Takeda Pharmaceutical Co Ltd at Cowen Health Care Conference Transcript
Joining us for the Takeda fireside, thanks, Andy and Julie for coming and joining us. Julie, I just learned walked here. So this is not a hard commute for her, but we appreciate it.
Questions & Answers
So we initiated a few years ago (inaudible). And I remember we came up and met with you, and we were saying, hey, we'll get there. We'll upgrade at some point. We did, right, later last year. And from what we can see, one of the most durable kind of cash flows, we'll talk about that in a second and a great valuation of 4% to 5% yield, I mean, this is one of the more compelling stories. So we're going to get into why, without even getting to the pipeline yet. The pipeline looks very interesting. But maybe, Julie, why don't we start with ENTYVIO? Because everyone is worried about the durability of it. Can you talk about why you think it's going to be more durable than maybe a lot of folks on the Street think? Can you talk about biosimilars and some of the challenges?
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