Shionogi & Co (4507) R&D Day 2024 presentation summary

Vision and strategy for 2030

• Aims to build innovation platforms shaping the future of healthcare, focusing on unmet needs and global top-line growth.

• R&D strategy targets both infectious diseases and QOL diseases with high social impact, leveraging internal strengths and external collaborations.

• Emphasizes speed, focus, and bold resource allocation, especially in response to COVID-19.

• Expanding definition of "medicine" to include broader healthcare solutions.

Infectious disease business and pipeline

• Infectious disease business is a key growth driver, with strong HIV franchise and expansion in acute respiratory and AMR segments.

• Global expansion of COVID-19 drug ensitrelvir and development of next-generation antivirals and universal vaccines.

• Pipeline includes treatments for RSV, influenza, and broad-spectrum antivirals for future pandemics.

• AMR efforts include cefiderocol and new beta-lactamase inhibitor combinations, with global access partnerships.

QOL diseases with high social impact

• Focus areas include obesity, sleep apnea, hearing loss, allergic diseases, Pompe disease, and neuropsychiatric disorders.

• Obesity drug S-309309 shows safety and potential as add-on to GLP-1, with new strategies under consideration.

• Pipeline includes digital therapeutics for ADHD, rapid-acting antidepressants, and innovative treatments for rare diseases.

• Joint ventures and licensing agreements accelerate development in sleep and hearing disorders.