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    Fumiyoshi SakaiUBS

    Fumiyoshi Sakai's questions to Takeda Pharmaceutical Co Ltd (TAK) leadership

    Fumiyoshi Sakai's questions to Takeda Pharmaceutical Co Ltd (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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