Ono Pharmaceutical (4528) investor relations material

Strategic growth pillars and product pipeline

• Focus on life cycle management of OPDIVO, with loss of exclusivity in the US by 2028, EU by 2030, and Japan by 2031, alongside new formulations and combination therapies to sustain revenue streams.

• Strengthening the R&D pipeline with multiple candidates in late-stage development, including tirabrutinib, sapablursen, ONO-4578, and ONO-2808, targeting various oncology and rare disease indications.

• Deciphera acquisition drives global growth, leveraging launched products QINLOCK and ROMVIMZA, and integrating group-wide collaboration for faster execution and expanded global development.

• Launch projections through 2031 include multiple new indications and products across the US, EU, and Japan, supporting continuous growth momentum.

• Revenue forecast for FY2025 is 490 JPY bn, with 33% from royalties and 9% from Deciphera, and R&D investment at 150 JPY bn (30.6% of revenue).

Integration and post-merger strategy

• Deciphera acquisition aligns with the medium-term strategy to accelerate globalization and create new value, with board oversight ensuring governance and talent retention.

• Post-merger integration includes unified compliance frameworks, integration of European and US operations, and Deciphera as a core global platform.

• Deciphera's pipeline is progressing as planned, with three candidates set for global clinical trials, reinforcing the growth narrative beyond OPDIVO's exclusivity period.

• Strategic synergies are expected to cultivate global talent and support long-term growth.

Organizational culture and sustainability

• Initiatives to foster group unity include management visits, all-division meetings, CEO awards, and cross-division dialogue, with engagement scores rising to 72 in FY2025.

• Deciphera's PATHS values (Patients, Accountability, Transparency, Honesty and Integrity, Stewardship) are integrated into performance management and group culture.

• External ESG evaluations remain strong, with multiple consecutive years of recognition from leading agencies for climate, water security, and health management.

• Mission statement emphasizes dedication to fighting disease and pain, and the importance of shared values for global expansion.