Overview
Pharmaceutical

Delta-Fly Pharma,Inc.

Delta-Fly Pharma is a Japanese oncology-focused drug discovery company that develops novel anticancer agents using its proprietary 'Module Drug Discovery' platform, which assembles existing anticancer active substances with innovative modifications to improve the clinical balance of efficacy and safety. The company's lead pipeline candidate, DFP-10917, is a low-dose continuous infusion nucleoside analogue currently in Phase 3 clinical trials in the U.S. for relapsed/refractory acute myeloid leukemia (AML), with additional combination studies with venetoclax ongoing. Other pipeline assets include DFP-14323 (oral immunomodulator in Phase 3 in Japan), DFP-11207, DFP-14927, DFP-17729, and DFP-10825, targeting a range of solid and hematologic malignancies.

Market Cap
¥1.03B
US$6.57M
EV
¥0.95B
US$6.04M
Stock¥72▼-4.00%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
NM
LTM EV/EBIT
NM
LTM PER
NM
LTM PBR
NM
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-105.7%pt
1001
Oct 24, 25 – Oct 23, 26StockTOPIX
1Nov 7, 25Response to Macquarie Bank stake change
MC → EV Bridge
1.03BUS$6.57MMarket Cap0.00BUS$0.00M+ Debt0.08BUS$0.53M− Cash0.00BUS$0.00M− Inv. Sec.0.95BUS$6.04MEV
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Performance & Balance
EBITDA 5Y (¥B)
-0.96-US$6.12M'22/3-1.31-US$8.38M'23/3-1.40-US$8.94M'24/3-1.71-US$10.9M'25/3-1.60-US$10.2M'26/3
Net Income 5Y (¥B)
-0.97-US$6.17M'22/3-1.33-US$8.47M'23/3-1.43-US$9.11M'24/3-1.72-US$11.0M'25/3-1.63-US$10.4M'26/3
Liquidity vs Debt 5Y (¥B)▲ Net Cash
CashInv. Sec.Debt
1.27US$8.09M'22/30.84US$5.38M'23/31.42US$9.04M'24/30.34US$2.16M'25/30.15US$0.93M'26/3
Shareholders
Top 10 hold 25.2%
1
Kiyoshi EJIMA
6.32%
2
BNYM SA/NV FOR BNYM FOR BNY GCM CLIENT ACCOUNTS M LSCB RD (Standing Proxy: MUFG Bank, Ltd.)
3.46%
3
NIPPON CHEMIPHAR CO.,LTD.
3.27%
4
Daiki MIYAZAKI
2.72%
5
Rakuten Securities, Inc. (Joint Account)
2.09%
6
Raki MIYAZAKI
1.97%
7
Morgan Stanley MUFG Securities Co., Ltd.
1.63%
8
MACQUARIE BANK LIMITED DBU AC (Standing Proxy: Citibank, N.A., Tokyo Branch)
1.33%
9
Takanori SHIRAKAWA
1.25%
10
SANYO CHEMICAL INDUSTRIES,LTD.
1.14%
Management
9 officers
Kiyoshi EJIMA
Representative Director, President
Apr 1976 Joined Taiho Pharmaceutical Co., Ltd. Sep 2005 Director, Head of Development Center, Taiho Pharmaceutical Co., Ltd. Sep 2007 Director, Head of Tokushima Research Center, Taiho Pharmaceutical Co., Ltd. Aug 2010 Visiting Professor, Industry-Academia-Government Collaboration Promotion Division, Tokushima University (current) Dec 2010 Appointed Representative Director, President of the Company (current)
1949-08-20
Kenzo IIZUKA
Director, in charge of R&D Division
Apr 1988 Joined Taiho Pharmaceutical Co., Ltd. Jan 2006 General Manager, Development Division 3, Taiho Pharmaceutical Co., Ltd. Apr 2012 Joined the Company, General Manager, Clinical Development Department and Head of Tokyo Office Feb 2013 Appointed Director of the Company, in charge of Clinical Development and Head of Tokyo Office Jul 2015 Appointed Director and Managing Executive Officer, General Manager of Administration Division, the Company Jun 2017 Appointed Representative Director, Senior Managing Director of the Company, in charge of R&D Jun 2020 Appointed Director of the Company, in charge of R&D Division (current)
1963-03-01
Masaya KIMURA
Corporate Auditor
Apr 1984 Joined Fujisawa Pharmaceutical Co., Ltd. (now Astellas Pharma Inc.) Jan 1993 Joined Sosei Co., Ltd. (now Sosei Group Corporation), General Manager, Planning Department Nov 2001 Established Ai.M.K. Co., Ltd. (now I.M.K. Life Sciences Co., Ltd.), Appointed Representative Director Apr 2011 Appointed Adviser of the Company Oct 2011 Appointed Director of the Company Jun 2014 Appointed Corporate Auditor of the Company (current)
