Slide 1: Conference on Q3 FY2025 Financial Results
Conference on Q3 FY2025 (April 1, 2025 to December 31, 2025) Financial Results Toru Kimura, President and CEO Sumitomo Pharma Co., Ltd. January 30, 2026
Slide 2: Disclaimer Regarding Forward-looking Statements
Disclaimer Regarding Forward-looking Statements This material contains forecasts, projections, goals, plans, and other forward-looking statements regarding the Group’s financial results and other data. Such forward-looking statements are based on the Company’s assumptions, estimates, outlook, and ot
Slide 3: Financial Results for Q3 FY2025
Financial Results for Q3 FY2025 © Sumitomo Pharma Co., Ltd. All Rights Reserved. 2
Slide 4: Financial Results for Q3 FY2025 (Core Basis)
Financial Results for Q3 FY2025 Performance exceeds expectations Forecasts remain unchanged Financial Results for Q3 FY2025 (Core Basis) Billions of JPY Q3YTD Q3YTD Change FY2025 Revenue increased primarily due FY2024 FY2025 Oct. 31 to the growth of ORGOVYX® and Results Results Value FX impact % %
Slide 5: Revenue of Major Products in North America
Financial Results for Q3 FY2025 Revenue of Major Products in North America Q3YTD Q3YTD Q3YTD Q3YTD Change FY2025 FY2024 FY2025 Change FY2024 FY2025 JPY-basis FX Results Results Results Results Value % Oct. 31 forecasts impact Progress % Millions Billions North America Millions of USD Billions of JPY
Slide 6: ORGOVYX®
FY2025 Q3 Financial Results Summary ORGOVYX® Plan for Q3 Actual for Q3 Year-over-year YTD FY2025 YTD FY2025 comparison Volume: Exceeded plan for Q3 YTD FY2025 due to higher-than- expected prescriptions and WHS $742M $777M 205％ inventory (Achievement 105%) Price: In line with expectations Quarter
Slide 7: MYFEMBREE®
FY2025 Q3 Financial Results Summary MYFEMBREE® Plan for Q3 Actual for Q3 Year-over-year YTD FY2025 YTD FY2025 comparison Volume︓In line with expectations $66M $73M 111% (Achievement 110%) Price︓In line with expectations Quarterly Demand Trends* K （number of bottles, estimation） ＜Topics＞ 50 End o
Slide 8: GEMTESA®
FY2025 Q3 Financial Results Summary GEMTESA® Plan for Q3 Actual for Q3 Year-over-year YTD FY2025 YTD FY2025 comparison Volume︓Delivered volume growth exceeding plan for Q3 YTD FY2025 amid continued expansion $453M $486M 172% of the β3 market (Achievement 107%) Price︓Favorable payer mix Quarterly
Slide 9: Revenue of Major Products in Japan
Financial Results for Q3 FY2025 Revenue of Major Products in Japan Billions of JPY Q3YTD Q3YTD Change FY2025 FY2024 FY2025 Oct. 31 Progress Results Results Value ％ forecasts % Japan LATUDA® 10.2 10.7 0.4 4.2 13.5 78.9 TWYMEEG® 5.7 7.9 2.2 39.4 11.2 70.7 TWYMEEG® revenue continued to grow METGLUCO®
Slide 10: Segment Information (Core Basis)
Financial Results for Q3 FY2025 Segment Information (Core Basis) Billions of JPY North Japan America Asia Total Japan Revenue 69.2 257.5 21.0 347.7 Despite the decline of gross profit due to lower revenue, Cost of sales core segment profit increased due to SG&A expense 35.6 102.4 7.2 145.1 reducti
Slide 11: Research and Development
Research and Development © Sumitomo Pharma Co., Ltd. All Rights Reserved. 10
Slide 12: Development Pipeline (as of January 30, 2026)
Research and Development Development Pipeline (as of January 30, 2026) Area Generic name/Product code Mechanism of action, etc. Planned indication(s) Development stage Serotonin 5-HT2A receptor antagonist and serotonin DSP-0038 Alzheimer’s disease psychosis Phase 1 5-HT1A receptor agonist DSP-0187＊
Slide 13: Major Topics in Clinical Development
Research and Development Major Topics in Clinical Development Psychiatry & Neurology (Regenerative medicine/cell therapy) Allogeneic iPS cell-derived dopaminergic neural progenitor cells (U.S., Japan) (collaboration with RACTHERA) • Parkinson’s disease In December 2025, designated as an Orphan R
