Sign in

    Miki Sogi • AllianceBernstein

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

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

    Question

    Miki Sogi from AllianceBernstein asked about a recent 8% list price increase for Entyvio, its effect on the net price, and any rebate consequences. She also questioned the pace of R&D spending and whether a Q4 ramp-up was planned.

    Answer

    CEO Christophe Weber explained the list price increase is a function of the U.S. rebate system and does not reflect a similar rise in the net price. Executive Milano Furuta added that R&D spending is on track and will increase in Q4, driven by the initiation of two new Phase III programs.

    Ask Fintool Equity Research AI

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

    Question

    Miki Sogi from Bernstein asked about the market dynamics driving strong growth for TAKHZYRO and immunoglobulin and its sustainability. She also inquired how Takeda's launch strategy for its TYK2 inhibitor might differ from a competitor's underwhelming launch, which was impacted by slow payer coverage.

    Answer

    Executive Julie Kim explained that TAKHZYRO's growth is from new prescribers and global launches, while immunoglobulin growth is driven by strong demand and new indications. She noted that if TAK-279's differentiated profile is confirmed, it will enable a strong commercial launch. President and CEO Christophe Weber added that quarterly immunoglobulin growth can fluctuate and the full-year rate will be within guidance.

    Ask Fintool Equity Research AI