Takeda Pharmaceutical Ltd ADR (TAK)

$14.24 +0.15 (1.06%)
Market Cap 44.83B
Revenue (ttm) 30.24B
Net Income (ttm) 712.32M
EPS (ttm) N/A
PE Ratio 9.10
Forward PE 8.92
Profit Margin 2.36%
Debt to Equity Ratio 0.65
Volume 4,223,700
Avg Vol 2,981,892
Day's Range N/A - N/A
Shares Out 3.18B
Stochastic %K 92%
Beta 0.16
Analysts Sell
Price Target $18.10

Company Profile

Takeda Pharmaceutical Company Limited engages in the research, development, manufacture, marketing, and out-licensing of pharmaceutical products in Japan and internationally. It offers pharmaceutical products in the areas of gastroenterology, rare diseases, plasma derived therapies, immunology, oncology, and neuroscience. The company provides its products under the Entyvio, Gattex/Revestive, Takecab/Vocinti, EOHILIA, Alofisel, Dexilant, Pantoloc/Controloc, Adynovate/Adynovi, Feiba, Recombinate,...

Industry: Drug Manufacturers - Specialty & Generic
Sector: Healthcare
Phone: 81 3 3278-2111
Fax: 81 3 3278-2000
Address:
1-1, Nihonbashi-Honcho 2-chome, Chuo-ku, Tokyo, Japan
Quantumup
Quantumup Nov. 12 at 5:58 PM
TD Cowen $ALKS reiterated Buy; $40 PT $CNTA $TAK $ADVL Here's what TD Cowen had to say in its note:
0 · Reply
Quantumup
Quantumup Nov. 12 at 4:01 PM
Stifel reiterated $ALKS Buy/$42 $CNTA $TAK $AVDL Stifel said: ALKS disclosed this morning that alixorexton met the study's dual primary endpoints on MWT and ESS, with the 18mg dose hitting stat-sig on both, while the 14mg dose only hit on MWT. The p-values were close though, and on MWT specifically, the effect-sizes were lower than what some on the Street were expecting (~7pt PBO-adjusted from baseline in high-dose). ALKS attributed the results specifically on MWT -- which showed a lack of clear dose-response and ceiling effect on efficacy -- to more variable response at later intra-day assessments (6, 8hrs) and greater patient heterogeneity in NT2. As such, ALKS will be exploring BID and higher doses in the ph3, the latter being supported by a favorable disclosure on safety. As we see it, this still looks like a viable commercial product in NT2 where the bar is lower than much of the Street realizes-a 95% roll-over into the OLE corroborates this view.
0 · Reply
Quantumup
Quantumup Nov. 12 at 3:18 PM
Truist reiterated $ALKS Buy-$50, and said 'We Are Buyers of Today's Weakness,' after ALKS reported the much anticipated Vibrance-2 topline evaluating alixorexton in NT-2. $CNTA $TAK $AVDL Truist in its note said:
0 · Reply
Quantumup
Quantumup Nov. 11 at 12:31 PM
Truist🏁 $ALKS Buy/$50 $TAK $AVDL $CNTA Truist in its initiation report said: ALKS is a profitable biopharma with base business+cash worth ~$29/sh setting a high floor heading into Ph2 Vibrance-2 data in narcolepsy type 2 (NT2). Positive Vibrance-1 in NT1 reported in Sept de-risks imminent NT2 readout. NT1 alone is worth $8/sh in our SOTP valuation. NT2 and IH contribute $8/sh and $5/sh, respectively. ALKS is doubling down in sleep space with the acquisition of Avadel, a strategic move that gives ALKS first-mover advantage over Takeda. Current leading narcolepsy drugs are only at ~10% penetration generating ~$3B in sales. Orexin agonists, including ALKS' alixorexton, are poised to become 1st line therapies and expand mkt. Initiate BUY & $50 PT.
0 · Reply
Quantumup
Quantumup Nov. 7 at 11:47 AM
