Terumo (4543) Status update summary

Competitive advantage and growth model

• Innovation model combines Monozukuri and execution excellence, clinical-needs translation, knowledge deployment, external technology integration, and regulatory and compliance expertise.

• Global sites integrate R&D and manufacturing; since 2024, innovation directors oversee R&D, regulatory affairs, clinical development, IP, DX, and external investments.

• Knowledge, manufacturing expertise, regulatory experience, and customer relationships support market positions, profitability, and reinvestment in innovation.

• The next five-year growth strategy, GS 31, is scheduled for announcement in December.

Product platforms and growth

• Guidewires combine an ultra-fine metal core, thin-wall plastic molding, soft polymer and hydrophilic coatings; 40+ years of evolution helped establish trusted physician use and No. 1 global market share.

• Dual Sensor System integrates IVUS and OFDI in one catheter; imaging revenue is targeted to exceed 3x by FY 2031, supported by U.S., Japan and India expansion.

• Woven EndoBridge combines nitinol elasticity, platinum visibility and proprietary braiding; it has 15+ years of clinical evidence and 50,000+ patient implants, while Neuro delivered two decades of double-digit growth and profitability.

• PLAJEX combines a tapered needle, silicone oil-free i-coating and adhesive-free polymer design; more than 700 million units shipped, with opportunities in customized, high-value production.

Monozukuri excellence and AI

• Core capabilities span metal fabrication, plastic molding, proprietary coatings and AI; in-house development integrates materials, design, tooling, manufacturing and coating, with catheter wall-thickness tolerances as tight as ±5 microns.

• Proprietary coatings include M Coat, X Coating and silicone oil-free i-coating; end-to-end development supports performance, quality, manufacturability and faster development.

• Manufacturing engineers join development early, and quality data and process improvements are shared globally to support consistent performance, scalable production and continuous improvement.

• AI cut risk identification and analysis from several months to ~2 weeks, and toxicity assessment reporting from ~1 month to ~10 minutes.

• Generative AI analyzes literature, patents, clinical and market data, supports materials research and toxicity assessment, and helps transfer senior engineers’ manufacturing know-how alongside hands-on training.