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 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 ...

Financial Performance - Revenue for the nine-month period ended December 31, 2022, was 3,071.3 billion JPY, an increase of 375.6 billion JPY, or 13.9% compared to the same period of the previous fiscal year[22]. - Net profit for the period increased by 44.4 billion JPY, or 18.4%, reaching 285.9 billion JPY[21]. - Total revenue increased by 375.6 billion JPY, or 13.9%, year-on-year, reaching 3,071.3 billion JPY[28]. - Basic earnings per share for the nine-month period was 184.32 JPY, compared to 154.09 JPY in the previous year[17]. - Net profit for the nine-month period ended December 31, 2022, was JPY 285,903 million, an increase of 18.3% from JPY 241,541 million in 2021[129]. - Total comprehensive income for the nine-month period ended December 31, 2022, was JPY 750,209 million, compared to JPY 459,044 million in the same period of 2021, reflecting an increase of 63.4%[120]. Revenue Breakdown - Revenue from core therapeutic areas increased by 522.1 billion JPY, or 23.6%, totaling 2,735.6 billion JPY[23]. - Revenue outside core therapeutic areas decreased by 146.5 billion JPY, or 30.4%, to 335.7 billion JPY, primarily due to the sale of a diabetes portfolio in Japan[24]. - Revenue in the United States increased by 324.8 billion JPY, or 25.0%, reaching 1,621.8 billion JPY[26]. - Revenue in Gastroenterology grew by 191.8 billion JPY, or 28.8%, driven by ENTYVIO sales of 547.9 billion JPY, a 38.6% increase[29]. - Rare Diseases revenue rose by 90.7 billion JPY, or 19.6%, totaling 553.6 billion JPY[30]. - PDT Immunology revenue increased by 139.2 billion JPY, or 38.3%, reaching 502.4 billion JPY, with immunoglobulin products contributing 390.5 billion JPY[32]. - Oncology revenue decreased by 14.1 billion JPY, or 3.9%, to 345.0 billion JPY, primarily due to a 70.7% drop in VELCADE sales[32]. - Neuroscience revenue increased by 114.5 billion JPY, or 31.6%, totaling 477.1 billion JPY, with VYVANSE sales growing by 90.5 billion JPY, or 36.9%[32]. Expenses and Profitability - Operating profit decreased by 60.5 billion JPY, or 13.1%, to 401.9 billion JPY[21]. - Research and development expenses increased by 89.9 billion JPY, or 23.5%, totaling 472.4 billion JPY[21]. - Cost of Sales rose by 135.8 billion JPY, or 17.0%, to 934.3 billion JPY, with a Cost of Sales Ratio of 30.4%[33]. - SG&A expenses increased by 79.6 billion JPY, or 12.0%, totaling 742.5 billion JPY[34]. - Core Operating Profit for the current period was 954.7 billion JPY, an increase of 196.7 billion JPY or 26.0% compared to the same period of the previous fiscal year[48]. Assets and Equity - Total Assets as of December 31, 2022 were 13,504.7 billion JPY, reflecting an increase of 326.7 billion JPY compared to the previous fiscal year-end[50]. - Total Liabilities as of December 31, 2022 were 7,328.2 billion JPY, reflecting a decrease of 166.3 billion JPY compared to the previous fiscal year-end[51]. - Total Equity as of December 31, 2022 was 6,176.5 billion JPY, an increase of 493.0 billion JPY compared to the previous fiscal year-end[55]. - Cash and cash equivalents at the end of the period were 685.1 billion JPY, down from 724.3 billion JPY in the previous year[17]. Research and Development - Takeda's R&D investment focuses on three areas: Innovative Biopharma, Plasma-Derived Therapies, and Vaccines, with Innovative Biopharma being the largest component[69]. - The R&D pipeline is designed to support both near-term and long-term growth, facilitating geographic expansions and additional indications post-approval[70]. - In oncology, Takeda is investing in lifecycle management for marketed products and developing new therapies for hematologic malignancies and lung cancer[71]. - Takeda is focusing on rare neurology treatments, including orexin-2 receptor agonists for sleep-wake disorders and therapies for rare epilepsies[86]. - Takeda is expanding its IBD franchise around ENTYVIO, including a subcutaneous formulation and new indications[88]. Acquisitions and Collaborations - Takeda announced the acquisition of NDI-034858 from Nimbus Therapeutics for $4 billion, with additional milestone payments of $2 billion based on sales targets[105]. - Takeda entered a collaboration to develop TAK-227, a potential first-in-class therapy for celiac disease, with global clinical studies planned[100]. - Takeda is collaborating with government organizations and global institutions to advance its vaccine pipeline, including dengue and COVID-19 vaccines[94]. Regulatory Approvals and Clinical Trials - EXKIVITY received approval in China for treating advanced NSCLC with EGFR Exon20 insertion mutations, marking it as the first treatment for this patient population in the country[76]. - TAKHZYRO reduced the rate of hereditary angioedema attacks in children by 94.8%, with 76.2% of patients being attack-free during the treatment period[79]. - LIVTENCITY showed a 34.8% reduction in hospitalizations and a 53.8% decrease in length of hospital stay for CMV infections compared to conventional therapies[82]. - The Phase 3 clinical trial of VECTIBIX showed a median overall survival of 37.9 months for left-sided tumors, compared to 34.3 months for the control group, indicating a statistically significant improvement[73]. - FIRAZYR received approval in Japan for pediatric patients aged two years and older with hereditary angioedema, based on Phase 3 trial results[83]. Financial Transactions and Shareholder Information - The company issued new shares amounting to JPY 142 million during the nine-month period ended December 31, 2022[127]. - The company acquired treasury shares worth JPY 27,062 million during the same period, compared to a disposal of treasury shares worth JPY 1 million[127]. - Dividends declared during the nine-month period totaled JPY 278,321 million, slightly down from JPY 284,246 million in the previous year[127]. - The effective tax rate decreased to 12.6% for the nine-month period ended December 31, 2022, down from 32.3% in the previous year[152].

