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Sosei Group Corporation (SOLTF)
OTHER OTC:SOLTF
Earnings Data
Report Date
May 08, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.06Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: strong commercial execution in Japan/APAC and meaningful pipeline progress (Phase II–ready assets and partner-led late-stage programs) are clear positives, supported by rising product sales and a profitable commercial unit. However, FY2025 was marked by material operating losses, a notable decline in milestone revenue, higher R&D spend, and one-off charges. Management has announced restructuring, cost-reduction targets (>10%), and a plan to refocus the U.K. discovery portfolio, with expectations that benefits will appear in H2 FY2026. Given the balance between encouraging commercial/pipeline momentum and significant near-term financial and execution risks, the overall tone is cautious and transitional: opportunities exist but require successful execution of BD, cost actions, and regulatory steps to translate into the company’s stated FY2026 profitability goals.Company Guidance
Overall Revenue Slightly Increased
Total revenue rose to JPY 29.6 billion from JPY 28.8 billion in FY2024, a modest increase of JPY 0.8 billion (~2.8% year-on-year).
Strong Product Sales Growth
Product sales increased from JPY 14.0 billion to JPY 17.8 billion, up JPY 3.8 billion (~27.1% YoY), driven primarily by PIVLAZ and QUVIVIQ product supply and royalties.
PIVLAZ Market Leadership and Revenue
PIVLAZ delivered JPY 13.5 billion in sales (reported as $13.5 billion figure in presentation context) with ~7% year-on-year growth; domestic market share expanded from 34% in 2022 to 74% in 2025 and cumulative patients reached 25,470 since launch.
QUVIVIQ Rapid Expansion
QUVIVIQ net sales grew from JPY 1.3 billion in 2024 to JPY 4.3 billion in 2025 (+224% YoY). Regulatory/operational improvements (2-week prescription limit ended Dec 2025 and second API approval Oct 2025) support expected ~30% revenue growth in FY2026 and a FY2026 sales range guidance of JPY 5–7 billion for the product.
Commercial Business Profitability
Commercial (pharma-type) business returned to core operating profitability, reported at JPY 6.5 billion on a core basis, supporting management's strategy to stabilize revenues via Japan/APAC commercial growth.
Pipeline Advancements and Partner Momentum
Progress across partnered and in-house programs: Neurocrine muscarinic portfolio advancing (lead M4 agonist direclidine in Phase III with top-line expected by end-2027); Centessa's ORX-750 moving toward registrational program (Q1); two wholly owned assets (NXE'149 GPR52 and NXE'744 EP4) are Phase II–ready and in competitive licensing processes.
Positive Early Clinical Signals
NXE'744 (gut-restricted EP4 agonist) showed strong target engagement with ~50% reduction in indomethacin-induced permeability in an interim study and high gut tissue levels with no concerning safety signals; NXE'149 (GPR52) showed CNS penetration and cognitive/alertness signals in Phase I; NXE'732 (EP4 antagonist) produced two partial responses in Phase I.
In-license of Late-stage Rare Disease Asset (vamorolone/AGAMREE)
Company in-licensed vamorolone for Duchenne Muscular Dystrophy (DMD) for Japan/Korea/Australia/NZ, a late-stage rare disease product with expected strong strategic fit and ~70% commercial overlap with PIVLAZ to enable sales synergies and efficient market penetration.
Operational Efficiency Initiatives
Management changes, pipeline refocus, completion of most post-merger integration investments, and target cost reductions (aiming to reduce total costs >10%) were initiated, with management expecting benefits to appear in H2 FY2026.
Guidance and Ambitious FY2026 Targets
Management set clear FY2026 objectives including net product sales > JPY 19.5 billion (PIVLAZ + QUVIVIQ), securing ≥1 additional late-stage product for Japan/APAC, signing high-value out-licenses, initiating ≥1 new Phase II trial with a partner, and achieving full-year IFRS profitability if execution and milestones align.
SOLTF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SOLTF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 13, 2026 | $5.70 | $5.48 | -3.78% |
Oct 31, 2025 | $5.88 | $5.80 | -1.36% |
Aug 08, 2025 | $6.22 | $6.22 | 0.00% |
May 02, 2025 | $6.34 | $6.48 | +2.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sosei Group Corporation (SOLTF) report earnings?
Sosei Group Corporation (SOLTF) is schdueled to report earning on May 08, 2026, TBA (Confirmed).
What is Sosei Group Corporation (SOLTF) earnings time?
Sosei Group Corporation (SOLTF) earnings time is at May 08, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SOLTF EPS forecast?
Currently, no data Available