Takeda Pharmaceutical Co. Ltd. · TSE:4502
Takeda Pharmaceutical — Investor Day (November 2019)
23 slides from Takeda Pharmaceutical's investor day presentation, Nov 14, 2019
Slide 1: Takeda R&D Investor Day 2019
TAKEDA R&D INVESTOR DAY 2019 NEW YORK, NY November 14, 2019 R&D DAY AGENDA – NEW YORK, NOVEMBER 14, 2019 TIME AGENDA Welcome and Opening Remarks 12:30 – 12:35 Sheelagh Cawley‐Knopf, Head R&D Global Portfolio Strategy Takeda: A Global Values‐Based, R&D‐Driven Biopharmaceutical Leader 12:35 – 12:45 Ch
Slide 2: Important Notice
IMPORTANT NOTICE For the purposes of this notice, “presentation” means this document, any oral presentation, any question and answer session and any written or oral material discussed or distributed by Takeda Pharmaceutical Company Limited (“Takeda”) regarding this presentation. This presentation (i
Slide 3: People Dedicated to Bringing Better Health to Patients
PEOPLE DEDICATED TO BRINGING BETTER HEALTH TO PATIENTS ZURICH TOKYO Takeda Global HQ GREATER BOSTON SINGAPORE AREA Global Hub
Slide 4: 27 Countries
GREATER TOKYO BOSTON Takeda AREA Global HQ Global Hub 3 36 RESEARCH MANUFACTURING SITES SITES GREATER TOKYO BOSTON Takeda AREA Global HQ Global Hub 27 COUNTRIES
Slide 5: Takeda-ism
TAKEDA-ISM PATIENT TRUST REPUTATION BUSINESS 01 02 03 04 TAKEDA-ISM
Slide 6: Patient
01 PATIENT PATIENT TRUST REPUTATION BUSINESS 01 02 03 04 TAKEDA-ISM
Slide 7: Trust and Reputation
HCPs INNOVATION PATIENTS 02 03 ACCESS TO MEDICINE TRUST REPUTATION SOCIETY CORPORATE SOCIAL RESPONSIBILITY GOVERNMENT AGENCIES PATIENT TRUST REPUTATION BUSINESS 01 02 03 04 TAKEDA-ISM
Slide 8: Business: Long-term value for patients, society and investors
04 BUSINESS LONG‐TERM VALUE FOR PATIENTS, SOCIETY AND INVESTORS
Slide 9: Science Driven Company: Positioned for Sustainable Revenue Growth
SCIENCE DRIVEN COMPANY WITH A FOCUSED MIND BRINGING INNOVATION TO PATIENTS Positioned for Sustainable Revenue Growth Potential Wave 2 pipeline not included WAVE 1 Vyvanse PIPELINE*1 Velcade WAVE 1 Entyvio Azilva PIPELINE Hemophilia Others 14 Others GLOBAL 14 BRANDS GLOBAL BRANDS 2018 2024 2029 PRO-F
Slide 10: R&D Day Agenda – New York, November 14, 2019
R&D DAY AGENDA – NEW YORK, NOVEMBER 14, 2019 TIME AGENDA Welcome and Opening Remarks 12:30 – 12:35 Sheelagh Cawley‐Knopf, Head R&D Global Portfolio Strategy Takeda: A Global Values‐Based, R&D‐Driven Biopharmaceutical Leader 12:35 – 12:45 Christophe Weber, President & CEO Takeda Translating Science i
Slide 11: Translating Science into Highly Innovative, Life-changing Medicines
TRANSLATING SCIENCE INTO HIGHLY INNOVATIVE LIFE‐CHANGING MEDICINES Andy Plump MD, PhD President R&D Takeda Pharmaceutical Company Limited New York, NY November 14, 2019 WHAT YOU WILL HEAR TODAY 1 2 3 Our portfolio We are investing in We have cultivated and pipeline will novel mechanisms an environme
Slide 12: We Are Positioned to Deliver Near-term & Sustained Growth
WE ARE POSITIONED TO DELIVER NEAR‐TERM & SUSTAINED GROWTH WAVE 11 WAVE 22 TARGET CLINICAL‐STAGE NMEs PLATFORMS APPROVAL FY20 FY21 FY22 FY23 FY24 FY25 AND BEYOND TAK‐7883 TAK‐007 TAK‐924 TAK‐164 TAK‐252 2L NSCLC Hematologic AML GI malignancies Solid tumors TARGETED malignancies CELL THERAPY INNATE NE
Slide 13: Patient-driven and Science-first in Core Areas
PATIENT‐DRIVEN AND SCIENCE‐FIRST IN 3 CORE AREAS INNOVATIVE BIOPHARMA ONCOLOGY RARE DISEASES NEUROSCIENCE GASTROENTEROLOGY PLASMA DERIVED THERAPIES VACCINES BUSINESS UNIT Complementing our Differentiated rare disease focus Dengue vaccine WE ARE DOING MORE FOR OUR PATIENTS 8 POTENTIAL BIC/FIC NMEs IN
