Sumitomo Pharma(DPM)株式概要住友製薬(株)は、日本、北米、中国および海外で、医薬品、食品素材・添加物、動物用医薬品などの製造・販売を行っている。 詳細DPM ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績4/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より15.4%で取引されている 過去1年間で収益は352.2%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析今後3年間の収益は年平均4.5%減少すると予測されている。 財務結果に影響を与える大きな一時的項目 多額の負債を抱えている German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るDPM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€8.140.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-315b601b2016201920222025202620282031Revenue JP¥601.2bEarnings JP¥141.7bAdvancedSet Fair ValueView all narrativesSumitomo Pharma Co., Ltd. 競合他社Dermapharm HoldingSymbol: XTRA:DMPMarket cap: €2.4bMerck KGaASymbol: XTRA:MRKMarket cap: €53.4bSCHOTT Pharma KGaASymbol: XTRA:1SXPMarket cap: €2.5bSartoriusSymbol: XTRA:SRT3Market cap: €14.3b価格と性能株価の高値、安値、推移の概要Sumitomo Pharma過去の株価現在の株価JP¥8.1452週高値JP¥18.8052週安値JP¥4.62ベータ0.481ヶ月の変化-29.06%3ヶ月変化-55.99%1年変化61.21%3年間の変化76.21%5年間の変化-48.80%IPOからの変化-14.31%最新ニュースBoard Change • 20mHigh number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Outside Independent Director Daishiro Michimori was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 13Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2026Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 09+ 2 more updatesSumitomo Pharma Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026お知らせ • Apr 22Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2026 results at 1:00 PM, Tokyo Standard Time on May 13, 2026お知らせ • Mar 03Sumitomo Pharma Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sumitomo 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.お知らせ • Feb 13Sumitomo 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.最新情報をもっと見るRecent updatesBoard Change • 20mHigh number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Outside Independent Director Daishiro Michimori was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 13Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2026Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 09+ 2 more updatesSumitomo Pharma Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026お知らせ • Apr 22Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2026 results at 1:00 PM, Tokyo Standard Time on May 13, 2026お知らせ • Mar 03Sumitomo Pharma Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sumitomo 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.お知らせ • Feb 13Sumitomo 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.お知らせ • Nov 05Sumitomo Pharma Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Sumitomo Pharma Co., Ltd. announced that they will report Q3, 2026 results at 3:30 PM, Tokyo Standard Time on Jan 30, 2026お知らせ • Sep 01Sumitomo Pharma Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Sumitomo Pharma Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025お知らせ • Jul 31Marubeni 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.お知らせ • Jul 02Sawai 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.お知らせ • May 16Sumitomo Pharma Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2025お知らせ • May 13+ 1 more updateSumitomo Pharma Co., Ltd., Annual General Meeting, Jun 26, 2025Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 26, 2025.お知らせ • Apr 03Marubeni 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.お知らせ • Mar 01Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025お知らせ • Feb 01Sumitomo Pharma Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Sumitomo 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.お知らせ • Nov 10Sumitomo Pharma Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Sumitomo Pharma Co., Ltd. announced that they will report Q3, 2025 results at 3:30 PM, Tokyo Standard Time on Jan 31, 2025Reported Earnings • Nov 01Second quarter 2025 earnings released: JP¥121 loss per share (vs JP¥72.68 loss in 2Q 2024)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 is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Pharmaceuticals industry in Germany. 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.お知らせ • Sep 23Sumitomo 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)お知らせ • Aug 07Sumitomo Pharma and Poxel Announce Topline Results from Post-Marketing Clinical Study on TWYMEEG for the Treatment of Type 2 Diabetes in JapanSumitomo 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 06Less than half of directors are independentFollowing 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.New Risk • Aug 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% 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 (10% average weekly change).お知らせ • Aug 02Sumitomo Pharma Co., Ltd. to Report Q2, 2025 Results on Oct 30, 2024Sumitomo Pharma Co., Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥40.11 (vs JP¥97.83 loss in 1Q 2024)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 is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Pharmaceuticals industry in Germany. 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.New Risk • Jun 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (7.5% average weekly change).お知らせ • May 24Sumitomo Pharma Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2024お知らせ • May 16Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2024Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2024.Reported Earnings • May 15Full year 2024 earnings released: JP¥793 loss per share (vs JP¥188 loss in FY 2023)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 is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.お知らせ • Mar 02Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: JP¥126 loss per share (vs JP¥28.24 loss in 3Q 2023)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 is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.お知らせ • Jan 31+ 1 more updateSumitomo Pharma Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Sumitomo Pharma Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 0.00 against JPY 7.00 a year ago.お知らせ • Dec 15Sumitomo Pharma Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Sumitomo Pharma Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024お知らせ • Nov 04European Commission Approves the Commercialisation of RYEQO® for the Symptomatic Treatment of EndometriosisGedeon 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.お知らせ • Nov 03Gedeon 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 02Second quarter 2024 earnings released: JP¥72.68 loss per share (vs JP¥96.63 loss in 2Q 2023)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 is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.お知らせ • Nov 01Sumitomo Pharma Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending March 31, 2024Sumitomo 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.New Risk • Oct 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German 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. 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 (8.6% average weekly change).お知らせ • Sep 12Sumitomo Pharma Announces Positive Topline Results from Phase 3 Clinical Studies Evaluating Vibegron in Men with Overactive Bladder Symptoms Receiving Pharmacological Therapy for Benign Prostatic HyperplasiaSumitomo Pharma Co., Ltd. companies, Sumitomo Pharma America Inc. (SMPA) and Sumitomo Pharma Switzerland (SMPS), announced that the Phase 3 UO-901-3005 clinical study of vibegron (GEMTESA®?), a beta-3 adrenergic receptor (b3) agonist, dosed once-daily (75 mg), which is being investigated in men with overactive bladder (OAB) symptoms receiving pharmacological therapy for benign prostatic hyperplasia (BPH), met its co-primary endpoints at Week 12 compared to placebo. The co-primary endpoints include both change from baseline in the average number of micturition (urination) episodes per day and change from baseline in The average number of urgency episodes (the sudden urge to urinate that is difficult to control) per day. U.S., GEMTESA (vibegron) has been indicated for the treatment of OAB with symptoms of urge urinary incontinence, urgency, and urinary frequency in adults since April 2021. GEMTESA works by selectively targeting b3 adrenergic receptors to reduce OAB symptoms through the relaxation of the bladder detrusor muscle to increase capacity. In China, vibegron is currently under investigation in a Phase 3 clinical study for the treatment of OAB. Overactive bladder (OAB) is a clinical condition that occurs when the bladder muscle contracts invol voluntarily. Symptoms may include urinary urgency (the sudden urge to urinating that is difficult to control), urgency incontinence (un intentional loss of urine immediately after an urgent need to urinate), and frequent urination (usually eight or more times in 24 hours). Benign Prostatic Hyperplasia (BPH) is a condition in men in which the prostate gland is enlarged. About 60% of men with BPH are treated for lower urinary tract symptoms (LUTS). LUTS can be divided into storage, voiding, and postmicturition symptoms. Over half of men with BPH report storage symptoms and about a quarter report voiding symptoms. This suggests that many men with a diagnosis of BPH may have overactive bladder. Many men who are treated for symptoms are assumed to have an obstruction in the bladder caused by an enlarged prostate.3,4 About half of all men between ages 51 and 60 have BPH and up to 90% of men over age 80 are living with the condition.Buying Opportunity • Aug 30Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €4.