4502 武田薬 2019-11-15 20:00:00
PDT説明会（2019年11月15日コビントン開催）プレゼンテーション資料（1/4） [pdf]
Better Health, Brighter Future
会社名 武田薬品工業株式会社
代表者 代表取締役社長 CEO クリストフ・ウェバー
(コード番号 4502 東証第 1 部)
報道関係問合せ先 コーポレート・コミュニケーション
Takeda Information 小林一三 03-3278-2095
E-mail: kazumi.kobayashi@takeda.com
2019 年 11 月 15 日
米国ジョージア州コビントンにおける PDT Day 開催について
当社は、米国東部時間の 11 月 15 日 11 時 15 分から 15 時 45 分（日本時間 11 月 16 日 1 時 15 分から 5
時 45 分）にかけて、米国ジョージア州コビントンにて PDT（Plasma-Derived Therapies：血漿分画製剤）に関
する説明会（PDT Day）を開催します。
本 PDT Day では、血漿分画製剤の R&D に関する戦略や計画のプレゼンテーションを行いますので、本プ
レゼンテーション資料（英語）を公開させていただきます。また、本 PDT Day の模様は、当社ウェブサイトの
2019 年度 IR イベントのページから視聴が可能です。
なお、日本時間 11 月 21 日 11 時から 17 時にかけて、東京にて、R&D Day と PDT Day を同時に開催しま
す（アナリスト・投資家向け）。米国で開催した R&D Day（ニューヨークにて 11 月 14 日に開催）と PDT Day
（ジョージア州コビントンにて 11 月 15 日に開催）の内容を含む日本語プレゼンテーション資料および英語
プレゼンテーション資料は、当日の 10 時 40 分に公開させていただく予定です。
以上
1
Realizing the Potential of Plasma-Derived Therapies
Investor Relations Day, Covington, GA
15th November 2019
Julie Kim
President, Plasma-Derived Therapies Business Unit (PDT BU)
IMPORTANT NOTICE
For the purposes of this notice, “presentation” means this document, any oral presentation, any question and answer session and any written or oral material discussed or distributed by Takeda Pharmaceutical Company Limited (“Takeda”) regarding this presentation. This
presentation (including any oral briefing and any question-and-answer in connection with it) is not intended to, and does not constitute, represent or form part of any offer, invitation or solicitation of any offer to purchase, otherwise acquire, subscribe for, exchange, sell or
otherwise dispose of, any securities or the solicitation of any vote or approval in any jurisdiction. No shares or other securities are being offered to the public by means of this presentation. No offering of securities shall be made in the United States except pursuant to
registration under the U.S. Securities Act of 1933, as amended, or an exemption therefrom. This presentation is being given (together with any further information which may be provided to the recipient) on the condition that it is for use by the recipient for information
purposes only (and not for the evaluation of any investment, acquisition, disposal or any other transaction). Any failure to comply with these restrictions may constitute a violation of applicable securities laws.
The companies in which Takeda directly and indirectly owns investments are separate entities. In this presentation, “Takeda” is sometimes used for convenience where references are made to Takeda and its subsidiaries in general. Likewise, the words “we”, “us” and “our”
are also used to refer to subsidiaries in general or to those who work for them. These expressions are also used where no useful purpose is served by identifying the particular company or companies.
Forward-Looking Statements
This presentation and any materials distributed in connection with this presentation may contain forward-looking statements, beliefs or opinions regarding Takeda’s future business, future position and results of operations, including estimates, forecasts, targets and plans
for Takeda. Without limitation, forward-looking statements often include words such as “targets”, “plans”, “believes”, “hopes”, “continues”, “expects”, “aims”, “intends”, “ensures”, “will”, “may”, “should”, “would”, “could” “anticipates”, “estimates”, “projects” or similar
expressions or the negative thereof. Forward-looking statements in this document are based on Takeda’s estimates and assumptions only as of the date hereof. Such forward-looking statements do not represent any guarantee by Takeda or its management of future
performance and involve known and unknown risks, uncertainties and other factors, including but not limited to: the economic circumstances surrounding Takeda’s global business, including general economic conditions in Japan and the United States; competitive pressures
and developments; changes to applicable laws and regulations; the success of or failure of product development programs; decisions of regulatory authorities and the timing thereof; fluctuations in interest and currency exchange rates; claims or concerns regarding the
safety or efficacy of marketed products or product candidates; the timing and impact of post-merger integration efforts with acquired companies; and the ability to divest assets that are not core to Takeda’s operations and the timing of any such divestment(s), any of which
may cause Takeda’s actual results, performance, achievements or financial position to be materially different from any future results, performance, achievements or financial position expressed or implied by such forward-looking statements. For more information on these
and other factors which may affect Takeda’s results, performance, achievements, or financial position, see “Item 3. Key Information—D. Risk Factors” in Takeda’s most recent Annual Report on Form 20-F and Takeda’s other reports filed with the U.S. Securities and Exchange
Commission, available on Takeda’s website at: https://www.takeda.com/investors/reports/sec-filings/ or at www.sec.gov. Future results, performance, achievements or financial position of Takeda could differ materially from those expressed in or implied by the forward-
looking statements. Persons receiving this presentation should not rely unduly on any forward-looking statements. Takeda undertakes no obligation to update any of the forward-looking statements contained in this presentation or any other forward-looking statements it
may make, except as required by law or stock exchange rule. Past performance is not an indicator of future results and the results of Takeda in this presentation may not be indicative of, and are not an estimate, forecast or projection of Takeda’s future results.
