<4598> DELTA-P 533 +47

Significant increase. After the close of trading on the 28th, the progress of the phase 1/2 clinical trials of DFP-10917 and VEN was announced, which is considered a positive development. DFP-10917, when given as a low dose continuous infusion, is highly safe, halts cancer cells in the G2/M phase, and induces apoptosis (programmed cell death). There is expected to be a strong synergistic effect with VEN (BCL-2 inhibitor), and the current phase 1 clinical trial is underway, with the potential for tolerability and complete remission surpassing the combination therapy of standard VEN and azacitidine.

<9158> Sea You Sea 1945 +400

Stocks hit the daily limit up. After the close of trading on the 28th, the performance for the second quarter of the fiscal year ending in March 2025 was announced, which is seen as a positive development. The revenue increased by 40.8% year-on-year to 21.6 billion yen, and the operating profit was also strong, increasing by 71.3% to 3.047 billion yen. Factors contributing to the increase in domestic revenue include the growth of supported medical institutions in the medical institution segment, an increase in M&A support fees, as well as the acquisition of a US foot care business in January 2024 leading to increased overseas revenue. In addition, the number of users and the care time per user have increased in the home visit nursing segment.

<2586> Flutta 174 +17

Marked continued rise, reaching a new high for the year. They announced that the shipping volume of "Acai Bowls at Home" in September 24 rose by 1,323% compared to the previous year, and the cumulative annual shipping volume up to September increased by 920% year-on-year. This success is attributed to the absence of fragrance and coloring agents, focusing on the richness, fresh taste, deliciousness, and quality of Acai. Additionally, the long-selling product is supported for its convenience, where Acai Bowls typically sold at eateries for around 1,000 yen per serving can be purchased for approximately 300 yen per 100g. While facing scarcity due to the expansion in Acai demand, efforts are being made to strengthen manufacturing for stable product supply.

<3645> MedicalN 338 +19

Marked increase. It was announced that a share buyback will be conducted after the close of trading on the 28th, which is being viewed as a positive development. The maximum number of shares that can be acquired is 0.4 million shares (4.4% of the total number of issued shares excluding treasury stock), or 0.1 billion yen. The acquisition period is from October 29th to May 30th, 2025. The buyback of treasury stock is aimed at improving capital efficiency, enhancing shareholder value, and enabling agile capital policy in response to environmental changes.

<9159> WTOKYO 1867 -26

Decline. It was announced that a new regional revitalization project in collaboration with Shogakukan Corocoro Comic Editorial Department has been launched. As the first project, a collaboration with Corocoro Comic characters will be implemented in the 'INTERNATIONAL SDGs FES in EDOGAWA 2024 supported by TGC' puzzle game. The company plans to engage in regional revitalization projects in various regions, aiming for joint IP development and expansion into the Web3 area in the future, and also exploring the potential for overseas expansion, not limited to Japan.

<4586> Medorec 91 +5

Rise. It was announced that the company's wholly-owned subsidiary has started clinical trials in Australia for the development of MRX-7MLL (memantine patch, Alzheimer's disease treatment). This news is seen as positive. In this clinical trial (P1a), the objective is to confirm the percutaneous absorption and safety of MRX-7MLL (particularly safety on the skin) targeting healthy individuals. To obtain the approval for the new drug, it has been confirmed that clinical trials (Phase 2 & 3) demonstrating the effectiveness of MRX-7MLL will not be necessary if it can demonstrate biological equivalence with memantine oral tablets.