Takeda Pharmaceutical Company Limited (TAK) Discusses Zasocitinib Phase III Psoriasis Data and Commercial Strategy Transcript
Takeda Pharmaceutical Company Limited (TAK) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Takeda Pharmaceuticals is downgraded from buy to hold after reaching 52-week highs, with valuation no longer compelling. TAK's Q3 earnings were resilient despite US revenue declining 9.1%; margin improvement and international growth offset generic headwinds. Entyvio remains the key growth driver, but lack of pipeline blockbusters and US weakness limit near-term catalysts.
Takeda Pharmaceutical Company Limited (TAK) Q3 2026 Earnings Call Transcript
Takeda Pharmaceutical Company Limited (TAK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
The U.S. Food and Drug Administration is probing the death of a patient who developed harmful antibodies after taking Takeda Pharmaceuticals' blood disorder drug, the health regulator said on Friday.
Takeda Pharmaceutical Company Limited ( TAK ) Q2 2026 Earnings Call October 30, 2025 6:00 AM EDT Company Participants Christopher David O'Reilly - Global Head of Investor Relations & Global Finance Christophe Weber - President, CEO & Representative Director Milano Furuta - CFO & Director Andrew Plump - President of Research & Development and Representative Director Teresa Bitetti - President of the Global Oncology Phuong Morrow - Head, Oncology Therapeutic Area Unit Julie Kim - Interim Head of Global Portfolio Division Giles Platford - President of the Plasma-Derived Therapies Business Unit Conference Call Participants Hidemaru Yamaguchi - Citigroup Inc., Research Division Matsubara - Nomura Securities Co. Ltd., Research Division Seiji Wakao - JPMorgan Chase & Co, Research Division Stephen Barker - Jefferies LLC, Research Division Hiroshi Wada - SMBC Nikko Securities Inc., Research Division Tony Ren - Macquarie Research Akinori Ueda - Goldman Sachs Group, Inc., Research Division Fumiyoshi Sakai - UBS Investment Bank, Research Division Michael Nedelcovych - TD Cowen, Research Division Miki Sogi - Sanford C.
U.S. biotech firm Nabla Bio said on Tuesday it has signed a second major research partnership with Japanese drugmaker Takeda Pharmaceutical , deepening their use of artificial intelligence to accelerate drug discovery.
Japanese drugmaker Takeda Pharmaceutical is exploring the option of conducting global clinical trials in India to accelerate the launch of its innovative drugs in the world's most populous nation, its India head told Reuters.
Takeda Pharmaceutical Company Limited (NYSE:TAK ) Q1 FY2025 Earnings Call July 30, 2025 6:00 AM ET Company Participants Furuta - Corporate Participant O'Reilly - Corporate Participant Plump - Corporate Participant Weber - Corporate Participant Conference Call Participants Barker - Unidentified Company Kim - Unidentified Company Matsubara - Unidentified Company Muraoka - Unidentified Company Nedelcoyvch - Unidentified Company Ueda - Unidentified Company Wakao - Unidentified Company Yamaguchi - Unidentified Company O'Reilly [inaudible] joining us for FY2025 Q1 earnings announcement by Takeda despite your very busy schedule today. [inaudible] Head of IR.
In my followup on Takeda Pharmaceutical Co (TAK), I am reaffirming my buy rating from March. Clinical demand in multiple areas, along with an active drug pipeline, could keep driving the top-line despite other big pharma names in this sector. The firm has an attractive balance sheet risk profile, along with proven growth in operating cashflow, but lacks a steady dividend growth long-term or impressive profit margins.
Takeda Pharmaceuticals showed strong revenue and operating income growth in FY2024, despite challenges from Vyvanse generics and US insurance issues. New guidance for FY2025 is slightly lower due to expected deeper cuts from Vyvanse generics, but potential exists for surpassing this with new drug approvals. The dividend yield for FY2025 is projected at 4.81%, making Takeda an attractive option for income portfolios despite US healthcare market challenges.