Clear Street⬆️ $PTGX to $91/reitd Buy $TAK $JNJ $ABBV $ABVX Clear Street said: Model Update - we're increasing our PT to $91 from $74. Our revised model increases peak penetration for rusfertide in polycythemia vera (PV) to 25% (from 20%), driven by the drug's convenient self-administration (and auto-injector) potential, which could significantly enhance patient adherence and uptake. We're also increasing our POS for the Crohn's disease market model to 75% from 50%, despite not yet seeing any data for this indication. This adjustment is based on precedent: although Crohn's remains a more challenging target, drugs that succeed in UC frequently demonstrate efficacy in Crohn's, whereas failure in UC seldom justifies continued Crohn's development. Notably, industry leaders in IL-23 inhibition-STELARA (ustekinumab) and SKYRIZI-achieved their best clinical outcomes in Crohn's after initially establishing evidence in UC, with early Crohn's decisions made before patient-level data were available.
0 · Reply
Quantumup
Quantumup Nov. 5 at 2:09 PM
Truist reiterated $CNTA Buy-$30, and said, CNTA shared the highly anticipated preliminary Ph 2a data with ORX750 in narcolepsy type 1 & 2 (NT1/NT2) and idiopathic hypersomnia (IH) this morning. $ALKS $TAK $AXSM Truist added, The results were disclosed in their 3Q25 earnings press release, and we connected with the company for additional clarity. Bottom-line: While the lack of detailed metrics limits direct comparisons to other OX2R agonist programs (Alkermes [ALKS, NR] and Takeda [TAK, NR]), the data appear to support the thesis that ORX750 could offer a best-in-class profile. Importantly, the results are validating of the approach in NT2 and IH. Based on these encouraging results, CNTA plans to initiate pivotal studies in 1Q26.
0 · Reply
Quantumup
Quantumup Nov. 5 at 2:02 PM
Stifel reiterated $ALKS Buy/$42: $CNTA $TAK We expect ALKS shares to trade higher today on some relief that the initial clinical disclosure from CNTA's orexin program does not look superior to what we've seen from ALKS2680. The fear/overhang on ALKS was that CNTA could have a much superior profile (we always viewed this as theoretical); that said, the NT1 efficacy disclosure (while it lacks some granularity) does not point to better efficacy. Conversely, CNTA also showed some positive data in NT2/IH -- which we see as validating for the class -- but again the effect is not out of this world, and for ALKS it lays out what we see as a realistic bar. Ultimately, we think orexins could be a significant blockbuster class and there is room for many players-ALKS, CNTA (Not covered) and Takeda (Not covered) included. But again, the important context here is that for ALKS, there were concerns that CNTA could be clearly superior, which we don't see.
0 · Reply
biotech
biotech Nov. 3 at 4:01 PM
$SGMO $TAK Huntinghton´s should go live now finaly re $QURE setback re STAC-BBB delivery
1 · Reply
Quantumup
Quantumup Oct. 31 at 1:02 PM
Clear Street y'day (MoC)🏁 $KRRO Buy-$93 $ARWR $TAK $WVE $MREO AZN SNY BEAM VRTX CRSP Clear Street said in its initiation report:
0 · Reply
SparkyReturns
SparkyReturns Oct. 29 at 4:28 PM
$ZTS Check out an investing idea: ICU. What if you could buy at a $ 20M Market Cap a company with a TAM in the billions (5-20B), with final study results within 9 months? And, that same medical device already has Humanitarian Device approval for use with children and is being rolled out to the top pediatric hospitals in the country such as Cincinnati, Texas, UM CS Mott, CHOP Philly. Prestigious hospitals such as Mayo Clinic, Stanford, Cleveland Clinic are participating in adult study. Plus, the device has 6 Breakthrough Device Designations, and has been shown to reduce mortality by 50% and dialysis dependency by almost 100% in patients with AKI and sepsis. Has obtained multiple grants from FDA and Dept of Defense. Stock was knocked down recently when DSMB wanted to increase size of study from 200 to 339. That caught retail off guard and now the stock is a screaming bargain. Zero debt. Pediatric revenue ramping. Ample cash runway to profit. $TAK $BAYRY $SDZXF $TEVA
0 · Reply
Latest News on TAK
Takeda Presents New Data Showing Mezagitamab (TAK-079) Sustained Effect on Kidney Function 18 Months After Treatment in Primary IgA Nephropathy

