Takeda Pharmaceutical Co. Ltd. · TSE:4502
Takeda Pharmaceutical — BofA Securities 2025 Health Care Conference
11 slides from Takeda Pharmaceutical's conference presentation, May 13, 2025
Slide 1: Committed to Growth & Shareholder Returns
Committed to Growth & Shareholder Returns TSE: 4502 BofA Securities 2025 Health Care Conference Milano Furuta, Chief Financial Officer Tuesday, May 13th, 2025
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: FY2024: Topline Growth & Margin Expansion Despite VYVANSE Generic Impact
FY2024: Topline Growth & Margin Expansion Despite VYVANSE Generic Impact, with Accelerated Progress in our Late-Stage Innovative Pipeline Strong Momentum of Driving Efficiencies to Progress in Late-Stage Growth & Launch Products Improve Margins Innovative Pipeline Core Revenue Core Operating Profit
Slide 4: Strong Momentum of Growth & Launch Products +14.7% at CER
Strong Momentum of Growth & Launch Products +14.7% at CER Balanced Portfolio Across 6 Key Business Areas PLASMA-DERIVED GI RARE DISEASES THERAPIES (PDT) ONCOLOGY VACCINES NEUROSCIENCE % of Sales: 30% % of Sales: 16% % of Sales: 23% % of Sales: 12% % of Sales: 1% % of Sales: 12% Growth at CER: +7% Gr
Slide 5: FY2025 Outlook: Final Year of Significant VYVANSE Generic Headwind
FY2025 Outlook: Final Year of Significant VYVANSE Generic Headwind; Preparing for New Product Launches from Late-Stage Pipeline REPORTED CORE CORE CHANGE AT CER JPY USD1 JPY USD1 FY2025 MANAGEMENT GUIDANCE REVENUE 4,530.0B $30.2B 4,530.0B $30.2B Broadly Flat OPERATING PROFIT 475.0B $3.2B 1,140.0B $7
Slide 6: Our Late-stage Pipeline has Significant Revenue Potential
Our Late-stage Pipeline has Significant Revenue Potential Late-Stage Pipeline Peak Revenue Potential of $10 - 20B Oveporexton (TAK-861) Zasocitinib (TAK-279) Rusfertide (TAK-121) Narcolepsy Type 1 Psoriasis & Ulcerative Colitis Polycythemia Vera Psoriatic Arthritis & Crohn’s Disease $2 – 3B $3 – 6B
Slide 7: FY2025 a Pivotal Year as we Prepare for Late-Stage Pipeline Launches
FY2025 a Pivotal Year as we Prepare for Late-Stage Pipeline Launches Rusfertide (TAK-121) Oveporexton (TAK-861) Zasocitinib (TAK-279) Polycythemia Vera Narcolepsy Type 1 Psoriasis Delivering rapid, consistent & sustained On track to be first-in-class orexin Highly selective TYK2 inhibitor with hemat
Slide 8: ASCO Plenary Session: Rusfertide Phase 3 VERIFY Study Met Primary and All Four Key Secondary Endpoints
ASCO Plenary Session: Rusfertide Phase 3 VERIFY Study Met Primary and All Four Key Secondary Endpoints in Phlebotomy-Dependent Patients with Polycythemia Vera (PV) Rusfertide Phase 3 key data Rusfertide addresses key unmet needs in PV Primary Endpoint • Uncontrolled hematocrit (>45%) is associated w
Slide 9: Accelerating the Development of Life Transforming Medicines
Accelerating the Development of Life Transforming Medicines which have the Potential to Generate Significant Value FY25 FY26 FY27 - 29 Psoriasis Psoriasis Head-to-Head vs. deucravacitinib Start Target Filing Psoriatic Arthritis Target Filing zasocitinib (TAK-279) Crohn’s UC Ph2b Readout Ph2b Readout
Slide 10: Foundations in Place to Support New Chapter of Growth for Takeda
Foundations in Place to Support New Chapter of Growth for Takeda Topline Growth Robust Late-stage Operational Commitment to Outlook Pipeline Efficiency Shareholder Returns • Continued momentum of • Accelerating late-stage • Capturing efficiencies across • Strong cashflow outlook Growth & Launch Prod
Slide 11: Takeda Investor Relations
Takeda Investor Relations: takeda.ir.contact@takeda.com © 2025 Takeda Pharmaceutical Company Limited. All rights reserved.
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