Sign in

    Eiji Ueda

    Research Analyst at Goldman Sachs

    Eiji Ueda's questions to SHIONOGI & CO (SGIOY) leadership

    Eiji Ueda's questions to SHIONOGI & CO (SGIOY) leadership • Q1 2024

    Question

    Eiji Ueda from Goldman Sachs inquired about the sales progress of Xocova relative to its plan, any potential prescription bottlenecks, and the drivers behind the strong growth of cefiderocol.

    Answer

    Toshinobu Iwasaki, Senior Executive Officer, stated that Xocova's prescription share is nearly 60% among the three main treatments, particularly for risk-free patients, and efforts are underway to increase the overall treatment rate. Koji Hanasaki, Executive Officer, added that cefiderocol's growth is driven by new account acquisitions in the U.S. and successful launches and price negotiations in Europe, including Spain, Italy, and Germany.

    Ask Fintool Equity Research AI

    Eiji Ueda's questions to SHIONOGI & CO (SGIOY) leadership • FY 2022

    Question

    Eiji Ueda from Goldman Sachs asked about the market share target for the company's influenza drug following an upgraded recommendation in Japan, and also inquired about the clinical positioning of the new RSV drug candidate, 337391.

    Answer

    Toshinobu Iwasaki, Executive Officer, stated a target of 40% market share for the influenza drug. Regarding the RSV candidate, John Keller, Executive Officer, explained that its potential for rapid and significant viral reduction offers a strong clinical benefit, as vaccine coverage will not be 100% and disease severity remains a concern.

    Ask Fintool Equity Research AI

    Eiji Ueda's questions to SHIONOGI & CO (SGIOY) leadership • Q1 2022

    Question

    Eiji Ueda from Goldman Sachs inquired about the strategic positioning of the COVID-19 oral drug S-217622, its potential lifecycle management, and plans for a successor drug. He also asked how development plans are adapting to evolving virus variants in discussions with regulatory authorities.

    Answer

    Susumu Mitsumori, VP of Finance and Accounting, positioned S-217622 for broad use in mild-to-moderate patients, highlighting its favorable safety profile. Ryuichi Kiyama, Senior Executive Officer, mentioned a backup program with higher potency is in early development. Mitsumori also confirmed that protocols are being amended as the pandemic evolves in continuous discussion with authorities.

    Ask Fintool Equity Research AI