Nov 7, 2025, 11:00 AM EST - 6 days ago

Takeda Presents New Data Showing Mezagitamab (TAK-079) Sustained Effect on Kidney Function 18 Months After Treatment in Primary IgA Nephropathy

New Phase 3 Data Show Takeda's Dengue Vaccine Delivers 7 Years of Sustained Protection Against Infection and Hospitalization

Nov 3, 2025, 7:00 AM EST - 11 days ago

New Phase 3 Data Show Takeda's Dengue Vaccine Delivers 7 Years of Sustained Protection Against Infection and Hospitalization

Takeda Pharmaceutical Company Limited (TAK) Q2 2026 Earnings Call Transcript

Oct 30, 2025, 4:16 PM EDT - 14 days ago

Takeda Pharmaceutical Company Limited (TAK) Q2 2026 Earnings Call Transcript

Takeda Lowers 2025 Outlook After Weak Q2 And Pipeline Impairment Charges

Oct 30, 2025, 9:13 AM EDT - 15 days ago

Takeda Lowers 2025 Outlook After Weak Q2 And Pipeline Impairment Charges

Takeda Reports First Half FY2025 Results, with Business Fundamentals Tracking as Planned. Updates Full Year Outlook to Reflect FX Impact and Pipeline Impairment.

Oct 30, 2025, 3:04 AM EDT - 15 days ago

Takeda Reports First Half FY2025 Results, with Business Fundamentals Tracking as Planned. Updates Full Year Outlook to Reflect FX Impact and Pipeline Impairment.

Takeda Pharmaceutical Company Limited (TAK) Discusses Global Strategic Collaboration for Next-Generation Oncology Assets and ADC Molecules Transcript

Oct 22, 2025, 1:33 PM EDT - 22 days ago

Takeda Pharmaceutical Company Limited (TAK) Discusses Global Strategic Collaboration for Next-Generation Oncology Assets and ADC Molecules Transcript

China's Innovent Strikes Cancer Drug Deal With Takeda for Up to $11.4 Billion

Oct 22, 2025, 12:43 AM EDT - 23 days ago

China's Innovent Strikes Cancer Drug Deal With Takeda for Up to $11.4 Billion

China's Innovent signs $11.4 billion cancer therapy deal with Japan's Takeda

Oct 21, 2025, 8:39 PM EDT - 23 days ago

China's Innovent signs $11.4 billion cancer therapy deal with Japan's Takeda

Innovent Biologics Announces Global Strategic Partnership with Takeda to Bring Innovent's Next Gen IO Backbone Therapy and ADC Molecules to the Global Market

Oct 21, 2025, 8:25 PM EDT - 23 days ago

Innovent Biologics Announces Global Strategic Partnership with Takeda to Bring Innovent's Next Gen IO Backbone Therapy and ADC Molecules to the Global Market

Takeda Enters Global Strategic Partnership with Innovent Biologics to Bolster Oncology Pipeline with Next-Generation Investigational Medicines for Treatment of Solid Tumors

Oct 21, 2025, 8:25 PM EDT - 23 days ago

Takeda Enters Global Strategic Partnership with Innovent Biologics to Bolster Oncology Pipeline with Next-Generation Investigational Medicines for Treatment of Solid Tumors

