Update shared on31 Aug 2025
Fair value Increased 1.01%Takeda Pharmaceutical's consensus price target saw a modest increase to ¥5,056, primarily reflecting a slight upward revision in forecasted annual revenue growth.
What's in the News
- Takeda released positive Phase 3 data for oveporexton (TAK-861), an investigational orexin receptor 2 agonist, in narcolepsy type 1; both studies met all endpoints and showed significant improvements in sleepiness and cataplexy frequency versus placebo.
- The company reaffirmed FY2025 guidance: revenue JPY 4,530 billion, operating profit JPY 475 billion, net profit JPY 228 billion, EPS JPY 144.81.
- Takeda reported consolidated impairment losses of JPY 2,357 million for the quarter, down from JPY 26,000 million year-on-year.
- The FDA cleared HyHub and HyHub Duo devices for administration of HYQVIA, improving at-home and clinical subcutaneous immunoglobulin infusion for immunodeficiency and CIDP patients.
- The U.S. Court of Appeals for the Ninth Circuit affirmed national class action certification against Takeda and Eli Lilly over alleged concealment of Actos bladder cancer risks, paving the way for a high-stakes jury trial with potential damages exceeding $7 billion.
Valuation Changes
Summary of Valuation Changes for Takeda Pharmaceutical
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥5006 to ¥5056.
- The Consensus Revenue Growth forecasts for Takeda Pharmaceutical has risen from 1.5% per annum to 1.6% per annum.
- The Net Profit Margin for Takeda Pharmaceutical remained effectively unchanged, moving only marginally from 7.11% to 7.23%.
Disclaimer
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