisation of RYEQO® Gedeon Richter Plc. together with Sumitomo Pharma America Inc. and Sumitomo Pharma Switzerland, GmbH ('SMPS') announce that the European Commission ('EC') has granted approval of a Type II Variation application for RYEQO® (relugolix 40 mg, estradiol 1.0 mg, and norethisterone acetate 0.5 mg) for the symptomatic treatment of endometriosis in women with a history of previous medical or surgical treatment for their endometriosis. This decision followed a positive opinion from the Committee for Medicinal Products for Human Use ('CHMP') of the European Medicines Agency ('EMA') on 15 September 2023 and is applicable for all Member States in the European Union. RYEQO® was initially approved by the EMA in July 2021 for the treatment of moderate-to-severe symptoms of uterine fibroids in adult women of reproductive age. Reported Earnings • Nov 02
Second quarter 2024 earnings: EPS and revenues miss analyst expectations Second quarter 2024 results: JP¥72.68 loss per share (improved from JP¥96.63 loss in 2Q 2023). Revenue: JP¥77.0b (down 52% from 2Q 2023). Net loss: JP¥28.9b (loss narrowed 25% from 2Q 2023). Revenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Pharmaceuticals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance. Ankündigung • Nov 01
Sumitomo Pharma Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending March 31, 2024 Sumitomo Pharma Co., Ltd. provided dividend guidance for the second quarter and full year of fiscal year ending March 31, 2024. For the period, the company expects to pay dividend of JPY 0.00 against JPY 14.00 a year ago.For the year, the company expects to pay dividend of JPY 0.00 against JPY 7.00 a year ago.