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    Luca Sogi

    Research Analyst at Sanford C. Bernstein

    Luca Sogi is a Research Analyst at Sanford C. Bernstein, specializing in equity research for the Japanese biopharmaceutical sector with a particular focus on companies such as SHIONOGI & CO. His analytical contributions have included direct engagement in earnings calls, providing detailed research coverage and industry insights. Sogi's career at Bernstein highlights his expertise in Japan-focused pharma equities, though specific long-term performance metrics and rankings are not publicly available. Details regarding his professional credentials or prior career experience before joining Bernstein are currently not disclosed.

    Luca Sogi's questions to SHIONOGI & CO (SGIOY) leadership

    Luca Sogi's questions to SHIONOGI & CO (SGIOY) leadership • Q1 2024

    Question

    Luca Sogi from Sanford C. Bernstein questioned the potential utilization and sales of the COVID vaccine, given it doesn't target the Omicron variant, and asked for details on the back-office joint venture with Accenture, including its cost impact.

    Answer

    Toshinobu Iwasaki, Senior Executive Officer, explained the vaccine could be an option for those hesitant about mRNA vaccines due to its confirmed neutralizing antibody effects. Noriyuki Kishida, Senior Executive Officer, described the JV with Accenture as a long-term (10+ years) strategy to improve back-office efficiency and talent development, aiming to control commission costs over the contract's life, though specific financial impacts were not disclosed.

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