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    Eiji Ueda

    Research Analyst at Goldman Sachs

    Eiji Ueda is currently the Executive Managing Director and Chief Investment Officer of Japan’s Government Pension Investment Fund (GPIF), having joined in April 2020 after a nearly 30-year career at Goldman Sachs where he most recently served as co-head of the Asia Pacific Securities Division. During his time at Goldman Sachs, Ueda specialized in fixed income and commodities and held senior leadership roles, including being responsible for Asian securities operations. At GPIF, he has overseen investments across major global companies, notably generating a 25% return in his first full year and ensuring that the fund, with over $1.5 trillion in assets, maintained a record of positive quarterly returns under his leadership. Ueda started at Goldman Sachs in April 1991 and remained until December 2019, bringing deep expertise in institutional investing and asset management, and he is recognized for his strategic vision and leadership in global finance.

    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.

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    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.

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    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.

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