The reason for the rapid growing farmafus is the "second -term profit biased type"

 Farmafr's was listed on the Tokyo Stock Exchange in 2006 and moved to the TSE First Section in February 2021.Egg yolk -derived supplements "Tamagosamine" and cosmetics mail order are the mainstay."It's a second -term profit -biased type, but the background is unique."

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 For example, the second half of the business is not unusual for a business format like a construction industry.I was interested in the "unique second -stage weight type" and looked it up.

 The full -year plan for this July term is "160.6 % increase in sales (4014 million yen), 182.2 % operating income (288 million yen), 103.2 % of the disclosed interim period is 216 for the 2 % final profit increase (1.44 billion yen).The 1 % increase in sales (20,393 million yen) was "loss of operating and loss of 81 million yen, and the final profit and loss is 446 million yen."But the full -year plan is confident?It was kept unchanged.If you land as scheduled, it is a "second -term weighing" company that you have never seen before.

急成長のファーマフーズが「下期利益偏重型」の理由

 From the explanation of the financial results and analysts, we learned that "Pharmaphras will intensively invest in advertising and research and development expenses in the first half of the year."In fact, advertising expenses in the intermediate term are 13,157 million yen (2 year -on -year).7 times).In the first half, two years after the launch of the sales industry, the hair care market "Newmo hair restorer (over 700,000 regular customers)" will be invested in TV and online advertising expenses.ing.

 Pharmacfood segments are "functional materials", "biomedical", and "mail order".Certainly, we are developing measures that support the full -year plan.

 For example, in the functional material business, the Farge Gaba, a functional material of GABA (non -protein amino acids), the company's weapon of the world's 1, is used as a green tea drink from a major beverage manufacturer.In addition, the sales of Selepon, a beautiful skin material, has a surge in sales, mainly in China and other overseas.In the first half of the year, 146 year -on -year.It has increased by 8 %.

 In the biomedical business, an exclusive license agreement was concluded in the development and commercialization of "development candidate antibodies" for autoimmune diseases that have been jointly studied with Tanabe Mitsubishi Pharmaceutical.The first half is 320 million yen.In the future, we will receive the payment of development milestones according to the development stage (enjoyed at the milestone of the development process).A contract that shifts to royalty income in the dawn of commercialization.

 In the mail order business, hit products are driven.For example, the rapidly expanding Newmo hair growth agent is the flow of pulling the increase in supplements.

 The four seasonal report at hand is the headline of [Increase], and the performance column is "swing up in the previous issue of the previous issue", and the operating profit of the current term has been increased to 2,250 million yen.

 The second -term profit -biased type seems to be uniform.(Article: Akira Chiba, see the article list)