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings is also forecast to grow by 71% per annum over the same time period.お知らせ • Aug 06Sumitomo Pharma Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Sumitomo Pharma Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023New Risk • Aug 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. 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). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).お知らせ • Aug 02Sumitomo Pharma Co., Ltd. (TSE:4506) acquired Assets and rights related lefamulin in China, Hong Kong, Macau and Taiwan from Nabriva Therapeutics plc (OTCPK:NBRV.F), Nabriva Therapeutics US, Inc, Nabriva Therapeutics GmbH and Nabriva Therapeutics Ireland Dac for $15 million.Sumitomo Pharma Co., Ltd. (TSE:4506) acquired Assets and rights related lefamulin in China, Hong Kong, Macau and Taiwan from Nabriva Therapeutics plc (OTCPK:NBRV.F), Nabriva Therapeutics US, Inc, Nabriva Therapeutics GmbH and Nabriva Therapeutics Ireland Dac for $15 million on July 30, 2023.Sumitomo Pharma Co., Ltd. (TSE:4506) completed the acquisition of Assets and rights related lefamulin in China, Hong Kong, Macau and Taiwan from Nabriva Therapeutics plc (OTCPK:NBRV.F), Nabriva Therapeutics US, Inc, Nabriva Therapeutics GmbH and Nabriva Therapeutics Ireland Dac on July 30, 2023.Buying Opportunity • Aug 01Now 28% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be €4.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 77% per annum over the same time period.Reported Earnings • Aug 01First quarter 2024 earnings released: JP¥97.83 loss per share (vs JP¥78.30 profit in 1Q 2023)First quarter 2024 results: JP¥97.83 loss per share (down from JP¥78.30 profit in 1Q 2023). Revenue: JP¥75.7b (down 53% from 1Q 2023). Net loss: JP¥38.9b (down 225% from profit in 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Pharmaceuticals industry in Germany. 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.お知らせ • Jul 31Sumitomo Pharma and Otsuka Announce Topline Results from Phase 3 Diamond 1 and Diamond 2 Clinical Studies Evaluating Ulotaront in SchizophreniaSumitomo Pharma Co., Ltd. and Otsuka Pharmaceutical Co., Ltd. announced the topline results from the DIAMOND (the DIAMOND 5 clinical study in Japan and China), generalized anxiety disorder (GAD) and the adjunctive treatment of major depressive disorder (MDD), with additional indications under consideration. Ulotaront was granted Breakthrough Therapy Designation by the U.S. Food and Drug Administration (FDA) for the treatment of schizophrenia in May 2019. Ulotaront is the first and only TAAR1 agonist to enter into Phase 3 clinical studies in people living with schizophrenia. It's also the first TAAR1 agonist to entered into Phase 2/3 clinical studies in GAD, and as an adjunctive therapy in MDD. Ulotaront is being jointly developed and commercialized as part of a collaboration between Sumitomo Pharma, its U.S. subsidiary Sumitomo Pharma America Inc. (SMPA), and Otsuka. SMPA discovered ulotaront in collaboration with PsychoGenics based in part on a mechanism-independent approach using the in vivo phenotypic SmartCube®? platform and associated artificial intelligence algorithms.お知らせ • Jul 11Sumitomo Pharma Co., Ltd. Announces Executive ChangesSumitomo Pharma Co., Ltd. announced that Sumitomo Pharma America Inc. President and Chief Executive Officer, Myrtle Potter, Chief Executive Officer of Biopharma, Adele Gulfo, and Chief Medical Officer, Armin Szegedi, were appointed as Executive Officers of Sumitomo Pharma Co. Ltd. effective July 1, 2023.お知らせ • Jun 28Sumitomo Pharma Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023お知らせ • Jun 24Revolka Ltd. Announces Milestone Achievement in the Collaborative Research with Sumitomo Pharma Co., LtdRevolKa Ltd. announced the successful completion of the collaborative drug discovery project with Sumitomo Pharma Co., Ltd. (Hiroshi Nomura, President and CEO) for rare diseases within the contractually agreed time frame. RevolKa designed and identified lead candidates by using its proprietary technology platform called aiProtein®: a robust directed protein evolution technology integrated with artificial intelligence (AI). These lead candidates remarkably exceeded the criteria set in the project. RevolKa delivered them for Sumitomo Pharma’s further research and development for pharmaceutical drug applications. Based on the result, Sumitomo Pharma and RevolKa agreed to declare the milestone achievement. Sumitomo Pharma will receive a ri RevolKa’s proprietary technology, aiProtein® is an AI-assisted directed evolution of proteins. Naturally occurring protein is a linear polymer of 20 amino acids and their derivatives, which folds into a tertial structure through internal complex atomic interactions to show biological function. Proteins have evolved to biologically functional molecules over hundreds of millions of years. The relationship between protein sequence, structure, and function in those highly crafted molecules remains poorly understood to rationally design a protein sequence for a particular function. AI engine is trained with sequence-function relationship data to statistically predict sequences for an evolved protein function. Furthermore, aiProtein® can evolve more than two functions simultaneously. This technology is a powerful and cost-effective tool for the creation of novel and highly-optimized proteins for pharmaceutical and industrial uses. ght of first refusal to an exclusive license of the molecules. RevolKa was entitled to milestone payment.お知らせ • Jun 23HEALIOS K.K. and Sumitomo Pharma Co. Ltd. Announces Start of Phase 1/2 Study in RPE Tear Using RPE Cells Derived from Allogeneic iPS Cells (HLCR011)HEALIOS K.K. is developing a treatment with Sumitomo Pharma Co. Ltd. utilizing retinal pigment epithelial (RPE) cells derived from allogeneic iPS cells. Company announced that after the completion of the 30-day review by the Pharmaceuticals and Medical Devices Agency (PMDA) regarding the protocol of the phase 1/2 study in patients with RPE tear (hereinafter referred to as "the clinical study"), the preparation of the clinical study has been completed and the study is being initiated. Outline of the clinical study: Test product: HLCR011: iPS cell-derived retinal pigment epithelial (RPE) cells suspension; Development stage: Phase 1/2; Subjects: Patients with retinal pigment epithelium tear; Design for the clinical study (target number cases): Part 1: Unmasked, uncontrolled (one HLA-mismatched subject); Part 2: Unmasked, randomized (treatment/observation groups, 10 subjects/group, total 20 subjects); Primary endpoint: Safety of subretinal administration of HLCR011 in patients with retinal pigment epithelium tear (number and ratio of subjects with observed adverse events); Secondary endpoint (efficacy): Visual function evaluation. The clinical study is a multicenter, unmasked, randomized study. Sumitomo Pharma is now selecting clinical study sites. Subjects will be enrolled immediately after the completion of the preparation, including conclusion of contracts with the clinical study sites.