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    Kasumi Haruta

    Research Analyst at UBS

    Kasumi Haruta is an Equity Analyst at UBS Securities Japan specializing in the pharmaceuticals and biotech sector, with coverage of prominent Japanese healthcare companies such as Eisai Co. Ltd, Sumitomo Pharma, and Nxera Pharma. She has established a record of influential ratings, such as upgrading Eisai Co. Ltd to Buy with a significant targeted upside and downgrading Sumitomo Pharma to Sell with a projected downside exceeding 50%, illustrating both her market impact and analytical rigor. Haruta's career with UBS is marked by deep involvement in Japanese healthcare equity research, and she is recognized among the top sell-side analysts covering major Japanese pharmaceuticals. Her professional profile includes expertise in equity analysis, sector forecasting, and compliance with securities industry standards consistent with senior research analysts at global investment banks.

    Kasumi Haruta's questions to TAKEDA PHARMACEUTICAL CO (TAK) leadership

    Kasumi Haruta's questions to TAKEDA PHARMACEUTICAL CO (TAK) leadership • Q1 2025

    Question

    Kasumi Haruta of UBS asked how Takeda plans to improve R&D productivity amid its ongoing organizational restructuring and headcount reduction. She also sought confirmation on whether Takeda maintains its assumption of ENTYVIO market exclusivity until 2030-2032, considering biosimilar developments.

    Answer

    Andrew Plump, President of R&D, explained that the restructuring aims to create a rightsized organization focused on its prioritized late-stage pipeline, enhanced by leveraging data, digital, and technology. President and CEO Christophe Weber confirmed there is no change to the ENTYVIO biosimilar entry assumption of 2030-2032, based on current knowledge of competitor development and Takeda's patent defense.

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    Kasumi Haruta's questions to TAKEDA PHARMACEUTICAL CO (TAK) leadership • Q1 2025

    Question

    Kasumi Haruta from UBS inquired how the R&D organization plans to improve productivity with a reduced headcount after restructuring, and asked if the 2030-2032 timeline for ENTYVIO biosimilar entry remains firm given competitor progress.

    Answer

    R&D President Andy Plump explained that productivity gains will come from pipeline prioritization and leveraging efficiencies from data, digital, and technology. President and CEO Christophe Weber confirmed no change to the 2030-2032 U.S. biosimilar entry assumption for ENTYVIO, noting that the ENTYVIO Pen does not extend this patent protection.

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    Kasumi Haruta's questions to SHIONOGI & CO (SGIOY) leadership

    Kasumi Haruta's questions to SHIONOGI & CO (SGIOY) leadership • FY 2022

    Question

    Kasumi Haruta of Credit Suisse requested clarification on the Xocova approval process and timeline in China. She also asked about the potential for Xocova to treat long COVID by clearing viral reservoirs and whether clinical data could significantly boost its adoption.

    Answer

    Toshinobu Iwasaki, Executive Officer, explained that in China, an agreement to submit is nearly equivalent to approval, which is expected in the first half. John Keller, Executive Officer, added that Xocova's potent antiviral effect is of high interest for both preventing and treating long COVID, and that clinical studies are being designed to investigate its efficacy in clearing persistent virus.

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