1956-02-12
Kenichi KUROTAKI
Director, in charge of Administration Division
Apr 1989 Joined Nihon Kangyo Kakumaru Securities Co., Ltd. (now Mizuho Securities Co., Ltd.) Jul 2011 Deputy General Manager, Underwriting Department, Mizuho Securities Co., Ltd. Jan 2013 Director, IB Business Promotion Group and Investment Banking Business Management Department, Mizuho Securities Co., Ltd. Apr 2014 Director, Corporate Promotion Department II, Mizuho Securities Co., Ltd. Sep 2019 Joined the Company, in charge of Administration and Finance Jun 2020 Appointed Director of the Company, in charge of Administration Division (current)
1965-06-29
Yukio KISHII
Director
Oct 2002 Joined Tohmatsu Audit Corporation (now Deloitte Touche Tohmatsu LLC) Oct 2007 Established Yukio Kishii Certified Public Accountant Office, Representative (current) Feb 2008 Established LBA Partners Tax Corporation, Representative Partner (current) Apr 2010 Appointed Representative Director, LBA Advisory Co., Ltd. (current) Jun 2017 Appointed Outside Director of the Company (current) Sep 2021 Appointed Outside Director, Town News Co., Ltd. (current)
1979-01-23
Kinichiro KOMINAMI
Director
Jul 1994 Research Fellow, Royal Cancer Research Institute, United Kingdom Sep 1998 Research Assistant, Institute of Biomedical Defense, Kyushu University Jun 2001 Joined Nomura Securities Co., Ltd. Jun 2001 Seconded to Nomura Research & Advisory Co., Ltd. Aug 2015 Joined Mizuho Securities Co., Ltd., Director, Corporate Group Sep 2017 Established Tech & Fin Strategy Co., Ltd., Representative Director (current) Sep 2017 Outside Director, CellSpect Co., Ltd. (current) Jun 2018 Appointed Outside Director of the Company (current) Jun 2018 Outside Director, Perseus Proteomics Inc. (current) Aug 2019 Outside Director, Veritas In Silico Inc. (current) Aug 2021 Outside Director, eGaia Inc. (current) Dec 2021 Outside Director, iPS Gateway Center Inc. (now Reprtech Inc.) (current) Feb 2022 Director, TransMed Inc. (current)
1967-01-20
Akifumi TANIGUCHI
Director
Oct 2004 Joined Kitahama Partners (now Kitahama Partners Gaikokuho Joint Enterprise) Jan 2007 Transferred to Kitahama Partners Tokyo Office, Kitahama Partners Law Corporation Jan 2012 Appointed Partner Attorney, Kitahama Partners (current) Dec 2017 Appointed Outside Corporate Auditor, Urban Vision Co., Ltd. (now Livenup Group Inc.) (current) Jun 2021 Appointed Outside Director of the Company (current)
1976-10-28
Masaaki MAEDA
Full-time Corporate Auditor
Apr 1980 Joined The Awa Bank, Ltd. Jan 1999 Branch Manager, Seto Branch, The Awa Bank, Ltd. Apr 2010 Inspector, Internal Audit Department, The Awa Bank, Ltd. Apr 2017 Joined Sogo Security Services Co., Ltd. Jun 2020 Appointed Corporate Auditor of the Company (current)
1957-01-06
Michinari HASHIMOTO
Corporate Auditor
Jan 2008 Joined Kitahama Partners Law Corporation Jan 2017 Representative, Josui Law Office (now Josui Law Corporation) (current) Jun 2020 Outside Corporate Auditor, Trial Holdings, Inc. (current) Dec 2020 Outside Corporate Auditor, Nippon Insure Co., Ltd. (current) May 2021 Outside Corporate Auditor, CAM Inc. (current) Aug 2021 Outside Director (Audit and Supervisory Committee Member), QPS Research and Development Co., Ltd. (now QPS Holdings, Inc.) (current) Jun 2026 Appointed Corporate Auditor of the Company (current)
1978-04-02
Large Shareholding Reports
Evo Fund
2026-10-21
22.55%→21.47%
Evo Fund
2026-10-08
20.65%→22.55%
Evo Fund
2026-10-07
22.71%→20.65%
SBI SECURITIES Co., Ltd.
