SUSMED,Inc.
Earnings Presentation Materials
Q1 earnings presentation materials for the fiscal year ending November 2026. Core DTx business centered on Medcle, primarily targeting insomnia disorders. Revenue driven by milestone recognition, operating loss widened. Key initiatives focus on expanding the pipeline and platform adoption such as SDS (clinical trial system) and QDTx.
Key Figures
- Business Revenue: 227 million yen
- Operating Loss: -61 million yen
- Full-year Budget: 838 million yen
- Number of Medical Institutions Adopting Medcle: 1,000 facilities
- Monthly Prescriptions: 2,000 times/month
AI要約
Overview of Results
SUSMED,Inc. is expanding its business centered on a DTx development platform and the clinical trial support SUSMED SourceDataSync. Sales of Medcle began in June 2026; for the cumulative Q1 this fiscal year, business revenue was 227 million yen and operating loss was 61 million yen. The number of adopting medical institutions is assumed to expand from 194 facilities to around 1,000 facilities, and monthly prescriptions are expected to grow from 27 times/month to 2,000 times/month. The pipeline consists of 11 projects, and R&D expenses moved accordingly.
Future Policies and Key Initiatives
Priority initiatives include strengthening promotion of the insomnia treatment app. Efforts will focus on establishing a direct sales structure, increasing awareness through event participation, conference presentations, and online seminars, and promoting disease awareness activities. The company will also continue to build operational track record of the clinical trial system, expand app adoption, and strengthen academic collaboration.
Segment Revenue Breakdown
Margin Analysis
Guidance vs Actual Comparison
SUSMED,Inc.
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