I last wrote about Takeda Pharmaceutical (NYSE: TAK ) back in early October . I encouraged income investors to take a close look at them because of their better-than-average dividends and relatively affordable prices.I’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsibl ...

Takeda Pharmaceutical Company Limited (NYSE:TAK) Q3 2025 Results Conference Call January 30, 2025 5:30 AM ET Company Participants Christopher O’Reilly - Head, Investor Relations Christophe Weber - President and Chief Executive Officer Milano Furuta - Chief Financial Officer Andy Plump - President, R&D Conference Call Participants Stephen Barker - Jefferies Hidemaru Yamaguchi - Citi Mike Nedelcovych - TD Cowen Hiroyuki Matsubara - Nomura Securities Tony Ren - Macquarie Shinichiro Muraoka - Morgan Stanley Sei ...

-       Neurocrine Obtains Exclusive Worldwide Development and Commercialization Rights Excluding Japan and Converts to Royalty-Bearing License for Osavampator-       Takeda Reacquires Rights to Osavampator in JapanSAN DIEGO, Jan. 27, 2025 /PRNewswire/ -- Neurocrine Biosciences, Inc. (Nasdaq: NBIX) today announced it has amended its agreement with Takeda to develop and commercialize osavampator (NBI-1065845/TAK-653). Under the amended agreement, Neurocrine will obtain exclusive rights for all indications to ...

TSE: 4502 ISB Committed to Growth & Shareholder Returns FY2024 Q2 Earnings Announcement October 31st, 2024 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 doe ...

Takeda Pharmaceutical Company Limited (NYSE:TAK) Q2 2025 Earnings Call October 31, 2024 6:00 AM ET Company Participants Christopher O’Reilly - Head, Investor Relations Christophe Weber - President and Chief Executive Officer Milano Furuta - Chief Financial Officer Andy Plump - President, R&D Ramona Sequeira - President, Global Portfolio Julie Kim - President, U.S. Business Unit Giles Platford - President, PDT Business Unit Teresa Bitetti - President, Global Oncology Business Unit Conference Call Participant ...

Takeda Pharmaceutical (NYSE: TAK ). They may not be as immediately recognizable to investors as some of the bigger western drug companies, but they are a substantial player in a number of drug sectors. If you've I'm Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Sta ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers. Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use tried-and-true metrics ...

Investors interested in stocks from the Medical - Drugs sector have probably already heard of Takeda Pharmaceutical Co. (TAK) and Stevanato Group (STVN) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven st ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use a variety of methods, including tried- ...

Financial Data and Key Metrics - Revenue grew by 2.1% at constant exchange rate (CER) in Q1, driven by strong performance of Growth & Launch Products, which grew 17.8% at CER and now represent 46% of total revenue [3][4] - Core operating profit margin was 31.6% in Q1, benefiting from phasing of R&D investment, reduction in other OpEx, and temporarily lower-than-anticipated generic erosion of VYVANSE in the U.S. [4] - Reported operating profit declined by 1.3% to JPY 166.3 billion, impacted by restructuring expenses and impairment of soticlestat after Phase III study readouts [7] - Core EPS was JPY 176, while reported EPS was JPY 61 [8] - Operating cash flow was JPY 170.3 billion, and adjusted free cash flow was JPY 23.7 billion, reflecting significant business development activity [8] Business Line Performance - ENTYVIO growth accelerated to 7.6% at CER, supported by the launch of ENTYVIO Pen in the U.S., with 2 out of 3 patients having access as of July [10] - TAKHZYRO grew 19.8% at CER, capitalizing on its leading position in the expanding prophylaxis market for hereditary angioedema (HAE) [10] - Immunoglobulin portfolio grew 21.9%, while albumin declined 14.2% due to anticipated phasing of supply to China, with recovery expected later in the year [10] - FRUZAQLA and QDENGA showed strong initial uptake, with FRUZAQLA generating JPY 11.9 million in revenue and QDENGA now available in 21 countries [11] Market Performance - Growth & Launch Products grew 17.8% at CER, offsetting the loss of exclusivity impact from products like VYVANSE in the U.S. and AZILVA in Japan [9] - The depreciation of the yen versus major currencies provided an additional revenue tailwind of JPY 127.2 billion, resulting in 14.1% growth on an actual FX basis [9] - QDENGA saw strong demand in both endemic and non-endemic markets, with WHO pre-qualification and Gavi support expected to drive further awareness and access [11] Strategic Direction and Industry Competition - The company is focused on improving core operating profit margin through a multiyear efficiency program, targeting organizational agility, procurement savings, and leveraging data, digital, and technology [5] - Two option agreements were signed for mid- and late-stage programs: olverembatinib for chronic myeloid leukemia and ACI-24.060 for Alzheimer’s disease, complementing the existing pipeline [6] - The company is advancing its R&D pipeline, with significant opportunities in zasocitinib (TYK2 inhibitor) and TAK-861 (orexin 2 receptor agonist), both poised for near-term Phase III readouts [17] Management Commentary on Operating Environment and Future Outlook - Management expects VYVANSE generic erosion to align with projections in the coming quarters, while R&D investment will increase as multiple programs move into Phase III [4][12] - The company remains committed to transforming patients' lives while driving long-term business growth and profitability [6] - The full-year FY 2024 outlook remains unchanged, with continued monitoring of VYVANSE generic erosion, portfolio performance, and FX rates [13] Other Important Information - The company issued a new hybrid bond of JPY 460 billion in June and executed USD 3 billion of debt financing in July, both aimed at refinancing existing debt and smoothing out the debt maturity ladder [14] - The company introduced the term "adjusted free cash flow" in FY 2024, with the calculation remaining consistent with the previous year's free cash flow metric [8] Q&A Session Summary VYVANSE Generic Erosion and Plasma Business - VYVANSE demand declined by over 30% year-over-year, with further erosion expected as generic supply improves [27] - The plasma business saw strong growth, with donor fees remaining stable and margins improving due to optimized supply chain and manufacturing capacity utilization [28] Pipeline and Partnerships - The company ended its partnership with JCR for Hunter syndrome candidate JR-141 as part of pipeline prioritization [30] - The deal with AC Immune for Alzheimer’s disease reflects confidence in the amyloid beta target, with potential for earlier intervention and improved efficacy [31][32] ENTYVIO Growth and Market Share - ENTYVIO is expected to accelerate growth in the second half of the year, driven by improved access and the recent approval of the Crohn’s indication for ENTYVIO Pen [38][40] - The company maintains its leadership in first-line bio-naive IBD patients, with SKYRIZI impacting second-line and beyond [47] R&D Efficiency and Biosimilar Threats - The R&D organization is undergoing restructuring to improve productivity, with a focus on automation and leveraging data, digital, and technology [54][56] - The company expects ENTYVIO biosimilars to enter the market no earlier than 2030-2032, with no change to current assumptions [58] QDENGA and Immunoglobulin Performance - QDENGA is off to a strong start, with demand exceeding supply capacity, and the company is ramping up manufacturing to meet demand [61] - Immunoglobulin growth was strong in Q1, driven by the approval of CIDP indications and continued demand in primary immune deficiency markets [64][68] TYK2 Inhibitor and Competitive Landscape - The company believes TAK-279 has a differentiated profile and strong potential in IBD, with Phase III trials expected to read out in 2026 [43][44] - The slow uptake of BMS’s TYK2 inhibitor is not seen as indicative of TAK-279’s potential, given its differentiated profile and commercial strategy [67]