| --- | --- | --- | --- | --- | --- | |--------------------------------------------------------|-------|-------|-------|-------|-------| | | | | | | | | 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 ...

Financial Data and Key Metrics Changes - Core revenue for Q3 year-to-date was almost JPY3.1 trillion, reflecting a growth of 4.5% at constant exchange rates [3][24] - Reported revenue growth was 13.9%, with core operating profit growing 9.7% at constant exchange rates to JPY954.7 billion, resulting in a core operating profit margin of 31.1%, an increase of 1.5 percentage points year-over-year [22][24] - Core EPS growth was 17.1% at constant exchange rates, with actual core revenue growth close to 20% and core EPS growth of 37% due to favorable foreign exchange [24][27] Business Line Data and Key Metrics Changes - Growth and Launch products generated approximately JPY1.2 trillion, representing 39% of total revenue and growing at 20% year-to-date at constant exchange rates [25][47] - Neuroscience segment grew by 10%, driven by VYVANSE and TRINTELLIX, while the other segment declined due to regional loss of exclusivities in Japan and low market demand for COVID-19 vaccines [26][88] - PDT Immunology showed strong growth of 18%, including 19% growth in immunoglobulin and 20% growth in albumin, reflecting strong demand [50] Market Data and Key Metrics Changes - The U.S. filing for QDENGA received priority review, and LIVTENCITY showed durable antiviral efficacy in hematopoietic stem cell transplant patients [13][14] - The market for NUVAXOVID in Japan is experiencing lower demand than expected due to the current vaccination situation and prevalence of Omicron [26] Company Strategy and Development Direction - The company aims to create a diverse, equitable, and inclusive working environment, which has been critical in maintaining and developing talent [8] - Strategic investments are being made in long-term growth, including the acquisition of TYK2 inhibitors from Nimbus Therapeutics, which aligns with the company's strategy [10][37] - The company is focused on delivering sustainable growth and value to shareholders, with strong momentum from its commercial portfolio [29] Management's Comments on Operating Environment and Future Outlook - Management is tracking towards the high end of guidance for low single-digit core revenue growth and high single-digit core operating profit and core EPS growth on a constant exchange rate basis [9][23] - The company remains optimistic about its growth outlook, driven by the performance of its Growth and Launch products despite the loss of exclusivity for VELCADE [11][29] Other Important Information - The net debt balance improved from 2.8x to 2.5x, indicating steady deleveraging progress [27][69] - The company plans to maintain its capital allocation policy focused on investing for growth while ensuring competitive shareholder returns [66][69] Q&A Session All Questions and Answers Question: Gross profit margins on a quarter-to-quarter basis - Management noted that gross profit margin improved year-to-date, with a 0.5% increase on an actual basis and 0.1% on a constant exchange basis [56] Question: Market dynamics and pricing for PDT business - Management indicated that PDT growth is driven by volume and demand rather than price, with a slight reduction in donor compensation [90] Question: Concerns about achieving full-year core profit forecast - Management expressed confidence in achieving the full-year forecast of JPY1.18 trillion core operating profit, despite higher R&D and SG&A expenses in Q3 [81][82] Question: Expectations for dividend increases - Management stated that while there is a heightened expectation for increased dividends, they are focused on maintaining their capital allocation policy and will consider updates in the future [82]

41st Annual J.P. Morgan Healthcare Conference Christophe Weber President & CEO January 9th, 2023 Important Notice The companies in which Takeda directly and indirectly owns investments are separate entities. In this presentation, "Takeda" is sometimes used for convenience where references are made to Takeda and its subsidiaries in general. Likewise, the words "we", "us" and "our" are also used to refer to subsidiaries in general or to those who work for them. These expressions are also used where no useful ...

| --- | --- | --- | --- | |----------------------------------------------------------|-------|-------|-------| | | | | | | TSE: 4502 | | | | | | | | | | | | | | | | | | | | Better health for people, Brighter future for the world | | | | | | | | | | FY2022 Q2 Earnings Announcement October 27 th , 2022 | | | | 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 ...

Table of Contents FORM 6-K 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): ☐ 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 November 2022 ________________________________________ TAKEDA PHARMACEUTIC ...

As filed with the Securities and Exchange Commission on June 29, 2022 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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITI ...

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 For the month of June 2022 Commission File Number: 001-38757 TAKEDA PHARMACEUTICAL COMPANY LIMITED (Translation of registrant's name into English) 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 ...