Sumitomo Pharma Co.ltd. · TSE:4506
Sumitomo Pharma Co.ltd — Q1 FY2026 Earnings Presentation
29 slides from Sumitomo Pharma Co.ltd's earnings presentation, Jul 31, 2026
Slide 1: Conference on Q1 FY2026 Financial Results
Conference on Q1 FY2026 (April 1, 2026 to June 30, 2026) Financial Results Sumitomo Pharma Co., Ltd. July 31, 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 Q1 FY2026
Financial Results for Q1 FY2026 © Sumitomo Pharma Co., Ltd. All Rights Reserved. 2
Slide 4: Financial Results for Q1 FY2026 (Core Basis)
Financial Results for Q1 FY2026 The forecasts for FY2026 are not revised Financial Results for Q1 FY2026 (Core Basis) Billions of JPY Q1YTD Q1YTD Change FY2026 FY2025 FY2026 May 13 Progress Results Results Value FX impact % forecasts % Revenue 108.0 129.5 21.5 9.5 19.9 540.0 24.0 Revenue Revenue i
Slide 5: Revenue of Major Products in U.S.
Financial Results for Q1 FY2026 Revenue of Major Products in U.S. Q1YTD Q1YTD Q1YTD Q1YTD Change FY2026 FY2025 FY2026 Change FY2025 FY2026 JPY-basis FX Results Results Results Results Value % May 13 forecasts impact Progess % Millions Billions U.S. Millions of USD Billions of JPY of USD of JPY ORG
Slide 6: ORGOVYX Topics
Financial Results for Q1 FY2026 ORGOVYX® Plan for Q1 Actual for Q1 Year-over-year YTD FY2026 YTD FY2026 comparison Volume: In line with expectations $318M $323M 143％ Price: Favorable payer mix (Achievement 102%) $M ＜Topics＞ Quarterly Net Sales / Demand Trends* 350 New patient starts have grown
Slide 7: GEMTESA Topics
Financial Results for Q1 FY2026 GEMTESA® Plan for Q1 Actual for Q1 Year-over-year YTD FY2026 YTD FY2026 comparison Volume: In line with expectations $163M $189M 129% Price: Favorable payer mix (Achievement 116%) $M Quarterly Net Sales / Demand Trends* 200 ＜Topics＞ 150 Continued share gains thr
Slide 8: Revenue of Major Products in Japan
Financial Results for Q1 FY2026 Revenue of Major Products in Japan Billions of JPY Q1YTD Q1YTD Change FY2026 FY2025 FY2026 May 13 Progress Results Results Value ％ forecasts % Japan XEPLION®/XEPLION TRI® － 4.1 4.1 － 17.1 24.0 Commencement of sales of XEPLION ®/XEPLION TRI ® LATUDA® 3.5 3.7 0.2 6.8
Slide 9: Gross Profit by Region (Core Basis)
Financial Results for Q1 FY2026 Gross Profit by Region (Core Basis) Billions of JPY Japan U.S. Other Total Japan Q1YTD Revenue 22.2 94.3 13.0 129.5 XEPLION®/XEPLION TRI® contributed to FY2026 Cost of sales 12.5 37.3 11.6 61.4 keeping revenue stable, but gross profit Results Gross profit 9.7 57.0 1
Slide 10: Wegovy: Additional Approval for MASH, Marketing and Sales in Japan
Marketing and Sales in Japan Wegovy® Subcutaneous Injection Receives Additional Approval for Metabolic Dysfunction- Associated Steatohepatitis (MASH) Without Cirrhosis Wegovy® Subcutaneous Injection, co-promoted with Novo Nordisk Pharma for obesity disease, receives approval for an additional indi
Slide 11: Research and Development
Research and Development © Sumitomo Pharma Co., Ltd. All Rights Reserved. 10
Slide 12: Development Pipeline (As of July 31, 2026)
Research and Development Development Pipeline (As of July 31, 2026) Revisions since the announcement in May 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 Alzhei
Slide 13: Major Topics in Clinical Development (May 14 – July 31, 2026)
Research and Development Major Topics in Clinical Development (May 14 – July 31, 2026) Psychiatry & Neurology AMCHEPRY® (Japan) Post-marketing Clinical Study (Phase 4 Study) • Entered into an agreement with Kyoto University Hospital • Clinical study information was published in the Japan Registr
Slide 14: AMCHEPRY Post-Marketing Clinical Study (Phase 4 Study) Schedule
Research and Development AMCHEPRY® Post-Marketing Clinical Study (Phase 4 Study) Schedule Advancing site activation and patient enrollment readiness for the Phase 4 study The first patient transplantation is planned for fall 2026, followed by approximately 10 patients in FY2027 and approximately
Slide 15: Enzomenib Monotherapy Phase 2 Study (Pivotal Portion)
Research and Development Enzomenib Monotherapy Phase 2 Study (Pivotal Portion) KMT2A Rearrangement NPM1 Mutation ▍ Completed enrollment required for the interim analysis ▍ Determined the recommended dose of 300 mg BID and of the pivotal portion in relapsed/refractory acute initiated enrollment in th
Slide 16: Nuvisertib Combination Therapy with Momelotinib for Relapsed/Refractory Myelofibrosis