お知らせ • Jun 10Sumitomo Pharma Oncology, Inc. Presents Updated Preliminary Data from Phase 1/2 Clinical Study Evaluating Investigational Agent TP-3654 in Patients with Myelofibrosis at European Hematology Association 2023 Hybrid CongressSumitomo Pharma Oncology Inc. presented updated preliminary data from the ongoing Phase 1/2 study evaluating TP-3654, an investigational selective oral PIM1 kinase inhibitor, in patients with myelofibrosis (MF) previously treated with or ineligible for JAK inhibitor therapy. Initial preliminary data was presented at American Society of Hematology (ASH) Annual Meeting & Exposition 2022. Updated results were presented in a poster presentation at the European Hematology Association (EHA) 2023 Hybrid Congress, being held June 8-11, 2023 in Frankfurt, Germany as well as virtually on the Congress platform from June 8-11, 2023. Preliminary data of TP-3654 monotherapy in relapsed/refractory myelofibrosis (MF) patients showed spleen volume reduction (SVR), and total symptom score (TSS) improvement.1 Further, TP-3654 may prompt early cytokine changes that may correlate with symptoms response. As of February 9, 2023, 15 patients were enrolled across 5 dose levels from 480mg QD to 720 mg BID. The results showed SVR observed in 7 of 10 evaluable patients treated for = 12 weeks. TSS improvements were observed in 9 of 10 evaluable patients. Broad reductions in cytokines were observed after TP-3654 treatment. At week 12 analysis, patients with higher cytokine reductions correlated with higher TSS improvement. BM fibrosis reduction from grade 3 to 2 was seen in one patient who also achieved spleen and symptoms responses and showed reductions in MF associated cytokines: IL6 (68%), IL12p40 (83%), MMP9 (56%), and EN-RAGE (68%), and is on active treatment for more than 18 months.1 Overall, TP-3654 appears to be well tolerated with no dose limiting toxicity (DLT) observed to date. The most common adverse events are Grade 1 and 2 diarrhea, nausea, and vomiting.Reported Earnings • May 17Full year 2023 earnings released: JP¥188 loss per share (vs JP¥142 profit in FY 2022)Full year 2023 results: JP¥188 loss per share (down from JP¥142 profit in FY 2022). Revenue: JP¥555.5b (flat on FY 2022). Net loss: JP¥74.5b (down 232% from profit in FY 2022). Revenue is expected to decline by 2.7% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 3.6%. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.お知らせ • May 17+ 1 more updateSumitomo Pharma Co., Ltd. Announces Dividend for the Year Ended March 31, 2023, Payable on June 28, 2023Sumitomo Pharma Co., Ltd. announced the dividend of JPY 7.00 per share for the year ended March 31, 2023, payable on June 28, 2023 against JPY 14.00 per share a year ago.お知らせ • May 16Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 27, 2023Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).お知らせ • Feb 03Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2023 Results on May 15, 2023Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2023 results at 1:00 PM, Tokyo Standard Time on May 15, 2023Reported Earnings • Feb 02Third quarter 2023 earnings released: JP¥28.24 loss per share (vs JP¥24.94 profit in 3Q 2022)Third quarter 2023 results: JP¥28.24 loss per share (down from JP¥24.94 profit in 3Q 2022). Revenue: JP¥141.0b (up 1.9% from 3Q 2022). Net loss: JP¥11.2b (down 213% from profit in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 3.7% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 01+ 1 more updateSumitomo Pharma Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Sumitomo Pharma Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 14.00 per share.お知らせ • Dec 17Sumitomo Pharma Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Sumitomo Pharma Co., Ltd. announced that they will report Q3, 2023 results at 3:30 PM, Tokyo Standard Time on Jan 31, 2023Board Change • Nov 16Less than half of directors are independentFollowing 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.Reported Earnings • Nov 02Second quarter 2023 earnings released: JP¥96.63 loss per share (vs JP¥79.66 profit in 2Q 2022)Second quarter 2023 results: JP¥96.63 loss per share (down from JP¥79.66 profit in 2Q 2022). Revenue: JP¥159.4b (down 1.9% from 2Q 2022). Net loss: JP¥38.4b (down 221% from profit in 2Q 2022). Revenue is expected to decline by 3.2% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 4.1%. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 01Sumitomo Pharma Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Sumitomo Pharma Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company now expects revenue to be JPY 604,000 million, operating loss to be JPY 30,000 million, net loss attributable to owners of the parent to be JPY 15,000 million and basic loss per share to be JPY 37.76 against revenue of JPY 550,000 million, operating profit of JPY 24,000 million, net profit attributable to owners of the parent of JPY 22,000 million and basic earnings per share of JPY 55.37 as previously forecasted.お知らせ • Oct 07Sumitomo Pharma Co., Ltd. Provides Impairment Loss Guidance for the Second Quarter of the Fiscal Year Ending March 31, 2023Sumitomo Pharma Co., Ltd. provided impairment loss guidance for the second quarter of the fiscal year ending March 31, 2023. Details of impairment loss: It has been 2 years since the launch of KYNMOBI ® in September 2020. Since KYNMOBI ® has not been performing up to expectations, the Company has reviewed forecast of its earnings and will post an impairment loss of JPY 54,370 million ($406 million) associated with the product. KYNMOBI ® is a treatment for OFF episodes associated with Parkinson's disease, which is being marketed in the United States by Sunovion Pharmaceuticals Inc., a U.S. subsidiary of the Company.Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (2.9%).Buying Opportunity • Sep 17Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €8.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to decline by 3.3% per annum. Earnings is also forecast to decline by 18% per annum over the same time period.お知らせ • Aug 02Sumitomo Pharma Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022Sumitomo Pharma Co., Ltd. announced that they will report Q2, 2023 results at 3:30 PM, Tokyo Standard Time on Oct 31, 2022Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥78.30 (vs JP¥12.09 in 1Q 2022)First quarter 2023 results: EPS: JP¥78.30 (up from JP¥12.09 in 1Q 2022). Revenue: JP¥159.9b (up 22% from 1Q 2022). Net income: JP¥31.1b (up JP¥26.3b from 1Q 2022). Profit margin: 20% (up from 3.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 13% compared to a 8.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.お知らせ • Jul 30+ 1 more updateSumitomo Pharma Co., Ltd. Provides Earnings Guidance for the Year Ending March 31, 2023Sumitomo Pharma Co., Ltd. provided earnings guidance for the year ending March 31, 2023. For the period, the company expects Net sales of JPY 550,000 million, Core operating profit of JPY 30,000 million, Operating profit of JPY 24,000 million, Net profit attributable to owners of parent of JPY 22,000 million and Earnings per share of JPY 55.37.お知らせ • May 29Sumitomo Pharma Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥142 (vs JP¥142 in FY 2021)Full year 2022 results: EPS: JP¥142 (up from JP¥142 in FY 2021). Revenue: JP¥560.0b (up 8.5% from FY 2021). Net income: JP¥56.4b (flat on FY 2021). Profit margin: 10% (in line with FY 2021). Over the next year, revenue is expected to shrink by 1.6% compared to a 6.2% growth forecast for the pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • May 13+ 2 more updatesSumitomo Pharma Co., Ltd., Annual General Meeting, Jun 23, 2022Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 23, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Minoru Usui was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Minoru Usui was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.6%).お知らせ • Mar 03Sumitomo Dainippon Pharma Announces Personnel Changes Including Representative Director and Organizational RealignmentSumitomo Dainippon Pharma Co., Ltd. announced the following organizational realignment and personnel changes of directors and executive officers, including representative director. I. Change in Representative Director (effective March 31, 2022) (1) Reason Hitoshi Odagiri, Representative Director, Executive Vice President, offered to resign as the representative director as of March 31, 2022. (2) Retiring Representative Director: Name: Hitoshi Odagiri. New position: Member, Board of Directors Current position: Representative Director, Executive Vice President II. Changes in Executive Officers (1) Promotions (effective April 1, 2022): Senior Executive Officer, Atsuko Higuchi (currently Executive Officer), Takuya Taguchi (currently Executive Officer). (2) New Executive Officers (effective April 1, 2022) Naoki Noguchi (currently Chairman, President & CEO, Sumitomo Pharmaceuticals (Suzhou) Co., Ltd.) Tsutomu Nakagawa (currently Senior Director, Global Corporate Strategy).お知らせ • Feb 08Sumitomo Dainippon Pharma Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Sumitomo Dainippon Pharma Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥24.94 (down from JP¥82.96 in 3Q 2021). Revenue: JP¥138.3b (up 3.8% from 3Q 2021). Net income: JP¥9.91b (down 70% from 3Q 2021). Profit margin: 7.2% (down from 25% in 3Q 2021). Revenue missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 2.7%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Jan 31+ 1 more updateSumitomo Dainippon Pharma Co., Ltd. Provides Financial Guidance for the Year Ending March 31, 2022Sumitomo Dainippon Pharma Co., Ltd. provided financial guidance for the year ending March 31, 2022. For the period, the company expected Net sales of JPY 554,000 million, Operating profit of JPY 55,000 million, Net profit attributable to owners of parent of JPY 37,000 million and EPS of JPY 93.13.Buying Opportunity • Jan 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be JP¥13.