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    Hidemaru Yamaguchi • Citigroup Inc.

    Hidemaru Yamaguchi's questions to Takeda Pharmaceutical Co Ltd (TAK) leadership

    Hidemaru Yamaguchi's questions to Takeda Pharmaceutical Co Ltd (TAK) leadership • Q3 2025

    Question

    Hidemaru Yamaguchi from Citigroup asked about the rationale and timing for CEO Christophe Weber's retirement announcement, questioning why it was happening before the Entyvio patent cliff. He also requested an outlook for the next fiscal year, noting the higher hurdle set by strong current-year results.

    Answer

    CEO Christophe Weber stated the 2026 timing is ideal, occurring after the main VYVANSE impact and before a new product launch wave, while also aligning with Board rotations. He expressed confidence in revenue and bottom-line growth for the next fiscal year, as the Growth & Launch Products are expected to offset the now-limited residual impact from VYVANSE.

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    Hidemaru Yamaguchi's questions to Takeda Pharmaceutical Co Ltd (TAK) leadership • Q1 2025

    Question

    Hidemaru Yamaguchi of Citigroup asked if QDENGA's strong Q1 performance was influenced by any one-time factors, and whether the Q1 earnings progress, excluding currency and VYVANSE impacts, was in line with company expectations.

    Answer

    President and CEO Christophe Weber attributed QDENGA's strong start to high demand, with manufacturing capacity being the only limiting factor, and confirmed no special one-time items. CFO Milano Furuta stated that overall progress was on track, with the profit beat driven by R&D expense phasing that is expected to normalize over the year.

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    Hidemaru Yamaguchi's questions to Takeda Pharmaceutical Co Ltd (TAK) leadership • Q1 2025

    Question

    Hidemaru Yamaguchi of Citigroup inquired about the competitive landscape for orexin agonists, focusing on cataplexy data as a key differentiator. He also asked about Takeda's U.S. investment strategy, particularly regarding manufacturing and direct-to-consumer (DTC) business models.

    Answer

    R&D President Andrew Plump positioned TAK-861 (ovaprexin) as a potential best-in-class agent with significant cataplexy benefits, while declining to comment on competitor data directly. President and CEO Christophe Weber emphasized Takeda's existing heavy investment in U.S. manufacturing and R&D. U.S. Business Unit President Julie Kim explained that DTC models offer a way to lower patient costs but noted Takeda's specialized portfolio is not a primary fit, though opportunities for certain products are being evaluated.

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