Slide 14: Enzomenib Monotherapy for Relapsed/Refractory Acute Leukemia
Oral presentation data at ASH 2025 Annual Meeting Research and Development Data cut-off: October 4, 2025 Enzomenib Monotherapy for Relapsed/Refractory Acute Leukemia KMT2A rearrangement (recommended dose: 300 mg BID / n = 15) NPM1 mutation（200 - 400 mg BID / n = 25） Currently conducting the confir
Slide 15: Enzomenib Combination Therapy with Ven/Aza for Relapsed/Refractory AML
Oral presentation data at ASH 2025 Annual Meeting Research and Development Data cut-off: October 4, 2025 Enzomenib Combination Therapy with Ven/Aza for Relapsed/Refractory Acute Myeloid Leukemia In combination therapy with venetoclax/azacitidine (Ven/Aza) for relapsed/refractory AML with KMT2A rea
Slide 16: Nuvisertib Combination Therapy with Momelotinib for Relapsed/Refractory Myelofibrosis
Oral presentation data at ASH 2025 Annual Meeting Research and Development Data cut-off: October 15, 2025 Nuvisertib Combination Therapy with Momelotinib for Relapsed/Refractory Myelofibrosis Obtained efficacy and safety data supporting the development of nuvisertib in combination therapy with mom
Slide 17: Appendix
＜Contents＞ Appendix P.17 Q3FY2025 P.18 Q3FY2025 Financial Results for Q3 FY2025 (Full Basis) Financial Position and Cash Flow P.19 Q3FY2025 Prescription Trends of GEMTESA® P.20 R&D Main Events/Targets for FY2025 P.21 R&D Product Launch Target P.22 R&D Regenerative Medicine/Cell Therapy Launched Prod
Slide 18: Financial Results for Q3 FY2025 (Full Basis)
Appendix (Financial Results for Q3 FY2025) Financial Results for Q3 FY2025 (Full Basis) Billions of JPY Q3YTD Q3YTD Change FY2024 FY2025 Results Results Value ％ Revenue 293.2 347.7 54.6 18.6 Cost of sales 113.8 145.1 31.4 27.6 Gross profit 179.4 202.6 23.2 12.9 SG&A expenses 131.0 119.5 (11.5) (8.8)
Slide 19: Financial Position and Cash Flow
Appendix (Financial Results for Q3 FY2025) Financial Position and Cash Flow Billions of JPY As of March As of Dec. Ｂ/Ｓ Change 2025 2025 Assets 742.6 815.5 72.9 Increase in investments accounted for using the equity method Other non-current assets 28.2 58.3 30.1 Trade and other receivables 74.8 132.8
Slide 20: Prescription Trends of GEMTESA®
Appendix (Financial Results for Q3 FY2025) Prescription Trends of GEMTESA® Despite the launch of Mirabegron generics in Apr. 2024, the total number of GEMTESA® prescriptions and new prescriptions continued to increase. However, since Jan. 2025, there was a slight decline due to changes in Medicare
Slide 21: Main Events / Targets for FY2025 (as of January 30, 2026)
Appendix (Research and Development) Main Events / Targets for FY2025 (as of January 30, 2026) Allogeneic iPS cell-derived products (Parkinson’s disease): Obtain approval in Japan ⇒MAA submitted (Aug. 2025) Psychiatry Allogeneic iPS cell-derived products (Parkinson’s disease): Advance Phase 1/2 s
Slide 22: Product Launch Target (as of January 30, 2026)
Appendix (Research and Development) Product Launch Target (as of January 30, 2026) Psychiatry & Oncology Neurology FY2025 2026 2027 2028 2029 CT1-DAP001/DSP-1083 (Allogeneic iPS cell-derived Development dopaminergic neural Parkinson’s disease in the U.S progenitor cells) (RACTHERA Co., Ltd.) HLCR011
Slide 23: Regenerative Medicine/Cell Therapy Launched Product and Development Pipeline (RACTHERA)
Appendix (Research and Development) Regenerative Medicine/Cell Therapy Launched Product and Development Pipeline (RACTHERA Co., Ltd.) (as of January 30, 2026) Brand name/Cell type JP/ Clinical Approval Approval→ Indications Pre-clinical Phase 1/2 Phase 3 Product code US research application Launch R
Slide 24: Sumitomo Pharma
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