Miki Sogi's questions to Takeda Pharmaceutical Co Ltd (TAK) leadership • Q1 2025
Question
Miki Sogi of Bernstein asked about the market dynamics driving the strong Q1 growth for TAKHZYRO and immunoglobulins and whether this growth is sustainable. She also questioned if Takeda's TYK2 inhibitor would face slow payer coverage similar to a competitor's and how Takeda's launch strategy would differ.
Answer
Julie Kim, President, U.S. Business Unit, attributed the growth to strong new patient starts for TAKHZYRO and the new CIDP indication for HYQVIA. President and CEO Christophe Weber noted that quarterly growth can fluctuate and the full-year forecast remains within guidance. Regarding the TYK2 launch, Julie Kim expressed confidence that if Phase III data confirms a differentiated profile for TAK-279, it will enable a strong commercial launch and successful market access.