Slide 1: Conference on FY2025 Financial Results
Conference on FY2025 (April 1, 2025 to March 31, 2026) Financial Results Toru Kimura, President and CEO Sumitomo Pharma Co., Ltd. May 13, 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 FY2025
Financial Results for FY2025 © Sumitomo Pharma Co., Ltd. All Rights Reserved. 2
Slide 4: Financial Results for FY2025 (Core Basis)
Financial Results for FY2025 Financial Results for FY2025 (Core Basis) Billions of JPY Revenue increased primarily due Change FY2025 to the growth of ORGOVYX® and FY2024 FY2025 Mar. 2 GEMTESA® and sales milestone Results Results Value FX impact % forecasts revenue from ORGOVYX® Revenue 398.8 453.3
Slide 5: Revenue of Major Products in North America
Financial Results for FY2025 Revenue of Major Products in North America Change FY2024 FY2025 FY2024 FY2025 Change Results Results Results Results Value FX % impact North America Millions of USD Billions of JPY ORGOVYX® 544 1,029 484 83.1 155.0 71.9 (2.0) 86.6 ORGOVYX® and GEMTESA® MYFEMBREE® 84 96
Slide 6: Revenue of Major Products in Japan
Financial Results for FY2025 Revenue of Major Products in Japan Billions of JPY Change FY2024 FY2025 Results Results Value ％ Japan LATUDA® 13.2 13.7 0.5 4.1 TWYMEEG® 7.6 10.6 3.0 39.0 TWYMEEG® revenue continued to grow METGLUCO® 7.3 7.4 0.1 1.3 Equa®/EquMet® 24.9 8.7 (16.2) (64.9) Equa®/EquMet®
Slide 7: Financial Forecasts for FY2026
Financial Forecasts for FY2026 © Sumitomo Pharma Co., Ltd. All Rights Reserved. 6
Slide 8: Boost Toward "Strong Sumitomo Pharma"
Financial Forecasts for FY2026 Boost Toward “Strong Sumitomo Pharma” Achieved a V-shaped recovery through fundamental structural reforms. By further revenue growth of ORGOVYX® and GEMTESA® and the development of next-generation growth engines, we are now entering a phase of Boost toward “Strong Sumi
Slide 9: Allocation to Investment in Medium- to Long-Term Growth, Balanced with Financial Discipline
Financial Forecasts for FY2026 Allocation to Investment in Medium- to Long-Term Growth, Balanced with Financial Discipline and Based on Sound Financial Foundations Sound Financial Foundation Financial Restructuring Before Financial Restructuring (Equity Financing and Refinancing) After Financial Res
Slide 10: Change in Reportable Segments (from FY2026)
Financial Forecasts for FY2026 Change in Reportable Segments (from FY2026) Previously, operating segments were disclosed by region based on the entity recording sales. Reflecting our globally integrated operations, we have adopted a single Pharmaceuticals segment. (Former reportable segments) (New
Slide 11: Financial Forecasts for FY2026 (Core Basis)
Financial Forecasts for FY2026 Financial Forecasts for FY2026 (Core Basis) Billions of JPY FY2025 FY2026 Change Revenue: Results Forecasts U.S. + ¥84.6B : Value FX impact % Continued growth of ORGOVYX® and Revenue 453.3 540.0 86.7 12.2 19.1 GEMTESA®, incorporating ORGOVYX® sales Cost of sales 196.
Slide 12: Core Operating Profit Bridge FY25 vs FY26
Financial Forecasts for FY2026 Core Operating Profit Bridge FY25 vs FY26 Billions of JPY © Sumitomo Pharma Co., Ltd. All Rights Reserved. 11
Slide 13: Revenue of Major Products in U.S.
