Takeda Pharmaceutical
About: Takeda Pharmaceutical is Japan's largest pharmaceutical company, with revenue of JPY 4.3 trillion in fiscal 2023. The company's five core therapeutic areas are oncology, gastroenterology, neuroscience, rare diseases, and plasma-derived therapies, which account for more than 80% of revenue. Its geographic footprint is well diversified, with 50% derived from the US, 20% from Japan, 20% from Europe and Canada.
Employees: 49,281
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
1,086% more call options, than puts
Call options by funds: $28.2M | Put options by funds: $2.37M
64% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 28
35% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 85
5% more funds holding
Funds holding: 283 [Q2] → 297 (+14) [Q3]
0.08% less ownership
Funds ownership: 4.88% [Q2] → 4.79% (-0.08%) [Q3]
16% less capital invested
Capital invested by funds: $1.2B [Q2] → $1.01B (-$194M) [Q3]
100% less funds holding in top 10
Funds holding in top 10: 2 [Q2] → 0 (-2) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for TAK.
Financial journalist opinion
Positive
Reuters
19 hours ago
Takeda-backed Ascentage Pharma targets $1.75 billion valuation in US IPO
China-based Ascentage Pharma said on Tuesday it was targeting a valuation of $1.75 billion in its initial public offering in the United States.
Neutral
Business Wire
3 weeks ago
Takeda Announces Approval of HYQVIA® 10% S.C. (Subcutaneous) Injection Set in Japan for Patients with Agammaglobulinemia or Hypogammaglobulinemia
OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda (TSE:4502/NYSE:TAK) today announced that the Japanese Ministry of Health, Labour and Welfare has approved the use of HYQVIA® [Immune Globulin Infusion 10% (Human) with Recombinant Human Hyaluronidase] in patients with agammaglobulinemia or hypogammaglobulinemia1, disorders characterized by very low or absent levels of antibodies and an increased risk of serious recurring infection caused by primary immunodeficiency (PID) or secondary immu.
Neutral
Business Wire
1 month ago
Takeda Spotlights High-Value, Late-Stage Pipeline Accelerating the Development of Potential Transformative Treatments for Patients in Multiple Therapeutic Areas
OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda Spotlights High-Value, Late-Stage Pipeline of Potential Transformative Treatments for Patients in Multiple Therapeutic Areas.
Neutral
Seeking Alpha
1 month ago
Takeda Pharmaceutical: Dividend Yield Is High But Hides Pitfalls Especially For US Investors
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.
Positive
Benzinga
1 month ago
Keros Therapeutics' Licensing Deal With Takeda Aligns With Broader Opportunity For Elritercept: Analyst
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.
Neutral
Business Wire
1 month ago
Takeda Strengthens Oncology Pipeline with Elritercept through Licensing Agreement with Keros Therapeutics
OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda (TSE:4502/NYSE:TAK) today announced that it has entered into an exclusive licensing agreement with Keros Therapeutics, Inc. (Nasdaq: KROS) to further develop, manufacture and commercialize elritercept worldwide outside of mainland China, Hong Kong and Macau. Elritercept is a late-stage investigational activin inhibitor designed to treat anemia associated with certain hematologic cancers, including myelodysplastic syndromes (MDS) and myelo.
Neutral
Business Wire
2 months ago
Alloy Therapeutics Signs Collaboration and License Agreement with Takeda to Develop Cell Therapy Platform
TOKYO & BOSTON--(BUSINESS WIRE)--Alloy Therapeutics Inc. (“Alloy”), a biotechnology ecosystem company dedicated to democratizing access to cutting edge drug discovery technologies, announced today a strategic collaboration and license agreement with Takeda Pharmaceutical Company Limited (TSE:4502/NYSE:TAK “Takeda”) to develop Takeda's proprietary induced pluripotent stem cell (iPSC) derived CAR-T cell platform (iCAR-T) and iPSC-derived CAR-NK platform (iCAR-NK). Alloy will focus on accelerating.
Positive
CNBC Television
2 months ago
Hennessy Japan Fund's Masa Takeda on the top Japanese stocks investors should watch
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.
Neutral
Seeking Alpha
2 months ago
Takeda Pharmaceutical Company Limited (TAK) Q2 2025 Earnings Call Transcript
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.
Positive
Reuters
2 months ago
Japan's Takeda returns to Q2 profit as drugmaker recovers from impairments
Japan's Takeda Pharmaceutical returned to profitability in the second quarter following large impairment losses a year earlier and is restructuring to cut costs.
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