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    Motoya Kohtani

    Research Analyst at Nomura Securities

    Motoya Kohtani's questions to SHIONOGI & CO (SGIOY) leadership

    Motoya Kohtani's questions to SHIONOGI & CO (SGIOY) leadership • FY 2022

    Question

    Motoya Kohtani of Nomura Securities inquired about the scientific possibility of a tenth COVID-19 wave and the company's ability to accurately forecast new patient numbers.

    Answer

    Toshinobu Iwasaki, Executive Officer, stated that a tenth wave is likely unavoidable, noting that COVID-19 has shown a pattern of peaks every six months, unlike the seasonal nature of influenza. He suggested the next peak could occur in the summer or fall/winter, influenced by emerging variants.

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    Motoya Kohtani's questions to SHIONOGI & CO (SGIOY) leadership • Q1 2022

    Question

    Motoya Kohtani of Nomura Securities questioned the probability of success for the S-217622 Phase 3 study, focusing on the reproducibility of symptom reduction. He also asked about the sales ramp-up for the HIV drug Cabenuva, the recovery of the switch market, and reasons for treatment delays in clinics.

    Answer

    Susumu Mitsumori, VP of Finance and Accounting, expressed confidence in the Phase 3 endpoint, citing clear data from the Phase 2b study. John Keller, Senior Executive Officer and SVP of R&D, stated that Cabenuva's growth is accelerating and the switch market is slowly recovering. He attributed clinic delays to the logistical challenges of establishing new administration processes.

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