Takeda Pharmaceutical Co. Ltd. · TSE:4502
Takeda Pharmaceutical — Investor Day (September 2018)
16 slides from Takeda Pharmaceutical's investor day presentation, September 2018
Slide 1: Takeda Neuroscience
TAKEDA NEUROSCIENCE BRINGING INNOVATIVE MEDICINES TO PATIENTS FOR WHOM THERE ARE NO TREATMENTS AVAILABLE EMILIANGELO RATTI, PHD Head, Neuroscience Therapeutic Area
Slide 2: We have taken on the challenge to alleviate the immense patient need in neuroscience
WE HAVE TAKEN ON THE CHALLENGE TO ALLEVIATE THE IMMENSE PATIENT NEED IN NEUROSCIENCE MISSION FOCUS To bring innovative medicines to patients • Treatment Resistant Depression • Alzheimer’s Disease suffering from neurologic and psychiatric • Schizophrenia Negative Symptoms & CIAS • Parkinson’s Disease
Slide 3: We have executed on the roadmap described in 2016
WE HAVE EXECUTED ON THE ROADMAP DESCRIBED IN 2016 FROM 2016 R&D DAY KEY COMPONENTS OF ROADMAP • Differentiate TRINTELLIX • Advance early pipeline towards POC • Further expand in neurology and rare CNS diseases through partnerships 3
Slide 4: Building an innovative pipeline enhanced with external partnerships
BUILDING AN INNOVATIVE PIPELINE ENHANCED WITH EXTERNAL PARTNERSHIPS Discovery/Preclinical1 Phase 1* Phase 2 Phase 3 Approved** TRINTELLIX TAK-653 Processing Speed sNDA AMPA PAM Depression Treatment Resistant Depression Approved 2018 TESD sNDA (US) Submitted Small Molecule MDD (JP) Submitted TAK-041
Slide 5: We have built our portfolio through three main levers
WE HAVE BUILT OUR PORTFOLIO THROUGH THREE MAIN LEVERS EXECUTED ON OPPORTUNITIES ADVANCED EARLY STAGE PIPELINE EXPANDED IN NEURODEGENERATION AND WITH LATE-STAGE ASSETS TOWARDS POC RARE DISEASE WITH WORLD CLASS PARTNERS • Successful differentiation of TRINTELLIX • TAK-925 Narcolepsy • Denali Therapeut
Slide 6: TRINTELLIX shows benefits in processing speed and treatment emergent sexual dysfunction in MDD
TRINTELLIX SHOWS BENEFITS IN PROCESSING SPEED, AN IMPORTANT ASPECT OF COGNITION, AND TREATMENT EMERGENT SEXUAL DYSFUNCTION FOR PATIENTS WITH MDD COGNITIVE FUNCTION (PROCESSING SPEED) TREATMENT EMERGENT SEXUAL DYSFUNCTION Digit Symbol Substitution Test (DSST) after 8 weeks of Changes in Sexual Functi
Slide 7: We have built our portfolio through three main levers
WE HAVE BUILT OUR PORTFOLIO THROUGH THREE MAIN LEVERS EXECUTED ON OPPORTUNITIES ADVANCED EARLY STAGE PIPELINE EXPANDED IN NEURODEGENERATION AND WITH LATE-STAGE ASSETS TOWARDS POC RARE DISEASE WITH WORLD CLASS PARTNERS • Successful differentiation of TRINTELLIX • TAK-925 Narcolepsy • Denali Therapeut
Slide 8: Despite current treatments, patients with narcolepsy type 1 suffer from debilitating symptoms
DESPITE CURRENT TREATMENTS, PATIENTS WITH NARCOLEPSY TYPE 1 (NT1) SUFFER FROM A RANGE OF DEBILITATING SYMPTOMS NARCOLEPSY TYPE 1 “We take our current • Affects ~100K patients in US (~400K in G-7), with typical meds to survive. disease onset from 7-25 years old1 • Symptoms characterized by: We want n
Slide 9: Narcolepsy type 1 is caused by loss of orexin producing neurons