Slide 14: We Are Taking Courageous Risks to Make a Critical Difference
WE ARE TAKING COURAGEOUS RISKS TO MAKE A CRITICAL DIFFERENCE “There is a considerable need for improved treatments for individuals with NT1, which is Cell Tx 5 Accelerated programs Gene Tx caused by the loss of orexin‐ producing neurons in the brain” Biologics Peptides ~70% 20 NME stage‐ups since FY
Slide 15: We Are Nurturing Innovation Wherever It Occurs
WE ARE NURTURING INNOVATION WHEREVER IT OCCURS CHARACTERISTICS TAKEDA PARTNER‐SOURCED TAKEDA GREATER VALIDATION TAK‐925, TAK‐994 Narcolepsy TAK‐573 Multiple Myeloma DEVELOPS & AND / OR LOWER COMMERCIALIZES DEVELOPMENT COST TAK‐951 Vomiting Syndromes CD19 1XX (CAR‐T) TAK‐924 Myelodysplastic Syndrome
Slide 16: A Research Engine Fueling a Sustainable Pipeline
A RESEARCH ENGINE FUELING A SUSTAINABLE PIPELINE POTENTIAL NME PIVOTAL STUDY STARTS BY YEAR IMPROVED PRODUCTIVITY • Research momentum building Projected with a projected ~18 portfolio Clinical Replenishment Research entries in FY19 Pipeline Engine • Productivity likely to increase with 11 expansion
Slide 17: We Are Driving Expansion of Our Global Brands
WE ARE DRIVING EXPANSION OF OUR GLOBAL BRANDS SELECT GLOBAL GROWTH BRANDS TAU Therapies New Indications / Geographic Expansions Target (FY) Alunbrig 1L Non Small Cell Lung Cancer 2020 ONC Ninlaro ND MM Maintenance (non‐SCT and post‐SCT) 2020 / 2022 Entyvio Bradykinin Mediated Angioedema 2024 Rare *
Slide 18: Wave 1 NMEs Expected to Deliver Life-changing Medicines
…AND ARE EXPECTED TO DELIVER LIFE‐CHANGING MEDICINES POTENTIAL FIRST‐IN‐CLASS OR BEST‐IN‐CLASS NMEs TARGET ADDRESSABLE ADDRESSABLE PRODUCT MECHANISM INDICATION APPROVAL DATE POPULATION POPULATION (FY)1 (IN US)2 (WW)2,3 TAK‐788 EGFR inhibitor (exon 20) NSCLC – 2L / 1L 20214 / 2023 ~2k ~20 ‐ 30k pevon
Slide 19: Sustained Growth Beyond FY25 Driven by Novel Mechanisms
SUSTAINED GROWTH BEYOND FY25 WAVE 2 NOVEL MECHANISMS NEXT‐GENERATION PLATFORMS 36 DRIVEN BY A CLINICAL PIPELINE OF NOVEL MECHANISMS… TARGET APPROVAL1 FY25 AND BEYOND TAK‐164 TAK‐252 GI malignancies Solid tumors ONCOLOGY TAK‐573 TAK‐981 R/R MM Multiple cancers TAK‐0792 TAK‐754 TAK‐755 RARE Immunology
Slide 20: …and With Our Next-generation Platforms
…AND WITH OUR NEXT‐GENERATION PLATFORMS TARGET APPROVAL FY25 AND BEYOND CELL THERAPIES AND TARGETED INNATE IMMUNE NEXT‐GEN CHECKPOINT IMMUNE ENGAGERS MODULATION MODULATORS CAR‐T GammaDelta Attenukine Agonist‐redirected checkpoints Teva Shattuck ONCOLOGY MSKCC, Noile‐ Immune CAR‐T GammaDelta Tx STING
Slide 21: Committed to Our People
COMMITTED TO OUR PEOPLE LIVING OUR VALUES THROUGHOUT THE INTEGRATION PROCESS December 2018 Leadership Team and Proposed R&D Operating Model Announced April 2019 Prioritization of Combined Pipeline and Portfolio August 2019 R&D Employees Informed of Employment Status* * Where legally cleared
Slide 22: Strong Leadership Executing on Our Vision
STRONG LEADERSHIP EXECUTING ON OUR VISION ASIT PARIKH PHIL ROWLANDS DAN CURRAN EMILIANGELO RATTI SARAH SHEIKH New hire Head, Gastroenterology Head, Oncology Head, Rare Diseases Head, Neuroscience Head, Neuroscience Therapeutic Area Unit Therapeutic Area Unit Therapeutic Area Unit Therapeutic Area Un
Slide 23: We Are Positioned to Deliver Near-term & Sustained Growth
WE ARE POSITIONED TO DELIVER NEAR‐TERM & SUSTAINED GROWTH WAVE 11 WAVE 22 TARGET CLINICAL‐STAGE NMEs PLATFORMS APPROVAL FY20 FY21 FY22 FY23 FY24 FY25 AND BEYOND TAK‐7883 TAK‐007 TAK‐924 TAK‐164 TAK‐252 2L NSCLC Hematologic AML GI malignancies Solid tumors TARGETED malignancies CELL THERAPY INNATE NE
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