US biotech Nabla Bio, Japan's Takeda expand AI drug design partnership

Oct 14, 2025, 5:03 AM EDT - 4 weeks ago

US biotech Nabla Bio, Japan's Takeda expand AI drug design partnership

Nabla Bio Signs Second Takeda Collaboration to Advance AI-Driven Design of Protein Therapeutics

Oct 14, 2025, 5:00 AM EDT - 4 weeks ago

Nabla Bio Signs Second Takeda Collaboration to Advance AI-Driven Design of Protein Therapeutics

Takeda Pharmaceutical to exit cell therapy research

Oct 1, 2025, 9:41 AM EDT - 6 weeks ago

Takeda Pharmaceutical to exit cell therapy research

Bristol Myers, Takeda to pool data for AI-based drug discovery

Oct 1, 2025, 5:31 AM EDT - 6 weeks ago

Bristol Myers, Takeda to pool data for AI-based drug discovery

BMY

Shares of Asian drugmakers drop after Trump threatens tariffs

Sep 25, 2025, 10:52 PM EDT - 7 weeks ago

Shares of Asian drugmakers drop after Trump threatens tariffs

Takeda: Excellent Pipeline Kaizen - 6 Drugs, $20 Billion Annually

Sep 24, 2025, 5:40 PM EDT - 7 weeks ago

Takeda: Excellent Pipeline Kaizen - 6 Drugs, $20 Billion Annually

20,000 + Takeda Employees Voted to Select Four New Global Corporate Social Responsibility Collaborations to Advance Climate-Resilient Health Systems in 94 Countries

Sep 23, 2025, 6:04 PM EDT - 7 weeks ago

20,000 + Takeda Employees Voted to Select Four New Global Corporate Social Responsibility Collaborations to Advance Climate-Resilient Health Systems in 94 Countries

Takeda and VELA to Ship Medicines Across the Atlantic Using First-of-its-Kind Wind-Powered Trimaran

Sep 16, 2025, 8:00 AM EDT - 2 months ago

Takeda and VELA to Ship Medicines Across the Atlantic Using First-of-its-Kind Wind-Powered Trimaran

Takeda Appoints Rhonda Pacheco President of the U.S. Business Unit

Sep 11, 2025, 8:45 AM EDT - 2 months ago

Takeda Appoints Rhonda Pacheco President of the U.S. Business Unit

Takeda Pharmaceutical Company Limited (TAK) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference Transcript

Sep 9, 2025, 3:42 AM EDT - 2 months ago

Takeda Pharmaceutical Company Limited (TAK) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference Transcript

Takeda Pharmaceutical Company Limited (TAK) Oveporexton (TAK-861) Investor Call On Phase 3 Narcolepsy Type 1 Data Presented At World Sleep 2025 (Transcript)

Sep 8, 2025, 4:51 PM EDT - 2 months ago

Takeda Pharmaceutical Company Limited (TAK) Oveporexton (TAK-861) Investor Call On Phase 3 Narcolepsy Type 1 Data Presented At World Sleep 2025 (Transcript)

Takeda Presents Orexin Data from Landmark Oveporexton (TAK-861) Phase 3 Program in Narcolepsy Type 1 at World Sleep 2025

Sep 8, 2025, 3:00 AM EDT - 2 months ago

Takeda Presents Orexin Data from Landmark Oveporexton (TAK-861) Phase 3 Program in Narcolepsy Type 1 at World Sleep 2025

U.S. FDA Approves Expanded Indication for VONVENDI® [von Willebrand factor (Recombinant)] for Adults and Children with Von Willebrand Disease

Sep 5, 2025, 8:45 PM EDT - 2 months ago

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What's Going On With Takeda Stock On Friday?

