Takeda Pharmaceutical Company Limited (TAK) Presents at TD Cowen 46th Annual Health Care Conference Transcript

SA Transcripts158.8K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Takeda Pharmaceutical Company Limited (TAK) TD Cowen 46th Annual Health Care Conference March 2, 2026 1:10 PM EST Company Participants Andrew Plump - President of Research & Development and Representative Director Conference Call Participants Michael Nedelcovych - TD Cowen, Research Division Presentation Michael NedelcovychTD Cowen, Research Division Good afternoon, everyone. Welcome once again to TD Cowen's 46th Annual Healthcare Conference, and welcome to the Takeda session. We're very pleased to welcome Dr. Andy Plump, who is the President of R&D at Takeda, joined by his IR team. And let me say at the top, if anybody has a question in the room, please feel free to raise your hand and we can call on you. But I, of course, will take the liberty of the first question, and it is a big picture question. setting the stage for Takeda. 2025 was really a phenomenal year for the company. You had 3 NMEs, rusfertide, oveporexton and zasocitinib, all of which had positive Phase III readouts. We're now headed into launches of those drugs. We're also looking at a maturing in-line portfolio, and you have a new CEO coming in June. So maybe you can help us understand as investors how to think about the next chapter for Takeda. Question-and-Answer Session Andrew PlumpPresident of Research & Development and Representative Director Thanks, Mike, and hello, everybody. So I was in a town hall a couple -- a week ago with my team, and I said I turned 60 last year. I don't know if I'm allowed to give that information confidential. And so I spent a lot of years in this business. And I have to say that the last year was by far the most exciting and successful of any that I've been in for the reasons that you just suggested.