Takeda Pharmaceutical's analyst price target has been revised downward from ¥5,002.88 to ¥4,949.73, as analysts' slightly reduced revenue growth projections are now balanced by improved profit margin expectations.

What's in the News

• Takeda and Innovent Biologics entered a strategic global partnership to accelerate development of next-generation cancer therapies, including several investigational immuno-oncology and antibody-drug conjugate medicines. (Strategic Alliances)
• The company announced a decision to discontinue its cell therapy research, seeking external partners for these platform technologies and refocusing investment toward transformative programs in small molecules, biologics, and antibody-drug conjugates. (Product-Related Announcements)
• Takeda will become the first biopharmaceutical company to transport products between Europe and the U.S. using VELA's wind-powered sailing cargo vessels, highlighting a strong commitment to climate resilience and sustainability. (Client Announcements)
• The U.S. Food and Drug Administration approved the expanded use of VONVENDI® for routine prophylaxis in adults and for use in pediatric patients with von Willebrand Disease, broadening treatment options for this bleeding disorder. (Product-Related Announcements)
• Julie Kim was appointed by the Board of Directors to succeed Christophe Weber as Takeda's Chief Executive Officer in June 2026. Kim will also serve as interim head of the Global Portfolio Division during the transition. (Executive Changes, CEO)

Valuation Changes

• Consensus Analyst Price Target has decreased modestly from ¥5,002.88 to ¥4,949.73.
• The discount rate remains essentially unchanged at 4.72%.
• Revenue growth projections have fallen slightly, from 1.56% to 1.49%.
• Net profit margin expectations have improved, rising from 7.19% to 7.34%.
• The future P/E ratio estimate has decreased from 25.42x to 24.69x.