（Data presented at the EHA 2026 Congress Poster Presentation） Research and Development Nuvisertib Combination Therapy with Momelotinib for Relapsed/Refractory Myelofibrosis 【Efficacy】 ▍ In patients with myelofibrosis treated with nuvisertib (administered after meals) in combination with momelotinib,
Slide 17: Expansion of the Liposomal Nanoparticle Technology Platform
Research and Development Expansion of the Liposomal Nanoparticle Technology Platform Proprietary drug discovery platform integrating compound design capabilities and liposomal DDS technology Creation of molecules optimized to maximize DDS functionality based on therapeutic area needs Drug deli
Slide 18: SMP-3124 First Clinical Data Presented at ASCO 2026
Research and Development SMP-3124 First Clinical Data Presented at ASCO 2026 Liposomal nanoparticle formulation may overcome limitations associated with conventional CHK1 inhibitors, including hematologic toxicity Currently advancing dose-optimization in tumor types that demonstrated signs of an
Slide 19: Established the Vaccines and Adjuvants Business Development Office
Business Strategy Established the Vaccines and Adjuvants Business Development Office to Accelerate Commercialization of Our Proprietary TLR7 Adjuvant Technology Leveraging our proprietary adjuvant technology and vaccine R&D expertise, we aim to become an adjuvant solution provider, addressing dive
Slide 20: Key Development Products: Major Milestones Scheduled in FY2026
Research and Development Revisions since the announcement in May 2026 are shown in red Key Development Products: Major Milestones Scheduled in FY2026 (as of July 31, 2026) Area Program Q1 Q2 Q3 Q4 Remarks DSP-0378 Initial PoC*¹ (Progressive Myoclonic Epilepsy Developmental Epileptic Encephalopathy)
Slide 21: Appendix
＜Contents＞ Appendix P.21 Q1FY2026 P.22 Q1FY2026 Financial Results for Q1 FY2026 (Full Basis) Financial Position and Cash Flow P.23 Q1FY2026 Prescription Trends of GEMTESA® P.24 Q2FY2026 Forecast FY2026 Forecast for the First Six Months (Core Basis) P.25 R&D Status of Preparations at Clinical Sites f
Slide 22: Financial Results for Q1 FY2026 (Full Basis)
Appendix (Financial Results for Q1 FY2026) Financial Results for Q1 FY2026 (Full Basis) Billions of JPY Q1YTD Q1YTD Change FY2025 FY2026 Results Results Value ％ Revenue 108.0 129.5 21.5 19.9 Cost of sales 44.1 61.4 17.3 39.2 Gross profit 63.9 68.1 4.2 6.6 SG&A expenses 35.7 39.2 3.6 10.0 R&D expense
Slide 23: Financial Position and Cash Flow
Appendix (Financial Results for Q1 FY2026) Financial Position and Cash Flow Billions of JPY As of March As of June Ｂ/Ｓ Change 2026 2026 Assets 804.6 844.9 40.3 Goodwill / Intangible assets 371.6 371.7 0.2 Other non-current assets 64.4 67.7 3.3 Cash and deposit / Short-term loan receivable 44.3 76.6
Slide 24: Prescription Trends of GEMTESA
Appendix (Financial Results for FY2026 Q1) Prescription Trends of GEMTESA® GEMTESA® prescriptions, including total and new prescriptions, continued to increase despite the launch of Mirabegron generics in Apr. 2024 TRx in β-3 Market NBRx in β-3 Market K K 800 120 ジェムテサ その他 β3受容体作動薬 ジェムテサ その他 β3受容体
Slide 25: Financial Forecasts for the First Half of FY2026 (Core Basis)
Appendix (Financial Forecasts for the First Half of FY2026) Financial Forecasts for the First Half of FY2026 (Core Basis) FX rates: FY2026 Forecasts : 1US$ = ¥155.00 Full-year forecast remains unchanged Billions of JPY FY2026 FY2026 Progress 1H Q1YTD Forecasts Results % Revenue 251.0 129.5 51.6 Co
Slide 26: AMCHEPRY Post-Marketing Clinical Study Site Preparation Status
Appendix (Research and Development) AMCHEPRY® Post-Marketing Clinical Study (Phase 4 Study)Site Preparation Status Preparations for patient enrollment are underway, and the status of activities at each participating site is as follows Not Started In Progress Completed Investigator Ready for patient
Slide 27: Product Launch Target (as of July 31, 2026)
Revisions since the announcement in May 2026 are shown in red Appendix (Research and Development) Product Launch Target (as of July 31, 2026) Psychiatry & Oncology Neurology FY2026 2027 2028 2029 2030 CT1-DAP001/DSP-1083 Parkinson’s disease (Allogeneic iPS cell-derived Conditional and time-limited D
Slide 28: 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 July 31, 2026) Brand name/Cell type JP/ Clinical Approval Approval→ Indications Pre-clinical Phase 1/2 Phase 3 Product code US research application Launch RETH
Slide 29: Sumitomo Pharma
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