Financial Forecasts for FY2026 Revenue of Major Products in U.S. Change FY2025 FY2026 FY2025 FY2026 Change Results Forecasts Results Forecasts Value FX impact % U.S. Millions of USD Billions of JPY ORGOVYX® 1,029 1,354 325 155.0 209.9 54.9 5.9 35.4 ORGOVYX® and GEMTESA® 96 4 14.4 1.0 0.4 7.3 reven
Slide 14: ORGOVYX FY2026 Forecast ($M)
Financial Forecasts for FY2026 ORGOVYX® FY2025 Performance Volume: Nearly doubled compared to last year and significantly outperformed the initial forecast by $260M, driven by changes in the Year-over-year FY2025 Initial Forecast FY2025 Results Medicare Part D patient Out of Pocket Costs. NPS*1 in
Slide 15: GEMTESA FY2026 Forecast ($M)
Financial Forecasts for FY2026 GEMTESA® FY2025 Performance Volume: Exceeded the initial forecast by $27M due to the steady growth Year-over-year of demand and share in expanding β3 market by clinical differentiation FY2025 Initial Forecast FY2025 Results comparison Price: Outperformed the initia
Slide 16: GEMTESA
Financial Forecasts for FY2026 GEMTESA® FY2025 As a result of strategic negotiations with payers, coverage in major insurance plans declined, and pricing (GTN*¹) temporarily improved During this period, demand remained solid, leading to the resumption of coverage by some insurance plans FY2026
Slide 17: Gross Profit by Region (Core Basis)
Financial Forecasts for FY2026 Gross Profit by Region (Core Basis) Billions of JPY Japan U.S. Other Total Revenue 87.6 406.4 46.0 540.0 Forecast Japan FY2026 Cost of sales XEPLION®/XEPLION TRI® contribute to 52.1 152.7 40.2 245.0 increasing revenue, but gross profit decreases Gross profit 35.5 253
Slide 18: Research and Development
Research and Development © Sumitomo Pharma Co., Ltd. All Rights Reserved. 17
Slide 19: Development Pipeline (As of May 13, 2026)
Research and Development Development Pipeline (As of May 13, 2026) Revisions since the announcement in January 2026 are shown in red Area Generic Name/Product Code Mechanism of Action, etc. Planned Indication(s) Development Stage Serotonin 5-HT2A receptor antagonist and serotonin 5-HT1A DSP-0038 Alz
Slide 20: Major Topics in Clinical Development (January 31–May 13, 2026)
Research and Development Major Topics in Clinical Development (January 31– May 13, 2026) Psychiatry & Neurology Allogeneic iPS cell-derived dopaminergic neural progenitor cells (U.S., Japan) (collaboration with RACTHERA) ・Parkinson’s disease In March 2026, obtained conditional and time-limited a
Slide 21: Major Topics in Clinical Development (January 31–May 13, 2026)
Research and Development Major Topics in Clinical Development (January 31– May 13, 2026) Oncology Enzomenib (U.S., Japan) • Initiation of a Phase 1 study in patients with newly diagnosed acute leukemia (KMT2A rearrangement or NPM1 mutation), in combination with VEN/AZA＊1 or 7+3＊2 Nuvisertib (U
Slide 22: AMCHEPRY Post-marketing Clinical Study (Phase 4 Study)
Research and Development AMCHEPRY® Post-marketing Clinical Study (Phase 4 Study) Planned study initiation: In 2026 (7 clinical sites planned; details under discussion) Planned enrollment: 30 patients (ages 18–65), then 5 patients (ages > 65) 2026–2029: Transplantation limited to patients enrol
Slide 23: Introduction of a Novel Compound: DSP-0551
Research and Development Introduction of a Novel Compound: DSP-0551 Tremor-related neural circuitry Target: Tremor associated with Parkinson’s disease Origin: In-house (identified through phenotype-based drug discovery) Mechanism of action: Multi-ion channel modulator Development stage: Phas
Slide 24: fH1/DSP-0546LP universal influenza vaccine candidate interim analysis
Research and Development Infectious diseases areas: fH1/DSP-0546LP universal influenza vaccine (UIV) candidate The formulation utilizing the company’s proprietary TLR7 adjuvant technology platform Interim analysis of a Phase 1 clinical study: Cross-reactivity to multiple Influenza A virus subtypes*1