Medical information
This presentation contains information about products that may not be available in all countries, or may be available under different trademarks, for different indications, in different dosages, or in different strengths. Nothing contained herein should be considered a
solicitation, promotion or advertisement for any prescription drugs including the ones under development.
Financial information
Takeda’s financial statements are prepared in accordance with International Financial Reporting Standards (“IFRS”).
The revenue of Shire plc (“Shire”), which were presently, presented in accordance with accounting principles generally accepted in the United States (“U.S. GAAP”), have been conformed to IFRS, without material difference.
The Shire acquisition closed on January 8, 2019, and our consolidated results for the fiscal year ended March 31, 2019 include Shire’s results from January 8, 2019 to March 31, 2019. References to “Legacy Takeda” businesses are to our businesses held prior to our acquisition
of Shire. References to “Legacy Shire” businesses are to those businesses acquired through the Shire acquisition.
This presentation includes certain pro forma information giving effect to the Shire acquisition as if it had occurred on April 1, 2018. This pro forma information has not been prepared in accordance with Article 11 of Regulation S-X. This pro forma information is presented for
illustrative purposes and is based on certain assumptions and judgments based on information available to us as of the date hereof, which may not necessarily have been applicable if the Shire acquisition had actually happened as of April 1, 2018. Moreover, this pro forma
information gives effect to certain transactions and other events which are not directly attributable to the Shire acquisition and/or which happened subsequently to the Shire acquisition, such as divestitures and the effects of the purchase price allocation for the Shire
acquisition, and therefore may not accurately reflect the effect on our financial condition and results of operations if the Shire acquisition had actually been completed on April 1, 2018. Therefore, undue reliance should not be placed on the pro forma information included
herein.
1
Thank you to the Georgia BioScience Training Center
Front
Entrance
Room 139
Room 125 Room 124
Back Entrance
2
Agenda
PDT Overview Julie Kim, President, PDT BU
Lunch buffet
PDT R&D Overview Christopher Morabito, Head, R&D, PDT
Covington Site Introduction Carlos Soto, Covington Site Head
Q&A Sue Brown, Head, Global BioLife Operations
Julie Kim, President, PDT BU
Christopher Morabito, Head, R&D, PDT
Adrian Murphy, Head of Plasma Operating Unit, Global Manufacturing & Supply
Costa Saroukos, Chief Financial Officer
Carlos Soto, Covington Site Head
Close Julie Kim, President, PDT BU
Training Center & Covington Site tour
3
Introducing Takeda’s Plasma-Derived Therapies
Business
Julie Kim
President, Plasma-Derived Therapies Business Unit
Plasma-derived therapies are critical, life-saving medicines, relied upon
by thousands of people worldwide with rare and complex diseases
Lynayah’s Family
I probably wouldn’t have lived to see six months, which
is why my family and I are eternally grateful for you.
Your time, and your donation helped save my life.
Lynayah & Family
Pawel
It’s not always easy but, to reach the top, you
must go uphill.
March 2019
5
Plasma presents a unique opportunity
1 2 3 4 5
Plasma is a durable
Products have Indication Not subject to Probability of Market
business with lifecycle expansion patent cliffs success for demand
compelling growth spanning continues R&D is continues to
opportunity… decades generally high grow steadily
…AND HAS DISTINCT ASPECTS
It can take more than
Plasma is collected from
7 months to produce Capital-intensive
human donations -
plasma-derived manufacturing process
scarce supply
therapies
6
Demand for key plasma-derived therapies has been
continuously increasing and expected to grow
Worldwide demand for plasma-derived therapies is
This trend is primarily driven by:
expected to increase each year
30
Greater awareness and increasing rates of
diagnosis
25
+6% 4 Other
2 Blood Factors
20 3 6 Albumin
Growing access in emerging markets
3 2
15
3 5
3
10 IG New indications in both immune deficiencies
17 and immune-mediated diseases
5 11
9
0 Innovation in formulations and delivery
2015 2018 2023 systems
Global plasma market ($B), 2015-23
Source: Berman. Plasma Fractionation: The Challenge of Keeping Pace with Global IG Demand / MRB, Evaluate Pharma, PDT Analysis / Chapel H, et al. Front Immunol 2014 Dec 15;5:627. / News release: Shire Launches Paediatric Indication for Immunodeficiency Treatment HyQvia in
7 Europe. 21 July 2016. / News release. Shire Announces FDA Approval for Label Expansion of CINRYZE® for Prevention of Attacks in Pediatric HAE / Jones, et al. Frontiers in Immunology 2018;9:1308.
