Takeda Pharmaceutical Co. Ltd. · TSE:4502
Takeda Pharmaceutical — 41st Annual J.P. Morgan Healthcare Conference (January 2023)
21 slides from Takeda Pharmaceutical's conference presentation, Jan 9, 2023
Slide 1: Committed to Long-term Growth & Shareholder Returns
Committed to Long-term Growth & Shareholder Returns 41st Annual J.P. Morgan Healthcare Conference Christophe Weber President & CEO January 9th, 2023
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: Better Health for People, Brighter Future for the World
Better Health for People, Brighter Future for the World Our vision is to discover and deliver life-transforming treatments, guided by our commitment to: We are guided by our values of Takeda-ism which incorporate Integrity, Fairness, Honesty, and PATIENT PEOPLE PLANET Perseverance, with Integrity at
Slide 4: Growth & Launch Products Driving Topline & Profit Growth
Growth & Launch Products Driving Topline & Profit Growth Strong FY2022 H1 Performance On Track to Full-year FY2022 Guidance Core Revenue Core EPS Revenue Core EPS +5.5% +15.8% JPY 3,930B 525 yen at CER1,2 at CER1,2 (USD $29.7B) 3 (USD $3.97) 3 Growth & Launch Core Operating FY2022 MANAGEMENT GUIDANC
Slide 5: Growth & Launch Products Revenue Grew +19% at CER in FY22 H1
Growth & Launch Products Revenue Grew +19% at CER in FY22 H1 PLASMA-DERIVED OTHER GI RARE DISEASES THERAPIES (PDT) ONCOLOGY NEUROSCIENCE IMMUNOLOGY IMMUNOGLOBULIN +17% +31% +17% +41% (JP) GROWTH & LAUNCH ALBUMIN PRODUCTS Nuvaxovid® (JP) +33% New Launch +8% New Launch Total FY2022 H1 Revenue 759.8B (
Slide 6: Peak Sales Estimate Raised to USD $7.5-9.0B
Peak Sales Estimate Raised to USD $7.5-9.0B Outstanding Growth Momentum Raised Peak Sales Reflect Growth Opportunity • Gut-selective alpha4beta7 integrin antagonist • Revised assumption on biosimilar entry timing • #1 prescribed biologic in IBD bio-naïve patients in the U.S. 1 • High unmet patient n
Slide 7: PDT Portfolio Revenue Growth of +10-20% at CER Expected in FY22
PDT Portfolio Revenue Growth of +10-20% at CER Expected in FY22 Driven by Strong Demand and Stable Supply • Fastest and strongest post-pandemic recovery of donation volumes in the industry CAPACITY EXPANSION • On track to increase plasma supply and manufacturing capacity >65% by end FY20231 • Dedica
Slide 8: Strong Pipeline Progression Since FY22 Q2
Strong Pipeline Progression Since FY22 Q2 ASSET MILESTONE NEXT STEPS Approved in EU and Indonesia, and positive QDENGA Launch in Indonesia, Europe VACCINES CHMP opinion for dengue-endemic countries TAK-003 Seek additional approvals: US and endemic countries that participated in EMA EU-M4all procedur
Slide 9: Approved in Indonesia & EU for Prevention of Dengue Disease
Approved in Indonesia & EU for Prevention of Dengue Disease Against All Serotypes, Regardless of Prior Dengue Exposure Significant prevention of hospitalizations, an important Two approvals in 2022 and continuing regulatory progress factor for dengue fever management1 around the world • Pivotal stud
Slide 10: Takeda to Acquire Late-Stage Oral Allosteric TYK2 Inhibitor NDI-034858 from Nimbus
Takeda to Acquire Late-Stage, Potential Best-in-Class, Oral Allosteric TYK2 Inhibitor NDI-034858 from Nimbus Therapeutics1 High Selectivity Allows for Greater Inhibition of TYK2 Potential for Best-in-Class Profile • NDI-034858 is a novel, investigational, oral, allosteric • Potential to demonstrate
Slide 11: Committed to Long-term Growth & Shareholder Returns
Committed to Long-term Growth & Shareholder Returns Near-term Medium-term Long-term (FY2022-2023) (FY2024 - early 2030s) (FY2030s and beyond) • Growth & Launch Products • Continued expansion of • Additional contribution from expected to mitigate near- Growth & Launch Products clinical pipeline of ~4
Slide 12: Q&A
Q&A CH R IST OPH E WEB ER AN DY PL UM P COST A SAR OUKOS JUL IE KIM T ER ESA B IT ET T I Representative Director; Director; President, Director; President, President, Global President & CEO Research & Development Chief Financial Officer US Business Unit Oncology Business Unit
Slide 13: Appendix
APPENDIX
Slide 14: Any biosimilar that seeks to launch prior to 2032 would need to address potential infringement
Any biosimilar that seeks to launch prior to 2032 would need to address potential infringement and/or the validity of all relevant patents • Takeda has granted patents that cover various aspects of Entyvio, including formulation, dosing regimens and process for manufacturing. These patents are expec
Slide 15: Definition of Core Financial Measures and Constant Exchange Rate change
Definition of Core Financial Measures and Constant Exchange Rate change Core Revenue represents revenue adjusted to exclude significant items unrelated to Takeda’s core operations. Core Operating Profit represents net profit adjusted to exclude income tax expenses, the share of profit or loss of inv
Slide 16: FY2022 H1 Reported Results with Actual and CER % Change
FY2022 H1 Reported Results with Actual and CER % Change *1 Please refer to page 15 definition of Core Financial Measures and Constant Exchange Rate change for the definition. Note: % change versus prior year is presented as positive when favorable to profits, and negative when unfavorable to profits
Slide 17: FY2022 H1 Core Results with Actual and CER % Change
FY2022 H1 Core Results with Actual and CER % Change *1 Please refer to page 15 definition of Core Financial Measures and Constant Exchange Rate change for the definition. Note: % change versus prior year is presented as positive when favorable to profits, and negative when unfavorable to profits. 17
Slide 18: FY2022 H1 Reconciliation from Reported to Core
FY2022 H1 Reconciliation from Reported to Core 18
Slide 19: FY2021 H1 Reconciliation from Reported to Core
FY2021 H1 Reconciliation from Reported to Core *1 Tax charges of 63.7 billion JPY arising from the tax assessment involving Irish taxation of the break fee Shire received from AbbVie in connection with the terminated offer to acquire Shire made by AbbVie in 2014, net of 0.5 billion JPY of associated
Slide 20: Glossary of Abbreviations
GLOSSARY OF ABBREVIATIONS Regional Abbreviations: DS Dravet syndrome LCM lifecycle management PK pharmacokinetics CN: China; EU: Europe; JP: Japan; US: United States of America DU duodenal ulcer LGS Lennox-Gastaut syndrome Japan’s Pharmaceuticals and Medical Devices PMDA Agency AATD-LD α1-antitrypsi
Slide 21: © 2023 Takeda Pharmaceutical Company Limited. All rights reserved.
© 2023 Takeda Pharmaceutical Company Limited. All rights reserved.
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