Shinichiro Muraoka's questions to Takeda Pharmaceutical Co Ltd (TAK) leadership • Q1 2025
Question
Shinichiro Muraoka from Morgan Stanley questioned Takeda's confidence in achieving the ambitious 16% full-year growth target for ENTYVIO, asking for evidence of its expected acceleration. He also asked if proof-of-concept data for mezagitamab in IgAN would be presented at the upcoming R&D Day.
Answer
Julie Kim, President, U.S. Business Unit, affirmed confidence in ENTYVIO's growth, citing the U.S. Pen launch for both UC and Crohn's disease, expanding patient access, and expected lower EU clawbacks. Andrew Plump, President of R&D, confirmed that mezagitamab will be a key focus at the R&D Day and that the company intends to disclose IgAN data at a fall medical conference, making it available for the event, pending competitive considerations.