Jcr Pharmaceuticals Co., Ltd. · TSE:4552
Jcr Pharmaceuticals — FY2025 Earnings Presentation
28 slides from Jcr Pharmaceuticals's earnings presentation, May 13, 2026
Slide 1: FY2025 Results Briefing Session
Life is Rare FY2025 Results Briefing Session May 13, 2026 JCR Pharmaceuticals Co., Ltd. [Securities code]4552, Prime. TSE [Contacts] ir-info@jp.jcrpharm.com
Slide 2: Disclaimer Regarding Forward-Looking Statement
Disclaimer Regarding Forward-Looking Statement Life is Rare • This material contains forecasts, projections, goals, plans, and other forward-looking statements regarding the Company’s financial results and other data. Such forward-looking statements are based on the Company’s assumptions, estimates,
Slide 3: Achievements to Date and Future Outlook
Life is Rare Achievements to Date and Future Outlook Hiroyuki Sonoda, Ph. D. Representative Director, President Chief Scientific Officer
Slide 4: J-Brain Cargo: Blood–Brain Barrier-Crossing Technology and Its Advancement
J-Brain Cargo®: Blood–Brain Barrier-Crossing Technology and Its Advancement Life is Rare Neuro Neuro 2021 Degeneration inflammation A pharmaceutical product (IZCARGOTM) Neuro Neuro-muscular applying J-Brain Cargo® has received Oncology Diseases marketing approval in Japan Proteins Gene therapy (Enzy
Slide 5: Overview of Clinical or Late Preclinical Pipeline
Overview of Clinical or Late Preclinical Pipeline Life is Rare Status Code Indication Milestones/Comments Preclinical Phase 1 Phase 2 Phase 3 • On track for ~FY2027: Approval in US, EU, JR-141 MPS II (Hunter syndrome) Global Ph3 Brazil JR-142 Pediatric GHD Ph3 (Japan) • Mar 2026: Patient enrollment
Slide 6: Driving Value through Strategic Alliances
Driving Value through Strategic Alliances Life is Rare J-Brain Cargo® • Alexion, AstraZeneca Rare Disease (Neurodegenerative disease, MEDIPAL HOLDINGS CORPORATION oligonucleotide therapeutics） Platform Asset • Out-licensing of therapies for ultra- • Angelini Pharma (Epilepsy) licensing licensing rar
Slide 7: Givinostat: Oral Treatment for DMD
Givinostat: Oral Treatment for DMD Life is Rare Multifaceted MoA: Increases muscle regeneration and reduces fibrogenesis, 1 adipogenesis, and immune/inflammatory responses • HDAC inhibition mechanism enabling mutation-independent use 2 Regulatory approvals outside Japan • Regulatory approvals in the
Slide 8: Toward ¥100 billion revenue in the 2030s
Building the Future Through Three Established Revenue Pillars Life is Rare Toward ¥100 billion revenue in the 2030s Enabled by three growth drivers Domestic Sales Platform licensing Overseas revenue Expansion of domestic revenue (LSD pipeline) product sales and Growth in licensing revenue Expansion
Slide 9: Progress on Developmental Pipelines
Life is Rare Progress on Developmental Pipelines Anne Bechet Managing Executive Officer Executive Director, Development Division General Manager, JCR Europe B.V. CEO, JCR USA Inc.
Slide 10: On track to obtain approvals in the US, EU, and Brazil in FY2027
JR-141 (pabinafusp alfa: BBB-penetrating ERT for MPS II) Life is Rare Global Phase III study（JR-141-GS31): STARLIGHT study Overview Constructive meeting took place with FDA in June 2025 Enrollment of the target number of 80 participants achieved in July 2025 On track to obtain approvals in the US, E
Slide 11: Overview of Clinical or Late Preclinical Pipeline
Overview of Clinical or Late Preclinical Pipeline Life is Rare Status Code Indication Milestones/Comments Preclinical Phase 1 Phase 2 Phase 3 • On track for ~FY2027: Approval in US, EU, JR-141 MPS II (Hunter syndrome) Global Ph3 Brazil JR-142 Pediatric GHD Ph3 (Japan) • Mar 2026: Patient enrollment
Slide 12: FY2025 Consolidated Financial Results / FY2026 Forecasts
Life is Rare FY2025 Consolidated Financial Results FY2026 Consolidated Financial Forecasts Yoh Ito Managing Executive Officer Executive Director, Corporate Strategy Division
Slide 13: Revision to FY2024 Actual Results
Revision to FY2024 Actual Results Life is Rare • The prior-year results shown in this document have been revised to reflect corrections to certain items in the Consolidated Financial Results for the Year ended March 31, 2025 (FY2024) (Japanese standard).