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% per annum over the last 3 years. Earnings per share has grown by 7.0% per annum over the last 3 years.お知らせ • Dec 15Sumitomo Dainippon Pharma Announces Phase 3 Study of Investigational Cancer Vaccine DSP-7888Sumitomo Dainippon Pharma Co., Ltd. and Sumitomo Dainippon Pharma Oncology Inc. announced that the Phase 3 WIZARD 201G study of investigational cancer vaccine DSP-7888 in patients with recurrent or progressive glioblastoma (GBM) will terminate following its second interim analysis after determining there is a low probability of meeting the primary endpoint of overall survival (OS) at the final analysis. This study evaluated the safety and efficacy of DSP-7888, an investigational WT1 immunotherapeutic cancer vaccine, in combination with bevacizumab versus bevacizumab alone in patients with recurrent or progressive GBM following initial therapy. Patients were randomized 1:1 in the study with an enrollment planned for 338 patients. The second interim analysis was done at 185 events for evaluating OS and no new safety concerns were identified by the Independent Data Monitoring Committee (IDMC). The phase 1/2 study of DSP-7888 in combination with checkpoint inhibitors in solid tumors will continue as planned.Valuation Update With 7 Day Price Move • Nov 03Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €11.90, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 24x in the Pharmaceuticals industry in Europe. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.19 per share.Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS JP¥79.66 (vs JP¥47.92 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥162.5b (up 27% from 2Q 2021). Net income: JP¥31.6b (up 66% from 2Q 2021). Profit margin: 20% (up from 15% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥13.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 25x in the Pharmaceuticals industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.89 per share.Reported Earnings • Jul 30First quarter 2022 earnings released: EPS JP¥12.09 (vs JP¥45.96 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥131.2b (down 2.0% from 1Q 2021). Net income: JP¥4.80b (down 74% from 1Q 2021). Profit margin: 3.7% (down from 14% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 27Myovant Sciences and Pfizer Inc. Receives FDA Approval for MYFEMBREEMyovant Sciences and Pfizer Inc. announced that the U.S. Food and Drug Administration (FDA) has approved MYFEMBREE® (relugolix 40 mg, estradiol 1 mg, and norethindrone acetate 0.5 mg), the first once-daily treatment for the management of heavy menstrual bleeding associated with uterine fibroids in premenopausal women, with a treatment duration of up to 24 months. The approval is supported by efficacy and safety data from the Phase 3 LIBERTY 1 and LIBERTY 2 studies Under the terms of their collaboration, Myovant and Pfizer will jointly commercialize MYFEMBREE in the U.S. MYFEMBREE is expected to be available in June 2021. The Phase 3 LIBERTY studies each met the primary endpoint, with 72.1% and 71.2% of women in the MYFEMBREE groups achieving the responder criteria compared with 16.8% and 14.7% of women in the placebo groups at Week 24, respectively (both p < 0.0001). A response was defined as a menstrual blood loss volume of less than 80 mL and a 50% or greater reduction from baseline in menstrual blood loss volume during the last 35 days of treatment measured using the alkaline hematin method. Women receiving MYFEMBREE experienced reductions of 82.0% and 84.3% in menstrual blood loss from baselines, respectively (both p < 0.0001 compared to placebo). Adverse reactions occurring in at least 3% of women treated with MYFEMBREE and at a greater incidence than placebo were hot flush, abnormal uterine bleeding, alopecia, and decreased libido. There were no pregnancies reported in the MYFEMBREE groups in either study.お知らせ • May 14Sumitomo Dainippon Pharma Co., Ltd. Provides Earnings Guidance for the Year Ending March 31, 2022Sumitomo Dainippon Pharma Co., Ltd. provided earnings guidance for the year ending March 31, 2022. For the year, the company expected Net sales to be JPY 578,000 Million, Operating profit to be JPY 61,000 Million, Net profit attributable to owners of parent to be JPY 41,000 Million and Earnings per share to be JPY 103.20.Reported Earnings • May 13Full year 2021 earnings released: EPS JP¥142 (vs JP¥103 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥516.0b (up 6.9% from FY 2020). Net income: JP¥56.2b (up 38% from FY 2020). Profit margin: 11% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • May 13Sumitomo Dainippon Pharma Co., Ltd Announces That They Will Initiate A Phase 1 Clinical Study of Dsp-0038 in the United States for the Treatment of Alzheimer’S Disease PsychosisSumitomo Dainippon Pharma Co., Ltd. has announced that they will initiate a Phase 1 clinical study of DSP-0038 in the United States for the treatment of Alzheimer’s disease psychosis. DSP-0038 is the third molecule created using Exscientia’s Artificial Intelligence (AI) technologies to enter clinical trials. The two earlier compounds are DSP-1181, announced in 2020 together with Sumitomo Dainippon Pharma to treat obsessive-compulsive disorder, and Exscientia’s immuno-oncology agent, EXS-21546, announced earlier this year. Joint research between Exscientia and Sumitomo Dainippon Pharma designed DSP-0038 to be a single small molecule that exhibits high potency as an antagonist for the 5-HT2A receptor and agonist for the 5-HT1A receptor, whilst selectively avoiding similar receptors and unwanted targets, such as the dopamine D2 receptor. Selective dual targeting is a major challenge for conventional drug discovery, and psychiatric indications also require exceptional selectivity to avoid off-target effects. The successful design of DSP-0038 demonstrates opportunities to design selective molecules with dual activity. DSP-0038 will be assessed for improved antipsychotic effects associated with Alzheimer’s disease psychosis, as well as improvements in behavioural and psychological symptoms of dementia which include agitation, aggression, anxiety, and depression.お知らせ • May 12Sumitomo Dainippon Pharma Co., Ltd. Revises Earnings Guidance for the Year 2022Sumitomo Dainippon Pharma Co., Ltd. revised earnings guidance for the year 2022. For the year 2022, revenue is expected at JPY 600 billion against the same provided earlier.お知らせ • Apr 24Sumitomo Dainippon Pharma Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2021Sumitomo Dainippon Pharma Co., Ltd. revised consolidated earnings guidance for the year ending March 31, 2021. For the year, the company expects net sales guidance of JPY 516,000 million compared to previous guidance of JPY 515,000 million. Operating profit is expected to be JPY 71,200 million compared to previous guidance of JPY 49,000 million. Net profit is expected to be JPY 36,800 million compared to previous guidance of JPY 9,000 million. Basic earnings per share is expected to be JPY 141.46 compared to previous guidance of JPY 67.96.株主還元DPMDE PharmaceuticalsDE 市場7D-5.9%3.8%1.5%1Y61.2%21.9%-1.3%株主還元を見る業界別リターン: DPM過去 1 年間で21.9 % の収益を上げたGerman Pharmaceuticals業界を上回りました。リターン対市場: DPM過去 1 年間で-1.3 % の収益を上げたGerman市場を上回りました。価格変動Is DPM's price volatile compared to industry and market?DPM volatilityDPM Average Weekly Movement11.0%Pharmaceuticals Industry Average Movement6.4%Market Average Movement6.2%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: DPMの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: DPMの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト18973,832Toru Kimurawww.sumitomo-pharma.com住友製薬株式会社は、日本、北米、中国および海外で、医薬品、食品素材・添加物、動物用医薬品などの製造・販売を行っています。パーキンソン病治療薬、子宮筋腫治療薬、うつ病治療薬、2型糖尿病治療薬、全身性真菌症治療薬、高血圧症治療薬、そう痒症治療薬、進行性前立腺癌治療薬、過活動膀胱治療薬、慢性閉塞性肺疾患治療薬、狭心症治療薬、不整脈治療薬などの医薬品を提供している。非定型抗精神病薬、小児先天性無胸腺症用培養胸腺組織、抗てんかん薬、カルバペネム系抗生物質、ファブリー病治療薬などの製品を提供している。また、多糖類などの食品素材や添加物、スープやブイヨンなどの調味料、医薬品賦形剤、パーソナルケア製品、塗料・工業材料、電子材料などの化学製品材料も提供している。さらに、犬や猫などのコンパニオンアニマル用の動物用医薬品、牛、豚、鶏、馬、養殖魚などの家畜用医薬品も提供している。慶應義塾大学、理化学研究所、京都大学と提携し、大塚製薬株式会社とは共同研究およびライセンス契約を結んでいる。ロイバン・サイエンシズ社とは戦略的提携関係にある。旧社名は住友大日本製薬株式会社で、2022年4月に住友製薬株式会社に社名変更した。同社は1897年に設立され、大阪に本社を置いている。住友製薬は住友化学の子会社である。もっと見るSumitomo Pharma Co., Ltd. 基礎のまとめSumitomo Pharma の収益と売上を時価総額と比較するとどうか。DPM 基礎統計学時価総額€3.69b収益(TTM)€578.46m売上高(TTM)€2.45b6.4xPER(株価収益率1.5xP/SレシオDPM は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計DPM 損益計算書(TTM)収益JP¥453.29b売上原価JP¥196.40b売上総利益JP¥256.89bその他の費用JP¥150.03b収益JP¥106.87b直近の収益報告Mar 31, 2026次回決算日Jul 31, 2026一株当たり利益(EPS)238.22グロス・マージン56.67%純利益率23.58%有利子負債/自己資本比率74.3%DPM の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/20 00:46終値2026/05/20 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sumitomo Pharma Co., Ltd. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17 アナリスト機関Atsushi SekiBarclaysKoichi MameganoBofA Global ResearchHidemaru YamaguchiCitigroup Inc14 その他のアナリストを表示
