Chugai Pharmaceutical Co (OTCPK:CHGC.Y) Earnings Call Presentation

Chugai's Value Creation & Sustainability - Chugai reorganized its value creation process in 2024, using materiality as axes, aiming to realize advanced and sustainable patient-centric healthcare[9] - The company focuses on creating innovative drugs and services, providing individualized solutions, ensuring quality, and co-creating a healthcare ecosystem[12] - Chugai is implementing materiality by aligning business activities with its materiality story, reflected in management strategies and division activities[14, 16, 20] - A project using the antibody drug discovery support technology MALEXA has advanced to clinical development stage[22, 23] - The company is constructing a disease database for blood coagulation disorders in cooperation with patient associations and academia[29, 35] - Chugai achieved 100% renewable energy ratio in purchased electricity[39] Mid-Size Molecule Drug Platform - Chugai is establishing a pharmaceutical technology platform for mid-size molecule drugs to provide new treatment options[6, 52] - The company is developing a new liquid-phase synthesis method to improve the efficiency of producing mid-size molecules[65] - Through joint research, the cost of certain non-natural amino acids was reduced to less than one third[77] - A 55.5 billion yen investment was made in Fujieda in 2024, 128.8 billion yen in Yokohama in 2022, and 4.5 billion yen in Ukima in 2020[90] Governance and Shareholder Value - Chugai emphasizes dialogue with investors to enhance governance and increase shareholder value[120] - Non-executive directors play a key role in monitoring and advising on management from a global perspective[129] - The company's average annual Total Shareholder Return (TSR) for the past 10 years is 23.5%, compared to 9.5% for TOPIX and 7.8% for TOPIX-17 Pharmaceutical Index[150]