Slide 25: Key Development Products: Major Scheduled Milestones in FY2026
Research and Development Key Development Products: Major Scheduled Milestones in FY2026 (as of May 13, 2026) Area Program Q1 Q2 Q3 Q4 Remarks DSP-0378 Initial PoC*¹ (Progressive Myoclonic Epilepsy Developmental Epileptic Encephalopathy) acquisition Psychiatry & CT1-DAP001 / DSP-1083 ＊2 Post-marketin
Slide 26: Appendix
＜Contents＞ P.26 Financial Results for FY2025 Financial Results for FY2025 (Full Basis) Appendix P.27 Financial Results for FY2025 P.28 Financial Results for FY2025 Financial Position and Cash Flow Segment Information (Core Basis) P.29 Financial Results for FY2025 Prescription Trends of GEMTESA® P.30
Slide 27: Financial Results for FY2025 (Full Basis)
Appendix (Financial Results for FY2025) Financial Results for FY2025 (Full Basis) Billions of JPY FY2024 FY2025 Change Results Results Value ％ Revenue 398.8 453.3 54.5 13.7 Cost of sales 153.4 196.4 43.0 28.0 Gross profit 245.4 256.9 11.5 4.7 SG&A expenses 180.6 162.6 (18.0) (10.0) R&D expenses 49.9
Slide 28: Financial Position and Cash Flow
Appendix (Financial Results for FY2025) Financial Position and Cash Flow Billions of JPY As of March As of March Ｂ/Ｓ Change 2025 2026 Assets 742.6 804.6 62.0 Increase in investments accounted for using the equity method Other non-current assets 28.2 64.4 36.2 Trade and other receivables 74.8 131.4 5
Slide 29: Segment Information (Core Basis)
Appendix (Financial Results for FY2025) Segment Information (Core Basis) Billions of JPY North Japan America Asia Total Japan Revenue 92.4 337.9 23.0 453.3 Despite the decline of gross profit due to lower revenue, Cost of sales core segment profit increased due to SG&A expense 50.1 137.4 8.8 196.4
Slide 30: Prescription Trends of GEMTESA
Appendix (Financial Results for FY2025) Prescription Trends of GEMTESA® The total number of GEMTESA® prescriptions and new prescriptions continued to increase despite the launch of Mirabegron generics in Apr. 2024 TRx NBRx K 800 K 120 700 100 600 80 500 400 60 300 40 200 20 100 04 06 08 10 12 02 0
Slide 31: Revenue of Major Products in Japan
Appendix (Financial Forecasts for FY2026) Revenue of Major Products in Japan Billions of JPY Change FY2025 FY2026 Results Forecasts Value ％ Japan XEPLION®/XEPLION TRI® 3.2 17.1 13.9 431.7 Sales of XEPLION®/XEPLION TRI® recorded throughout the year LATUDA® 13.7 13.6 (0.1) (0.8) TWYMEEG® 10.6 11.9 1
Slide 32: AMCHEPRY Schedule up to the First Transplantation (Planned)
Appendix (Research and Development) AMCHEPRY® Schedule up to the First Transplantation (Planned) Following reimbursement approval, we are advancing site-level activities, including Institutional Review Board (IRB) submissions, contract execution, and site activation FY2025 FY2026 March April May Jun
Slide 33: Main Events / Targets for FY2025
Revisions since the announcement in January 2026 are shown in red Appendix (Research and Development) Main Events / Targets for FY2025 (as of May 13, 2026) Allogeneic iPS cell-derived products (Parkinson’s disease: AMCHEPRY®); Obtain approval in Japan ⇒Conditional and time-limited approval (Mar 20
Slide 34: Product Launch Target (as of May 13, 2026)
Revisions since the announcement in January 2026 are shown in red Appendix (Research and Development) Product Launch Target (as of May 13, 2026) Psychiatry & Oncology Neurology FY2026 2027 2028 2029 2030 CT1-DAP001/DSP-1083 Parkinson’s disease (Allogeneic iPS cell-derived Conditional and time-limite
Slide 35: Regenerative Medicine/Cell Therapy Launched Product and Development Pipeline (RACTHERA)
Appendix (Research and Development) Revisions since the announcement in January 2026 are shown in red Regenerative Medicine/Cell Therapy Launched Product and Development Pipeline (RACTHERA Co., Ltd.) (as of May 13, 2026) Brand name/Cell type JP/ Clinical Approval Approval→ Indications Pre-clinical P
Slide 36: Sumitomo Pharma
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