Takeda Pharmaceutical Co. Ltd. · TSE:4502
Takeda Pharmaceutical — 44th Annual J.P. Morgan Healthcare Conference (January 2026)
17 slides from Takeda Pharmaceutical's conference presentation, Jan 12, 2026
Slide 1: Takeda Pharmaceutical Company - 44th Annual J.P. Morgan Healthcare Conference
TSE: 4502 Takeda Pharmaceutical Company 44th Annual J.P. Morgan Healthcare Conference Christophe Weber President & CEO January 12th, 2026
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 Perseverance, with Integrity at the core. PATIENT PEO
Slide 4: A Global, Innovation-Driven Biopharmaceutical Company
A Global, Innovation-Driven Biopharmaceutical Company FY2024 REVENUE GLOBAL HEADQUARTERS TOKYO, JAPAN GLOBAL HUB CAMBRIDGE, MA, USA 6 KEY BUSINESS AREAS GI 23% EUROPE & CANADA RARE DISEASES PLASMA-DERIVED THERAPIES 4% CHINA ¥4.6T 1 52% U.S. ONCOLOGY ~$30.6B 80 12% PRESENC E IN APPROX VACCINES COUNTR
Slide 5: We are at a Pivotal Moment in Takeda's Growth Outlook
We are at a Pivotal Moment in Takeda’s Growth Outlook FY2021-2025 FY2026-2030+ • Managed through period of substantial • Launching up to 8 new medicines from generic exposure supported by momentum transformative late-stage pipeline, of Growth & Launch Products each with multi-billion USD sales poten
Slide 6: Transformative Late-Stage Pipeline of Highly Innovative Programs
Transformative Late-Stage Pipeline of 8 Highly Innovative Programs Oveporexton Rusfertide Zasocitinib Mezagitamab (TAK-861) (TAK-121) (TAK-279) (TAK-079) Orexin 2 receptor agonist Hepcidin mimetic TYK2 inhibitor CD38 antibody Narcolepsy Type 1 Polycythemia Vera Psoriasis IgA Nephropathy Psoriatic Ar
Slide 7: Poised to Launch 3 Transformative Medicines in the Next 18 Months
Poised to Launch 3 Transformative Medicines in the Next 18 Months Setting Takeda on a New Growth Trajectory Oveporexton Rusfertide Zasocitinib Narcolepsy Type 1 Polycythemia Vera Psoriasis First orexin agonist to NDA submission Hepcidin mimetic delivering Highly selective TYK2 inhibitor with with co
Slide 8: Oveporexton Ph3 Results: 2/2mg Dose Normalized Daytime & Nighttime Symptoms in NT1 Patients
Oveporexton Ph3 Results: 2/2mg Dose Normalized Daytime & Nighttime Symptoms in Significant Majority of NT1 Patients Results of Phase 3 for Narcolepsy Type 1 (NT1) patients treated with 2/2mg Oveporexton over 12 weeks1 63% patients in normative range for MWT Generally well tolerated ~85% patients in
Slide 9: Oveporexton is the First Orexin Agonist to NDA Submission
Oveporexton is the First Orexin Agonist to NDA Submission Primed to Trigger a Paradigm Shift in the Treatment of NT1 ~95-120k ~50% ~75% Oveporexton could rapidly Prevalent U.S. Diagnosis rate Treatment rate capture significant NT1 patients1 Potential for significant Potential for further patient sha
Slide 10: Poised to Launch 3 Transformative Medicines in the Next 18 Months
Poised to Launch 3 Transformative Medicines in the Next 18 Months Setting Takeda on a New Growth Trajectory Oveporexton Rusfertide Zasocitinib Narcolepsy Type 1 Polycythemia Vera Psoriasis First orexin agonist to NDA submission Hepcidin mimetic delivering Highly selective TYK2 inhibitor with with co
Slide 11: Rusfertide Ph3 Results: Durable & Sustained Hematocrit Control and Reduction in Phlebotomy Eligibility
Rusfertide Ph3 Results: Durable & Sustained Hematocrit Control and Reduction in Phlebotomy Eligibility Addressing Major Unmet Need in PV Sustained Hematocrit (HCT) Control Over 52 Weeks; Significant & Durable Reduction in Phlebotomy (PHL) Eligibility; Rapid HCT Reduction in Cross-Over Patients from
Slide 12: Rusfertide is Set to Revolutionize Outcomes at Each Step in Polycythemia Vera Treatment
Rusfertide is Set to Revolutionize Outcomes at Each Step in the Treatment Landscape of Polycythemia Vera Patients are often on polytherapy, many are uncontrolled and will cycle through various treatments; Significant unmet needs currently exist in adequately managing disease ~155k diagnosed ~41K And
Slide 13: Poised to Launch 3 Transformative Medicines in the Next 18 Months
Poised to Launch 3 Transformative Medicines in the Next 18 Months Setting Takeda on a New Growth Trajectory Oveporexton Rusfertide Zasocitinib Narcolepsy Type 1 Polycythemia Vera Psoriasis First orexin agonist to NDA submission Hepcidin mimetic delivering Highly selective TYK2 inhibitor with with co
Slide 14: Zasocitinib Ph3 Results: Compelling Profile to Treat Psoriasis With a Once-Daily Oral Therapy
Zasocitinib Ph3 Results: Compelling Profile to Treat Psoriasis With a Once-Daily Oral Therapy Met All Primary and Secondary Endpoints Zasocitinib has exquisite selectivity for TYK21 Phase 3 in Plaque Psoriasis (30mg QD) a key mediator of IL-23 and other pathways • Met co-primary endpoints of sPGA 0/
Slide 15: Zasocitinib is Positioned to Transform and Expand the Advanced Oral Therapy Market
Zasocitinib is Positioned to Transform and Expand the Advanced Oral Therapy Market in Psoriatic Disease ~2.2M ~39% ~16% Zasocitinib Diagnosed PsO & Treated with On oral therapy could become PsA patients in U.S. advanced therapy a foundational Expected to double to 1L advanced Expected to reach Expec
Slide 16: Poised to Launch 3 Transformative Medicines in the Next 18 Months
Poised to Launch 3 Transformative Medicines in the Next 18 Months Setting Takeda on a New Growth Trajectory Oveporexton Rusfertide Zasocitinib Narcolepsy Type 1 Polycythemia Vera Psoriasis First orexin agonist to NDA submission Hepcidin mimetic delivering Highly selective TYK2 inhibitor with with co
Slide 17: Takeda Investor Relations
Takeda Investor Relations: takeda.ir.contact@takeda.com © 2026 Takeda Pharmaceutical Company Limited. All rights reserved.
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