Takeda(US:TAK)2025-07-30 10:00Financial Performance - FY2025 Q1 revenue was JPY 1,1067 billion, a decrease of 84% compared to FY2024 Q1[16] - FY2025 Q1 core operating profit was JPY 3218 billion, a decrease of 158% compared to FY2024 Q1[16] - FY2025 Q1 reported operating profit increased by 110% to JPY 1846 billion, primarily due to lower impairment and restructuring expenses[16, 28] - Adjusted free cash flow for FY2025 Q1 was JPY 1901 billion, a significant increase of 7036% compared to FY2024 Q1[16] - Takeda maintains its FY2025 forecast with revenue of JPY 4,5300 billion, a decrease of 11%[34] Portfolio Performance - Growth & Launch Products increased by 50% at CER in Q1[18] - Growth & Launch Products accounted for JPY 5581 billion (USD 39 billion), representing 50% of total revenue[19] - VYVANSE revenue is expected to decline by JPY 1096 billion (-30% at CER) in FY2025[34] Pipeline and Milestones - Oveporexton (TAK-861) Phase 3 met all primary and secondary endpoints, showing transformative potential in NT1[40] - Zasocitinib is in Phase 3 for Psoriasis with a head-to-head start vs deucravacitinib[46, 49] - Rusfertide is targeting US filing for Polycythemia Vera in H1 FY25[49]