Tony Ren's questions to Takeda Pharmaceutical Co Ltd (TAK) leadership • Q1 2025
Question
Tony Ren from Macquarie inquired about market dynamics for Takeda's immunoglobulin in CIDP following the strong launch of argenx's VYVGART. He also asked about ENTYVIO's market share in light of AbbVie's aggressive frontline strategy and why the historical market share graph was absent from the presentation.
Answer
Julie Kim, President, U.S. Business Unit, stated that expectations for Takeda's IGs in CIDP are unchanged, as they remain the gold standard. On ENTYVIO, she confirmed it is still the market share leader in first-line bio-naive and explained the share graph was temporarily removed due to a third-party cyber incident impacting claims data, but will return once resolved.