Matsubara's questions to Takeda Pharmaceutical Co Ltd (TAK) leadership • Q1 2025
Question
An analyst named Matsubara inquired about the current supply situation for VYVANSE generics and the expected timing of its revenue decline. He also asked about Takeda's immunoglobulin business, specifically regarding measures to improve its operating profit margin, such as managing donor fees.
Answer
Julie Kim, President of Takeda's U.S. Business Unit, explained that while VYVANSE demand was higher than expected in Q1, generic supply is improving and erosion is expected to accelerate as planned. President and CEO Christophe Weber added that the Plasma-Derived Therapies (PDT) margin has been improving due to supply chain optimization, full capacity utilization, and stable donor fees, with faster growth in subcutaneous products also contributing positively.