Takeda Pharmaceutical Co. Ltd. · TSE:4502
Takeda Pharmaceutical — Investor Day (June 2020)
30 slides from Takeda Pharmaceutical's investor day presentation, Jun 8, 2020
Slide 1: Takeda Oncology: We Aspire to Cure Cancer
TAKEDA ONCOLOGY WE ASPIRE TO CURE CANCER June 8, 2020
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: Agenda
Agenda All times below in Eastern Daylight Time (EDT) 8:00 – 8:05 Costa Saroukos, Chief Financial Officer 8:05 – 8:20 Teresa Bitetti, President, Global Oncology Business Unit • Takeda Overview • Oncology Portfolio • Commercial Updates 8:20 – 8:40 Chris Arendt, Head of Oncology R&D • Oncology Congres
Slide 4: Today's presenters
Today’s presenters TERESA BITETTI CHRIS ARENDT President, Global Oncology Business Unit Head of Oncology R&D 3
Slide 5: Takeda Oncology Overview
Takeda Oncology Overview TERESA BITETTI President, Global Oncology Business Unit
Slide 6: Takeda has been putting patients first for over two centuries
TAKEDA HAS BEEN PUTTING PATIENTS FIRST FOR OVER TWO CENTURIES Since 1781, Takeda has been answering the question: How can we do more for patients? Takeda is a global, values-based, science-driven biopharmaceutical leader headquartered in Japan, committed to bringing Better Health and a Brighter Futu
Slide 7: Our values define who we are and how we operate
Our values define who we are and how we operate TAKEDA-ISM We make decisions and take actions by focusing on the following priorities in this order: PUTTING THE BUILDING TRUST REINFORCING DEVELOPING PATIENT WITH SOCIETY OUR REPUTATION THE BUSINESS AT THE CENTER 6
Slide 8: Takeda has built a solid foundation in oncology
Takeda has built a solid foundation in oncology NINLARO approval Takeda acquires ARIAD Pharmaceuticals (multiple myeloma) (ICLUSIG, ALUNBRIG & mobocertinib) Takeda acquires 1st global Launch Millennium Pharmaceuticals Takeda establishes Oncology as a priority ADCETRIS approval growth area ALUNBRIG a
Slide 9: We aspire to cure cancer
WE ASPIRE TO CURE CANCER Where we are What’s next Looking toward the future A leader in hematology Build on expertise through Differentiated I/O platforms + Strong growth based on expanded indications + new and partnerships execution product launches 8
Slide 10: Oncology Business Unit uniquely structured within Takeda
Oncology Business Unit uniquely structured within Takeda to fit the needs of the cancer community Leadership team and Structured for agility, on Proven growth and Diverse and robust support to shepherd a legacy foundation consistent performance pipeline future growth 9
Slide 11: We have a strong presence across major regions
We have a strong presence across major regions Global Oncology $~0.7B Revenue FY19: FY 2019 Revenue EUCAN $~3.9B USD $2B $~0.75B FY 2019 Revenue US FY 2019 Revenue Japan $~0.45B More than 70 Countries Supported by Oncology FY 2019 Revenue GEM 10
Slide 12: Key global and regional therapies fuel growth
Key global and regional therapies fuel growth ONCOLOGY PORTFOLIO +43% FY 2019, UN DE RL YING R E V E NUE G R OW TH1 (USD MM)3 +8% 4,000 Other +8% $66MM USD 3,500 3,000 +13% 2,500 $291MM USD 2,000 Leuprorelin +33% Leuprorelin 1,500 +1% 2 1,000 $484MM USD Velcade 500 VELCADE -6% 0 FY2018 Pro-forma1 FY
Slide 13: Momentum in the last six months advances portfolio
Momentum in the last six months advances portfolio FIRST APPROVAL IN MAINTENANCE SETTING First approval in maintenance setting (post-SCT) granted in Japan in March 2020 TOURMALINE-MM2 (frontline) did not meet primary endpoint; TOURMALINE-MM4 and US MM-6 data to be presented at EHA. APPROVALS IN
Slide 14: ALUNBRIG achieves two early approvals in Q1
ALUNBRIG achieves two early approvals in Q1, offers benefit for patients with brain metastases • Granted early approval by European Commission PFS (EC) in April as a monotherapy for adults with ALK+ NSCLC • Received U.S. FDA approval as a first-line treatment for adults with ALK+ metastatic NSCLC as
Slide 15: Takeda Oncology is at an inflection point
Takeda Oncology is at an inflection point 10 3 Because patients are waiting for Approved therapies New Molecular new treatment with opportunities for Entities expected to launch by 2024 options … label expansion 14
Slide 16: Oncology Congress Data
Oncology Congress Data CHRIS ARENDT Head of Oncology R&D
Slide 17: Recently presented new data for key therapies and late-stage pipeline
