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.
Japan's Takeda Pharmaceutical returned to profitability in the second quarter following large impairment losses a year earlier and is restructuring to cut costs.
Takeda Pharmaceuticals (NYSE: TAK) offers a strong cash position and above-average dividend yield, making it an attractive option for income investors seeking international pharma exposure. The company's price/book value of 0.92 suggests it may be undervalued, presenting a potential long-term investment opportunity at a modest price. Risks include foreign currency exchange rate fluctuations and global pressure to reduce drug prices, which could impact profitability and margins.
Investors interested in stocks from the Medical - Drugs sector have probably already heard of Takeda Pharmaceutical Co. (TAK) and Catalent (CTLT). But which of these two stocks is more attractive to value investors?
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 Stevanato Group (STVN). But which of these two stocks is more attractive to value investors?
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.