Board Change • 20mHigh number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Outside Independent Director Daishiro Michimori was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 13Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2026Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 09+ 2 more updatesSumitomo Pharma Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
お知らせ • Apr 22Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2026 results at 1:00 PM, Tokyo Standard Time on May 13, 2026
お知らせ • Mar 03Sumitomo Pharma Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sumitomo 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.
お知らせ • Feb 13Sumitomo 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.
Board Change • 20mHigh number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Outside Independent Director Daishiro Michimori was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 13Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2026Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 09+ 2 more updatesSumitomo Pharma Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
お知らせ • Apr 22Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2026 results at 1:00 PM, Tokyo Standard Time on May 13, 2026
お知らせ • Mar 03Sumitomo Pharma Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sumitomo 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.
お知らせ • Feb 13Sumitomo 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.
お知らせ • Nov 05Sumitomo Pharma Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Sumitomo Pharma Co., Ltd. announced that they will report Q3, 2026 results at 3:30 PM, Tokyo Standard Time on Jan 30, 2026
お知らせ • Sep 01Sumitomo Pharma Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Sumitomo Pharma Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
お知らせ • Jul 31Marubeni 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.
お知らせ • Jul 02Sawai 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.
お知らせ • May 16Sumitomo Pharma Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2026 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2025
お知らせ • May 13+ 1 more updateSumitomo Pharma Co., Ltd., Annual General Meeting, Jun 26, 2025Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 26, 2025.
お知らせ • Apr 03Marubeni 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.
お知らせ • Mar 01Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
お知らせ • Feb 01Sumitomo Pharma Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Sumitomo 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.
お知らせ • Nov 10Sumitomo Pharma Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Sumitomo Pharma Co., Ltd. announced that they will report Q3, 2025 results at 3:30 PM, Tokyo Standard Time on Jan 31, 2025
Reported Earnings • Nov 01Second quarter 2025 earnings released: JP¥121 loss per share (vs JP¥72.68 loss in 2Q 2024)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 is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Pharmaceuticals industry in Germany. 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.
お知らせ • Sep 23Sumitomo 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)
お知らせ • Aug 07Sumitomo Pharma and Poxel Announce Topline Results from Post-Marketing Clinical Study on TWYMEEG for the Treatment of Type 2 Diabetes in JapanSumitomo 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 06Less than half of directors are independentFollowing 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.
New Risk • Aug 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% 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 (10% average weekly change).
お知らせ • Aug 02Sumitomo Pharma Co., Ltd. to Report Q2, 2025 Results on Oct 30, 2024Sumitomo Pharma Co., Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥40.11 (vs JP¥97.83 loss in 1Q 2024)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 is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Pharmaceuticals industry in Germany. 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.
New Risk • Jun 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (7.5% average weekly change).
お知らせ • May 24Sumitomo Pharma Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2025 results at 3:30 PM, Tokyo Standard Time on Jul 31, 2024
お知らせ • May 16Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2024Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 25, 2024.
Reported Earnings • May 15Full year 2024 earnings released: JP¥793 loss per share (vs JP¥188 loss in FY 2023)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 is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 02Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: JP¥126 loss per share (vs JP¥28.24 loss in 3Q 2023)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 is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 31+ 1 more updateSumitomo Pharma Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024Sumitomo Pharma Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 0.00 against JPY 7.00 a year ago.
お知らせ • Dec 15Sumitomo Pharma Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Sumitomo Pharma Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
お知らせ • Nov 04European Commission Approves the Commercialisation of RYEQO® for the Symptomatic Treatment of EndometriosisGedeon 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.
お知らせ • Nov 03Gedeon 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 02Second quarter 2024 earnings released: JP¥72.68 loss per share (vs JP¥96.63 loss in 2Q 2023)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 is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 01Sumitomo Pharma Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year Ending March 31, 2024Sumitomo 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.
New Risk • Oct 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German 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. 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 (8.6% average weekly change).
お知らせ • Sep 12Sumitomo Pharma Announces Positive Topline Results from Phase 3 Clinical Studies Evaluating Vibegron in Men with Overactive Bladder Symptoms Receiving Pharmacological Therapy for Benign Prostatic HyperplasiaSumitomo Pharma Co., Ltd. companies, Sumitomo Pharma America Inc. (SMPA) and Sumitomo Pharma Switzerland (SMPS), announced that the Phase 3 UO-901-3005 clinical study of vibegron (GEMTESA®?), a beta-3 adrenergic receptor (b3) agonist, dosed once-daily (75 mg), which is being investigated in men with overactive bladder (OAB) symptoms receiving pharmacological therapy for benign prostatic hyperplasia (BPH), met its co-primary endpoints at Week 12 compared to placebo. The co-primary endpoints include both change from baseline in the average number of micturition (urination) episodes per day and change from baseline in The average number of urgency episodes (the sudden urge to urinate that is difficult to control) per day. U.S., GEMTESA (vibegron) has been indicated for the treatment of OAB with symptoms of urge urinary incontinence, urgency, and urinary frequency in adults since April 2021. GEMTESA works by selectively targeting b3 adrenergic receptors to reduce OAB symptoms through the relaxation of the bladder detrusor muscle to increase capacity. In China, vibegron is currently under investigation in a Phase 3 clinical study for the treatment of OAB. Overactive bladder (OAB) is a clinical condition that occurs when the bladder muscle contracts invol voluntarily. Symptoms may include urinary urgency (the sudden urge to urinating that is difficult to control), urgency incontinence (un intentional loss of urine immediately after an urgent need to urinate), and frequent urination (usually eight or more times in 24 hours). Benign Prostatic Hyperplasia (BPH) is a condition in men in which the prostate gland is enlarged. About 60% of men with BPH are treated for lower urinary tract symptoms (LUTS). LUTS can be divided into storage, voiding, and postmicturition symptoms. Over half of men with BPH report storage symptoms and about a quarter report voiding symptoms. This suggests that many men with a diagnosis of BPH may have overactive bladder. Many men who are treated for symptoms are assumed to have an obstruction in the bladder caused by an enlarged prostate.3,4 About half of all men between ages 51 and 60 have BPH and up to 90% of men over age 80 are living with the condition.
