MedRx Co., Ltd

4586.T
Drug Manufacturers - Specialty & Generic
2026/09/29 18:54 Updated
Market Cap: $25.3M (¥4.0B)
Stock Price: $0.38 (¥60)
Exchange Rate: 1 USD = ¥157.23

Bondlido sales partnership in the United States with Terrain and timing of the listing

Regarding the Bondlido US sales partnership, the sales license agreement is expected to be signed in September, with上市 timing anticipated in Q4 2026. The contract term revisions are taking time, and the impact is considered minor.

Importance:
Page Updated: September 22, 2026
IR Disclosure Date: August 31, 2026

Key Figures

  • Bondlido sales partnership agreement signing timing: September expectation
  • IPO timing: expected in Q4 2026
  • Impact on FY2026: minor

AI要約

Section Heading

This is a progress report on the Bondlido sales partnership and上市 timing in the US market. The signing of a sales license agreement with Terrain Pharmaceuticals is progressing with a September expectation, and ongoing review of sales strategy, supply planning, and contract terms. Bondlido is expected to serve as a new patch alternative to Lidoderm, with potential competitive advantage in the US market. Impact on the company’s FY2026 (year ending December 2026) is expected to minor.

Section 2 Heading

As the US lidocaine patch market expands, the aim is to penetrate the over-the-counter analgesic space using Terrain's nationwide distribution network. Although negotiations on contract terms are delayed, there is no上市 timing change, and US market launch is anticipated. The focus going forward is finalizing the contract and supply plan.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

MedRx Co., Ltd

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