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    Fumiyoshi Sakai

    Health-Care Analyst at UBS

    Fumiyoshi Sakai is a Health-Care Analyst at UBS, specializing in research coverage of Japanese healthcare companies including major pharmaceutical firms. He joined UBS as part of its recent expansion in Japan, having previously held analyst roles at firms such as Credit Suisse, where he provided insights on high-profile deals like Takeda’s proposed acquisition of Shire. Sakai’s professional background spans several years in the equity research field, with reputable performance as a sector expert in both retail and healthcare investment analysis. His credentials include significant experience as a registered representative and recognized authority in healthcare equity research within the Japanese market.

    Fumiyoshi Sakai's questions to TAKEDA PHARMACEUTICAL CO (TAK) leadership

    Fumiyoshi Sakai's questions to TAKEDA PHARMACEUTICAL CO (TAK) leadership • Q3 2025

    Question

    Fumiyoshi Sakai from UBS asked how the IRA is affecting Takeda's pipeline strategy, particularly for zasocitinib's life cycle management. He also inquired if incoming CEO Julie Kim would be required to be based in Tokyo.

    Answer

    Executive Andrew Plump stated that Takeda's focus on high unmet need withstands the IRA, but for assets like zasocitinib, it encourages a parallel rather than sequential development of multiple indications. CEO Christophe Weber clarified that he is already based in both Tokyo and Boston, and that Julie Kim is committed to the same arrangement.

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    Fumiyoshi Sakai's questions to SHIONOGI & CO (SGIOY) leadership

    Fumiyoshi Sakai's questions to SHIONOGI & CO (SGIOY) leadership • Q1 2024

    Question

    Fumiyoshi Sakai from Credit Suisse requested an update on the long COVID study for Xocova and asked about the implications of the FDA's complete response letter for Olorofim on Shionogi's development plans.

    Answer

    Takeki Uehara, Corporate Officer, announced that 12-month follow-up data from the Asian long COVID study will be presented in September. Regarding Olorofim, he stated that the FDA requested additional data, which is now available from the first 200 cases, and discussions for expedited approval will resume. He confirmed that Phase III trials in Japan, Asia, and Europe are proceeding as planned.

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    Fumiyoshi Sakai's questions to SHIONOGI & CO (SGIOY) leadership • Q3 2022

    Question

    Fumiyoshi Sakai from Credit Suisse inquired about the financial settlement of the JPY100 billion in Xocova sales from the government purchase. He also asked for the company's outlook on Xocova's distribution and pricing if its classification changes to 'category five' and how that would affect sales forecasts.

    Answer

    Masako Kudou, VP of Finance and Accounting, confirmed the JPY100 billion was a government purchase and the cash would be received by March 2023. She stated that while government subsidies may continue into the next fiscal year, a re-categorization to 'category five' would likely shift Xocova to normal distribution, potentially increasing sales by expanding patient access, although the exact pricing mechanism remains under discussion.

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    Fumiyoshi Sakai's questions to SHIONOGI & CO (SGIOY) leadership • Q1 2022

    Question

    Fumiyoshi Sakai from Credit Suisse requested Shionogi's perspective on the 72-hour window between a positive COVID-19 test and administration of S-217622, a point raised in a regulatory meeting. He also sought clarification on the financial slide detailing the impact of excluding ¥45 billion in projected COVID-19 revenue.

    Answer

    Ryuichi Kiyama, Senior Executive Officer, explained that the study design allows administration within five days, with efficacy confirmed across this window, noting that real-world logistics contribute to the timeline. Susumu Mitsumori, VP of Finance and Accounting, confirmed the slide removes the ¥45 billion revenue and related costs but leaves other items like R&D expenses unchanged.

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