Investors interested in Medical - Drugs stocks are likely familiar with Takeda Pharmaceutical Co. (TAK) and Daiichi Sankyo Co., Ltd. - Sponsored ADR (DSNKY).
Japan-based Takeda Pharmaceutical, which has its ADR listed on the NYSE, gets a buy rating today, agreeing with the analyst consensus. Besides a diverse drug portfolio across multiple segments, they have a robust drug discovery pipeline to meet future clinical demand. The firm has been a proven cash flow generator, with an above-average dividend yield above +4%, and modest leverage risk.
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 with an interest in Medical - Drugs stocks have likely encountered both Takeda Pharmaceutical Co. (TAK) and Daiichi Sankyo Co., Ltd. - Sponsored ADR (DSNKY).
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.
Takeda Pharmaceutical offers attractive dividends and has a low price/book ratio, making it appealing despite recent price drops and US policy uncertainties. The company reported strong Q3 earnings, raised full-year FY2025 guidance, and announced a new CEO and a significant share repurchase program. Revenue and operating income exceeded expectations due to a shortage of generic Vyvanse, favorable exchange rates, and reduced amortization of intangible assets.
Takeda Pharmaceutical Company Limited (NYSE:TAK ) Q3 2025 Results Conference Call January 30, 2025 5:30 AM ET Company Participants Christopher O'Reilly - Head, Investor Relations Christophe Weber - President and Chief Executive Officer Milano Furuta - Chief Financial Officer Andy Plump - President, R&D Conference Call Participants Stephen Barker - Jefferies Hidemaru Yamaguchi - Citi Mike Nedelcovych - TD Cowen Hiroyuki Matsubara - Nomura Securities Tony Ren - Macquarie Shinichiro Muraoka - Morgan Stanley Seiji Wakao - J.P. Morgan Hiroshi Wada - SMBC Nikko Kazuaki Hashiguchi - Daiwa Securities Miki Sogi - Bernstein Fumiyoshi Sakai - UBS Christopher O'Reilly [Foreign Language] Let me start, I'd like to remind everyone that we'll be discussing forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.
Japan's biggest drugmaker Takeda Pharmaceutical posted third-quarter profits on Thursday that trailed analyst estimates, as the company continues a restructuring push.
Takeda Pharmaceutical offers a high dividend yield, but its sustainability is questionable due to exchange rate risks and a payout ratio often exceeding 100%. Despite growth in segments like Livtencity and Qdenga, high debt and weak currency make Takeda a risky dividend investment. The devaluation of the yen against the dollar significantly impacts revenue growth and dividend stability for U.S. investors.
On Tuesday, Takeda Pharmaceutical Company Limited TAK entered into an exclusive licensing agreement with Keros Therapeutics, Inc. KROS to further develop, manufacture and commercialize elritercept worldwide outside of mainland China, Hong Kong and Macau.
Masa Takeda, portfolio manager at Hennessy Japan Fund, joins CNBC's 'Power Lunch' to discuss why he's bullish on Japan, what president-elect Trump's proposed tariffs could mean for Japanese companies, and more.
Takeda Pharmaceutical Company Limited (NYSE:TAK ) Q2 2025 Earnings Call October 31, 2024 6:00 AM ET Company Participants Christopher O'Reilly - Head, Investor Relations Christophe Weber - President and Chief Executive Officer Milano Furuta - Chief Financial Officer Andy Plump - President, R&D Ramona Sequeira - President, Global Portfolio Julie Kim - President, U.S. Business Unit Giles Platford - President, PDT Business Unit Teresa Bitetti - President, Global Oncology Business Unit Conference Call Participants Steve Barker - Jefferies Mike Nedelcovych - TD Cowen Tony Ren - Macquarie Miki Sogi - Bernstein Christopher O'Reilly Thank you for taking time out of your very busy schedule to join the FY ‘24 Q2 earnings announcement by Takeda. I'm the master of ceremony, Head of IR.