We have recently presented compelling new data for some of our key therapies and late-stage pipeline Included today TOURMALINE OPTIC IA MM4 pevonedistat P2001 POC 16
Slide 18: Practice-changing study data drives continued ICLUSIG growth
Potentially practice-changing study data drives momentum for continued ICLUSIG growth ICLUSIG is the only third-generation pan-BCR-ABL1 inhibitor for CML and Ph+ ALL Data from OPTIC study presented at ASCO and EHA 2020 provides impetus for continued growth OPTIC Study Data: Potentially Practice-
Slide 19: Maintenance treatment in MM supports NINLARO
Maintenance treatment in MM patients not eligible for stem cell transplant supports NINLARO as a safe and effective drug PHASE 3 TOURMALINE- MM4 DATA Significant overall improvement, including PFS 17.4 month median PFS compared with 9.4 months on placebo, and an overall 34% reduction in risk of prog
Slide 20: Pevonedistat results highly encouraging in HR-MDS
Pevonedistat (TAK-924) results highly encouraging, particularly in HR-MDS, a patient group with no new treatments in over a decade PHASE 2 P2001 PROOF OF CONCEPT DATA HR-MDS Benefit across multiple clinically meaningful endpoints in HR- OS MDS subgroup; adding pevonedistat to azacitidine doubled CR,
Slide 21: Oncology Pipeline Updates
Oncology Pipeline Updates
Slide 22: Modality-diverse pipeline of near-term NMEs and immuno-oncology platforms
We are rapidly advancing a modality-diverse pipeline of meaningful near-term NMEs and differentiated immuno-oncology platforms ONCOLOGY CLINICAL NME PIPELINE POST-PROOF OF CONCEPT (WAVE 11) PRE-PROOF OF CONCEPT (WAVE 22) TARGET FY20 FY21 FY22 FY23 FY24 Potential for acceleration with breakthrough da
Slide 23: New medicines including mobocertinib with FDA Breakthrough Therapy Designation
New medicines delivering near-term hope to patients, including mobocertinib, which received US FDA Breakthrough Therapy Designation mobocertinib Accelerate 1 (TAK-788) BTD pevonedistat (TAK-924) POTENTIAL NEW STANDARD OF CARE FOR A PEVONEDISTAT IS POISED TO DELIVER MEANINGFUL SUBSET OF NSCLC PATIENT
Slide 24: 7 INDs filed since the start of FY19 for early pipeline
Great momentum with 7 INDs filed since the start of FY19 for our early pipeline that harnesses the immune system in multiple manners PLATFORM PARTNER PRE-CLINICAL PHASE 1/21 Attenukine™ Next-gen CD38-Attenukine Attenukine™ TAK-573 R/R MM INNATE IMMUNO- STING modulation TAK-500 STING-ADC STING Agonis
Slide 25: Leader in applying the power of innate immunity
Takeda is a leader in applying the power of innate immunity to overcome limitations of current immunotherapies THE CANCER IMMUNITY CYCLE REQUIRES INNATE IMMUNITY MECHANISMS OF ACTION Innate cells LEVERAGING INNATE IMMUNITY activate adaptive MAY ENHANCE BREADTH, immune cells DEPTH, AND DURABILITY OF
Slide 26: TAK-007 best-in-class potential off-the-shelf CD19 cell therapy
TAK-007 exhibits best-in-class potential for an off-the-shelf and better tolerated CD19 cell therapy 47-year old male with relapsed transformed double-hit (c-myc / bcl-2) dlbcl THE MOST ADVANCED CAR-NK THERAPY Baseline Scan Day 30 Post CAR19-NK • Phase 1/2: complete responses in 8 of 11 patients in
Slide 27: TAK-981 first-in-class inhibitor of SUMOylation
TAK-981 is a unique, first-in-class inhibitor of SUMOylation, which enhances the immune response through the interferon pathway REMOVES THE BRAKES ON IFN SIGNALING TO ENHANCE BOTH INNATE AND ADAPTIVE ANTI-TUMORAL IMMUNITY • Responses seen in single-agent dose-escalation Accelerate INCREASED in solid
Slide 28: Potential milestones for NME pipeline through FY21
We are excited by the potential of our NME pipeline, looking ahead to other potential milestones1 through FY21 FIRST APPROVALS mobocertinib 2L NSCLC exon 20 PIVOTAL STUDY STARTS TAK-788 Approval2 AND FIRST SUBMISSIONS mobocertinib 2L NSCLC exon 20 pevonedistat HR-MDS TAK-788 US NDA submission TAK-92
Slide 29: Questions & Answers
Questions & Answers Teresa Bitetti Costa Saroukos Andy Plump President, Global OBU CFO President of R&D Chris Arendt Kathryn Corzo Dion Warren Jesús Gómez-Navarro, MD Head of Development Head of Oncology Clinical Head of Oncology R&D Oncology Cell Therapies Head of US OBU Research and Development 28
Slide 30: Thank you
THANK YOU © 2019 Takeda Pharmaceutical Company Limited. All rights reserved
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