TAK

Takeda Pharmaceutical is reiterated as a Hold, with concerns about its ability to replace major drug revenues and current valuation. Operating margin improved to 17% due to lower amortization, but operating cash flow declined to $2.74B, highlighting weak underlying cash generation. New products like Mimrylo and Orzeyful are slow to ramp and currently contribute minimally, while Entyvio remains the key revenue driver.

Takeda Pharmaceutical NYSE: TAK reported first-half fiscal 2026 results that management said were in line with expectations as the company invested in new product launches and its late-stage pipeline while using savings from a transformation program to support profitability.

Takeda Pharmaceutical Company Limited (TAK) Q2 2026 Earnings Call Transcript

OSAKA, Japan--(BUSINESS WIRE)--Takeda (TOKYO:4502/NYSE:TAK) announced financial results for the first half of fiscal year 2026 (April 1, 2026, to Sept. 30, 2026). The period included the approval of ORZEYFUL (oveporexton) in the U.S., Japan and China, the U.S. launch of MIMRYLO (rusfertide), progress in the regulatory review of zasocitinib, and additional clinical evidence across the late-stage pipeline. Takeda's focus remains on execution against the first horizon of its growth strategy: succe.

OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda (TSE:4502/NYSE:TAK) announced today that ORZEYFUL (oveporexton) is now available in Japan and China for the treatment of narcolepsy type 1 (NT1), providing first access to clinicians to prescribe treatment with the new class of medicine. ORZEYFUL is a first-in-class orexin receptor 2 (OX2R) agonist, in tablet form, designed to treat the underlying orexin deficiency associated with NT1. “We're excited at the potential to fundamentally chan.

OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda presents Phase 2/3 study results for TAK-881 in primary immunodeficiency (PID), showing comparability to HYQVIA with 50% less IG volume.

Takeda gets its prior buy rating reaffirmed. Positive factors are recent drug approval, robust future pipeline, global reach, and an investment-grade rating. TAK serves several clinical areas, filling specific medical needs.

OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda (TSE:4502/NYSE:TAK) announced new data from three Phase 3 LATITUDE psoriasis studies of zasocitinib (TAK-279), an investigational, next-generation, highly selective and potent oral tyrosine kinase 2 (TYK2) inhibitor, in adults with moderate-to-severe plaque psoriasis.1 Presented during late-breaking and oral sessions at the European Academy of Dermatology & Venereology (EADV) Congress 2026, these results demonstrate zasocitinib's supe.

Roche on Wednesday ​said it ‌was proposing Christoph Weber, the ​former ​CEO of Takeda Pharmaceuticals , ⁠for election ​to the ​Swiss company's board of directors at ​its AGM ​next March.

OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda (TSE:4502/NYSE: TAK) announced that it has awarded a total of USD 22.2 million to four new Global Corporate Social Responsibility (CSR) partners as part of the company's ongoing commitment to supporting climate-resilient health systems in low- and middle-income countries around the world and aligned with the company's purpose of better health for people, brighter future for the world. As climate change, extreme weather events and shifting.