Buying Opportunity • Aug 30Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €4.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings is also forecast to grow by 71% per annum over the same time period.
お知らせ • Aug 06Sumitomo Pharma Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Sumitomo Pharma Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
New Risk • Aug 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. 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). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).
お知らせ • Aug 02Sumitomo Pharma Co., Ltd. (TSE:4506) acquired Assets and rights related lefamulin in China, Hong Kong, Macau and Taiwan from Nabriva Therapeutics plc (OTCPK:NBRV.F), Nabriva Therapeutics US, Inc, Nabriva Therapeutics GmbH and Nabriva Therapeutics Ireland Dac for $15 million.Sumitomo Pharma Co., Ltd. (TSE:4506) acquired Assets and rights related lefamulin in China, Hong Kong, Macau and Taiwan from Nabriva Therapeutics plc (OTCPK:NBRV.F), Nabriva Therapeutics US, Inc, Nabriva Therapeutics GmbH and Nabriva Therapeutics Ireland Dac for $15 million on July 30, 2023.Sumitomo Pharma Co., Ltd. (TSE:4506) completed the acquisition of Assets and rights related lefamulin in China, Hong Kong, Macau and Taiwan from Nabriva Therapeutics plc (OTCPK:NBRV.F), Nabriva Therapeutics US, Inc, Nabriva Therapeutics GmbH and Nabriva Therapeutics Ireland Dac on July 30, 2023.
Buying Opportunity • Aug 01Now 28% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be €4.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 77% per annum over the same time period.
Reported Earnings • Aug 01First quarter 2024 earnings released: JP¥97.83 loss per share (vs JP¥78.30 profit in 1Q 2023)First quarter 2024 results: JP¥97.83 loss per share (down from JP¥78.30 profit in 1Q 2023). Revenue: JP¥75.7b (down 53% from 1Q 2023). Net loss: JP¥38.9b (down 225% from profit in 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Pharmaceuticals industry in Germany. 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.
お知らせ • Jul 31Sumitomo Pharma and Otsuka Announce Topline Results from Phase 3 Diamond 1 and Diamond 2 Clinical Studies Evaluating Ulotaront in SchizophreniaSumitomo Pharma Co., Ltd. and Otsuka Pharmaceutical Co., Ltd. announced the topline results from the DIAMOND (the DIAMOND 5 clinical study in Japan and China), generalized anxiety disorder (GAD) and the adjunctive treatment of major depressive disorder (MDD), with additional indications under consideration. Ulotaront was granted Breakthrough Therapy Designation by the U.S. Food and Drug Administration (FDA) for the treatment of schizophrenia in May 2019. Ulotaront is the first and only TAAR1 agonist to enter into Phase 3 clinical studies in people living with schizophrenia. It's also the first TAAR1 agonist to entered into Phase 2/3 clinical studies in GAD, and as an adjunctive therapy in MDD. Ulotaront is being jointly developed and commercialized as part of a collaboration between Sumitomo Pharma, its U.S. subsidiary Sumitomo Pharma America Inc. (SMPA), and Otsuka. SMPA discovered ulotaront in collaboration with PsychoGenics based in part on a mechanism-independent approach using the in vivo phenotypic SmartCube®? platform and associated artificial intelligence algorithms.
お知らせ • Jul 11Sumitomo Pharma Co., Ltd. Announces Executive ChangesSumitomo Pharma Co., Ltd. announced that Sumitomo Pharma America Inc. President and Chief Executive Officer, Myrtle Potter, Chief Executive Officer of Biopharma, Adele Gulfo, and Chief Medical Officer, Armin Szegedi, were appointed as Executive Officers of Sumitomo Pharma Co. Ltd. effective July 1, 2023.
お知らせ • Jun 28Sumitomo Pharma Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023
お知らせ • Jun 24Revolka Ltd. Announces Milestone Achievement in the Collaborative Research with Sumitomo Pharma Co., LtdRevolKa Ltd. announced the successful completion of the collaborative drug discovery project with Sumitomo Pharma Co., Ltd. (Hiroshi Nomura, President and CEO) for rare diseases within the contractually agreed time frame. RevolKa designed and identified lead candidates by using its proprietary technology platform called aiProtein®: a robust directed protein evolution technology integrated with artificial intelligence (AI). These lead candidates remarkably exceeded the criteria set in the project. RevolKa delivered them for Sumitomo Pharma’s further research and development for pharmaceutical drug applications. Based on the result, Sumitomo Pharma and RevolKa agreed to declare the milestone achievement. Sumitomo Pharma will receive a ri RevolKa’s proprietary technology, aiProtein® is an AI-assisted directed evolution of proteins. Naturally occurring protein is a linear polymer of 20 amino acids and their derivatives, which folds into a tertial structure through internal complex atomic interactions to show biological function. Proteins have evolved to biologically functional molecules over hundreds of millions of years. The relationship between protein sequence, structure, and function in those highly crafted molecules remains poorly understood to rationally design a protein sequence for a particular function. AI engine is trained with sequence-function relationship data to statistically predict sequences for an evolved protein function. Furthermore, aiProtein® can evolve more than two functions simultaneously. This technology is a powerful and cost-effective tool for the creation of novel and highly-optimized proteins for pharmaceutical and industrial uses. ght of first refusal to an exclusive license of the molecules. RevolKa was entitled to milestone payment.
お知らせ • Jun 23HEALIOS K.K. and Sumitomo Pharma Co. Ltd. Announces Start of Phase 1/2 Study in RPE Tear Using RPE Cells Derived from Allogeneic iPS Cells (HLCR011)HEALIOS K.K. is developing a treatment with Sumitomo Pharma Co. Ltd. utilizing retinal pigment epithelial (RPE) cells derived from allogeneic iPS cells. Company announced that after the completion of the 30-day review by the Pharmaceuticals and Medical Devices Agency (PMDA) regarding the protocol of the phase 1/2 study in patients with RPE tear (hereinafter referred to as "the clinical study"), the preparation of the clinical study has been completed and the study is being initiated. Outline of the clinical study: Test product: HLCR011: iPS cell-derived retinal pigment epithelial (RPE) cells suspension; Development stage: Phase 1/2; Subjects: Patients with retinal pigment epithelium tear; Design for the clinical study (target number cases): Part 1: Unmasked, uncontrolled (one HLA-mismatched subject); Part 2: Unmasked, randomized (treatment/observation groups, 10 subjects/group, total 20 subjects); Primary endpoint: Safety of subretinal administration of HLCR011 in patients with retinal pigment epithelium tear (number and ratio of subjects with observed adverse events); Secondary endpoint (efficacy): Visual function evaluation. The clinical study is a multicenter, unmasked, randomized study. Sumitomo Pharma is now selecting clinical study sites. Subjects will be enrolled immediately after the completion of the preparation, including conclusion of contracts with the clinical study sites.
