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    Matsubara • Nomura Securities

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

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

    Question

    Matsubara from Nomura Securities questioned the flat quarter-on-quarter growth of Entyvio, asking if it was due to shipment timing or competitive pressures. He also asked about the strategic expectations for incoming CEO Julie Kim.

    Answer

    CEO Christophe Weber attributed the Entyvio growth rate to one-off effects, including shipment phasing and a gross-to-net adjustment, stating underlying year-to-date growth was strong at over 9%. Regarding the CEO transition, he emphasized that Julie Kim was integral to the current strategy and no major directional changes are expected.

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

    Question

    An analyst identified as Matsubara asked about the current supply situation for VYVANSE generics and the expected timing of its impact on revenue, and also inquired about measures to improve the operating profit margin for the immunoglobulin business.

    Answer

    Julie Kim, an executive at Takeda, explained that generic supply for VYVANSE is improving and the erosion of Takeda's brand is expected to proceed as planned. President and CEO Christophe Weber added that the margin for the Plasma-Derived Therapies (PDT) business is improving due to supply chain optimization, full manufacturing capacity utilization, and stable donor fees.

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