Workflow
Takeda(TAK)
icon
Search documents
Takeda(TAK) - 2023 Q4 - Earnings Call Presentation
2024-05-09 13:52
The most closely comparable measure presented in accordance with IFRS is net profit for the period. Please refer to Net Profit to Adjusted EBITDA Bridge for a reconciliation to the respective most closely comparable measures presented in accordance with IFRS. The most directly comparable measures under IFRS for Net Debt is bonds and loans. Please refer to Net Debt to Adjusted EBITDA for a reconciliation to this measure. A-3 When comparing results to the same period of the previous fiscal year, the amount of ...
Takeda(TAK) - 2024 Q3 - Quarterly Report
2024-02-02 11:16
Table of Contents FORM 6-K U.S. SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 Commission File Number: 001-38757 For the month of February 2024 ________________________________________ TAKEDA PHARMACEUTICAL COMPANY LIMITED (Translation of registrant's name into English) ________________________________________ 1-1, Nihonbashi-Honcho 2-Chome Chuo-ku, To ...
Takeda(TAK) - 2023 Q2 - Earnings Call Transcript
2023-10-27 06:02
Financial Data and Key Metrics Changes - Revenue for the period was JPY2.1 trillion or $14.1 billion, with year-over-year growth at a constant exchange rate of 1.4% and actual exchange rate growth of 6.4% [8][76] - Core operating profit was JPY588.8 billion or $3.9 billion, reflecting a decline of 9.5% year-over-year at constant exchange rates [27][79] - Core EPS for the period was JPY261, down 14.4% compared to the prior year at constant exchange rates [80][81] Business Line Data and Key Metrics Changes - Growth and launch products represented 42% of total revenue and grew at 13% at constant exchange rates [8][45] - PDT Immunology delivered outstanding growth of 17%, with immunoglobulin growing by 19% and albumin by 11% [52] - Neuroscience grew by 3%, but faced challenges due to generic competition for VYVANSE [85] Market Data and Key Metrics Changes - ENTYVIO maintained its position as the number one treatment in the U.S. for inflammatory bowel disease (IBD), with strong volume growth in the EU at approximately 15% [14][51] - The U.S. IBD market is experiencing suppressed diagnosis and advanced therapy sessions compared to pre-COVID levels, indicating significant opportunities for growth [64][102] - The dengue vaccine QDENGA is seeing strong initial demand in endemic countries and travel markets, with recent approvals in multiple countries [34][38] Company Strategy and Development Direction - The company is focused on maximizing its portfolio, advancing its pipeline, and delivering on commitments, with a commitment to data, technology, and AI to enhance long-term competitiveness [7][25] - The strategy includes pursuing new assets to complement the existing pipeline, particularly in oncology [1] - The company aims to return to revenue, profit, and margin growth in the near term, driven by the expansion of growth and launch products [35][108] Management's Comments on Operating Environment and Future Outlook - Management acknowledged setbacks in the pipeline but emphasized confidence in returning to growth, potentially in 2024 or 2025 [97][108] - The company is committed to maintaining a progressive dividend policy while focusing on sustainable growth and competitive shareholder returns [67][108] - Management highlighted the importance of ongoing investments in R&D and technology to support high-potential programs [87] Other Important Information - The company faced significant non-core items impacting reported operating profit, including impairment losses related to EXKIVITY and ALOFISEL [49][88] - The FDA is evaluating applications for subcutaneous administration of ENTYVIO for Crohn's disease, with a decision expected in the first half of fiscal year 2024 [29][69] Q&A Session Summary Question: Margin expectations for Q3 - Management explained that the core operating profit margin is impacted by product mix and R&D phasing, with expectations aligned to their forecast [61][63] Question: Confidence in returning to growth - Management expressed confidence in returning to growth in 2024 or 2025, depending on the performance of VYVANSE and other factors [96][97] Question: Competitive landscape for ENTYVIO - Management acknowledged intense competition in the IBD market but emphasized ENTYVIO's leading market share and ongoing investments to maintain growth [102][103]
Takeda(TAK) - 2023 Q1 - Earnings Call Transcript
2023-07-27 13:27
 Our results at constant exchange rate are tracking well against our full year management guidance for fiscal year 2023 and there is no change to our guidance at this time. Looking ahead, we are continuing to work closely with the WHO and look forward to the release of the recommendation from SAGE, the WHO advisory group, which is anticipated later this year. I should also note the important notices are attached to the presentation material. We are proud of all this progress, which represents the potential ...
Takeda(TAK) - 2023 Q4 - Annual Report
2023-06-28 10:07
As filed with the Securities and Exchange Commission on June 28, 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________________________ FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITI ...
Takeda(TAK) - 2023 Q4 - Annual Report
2023-06-28 10:02
FORM 6-K U.S. SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F. Form 20-F ☒ Form 40-F ☐ Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): ☐ For the month of June 2023 Commission File Number: 001-38757 TAKEDA ...
Takeda(TAK) - 2024 Q1 - Quarterly Report
2023-06-23 10:13
Better Health, Brighter Ful Notice of Convocation of the 147th Ordinary General Meeting of Shareholders Date: June 28, 2023 (Wednesday), 10:00 a.m. Venue: Imperial Hotel, Osaka 3rd Floor | Contents | | --- | | Notice of Convocation of the 147th Ordinary General Meeting of Shareholders | | Guidance Notes on the Exercise of Voting Rights via Electronic | | Means (e.g., the Internet, etc.) . | | Internet live stream and the advance questions . | | Reference Document for the General Meeting of Shareholders | | ...
Takeda(TAK) - 2022 Q4 - Earnings Call Transcript
2023-05-12 02:42
Takeda Pharmaceutical Company Limited (NYSE:TAK) Q4 2022 Results Conference Call May 11, 2023 6:00 AM ET Company Participants Christopher O’Reilly - Global Head of IR & Global Finance Christophe Weber - President, CEO & Representative Director Andrew Plump - President of Research & Development and Representative Director Constantine Saroukos - CFO & Representative Director Julie Kim - President of the U.S. Business Unit & U.S. Country Head Giles Platford - President of the Plasma-Derived Therapies Business ...
Takeda(TAK) - 2023 Q3 - Quarterly Report
2023-02-07 11:05
Table of Contents FORM 6-K U.S. SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 1-1, Nihonbashi-Honcho 2-Chome Chuo-ku, Tokyo 103-8668 Japan (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F. Form 20-F ☒ Form 40-F ☐ Indicate by check mark if the reg ...
Takeda(TAK) - 2023 Q3 - Earnings Call Presentation
2023-02-03 04:54
| --- | --- | --- | --- | --- | --- | |--------------------------------------------------------|-------|-------|-------|-------|-------| | | | | | | | | TSE: 4502 | | | | | | | | | | | | | | | | | | | | | | | | | | | | Better health for people, | | | | | | | Brighter future for the world | | | | | | | FY2022 Q3 Earnings Announcement February 2 nd , 2023 | | | | | | The companies in which Takeda directly and indirectly owns investments are separate entities. In this presentation, "Takeda" is sometimes used f ...