Management updated its full-year guidance by revising revenue expectations downward at constant exchange rates, citing stronger-than-anticipated Vyvanse generic erosion in the U.S. Furuta said Takeda is “revising only revenue guidance to low single-digit decline at CER,” while maintaining full-year guidance for core operating profit and core EPS due to ongoing operating expense discipline. Based on revised FX assumptions, Takeda forecast full-year revenue of JPY 4.53 trillion, core operating profit of JPY 1 ...

Takeda Pharmaceutical Company (NYSE:TAK) Q3 2026 Earnings call January 29, 2026 05:30 AM ET Company ParticipantsAndrew Plump - President of Research & DevelopmentChristophe Weber - CEOChristopher O'Reilly - Head of Investor RelationsJulie Kim - CEO-electMilano Furuta - CFOConference Call ParticipantsHidemaru Yamaguchi - AnalystHiroyuki Matsubara - AnalystMike Nedelcovych - AnalystSeiji Wakao - AnalystShinichiro Muraoka - AnalystSteve Barker - AnalystTony Ren - AnalystChristopher O'ReillyThank you for taking ...

Takeda Pharmaceutical Company (NYSE:TAK) Q3 2026 Earnings call January 29, 2026 05:30 AM ET Company ParticipantsAndrew Plump - President of Research & DevelopmentChristophe Weber - CEOChristopher O'Reilly - Head of Investor RelationsJulie Kim - CEO-electMilano Furuta - CFONone - Company RepresentativeConference Call ParticipantsHidemaru Yamaguchi - AnalystHiroyuki Matsubara - AnalystMike Nedelcovych - AnalystSeiji Wakao - AnalystShinichiro Muraoka - AnalystSteve Barker - AnalystTony Ren - AnalystChristopher ...

Takeda Pharmaceutical Company (NYSE:TAK) Q3 2026 Earnings call January 29, 2026 05:30 AM ET Speaker2Thank you for taking time out of a very busy schedule to join us for the earnings announcement for the third quarter, FY 25 by Takeda. I'm the MC, O'Reilly, from IR. I would like to explain the language setting first. Please find the button for the language selection at the bottom of your window for the Zoom screen. If you wish to listen in Japanese, please select Japanese. If you wish to listen in English, p ...

Summary of BioCryst Pharmaceuticals Conference Call Company Overview - **Company**: BioCryst Pharmaceuticals (NasdaqGS: BCRX) - **Event**: Conference call discussing the proposed acquisition of Astria Therapeutics - **Date**: October 14, 2025 Key Points Acquisition Announcement - BioCryst announced the acquisition of Astria Therapeutics, which is expected to enhance its product pipeline and support its strategic growth pillars [2][10][20] Strategic Growth Pillars 1. **ORLADEYO**: A highly profitable product projected to reach $1 billion in peak sales by the end of the decade, with intellectual property protection until 2040 [10] 2. **Future Products**: Focus on rare disease assets, including the development of BCX17725 for Netherton Syndrome and the newly acquired Nevenibart for hereditary angioedema (HAE) [10][11] Nevenibart's Market Potential - Nevenibart is seen as a transformative therapy for HAE patients, particularly those currently on injectable therapies [12][13] - Approximately 5,000 HAE patients in the U.S. are on injectable prophylaxis, with a significant unmet need for less frequent dosing [14] - The potential for Nevenibart includes a dosing schedule of every three to six months, which could significantly improve patient compliance and satisfaction [14][59] Financial Projections - BioCryst anticipates that the combination of ORLADEYO and Nevenibart could drive double-digit annual revenue growth, reaching at least $1.8 billion by 2033 [15][19] - The acquisition is expected to be accretive to operating profit in the first full year post-launch of Nevenibart [19] - BioCryst has secured a strategic financing partnership with Blackstone, providing access to up to $400 million for the acquisition [19] Market Dynamics - The company believes that the introduction of Nevenibart will not negatively impact ORLADEYO, as both products can cater to different patient needs [86] - The competitive landscape includes established products like Takhzyro, but Nevenibart's unique dosing profile is expected to provide a first-mover advantage [29][58] Regulatory Confidence - BioCryst expressed confidence that the acquisition will pass regulatory scrutiny, citing a competitive market landscape with numerous existing and emerging players [89] Future Outlook - The company plans to continue pursuing additional acquisition opportunities after successfully integrating Nevenibart [47][48] - BioCryst's management emphasized their strong commercial execution capabilities in the rare disease space, which will be crucial for the successful launch of Nevenibart [15][78] Additional Insights - The call highlighted the importance of patient feedback in shaping treatment options and the company's commitment to addressing unmet needs in the HAE community [12][13] - The management team underscored their experience and readiness to execute the acquisition and subsequent product launch effectively [78][91]

Core Insights - The article discusses the investment strategy of GARP (Growth at a Reasonable Price) as a hybrid approach that combines elements of both value and growth investing, particularly in uncertain market conditions [2][3][5]. Investment Strategy - GARP investing prioritizes the PEG (Price/Earnings Growth) ratio, which relates a stock's P/E ratio to its future earnings growth rate, providing a more comprehensive view of a stock's potential [5][6]. - A lower PEG ratio, ideally below 1, indicates both undervaluation and future growth potential, making it attractive for GARP investors [6]. Stock Performance - Several stocks have shown significant success using the GARP strategy, including Takeda Pharmaceutical, Five9, LATAM Airlines, and Mizuho Financial Group [4]. - Takeda Pharmaceutical has a Zacks Rank of 1, a Value Score of A, and a long-term expected growth rate of 35% [11]. - Five9 holds a Zacks Rank of 2, a Value Score of B, and a historical growth rate of 19.3% [13]. - LATAM Airlines also has a Zacks Rank of 1, a Value Score of A, and an expected growth rate of 14.8% [14]. - Mizuho Financial has a Zacks Rank of 2, a Value Score of B, and a long-term expected growth rate of 15.9% [16]. Screening Criteria - Effective GARP investing involves screening for stocks with a PEG ratio less than the industry median, a P/E ratio below the industry median, a Zacks Rank of 1 or 2, a market capitalization greater than $1 billion, and an average 20-day trading volume exceeding 50,000 [8][9].