And plasma still has significant untapped therapeutic potential
Multiple factors influence plasma protein By advancing our understanding
metabolism and effects in individuals of plasma proteins, we can:
• Predict how different patients
metabolize plasma proteins, and drive
Health individualization of therapy
• Investigate strategies that allow the
plasma protein to more precisely target
Plasma disease or remain in the body longer
protein
metabolism • Extend the benefits of plasma-derived
& effect therapies across our portfolio
Season Age
Source: Ignjatovic V, et al. PLoS One. 2011;6:e17213. / Kakisaka T, et al. J Chromatogr B Analyt Technol Biomed Life Sci. 2007;852:257-267. / Cambras T, et al. Chronobiol Int.
8 2017;34:1248-1258.
Takeda is now organized – and uniquely positioned - to realize the
full potential of plasma-derived therapies
PLASMA-DERIVED THERAPIES
>20 DEDICATED BUSINESS UNIT
Top 3 plasma company, investing to grow
PLASMA-DERIVED THERAPIES
RARE DISEASE LEADER PLASMA- 8
Deep understanding of FOCUSED MANUFACTURING
patient’s needs R&D Team SITES
GLOBAL PHARMA SCALE &
EXPERTISE
Capabilities in digital technology,
140+ PLASMA
COLLECTION CENTERS
data analytics, patient insights
13,000 EMPLOYEES
75+ YEAR worldwide, focused on
pioneer legacy in plasma plasma business
9 Source: Evaluate Pharma, PDT Analysis. / Takeda internal data
We are building on a long and successful history of bringing innovative
therapies to patients
Hyland
1941 1952 1960 1968 1994 1996 2005 2006 2010 2013 2015 2016 2019
Albumin
First commercial
Only
Albumin FVIII facilitated
IG with
up to 1/month
infusions
PLASMA-VAC First
commercial
FVIII
concentrate
First time Only
plasma allowed SCIG with
to be separated First flexible 60ml/60min
from whole Albumin First infusions
blood for packaging ready-to-use
storage A1AT
10 Source: Baxter: https://www.baxter.com/our-story/our-history / https://www.genengnews.com/news/shire-baxalta-complete-32b-merger/
We’ve established a dedicated business unit to steer our path, bring
focus and harness our end-to-end plasma capabilities
Donors Plasma Strategy & Operations Commercial Strategy Hospitals &
& Sales Patients
Plasma Sourcing Manufacturing
BioLife
RESEARCH & DEVELOPMENT
11
Our PDT BU leadership team draws on, and brings together, Takeda’s
extensive plasma experience and broader expertise across our business
Julie Kim Ingrid Hofström Emi Psachoulia Sue Brown Christopher Michael Shires Shady Annick Ramy Riad Luana Banu Deborah Hibbett
Head of Plasma- Executive Chief of Staff Plasma Sourcing Morabito Strategy AbouZahra Deschoolmeester Finance Public Affairs Communications
Derived Assistant (BioLife) R&D Operations HR
Therapies BU
140 +
combined years of plasma
experience
19 11
Adrian Murphy Barbara Thomas Kreil Kasha Witkos Paula Leca Gabriele Ricci Linda Peralta Charlie
Manufacturing Glantschnig Pathogen Safety Commercial Legal IT Ethics & Alexander
Quality Compliance Business
Development
team members nationalities
60% Female
40% Male
12
Our Ambition
Build a respected, We have a singular, dedicated plasma focus and strategy
sustainable plasma
Responsibility for end-to-end plasma business
business that reimagines
Dedicated R&D organization and budget
the industry to best serve
patients worldwide
We also benefit from the support of a global, values-based
biopharmaceutical company
Long-term view with commitment to invest as plasma is a
key growth driver for Takeda
Access to Takeda’s broader resources, capabilities and
expertise, particularly R&D and manufacturing
13 | Title | DD/MM/YY | Confidential - for internal use only
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