お知らせ • Jun 10Sumitomo Pharma Oncology, Inc. Presents Updated Preliminary Data from Phase 1/2 Clinical Study Evaluating Investigational Agent TP-3654 in Patients with Myelofibrosis at European Hematology Association 2023 Hybrid CongressSumitomo Pharma Oncology Inc. presented updated preliminary data from the ongoing Phase 1/2 study evaluating TP-3654, an investigational selective oral PIM1 kinase inhibitor, in patients with myelofibrosis (MF) previously treated with or ineligible for JAK inhibitor therapy. Initial preliminary data was presented at American Society of Hematology (ASH) Annual Meeting & Exposition 2022. Updated results were presented in a poster presentation at the European Hematology Association (EHA) 2023 Hybrid Congress, being held June 8-11, 2023 in Frankfurt, Germany as well as virtually on the Congress platform from June 8-11, 2023. Preliminary data of TP-3654 monotherapy in relapsed/refractory myelofibrosis (MF) patients showed spleen volume reduction (SVR), and total symptom score (TSS) improvement.1 Further, TP-3654 may prompt early cytokine changes that may correlate with symptoms response. As of February 9, 2023, 15 patients were enrolled across 5 dose levels from 480mg QD to 720 mg BID. The results showed SVR observed in 7 of 10 evaluable patients treated for = 12 weeks. TSS improvements were observed in 9 of 10 evaluable patients. Broad reductions in cytokines were observed after TP-3654 treatment. At week 12 analysis, patients with higher cytokine reductions correlated with higher TSS improvement. BM fibrosis reduction from grade 3 to 2 was seen in one patient who also achieved spleen and symptoms responses and showed reductions in MF associated cytokines: IL6 (68%), IL12p40 (83%), MMP9 (56%), and EN-RAGE (68%), and is on active treatment for more than 18 months.1 Overall, TP-3654 appears to be well tolerated with no dose limiting toxicity (DLT) observed to date. The most common adverse events are Grade 1 and 2 diarrhea, nausea, and vomiting.
Reported Earnings • May 17Full year 2023 earnings released: JP¥188 loss per share (vs JP¥142 profit in FY 2022)Full year 2023 results: JP¥188 loss per share (down from JP¥142 profit in FY 2022). Revenue: JP¥555.5b (flat on FY 2022). Net loss: JP¥74.5b (down 232% from profit in FY 2022). Revenue is expected to decline by 2.7% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 3.6%. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
お知らせ • May 17+ 1 more updateSumitomo Pharma Co., Ltd. Announces Dividend for the Year Ended March 31, 2023, Payable on June 28, 2023Sumitomo Pharma Co., Ltd. announced the dividend of JPY 7.00 per share for the year ended March 31, 2023, payable on June 28, 2023 against JPY 14.00 per share a year ago.
お知らせ • May 16Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 27, 2023Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).
お知らせ • Feb 03Sumitomo Pharma Co., Ltd. to Report Fiscal Year 2023 Results on May 15, 2023Sumitomo Pharma Co., Ltd. announced that they will report fiscal year 2023 results at 1:00 PM, Tokyo Standard Time on May 15, 2023
Reported Earnings • Feb 02Third quarter 2023 earnings released: JP¥28.24 loss per share (vs JP¥24.94 profit in 3Q 2022)Third quarter 2023 results: JP¥28.24 loss per share (down from JP¥24.94 profit in 3Q 2022). Revenue: JP¥141.0b (up 1.9% from 3Q 2022). Net loss: JP¥11.2b (down 213% from profit in 3Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 3.7% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 01+ 1 more updateSumitomo Pharma Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Sumitomo Pharma Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 14.00 per share.
お知らせ • Dec 17Sumitomo Pharma Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Sumitomo Pharma Co., Ltd. announced that they will report Q3, 2023 results at 3:30 PM, Tokyo Standard Time on Jan 31, 2023
Board Change • Nov 16Less than half of directors are independentFollowing 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.
Reported Earnings • Nov 02Second quarter 2023 earnings released: JP¥96.63 loss per share (vs JP¥79.66 profit in 2Q 2022)Second quarter 2023 results: JP¥96.63 loss per share (down from JP¥79.66 profit in 2Q 2022). Revenue: JP¥159.4b (down 1.9% from 2Q 2022). Net loss: JP¥38.4b (down 221% from profit in 2Q 2022). Revenue is expected to decline by 3.2% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 4.1%. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 01Sumitomo Pharma Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Sumitomo Pharma Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company now expects revenue to be JPY 604,000 million, operating loss to be JPY 30,000 million, net loss attributable to owners of the parent to be JPY 15,000 million and basic loss per share to be JPY 37.76 against revenue of JPY 550,000 million, operating profit of JPY 24,000 million, net profit attributable to owners of the parent of JPY 22,000 million and basic earnings per share of JPY 55.37 as previously forecasted.
お知らせ • Oct 07Sumitomo Pharma Co., Ltd. Provides Impairment Loss Guidance for the Second Quarter of the Fiscal Year Ending March 31, 2023Sumitomo Pharma Co., Ltd. provided impairment loss guidance for the second quarter of the fiscal year ending March 31, 2023. Details of impairment loss: It has been 2 years since the launch of KYNMOBI ® in September 2020. Since KYNMOBI ® has not been performing up to expectations, the Company has reviewed forecast of its earnings and will post an impairment loss of JPY 54,370 million ($406 million) associated with the product. KYNMOBI ® is a treatment for OFF episodes associated with Parkinson's disease, which is being marketed in the United States by Sunovion Pharmaceuticals Inc., a U.S. subsidiary of the Company.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (2.9%).
Buying Opportunity • Sep 17Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €8.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to decline by 3.3% per annum. Earnings is also forecast to decline by 18% per annum over the same time period.
お知らせ • Aug 02Sumitomo Pharma Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022Sumitomo Pharma Co., Ltd. announced that they will report Q2, 2023 results at 3:30 PM, Tokyo Standard Time on Oct 31, 2022
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥78.30 (vs JP¥12.09 in 1Q 2022)First quarter 2023 results: EPS: JP¥78.30 (up from JP¥12.09 in 1Q 2022). Revenue: JP¥159.9b (up 22% from 1Q 2022). Net income: JP¥31.1b (up JP¥26.3b from 1Q 2022). Profit margin: 20% (up from 3.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 13% compared to a 8.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
お知らせ • Jul 30+ 1 more updateSumitomo Pharma Co., Ltd. Provides Earnings Guidance for the Year Ending March 31, 2023Sumitomo Pharma Co., Ltd. provided earnings guidance for the year ending March 31, 2023. For the period, the company expects Net sales of JPY 550,000 million, Core operating profit of JPY 30,000 million, Operating profit of JPY 24,000 million, Net profit attributable to owners of parent of JPY 22,000 million and Earnings per share of JPY 55.37.
お知らせ • May 29Sumitomo Pharma Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022Sumitomo Pharma Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥142 (vs JP¥142 in FY 2021)Full year 2022 results: EPS: JP¥142 (up from JP¥142 in FY 2021). Revenue: JP¥560.0b (up 8.5% from FY 2021). Net income: JP¥56.4b (flat on FY 2021). Profit margin: 10% (in line with FY 2021). Over the next year, revenue is expected to shrink by 1.6% compared to a 6.2% growth forecast for the pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • May 13+ 2 more updatesSumitomo Pharma Co., Ltd., Annual General Meeting, Jun 23, 2022Sumitomo Pharma Co., Ltd., Annual General Meeting, Jun 23, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Minoru Usui was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 23Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Minoru Usui was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.6%).
お知らせ • Mar 03Sumitomo Dainippon Pharma Announces Personnel Changes Including Representative Director and Organizational RealignmentSumitomo Dainippon Pharma Co., Ltd. announced the following organizational realignment and personnel changes of directors and executive officers, including representative director. I. Change in Representative Director (effective March 31, 2022) (1) Reason Hitoshi Odagiri, Representative Director, Executive Vice President, offered to resign as the representative director as of March 31, 2022. (2) Retiring Representative Director: Name: Hitoshi Odagiri. New position: Member, Board of Directors Current position: Representative Director, Executive Vice President II. Changes in Executive Officers (1) Promotions (effective April 1, 2022): Senior Executive Officer, Atsuko Higuchi (currently Executive Officer), Takuya Taguchi (currently Executive Officer). (2) New Executive Officers (effective April 1, 2022) Naoki Noguchi (currently Chairman, President & CEO, Sumitomo Pharmaceuticals (Suzhou) Co., Ltd.) Tsutomu Nakagawa (currently Senior Director, Global Corporate Strategy).