2026-09-25
8.45%
Evo Fund
2026-09-16
32.11%→22.71%
Evo Fund
2026-09-09
33.39%→32.11%
Arcus Investment Limited
2026-09-08
5.20%
Macquarie Bank Limited
2026-08-17
9.69%→0.00%
Morgan Stanley MUFG Securities Co., Ltd.
2026-08-06
5.44%→3.90%
Annual report (as of 2026-03-31): 1.63%
Macquarie Bank Limited
2026-07-31
11.47%→9.69%
Ejima Kiyoshi
2026-07-31
7.26%→6.18%
Annual report (as of 2026-03-31): 6.32%
Morgan Stanley MUFG Securities Co., Ltd.
2026-06-19
5.44%
Annual report (as of 2026-03-31): 1.63%
Macquarie Bank Limited
2026-06-03
12.63%→11.47%
Macquarie Bank Limited
2026-04-24
13.67%→12.63%
Macquarie Bank Limited
2026-04-23
16.97%→13.67%
Macquarie Bank Limited
2026-04-20
17.85%→16.97%
Macquarie Bank Limited
2026-04-07
17.21%→17.85%
Macquarie Bank Limited
2026-04-01
18.29%→17.21%
Macquarie Bank Limited
2026-03-17
19.48%→18.29%
Macquarie Bank Limited
2026-03-04
24.35%→19.48%
Macquarie Bank Limited
2026-02-06
5.72%→24.35%
Kiyoshi EJIMA
2026-01-26
9.06%→7.26%
Annual report (as of 2026-03-31): 6.32%
Kiyoshi EJIMA
2026-01-23
10.71%→9.06%
Annual report (as of 2026-03-31): 6.32%
SBI Securities Co., Ltd.
2026-01-08
5.04%→4.99%
SBI Securities Co., Ltd.
2025-12-19
5.04%
SBI Securities Co., Ltd.
2025-12-04
6.27%→4.73%
Macquarie Bank Limited
2025-11-14
9.60%→5.72%
Macquarie Bank Limited
2025-11-12
10.82%→9.60%
SBI Securities Co., Ltd.
2025-11-07
5.92%→6.27%
Macquarie Bank Limited
2025-10-24
11.99%→10.82%
SBI Securities Co., Ltd.
2025-10-21
5.24%→5.92%
SBI Securities Co., Ltd.
2025-10-07
5.24%
Macquarie Bank Limited
2025-08-01
13.02%→11.99%
Disclosures
No disclosures
Primary Source Filings
EDINET
2026-10-21
Large Shareholding Report
EDINET
2026-10-08
Large Shareholding Report
EDINET
2026-10-07
Large Shareholding Report
EDINET
2026-09-25
Large Shareholding Report
EDINET
2026-09-16
Large Shareholding Report
EDINET
2026-09-09
Large Shareholding Report
EDINET
2026-09-08
Large Shareholding Report
EDINET
2026-08-17
Large Shareholding Report
TDnet
2026-08-07
Q1 Earnings Flash
FY ending Mar 2027
EDINET
2026-08-06
Large Shareholding Report
EDINET
2026-07-31
Large Shareholding Report
EDINETAmended
2026-07-31
Change Report
EDINET
2026-07-22
Securities Registration Statement
EDINET
2026-06-24
Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2026-06-19
Large Shareholding Report
EDINET
2026-06-03
Large Shareholding Report
EDINET
2026-04-24
Large Shareholding Report
EDINET
2026-04-23
Large Shareholding Report
EDINET
2026-04-20
Large Shareholding Report
EDINET
2026-04-07
Large Shareholding Report
EDINET
2026-04-01
Large Shareholding Report
EDINET
2026-03-17
Large Shareholding Report
EDINET
2026-03-04
Large Shareholding Report
TDnet
2026-02-13
Q3 Earnings Flash
FY ending Mar 2026
EDINET
2026-02-06
Large Shareholding Report
EDINET
2026-01-26
Large Shareholding Report
EDINETAmended
2026-01-23
Change Report
EDINET
2026-01-16
Securities Registration Statement
EDINET
2026-01-08
Large Shareholding Report
EDINET
2025-12-19
Large Shareholding Report
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