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.
Takeda Pharmaceutical Company Limited (NYSE:TAK ) Q4 2024 Results Conference Call May 8, 2025 6:00 AM ET Company Participants Christopher O'Reilly - Head, Investor Relations Christophe Weber - President & Chief Executive Officer Milano Furuta - Chief Financial Officer Andy Plump - President, R&D Julie Kim - President of the U.S. Business Unit & U.S. Country Head Giles Platford - President of the Plasma-Derived Therapies Business Unit Conference Call Participants Hidemaru Yamaguchi - Citi Shinichiro Muraoka - Morgan Stanley Stephen Barker - Jefferies Mike Nedelcovych - TD Cowen Hiroyuki Matsubara - Nomura Securities Seiji Wakao - J.P. Morgan Tony Ren - Macquarie Akinori Ueda - Goldman Sachs Fumiyoshi Sakai - UBS Christopher O'Reilly Thank you very much for taking time out of their busy schedule to join our earnings announcement for FY '24 for Takeda.
Christophe Weber, CEO of Takeda Pharma, discusses the group's plans to invest $30 billion into its U.S. operations over the next five years, saying the U.S. market remain crucial for the Japanese drugmaker regardless of the global tariff tensions.
Takeda Pharmaceutical Co. (TAK) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors interested in stocks from the Medical - Drugs sector have probably already heard of Takeda Pharmaceutical Co. (TAK) and Daiichi Sankyo Co., Ltd. - Sponsored ADR (DSNKY).
Does Takeda Pharmaceutical Co. (TAK) have what it takes to be a top stock pick for momentum investors? Let's find out.