お知らせ • Feb 08Sumitomo Dainippon Pharma Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Sumitomo Dainippon Pharma Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥24.94 (down from JP¥82.96 in 3Q 2021). Revenue: JP¥138.3b (up 3.8% from 3Q 2021). Net income: JP¥9.91b (down 70% from 3Q 2021). Profit margin: 7.2% (down from 25% in 3Q 2021). Revenue missed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 2.7%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Jan 31+ 1 more updateSumitomo Dainippon Pharma Co., Ltd. Provides Financial Guidance for the Year Ending March 31, 2022Sumitomo Dainippon Pharma Co., Ltd. provided financial guidance for the year ending March 31, 2022. For the period, the company expected Net sales of JPY 554,000 million, Operating profit of JPY 55,000 million, Net profit attributable to owners of parent of JPY 37,000 million and EPS of JPY 93.13.
Buying Opportunity • Jan 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be JP¥13.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% per annum over the last 3 years. Earnings per share has grown by 7.0% per annum over the last 3 years.
お知らせ • Dec 15Sumitomo Dainippon Pharma Announces Phase 3 Study of Investigational Cancer Vaccine DSP-7888Sumitomo Dainippon Pharma Co., Ltd. and Sumitomo Dainippon Pharma Oncology Inc. announced that the Phase 3 WIZARD 201G study of investigational cancer vaccine DSP-7888 in patients with recurrent or progressive glioblastoma (GBM) will terminate following its second interim analysis after determining there is a low probability of meeting the primary endpoint of overall survival (OS) at the final analysis. This study evaluated the safety and efficacy of DSP-7888, an investigational WT1 immunotherapeutic cancer vaccine, in combination with bevacizumab versus bevacizumab alone in patients with recurrent or progressive GBM following initial therapy. Patients were randomized 1:1 in the study with an enrollment planned for 338 patients. The second interim analysis was done at 185 events for evaluating OS and no new safety concerns were identified by the Independent Data Monitoring Committee (IDMC). The phase 1/2 study of DSP-7888 in combination with checkpoint inhibitors in solid tumors will continue as planned.
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €11.90, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 24x in the Pharmaceuticals industry in Europe. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.19 per share.
Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS JP¥79.66 (vs JP¥47.92 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥162.5b (up 27% from 2Q 2021). Net income: JP¥31.6b (up 66% from 2Q 2021). Profit margin: 20% (up from 15% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to JP¥13.50, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 25x in the Pharmaceuticals industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.89 per share.
Reported Earnings • Jul 30First quarter 2022 earnings released: EPS JP¥12.09 (vs JP¥45.96 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥131.2b (down 2.0% from 1Q 2021). Net income: JP¥4.80b (down 74% from 1Q 2021). Profit margin: 3.7% (down from 14% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 27Myovant Sciences and Pfizer Inc. Receives FDA Approval for MYFEMBREEMyovant Sciences and Pfizer Inc. announced that the U.S. Food and Drug Administration (FDA) has approved MYFEMBREE® (relugolix 40 mg, estradiol 1 mg, and norethindrone acetate 0.5 mg), the first once-daily treatment for the management of heavy menstrual bleeding associated with uterine fibroids in premenopausal women, with a treatment duration of up to 24 months. The approval is supported by efficacy and safety data from the Phase 3 LIBERTY 1 and LIBERTY 2 studies Under the terms of their collaboration, Myovant and Pfizer will jointly commercialize MYFEMBREE in the U.S. MYFEMBREE is expected to be available in June 2021. The Phase 3 LIBERTY studies each met the primary endpoint, with 72.1% and 71.2% of women in the MYFEMBREE groups achieving the responder criteria compared with 16.8% and 14.7% of women in the placebo groups at Week 24, respectively (both p < 0.0001). A response was defined as a menstrual blood loss volume of less than 80 mL and a 50% or greater reduction from baseline in menstrual blood loss volume during the last 35 days of treatment measured using the alkaline hematin method. Women receiving MYFEMBREE experienced reductions of 82.0% and 84.3% in menstrual blood loss from baselines, respectively (both p < 0.0001 compared to placebo). Adverse reactions occurring in at least 3% of women treated with MYFEMBREE and at a greater incidence than placebo were hot flush, abnormal uterine bleeding, alopecia, and decreased libido. There were no pregnancies reported in the MYFEMBREE groups in either study.
お知らせ • May 14Sumitomo Dainippon Pharma Co., Ltd. Provides Earnings Guidance for the Year Ending March 31, 2022Sumitomo Dainippon Pharma Co., Ltd. provided earnings guidance for the year ending March 31, 2022. For the year, the company expected Net sales to be JPY 578,000 Million, Operating profit to be JPY 61,000 Million, Net profit attributable to owners of parent to be JPY 41,000 Million and Earnings per share to be JPY 103.20.
Reported Earnings • May 13Full year 2021 earnings released: EPS JP¥142 (vs JP¥103 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥516.0b (up 6.9% from FY 2020). Net income: JP¥56.2b (up 38% from FY 2020). Profit margin: 11% (up from 8.4% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • May 13Sumitomo Dainippon Pharma Co., Ltd Announces That They Will Initiate A Phase 1 Clinical Study of Dsp-0038 in the United States for the Treatment of Alzheimer’S Disease PsychosisSumitomo Dainippon Pharma Co., Ltd. has announced that they will initiate a Phase 1 clinical study of DSP-0038 in the United States for the treatment of Alzheimer’s disease psychosis. DSP-0038 is the third molecule created using Exscientia’s Artificial Intelligence (AI) technologies to enter clinical trials. The two earlier compounds are DSP-1181, announced in 2020 together with Sumitomo Dainippon Pharma to treat obsessive-compulsive disorder, and Exscientia’s immuno-oncology agent, EXS-21546, announced earlier this year. Joint research between Exscientia and Sumitomo Dainippon Pharma designed DSP-0038 to be a single small molecule that exhibits high potency as an antagonist for the 5-HT2A receptor and agonist for the 5-HT1A receptor, whilst selectively avoiding similar receptors and unwanted targets, such as the dopamine D2 receptor. Selective dual targeting is a major challenge for conventional drug discovery, and psychiatric indications also require exceptional selectivity to avoid off-target effects. The successful design of DSP-0038 demonstrates opportunities to design selective molecules with dual activity. DSP-0038 will be assessed for improved antipsychotic effects associated with Alzheimer’s disease psychosis, as well as improvements in behavioural and psychological symptoms of dementia which include agitation, aggression, anxiety, and depression.
お知らせ • May 12Sumitomo Dainippon Pharma Co., Ltd. Revises Earnings Guidance for the Year 2022Sumitomo Dainippon Pharma Co., Ltd. revised earnings guidance for the year 2022. For the year 2022, revenue is expected at JPY 600 billion against the same provided earlier.
お知らせ • Apr 24Sumitomo Dainippon Pharma Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2021Sumitomo Dainippon Pharma Co., Ltd. revised consolidated earnings guidance for the year ending March 31, 2021. For the year, the company expects net sales guidance of JPY 516,000 million compared to previous guidance of JPY 515,000 million. Operating profit is expected to be JPY 71,200 million compared to previous guidance of JPY 49,000 million. Net profit is expected to be JPY 36,800 million compared to previous guidance of JPY 9,000 million. Basic earnings per share is expected to be JPY 141.46 compared to previous guidance of JPY 67.96.