NARCOLEPSY TYPE 1 IS CAUSED BY LOSS OF OREXIN PRODUCING NEURONS OREXIN mRNA LABELLING OF POSTMORTEM HYPOTHALAMIC SECTIONS1 LEADING Healthy Control Narcolepsy Type 1 patient RESEARCH TO SUPPORT THE OREXIN HYPOTHESIS An orexin 2 receptor agonist may mimic the • Orexin mRNA transcripts are detected in
Slide 10: TAK-925 is a selective OX2R agonist showing reduction in narcolepsy-like symptoms in a mouse model
TAK-925 IS A SELECTIVE OX2R AGONIST SHOWING REDUCTION IN NARCOLEPSY-LIKE SYMPTOMS IN A MOUSE MODEL TAK-925 FULLY RESTORED TAK-925 ELIMINATED SLEEP / TAK-925 ABOLISHED WAKEFULNESS WAKE TRANSITIONS CATAPLEXY-LIKE EPISODES Wakefulness time of NT1 mouse model Hypnogram of sleep/wake transitions Cataplex
Slide 11: We have built our portfolio through three main levers
WE HAVE BUILT OUR PORTFOLIO THROUGH THREE MAIN LEVERS EXECUTED ON OPPORTUNITIES ADVANCED EARLY STAGE PIPELINE EXPANDED IN NEURODEGENERATION AND WITH LATE-STAGE ASSETS TOWARDS POC RARE DISEASE WITH WORLD CLASS PARTNERS • Successful differentiation of TRINTELLIX • TAK-925 Narcolepsy • Denali Therapeut
Slide 12: Many neurodegenerative diseases can be addressed with alternative modalities
MANY NEURODEGENERATIVE DISEASES CAN BE ADDRESSED WITH ALTERNATIVE MODALITIES TARGETED TO PATHOGENIC PROTEINS Antisense oligonucleotides can reduce Monoclonal antibodies can clear ASOs and mAbs could be combined intracellular expression of toxic proteins pathogenic extracellular proteins for greater
Slide 13: Partnership with Denali has reinforced our Alzheimer's disease portfolio
PARTNERSHIP WITH DENALI HAS REINFORCED OUR ALZHEIMER’S DISEASE PORTFOLIO WITH HIGHLY BRAIN PENETRANT MONOCLONAL ANTIBODIES Antibody Transport Vehicles (ATVs) enable up to > 20X higher brain penetration of monoclonal antibodies than the same antibody without ATV1 Collaboration agreement to co- develo
Slide 14: Partnership with Wave Life Sciences enables targeted therapies to rare CNS diseases
PARTNERSHIP WITH WAVE LIFE SCIENCES ENABLES TARGETED THERAPIES TO RARE CNS DISEASES WITH STEREOPURE ANTISENSE OLIGONUCLEOTIDES SYNTHESIS OF STEREOPURE OLIGONUCLEOTIDES: STEREOPURE APPROACH ENABLES ALLELE-SPECIFIC A SIGNIFICANT IMPROVEMENT IN THE FIELD TARGETING OF DISEASE GENES Racemic mixture up to
Slide 15: Expected key neuroscience portfolio inflections and milestones
EXPECTED KEY NEUROSCIENCE PORTFOLIO INFLECTIONS AND MILESTONES Dates in fiscal year (FY) starting April 1st TRINTELLIX PDUFA Treatment Emergent Sexual TAK-831 Friedreich’s TAK-925 preliminary NT1 Dysfunction sNDA Ataxia Phase II efficacy data TAK-831 Schizophrenia Phase II 2H FY 2018 1H FY 2019 2H F
Slide 16: Conclusion
CONCLUSION 1 Successful differentiation of 2 Progressed TAK-925, the first OX2R agonist, as 3 Expanded in neurodegeneration and TRINTELLIX in potential transformative CNS rare disease with processing speed, an therapy for Narcolepsy world-class partners important aspect of Type 1 (exemplified by Wav
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