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    Hiroyuki Matsubara

    Senior Analyst in the Equity Research division at Nomura

    Hiroyuki Matsubara is a Senior Analyst in the Equity Research division at Nomura Securities, specializing in the pharmaceutical sector with a primary focus on Japanese life sciences companies. He provides research coverage on prominent firms such as Chugai Pharmaceutical and Nxera Pharma, delivering market insights for institutional investors. Matsubara began his career less than a year ago and joined Nomura after holding roles at five previous firms, rapidly advancing to his current position. While detailed performance metrics and licenses are not publicly disclosed, his inclusion as a dedicated analyst for major pharmaceutical companies highlights his growing reputation and domain expertise.

    Hiroyuki Matsubara's questions to TAKEDA PHARMACEUTICAL CO (TAK) leadership

    Hiroyuki Matsubara's questions to TAKEDA PHARMACEUTICAL CO (TAK) leadership • Q3 2024

    Question

    Asked about the competitive landscape for Takhzyro, including patient switching dynamics with Orladeyo and threats from new therapies, and also inquired about the potential of the next-generation Orexin agonist (TAK-360) and its differentiation from TAK-861.

    Answer

    For Takhzyro, patients are switching back from Orladeyo due to Takhzyro's superior efficacy, and while new competitors show similar efficacy, Takhzyro benefits from its long-term data and market leadership. The next-generation Orexin agonist, TAK-360, is a novel structure, and its positioning will depend on the forthcoming data from TAK-861, with more details to be shared at a future R&D event.

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