Takeda Pharmaceutical Company (TAK) Earnings Call Presentation

Oveporexton Clinical Trial Results - Oveporexton U S and global filings are on track to start in FY25, with a global peak revenue potential of $2-3B+[11] - Phase 3 results demonstrated oveporexton's potential to achieve outcomes that matter most to patients[99] - Oveporexton is designed to treat the root cause of NT1 and has the potential to be a transformative Orexin therapy[99] - Ph3 results demonstrated oveporexton's potential to achieve outcomes that matter most to patients[99] Efficacy and Safety - In The First Light study, 95% of participants who completed the study continued into the long-term extension study[121] - In The Radiant Light study, 99% of participants who completed the study drug continued into the long-term extension study[157] - Oveporexton significantly improved mean sleep latency at 12 weeks compared with placebo, with 69% of participants in The Radiant Light study achieving mean sleep latency ≥20 min[163] - Oveporexton significantly reduced WCR over 12 weeks versus placebo and increased the number of cataplexy-free days for both doses[132] - Across both studies, >70% of participants treated with oveporexton had mild symptoms at week 12 versus <25% with placebo[204] Market Opportunity - Takeda estimates Oveporexton's NT1 global peak revenue potential at $2-3B+[93]