Takeda Pharm Stock Price, News & Analysis

Takeda (NYSE:TAK) and Protagonist presented 52-week VERIFY and four-year THRIVE data showing durable hematocrit control with rusfertide in polycythemia vera (PV).

Key results: 61.9% of patients on rusfertide maintained absence of phlebotomy eligibility through Week 52; 77.9% of placebo-to-rusfertide crossovers achieved response at Weeks 40–52; mean hematocrit stayed 43% through Week 52. Long‑term data showed a >13‑fold reduction in annual phlebotomy rate (from 9.2 to 0.7 phlebotomies/year). Rusfertide was generally well tolerated with mostly grade 1–2 events.

Innovent Biologics and Takeda (TAK) closed a global strategic collaboration effective Dec 4, 2025 to jointly develop and commercialize next‑generation IO and ADC therapies.

Key deal terms: $1.2B upfront including a $100M equity investment at HK$112.56/share, plus up to $10.2B in development and sales milestones (total deal value up to $11.4B), and potential royalties outside Greater China. Takeda obtains exclusive rights to IBI343 outside Greater China, co‑development/co‑commercialization and U.S. co‑commercial rights for IBI363, and an option for IBI3001 (Phase 1).

Takeda (NYSE:TAK) reported interim Phase 1b data showing sustained kidney benefits from investigational mezagitamab (TAK-079) in primary IgA nephropathy through Week 96 (18 months after last dose).

Key results: mean eGFR change +2.5 mL/min/1.73m2 (95% CI: −1.8, +7.6; n=12), mean proteinuria reduction 55.2% (95% CI: 30.2, 72.6; n=13), Gd-IgA1 −50.1%, hematuria resolved in 60% of patients, and no serious adverse events or opportunistic infections reported.

Mezagitamab has entered Phase 3 enrollment for IgA nephropathy and immune thrombocytopenia and received EU orphan and FDA Breakthrough Therapy designations in 2025.

Takeda (NYSE:TAK) reported 7-year Phase 3 TIDES data showing its dengue vaccine QDENGA (TAK-003) delivers sustained protection across four serotypes and a favorable safety profile.

Key figures: two-dose efficacy vs virologically confirmed dengue was 61.2% at 4.5 years (95% CI: 56.0–65.8); a booster at 4.5 years raised efficacy to 74.3% after 2 years (95% CI: 66.7–80.1). Hospitalization VE was 84.1% at 4.5 years and 90.6% after booster. No new safety signals observed. QDENGA is authorized in 41 countries, WHO-prequalified, with 18.6 million doses distributed in 11 endemic countries as of September 2025.

Takeda (NYSE:TAK) reported FY2025 first half results for the six months ended Sep 30, 2025, showing mixed performance and an updated full‑year outlook.

Key H1 figures: Revenue ¥2,219.5B (AER -6.9%, CER -3.9%), Reported operating profit ¥253.6B (-27.7% AER), Core operating profit ¥639.2B (-8.8% CER), Net profit ¥112.4B (-40.0%), EPS ¥72 (-39.8%). Cash flow improved: Operating cash flow ¥593.7B (+31.6%) and Adjusted free cash flow ¥525.4B (+112.3%).

Management updated FY2025 guidance to reflect impairment charges related to the gamma delta T‑cell platform and transactional FX; core results are now expected to show a low‑single‑digit % decline. Annual dividend maintained at ¥200.

Takeda (NYSE:TAK) announced that the FDA-approved HyHub and HyHub Duo devices are now available in the U.S. for patients 17 years and older prescribed HYQVIA.

The devices transfer HYQVIA from vials without a needle or pooling bag, reducing preparation steps by up to ~50% for four DVUs (HyHub) and by ~33% for two DVUs (HyHub Duo), while reducing ancillary supplies and offering an optional carrier bag to enable limited mobility during infusion. Devices are provided at no additional cost after training and are intended for use only with HYQVIA.

Takeda (TAK) entered a license and collaboration with Innovent to develop, manufacture and commercialize two late-stage oncology medicines—IBI363 and IBI343—worldwide outside of Greater China, plus an exclusive option to license IBI3001. Takeda will co-develop and co-commercialize IBI363 with a 60/40 Takeda/Innovent cost and U.S. profit split, lead U.S. co-commercialization, and hold exclusive rights outside the U.S. and Greater China. Takeda will develop, manufacture and commercialize IBI343 outside Greater China. Innovent will receive US$1.2 billion upfront (including a US$100 million Takeda equity investment); additional milestones, royalties and option fees may apply. A global Phase 3 for IBI363 in second-line sqNSCLC is expected to begin in the coming months.

Innovent Biologics and Takeda (NYSE:TAK) announced a global strategic collaboration on Oct 21, 2025 to co-develop and commercialize Innovent's next‑gen IO and ADC assets.

Key terms: US$1.2 billion upfront (including a US$100 million equity investment at HK$112.56/share), potential milestones up to US$10.2 billion for a total deal value up to US$11.4 billion, and tiered royalties. IBI363 (PD‑1/IL‑2α) will be co‑developed globally with a 40/60 Innovent/Takeda cost share and U.S. profit/loss split, IBI343 (CLDN18.2 ADC) licensed outside Greater China, and Takeda holds an option on IBI3001 (EGFR/B7H3 ADC).

Takeda (NYSE:TAK) has announced a significant expansion of its Global Corporate Social Responsibility (CSR) Program, committing JPY 4.6 billion (USD 32.1 million) to four new partnerships focused on building climate-resilient health systems. The initiative, voted on by over 20,000 Takeda employees across 80 countries, will support International Medical Corps, Society of Critical Care Medicine, UNOPS Bangladesh, and Vitamin Angels.

The program expects to reach 53.7 million people across 94 countries by 2030, with total contributions reaching JPY 33.4 billion (USD 238.7 million). Since 2016, the program has already benefited 21.1 million people, including improving healthcare for 15.3 million individuals and providing health education to 5.5 million community members.