Santen Pharmaceutical Co., Ltd.
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About the company
Santen Pharmaceutical Co. , Ltd. is a global enterprise dedicated to the research, development, manufacturing, and distribution of pharmaceuticals and medical devices, with operations spanning Japan and international markets.
- CEO
- Takeshi Ito
- IPO
- 2011
- Employees
- 3,968
- HQ
- Osaka, OS, JP
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- Market Cap
- $3.99B
- P/E
- 16.37
- Fwd P/E
- 0.10
- PEG
- 0.55
- P/S
- 2.15
- P/B
- 2.09
- EV/EBITDA
- 8.54
- Div Yield
- 1.95%
- Gross Margin
- 56.10%
- Op Margin
- 15.67%
- Net Margin
- 13.25%
- ROE
- 13.39%
- ROIC
- 10.90%
Latest fiscal year · YoY change
- Revenue
- $309.21B+3.1%
- Gross Profit
- $170.68B-0.2%
- Op Income
- $47.94B
- Net Income
- $39.62B+9.3%
- EPS
- $121.43+16.8%
- OCF Growth
- -24.3%
- FCF Growth
- -28.4%
- 52W High
- $13.93
- 52W Low
- $9.22
- 50D MA
- $12.49
- 200D MA
- $11.26
- Beta
- 0.24
- RSI (14)
- 52
- Avg Volume
- 2.94K
Earnings call summaries
Pick a quarter — each call distilled into takeaways, results, and a bull vs bear read.
Santen said its pipeline remained active with multiple late-stage programs advancing, while STN1011700 was resubmitted in the U.S. with a November 6 PDUFA date and glaucoma ROCK inhibitor data showed a positive add-on effect in Japan.· August 7, 2022
- Nine projects are in late-stage development, with new work also underway in myopia, ptosis, MGD and FECD.
- STN1011700 was resubmitted in the U.S.; the company said the FDA set a PDUFA date for November 6.
- In Japan, a soft launch began in late July for one product, and another approval was received that should cut eyedrop dosing frequency by half versus the prior formulation.
- The VKC treatment was launched in the U.S. and approved in China.
- For glaucoma ROCK inhibitors, the second Phase 3 study in Japan showed statistically significant superiority for STN1013900 plus latanoprost from week 1 through week 4, with conjunctival hyperemia the most frequent adverse event.
No companywide revenue, EPS, gross margin, or year-over-year financial figures were stated in the provided remarks. On guidance and timing, management said STN1011700 was resubmitted in the U.S. with a PDUFA date set for November 6, the company is aiming for a November price listing for one approved product, Europe launch for the glaucoma ROCK inhibitor program is targeted for this fiscal year, and a third long-term Phase 3 study in Japan will continue. They also said Phase 2/3 work for STN1012700 in China has started, Phase 3 preparation for STN1013800 is underway, and MGD proof-of-concept data are expected within the second quarter.
No CEO remarks were included in the excerpt; the strategic message came from the Chief Medical Officer. The tone was cautiously constructive: the company emphasized continued pipeline progress across multiple geographies and indications, with several near-term catalysts. Management repeatedly stressed moving programs forward as quickly as possible, especially in Japan and China.
No CFO remarks or financial disclosures were included in the excerpt, so there were no reported comments on revenue, margin, cash, or capital allocation. The only hard timing points given were regulatory and development milestones, including the November 6 PDUFA date, a November price listing target, Europe launch target this fiscal year, and MGD data expected in the second quarter. The resubmission details for STN1011700 also noted that the FDA’s non-compliance concern related to contract manufacturing was addressed before the in-depth review could begin.
In Q&A, an analyst asked about timing and next steps for the glaucoma ROCK inhibitor program, and management said it is exploring options to move as expeditiously as possible in Japan while also beginning Phase 1 preparations in China. On the STN1011700 resubmission, management reiterated that the FDA’s letter cited non-compliance related to contract manufacturing, that the company worked with the agency and manufacturer to address requirements, and that it expects the PDUFA date by November 6 at the latest. Management avoided giving more specific timeline commitments beyond that.
The call pointed to broad pipeline momentum, with nine late-stage projects and new development in multiple ophthalmology areas. Management also highlighted several tangible catalysts: a U.S. PDUFA date for STN1011700, a soft launch in Japan, a new approval that should halve dosing frequency, and positive Phase 3 data for the glaucoma combination therapy.
The main risks are regulatory execution and development uncertainty, especially around the U.S. resubmission for STN1011700 and the unresolved timing on the Japan/China glaucoma program. Management also noted more adverse events with the add-on therapy, with conjunctival hyperemia the most frequent, and said it still needs a third long-term study. No financial performance data were provided, so investors were left without visibility into the quarter’s operating results.
AI summary of the company's earnings call · Paraphrased · Not investment advice
- Free Float
- 97.9%
- Shares Outstanding
- 321.69M
- Float Shares
- 315.03M
of shares held by institutions
2 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Private Capital Group, LLC | 76 | ▲ 76 |
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Santen Pharmaceutical (OTCMKTS:SNPHY) & Otsuka (OTCMKTS:OTSKY) Financial Review
defenseworld.net · Mar 23
Santen Pharmaceutical Co., Ltd. (OTCMKTS:SNPHY) Short Interest Update
defenseworld.net · Dec 25
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