Slide 14: Overview: Consolidated Financial Results
Overview: Consolidated Financial Results Life is Rare (Unit：million yen) FY2024 FY2025 Additional Remarks Consolidated Year-on-year • Net sales increased mainly due to higher product Results Results sales, including IZCARGOTM, as well as growth in Difference Ratio contract-related revenue. Net Sales
Slide 15: Breakdown of Net Sales (Consolidated)
Breakdown of Net Sales (Consolidated) Life is Rare (Unit: million yen) FY2024 FY2025 Additional Remarks Consolidated Year-on-year Results Results Difference Ratio • Sales of GROWJECTTM, IZCARGOTM, and TEMCELLTM HS Inj. remained solid and GROWJECTTM 18,098 17,933 (164) (0.9)% exceeded the announced p
Slide 16: Financial Status (Consolidated)
Financial Status (Consolidated) Life is Rare （Unit: million yen） Change Change End-Mar. End-Mar. End-Mar. End-Mar. • Main • Main 2025 2026 2025 2026 Increase/decrease Increase/decrease Total +4,588 Total +16,448 • Accounts receivable - trade, Current • Short-term borrowings and contract assets +1,92
Slide 17: FY2026 Consolidated Financial Forecasts
FY2026 Consolidated Financial Forecasts Life is Rare (Unit：million yen) Additional Remarks FY2025 FY2026(Forecast) • Net sales are forecast to exceed the previous fiscal year, mainly due to higher contract revenue. Consolidated Year-on-year • SG&A expenses are forecast to increase, mainly Results Fo
Slide 18: Breakdown of Net Sales – FY2026 Consolidated Financial Forecasts
Breakdown of Net Sales – FY2026 Consolidated Financial Forecasts Life is Rare (Unit：million yen) FY2025 FY2026(Forecast) Consolidated Year-on-year Results Forecast Difference Ratio GROWJECTTM 17,933 17,500 (433) (2.4)% IZCARGOTM 6,766 6,900 +134 +2.0% TEMCELLTMHS Inj. 2,831 2,700 (131) (4.6)% Treatm
Slide 19: Life is Rare
JVC Life is Rare
Slide 20: Appendix
Pharmaceuti Appendix
Slide 21: JR-401G: An Adjustable-Dose Growth Hormone Therapy Project
JR-401G：An Adjustable-Dose Growth Hormone Therapy Project Life is Rare GROWJECTTM Indication Dosage Short stature due to growth hormone deficiency without epiphyseal 0.175 mg/kg/week closure Short stature associated with Turner syndrome without epiphyseal 0.35 mg/kg/week closure Adult growth hormone
Slide 22: Long-acting Growth Hormone Product JR-142
Long-acting Growth Hormone Product Life is Rare Long-acting growth hormone (rDNA origin) JR-142 Indication: Pediatric growth hormone deficiency Phase III study design Modified albumin-fused GH 0.75mg/kg/week human albumin JR-142 group (weekly) Extension 0.5mg/kg/week period hGH 1 3 GROWJECT® group 0
Slide 23: GROWJECT Market Share Trends in Japan (Quarterly)
GROWJECTTM Market Share Trends in Japan (Quarterly) Life is Rare ■ Human Growth Hormone Market in Japan GH Market Share in Japan （FY2024 Q2～FY2025 Q4）*On an NHI drug price basis General 45.0% Practitioner(GP) Hospital 41.8% 41.2% 41.2% 40.3% 31.6% (HP) 39.8% 39.0% 38.9% 42.8% 40.0% 35.5% 36.1% 36.8%
Slide 24: GROWJECT Sales Trends in Japan (Quarterly)
GROWJECTTM Sales Trends in Japan (Quarterly) Life is Rare GH Sales Trends in Japan（FY2024 Q2～FY2025 Q4）*On an NHI drug price basis 7,000 16,500 GH Market in Japan （million yen） Sales amount of each product（million yen） 6,000 16,000 5,000 15,500 GH Market in Japan JCR Growject TM Daily 4,000 Product
Slide 25: GROWJECT Trends of Market Share in Japan
GROWJECTTM Trends of Market Share in Japan Life is Rare (billion yen) Weekly Sales 7.0 Daily Sales （ except GROWJECTTM ） GROWJECTTM Sales 6.0 Daily Shares （ except GROWJECTTM ） 5.0 GROWJECTTM Shares Weekly Shares 4.0 Daily Shares 3.0 APR 2025-MAR 2026 2.0 GROWJECTTM 1.0 50.4% 0 Copyright © 2026 IQVI
Slide 26: IZCARGO Sales Performance in Japan
IZCARGOTM Sales Performance in Japan Life is Rare (million yen) 売上高（百万円） Sales(million yen) 投与症例数（例） Administered cases 累積症例数（例） Cumulative cases (cases) (cases) (cases) 2,000 112 120 109 106 106 1,800 100 96 90 92 92 100 1,600 1,400 89 80 85 84 86 1,200 80 78 74 75 75 1,000 60 800 40 600 400 20 200
Slide 27: Cash Flows (Consolidated)
Cash Flows (Consolidated) Life is Rare (Unit: million yen) FY2024 FY2025 Difference 営業活動によるCF Operating Activities Investing Activities 投資活動によるCF 財務活動によるCF Financing Activities 期末現金及び現金同等物 Cash and Cash Equivalents at Profit before income taxes (5,983) 3,224 9,208 End of Period Depreciation 3,374 2,
Slide 28: Abbreviations
Abbreviations Life is Rare AAV Adeno-associated virus アデノ随伴ウイルス BBB Blood-brain barrier 血液脳関門 CNS Central nervous system 中枢神経系 ERT Enzyme replacement therapy 酵素補充療法 FDA Food and Drug Administration 米国食品医薬品局 GH Growth hormone 成長ホルモン GHD Growth hormone deficiency 成長ホルモン分泌不全性低身長症 i.v. Intravenous injec