Aug 22, 2025, 11:21 AM EDT - 3 months ago

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Japan's Takeda weighs India for global trials to speed up drug launches

Aug 21, 2025, 1:51 AM EDT - 3 months ago

Japan's Takeda weighs India for global trials to speed up drug launches

Cosmo and Takeda Renew Strategic Manufacturing Agreement for Global Supply of Oral Treatment for Ulcerative Colitis

Aug 8, 2025, 1:18 AM EDT - 3 months ago

Cosmo and Takeda Renew Strategic Manufacturing Agreement for Global Supply of Oral Treatment for Ulcerative Colitis

Pres. Trump's push to lower drug prices 'is a good starting point', says Dr. Scott Gottlieb

Aug 1, 2025, 8:31 AM EDT - 3 months ago

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ABBV ABT ALNY AMGN ARGX AZN BAX

President Trump demands drugmakers slash prices within 60 days

Aug 1, 2025, 6:54 AM EDT - 3 months ago

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ABBV ABT ALNY AMGN ARGX AZN BAX

Takeda Pharma Maintains Outlook Even As Vyvanse Generics Hit Sales

Jul 30, 2025, 4:04 PM EDT - 3 months ago

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Takeda Pharmaceutical Company Limited (TAK) Q1 FY2025 Earnings Call Transcript

Jul 30, 2025, 11:50 AM EDT - 3 months ago

Takeda Pharmaceutical Company Limited (TAK) Q1 FY2025 Earnings Call Transcript

Takeda Announces First-Quarter FY2025 Results With Significant Late-Stage Pipeline Progression

Jul 30, 2025, 2:41 AM EDT - 3 months ago

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Takeda Receives FDA 510(k) Clearance for HyHubTM and HyHubTM Duo Devices to Simplify HYQVIA® Administration

Jul 21, 2025, 8:00 AM EDT - 4 months ago

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Takeda: Positioned To Tackle Future Clinical Demand In A Highly Regulated Sector

Jul 17, 2025, 11:32 AM EDT - 4 months ago

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Takeda Announces Positive Results from Two Pivotal Phase 3 Studies of Oveporexton (TAK-861) in Narcolepsy Type 1

Jul 14, 2025, 3:00 AM EDT - 4 months ago

Takeda Announces Positive Results from Two Pivotal Phase 3 Studies of Oveporexton (TAK-861) in Narcolepsy Type 1

Takeda Announces U.S. FDA Approval of GAMMAGARD LIQUID ERC, the Only Ready-to-Use Liquid Immunoglobulin Therapy with Low Immunoglobulin A (IgA) Content1

Jun 30, 2025, 8:00 AM EDT - 4 months ago

Takeda Announces U.S. FDA Approval of GAMMAGARD LIQUID ERC, the Only Ready-to-Use Liquid Immunoglobulin Therapy with Low Immunoglobulin A (IgA) Content1

Takeda Announces New Assignments of Directors

Jun 25, 2025, 3:07 AM EDT - 5 months ago

Takeda Announces New Assignments of Directors

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Jun 3, 2025, 10:12 AM EDT - 5 months ago

European Commission Approves ADCETRIS® (brentuximab vedotin) for the Treatment of Adult Patients with Newly Diagnosed Stage IIb/III/IV Hodgkin Lymphoma in Combination with ECADD

Protagonist and Takeda Announce ASCO Plenary Presentation Highlighting Full 32-Week Results from Phase 3 VERIFY Study of Rusfertide, Showing Reductions in Phlebotomy, Improved Hematocrit Control in Polycythemia Vera

Jun 1, 2025, 8:00 AM EDT - 5 months ago

Protagonist and Takeda Announce ASCO Plenary Presentation Highlighting Full 32-Week Results from Phase 3 VERIFY Study of Rusfertide, Showing Reductions in Phlebotomy, Improved Hematocrit Control in Polycythemia Vera

PTGX

Takeda and Nature Announce Call for Applications Now Open for 2026 Innovators in Science Award

May 27, 2025, 7:30 AM EDT - 6 months ago

Takeda and Nature Announce Call for Applications Now Open for 2026 Innovators in Science Award

The New England Journal of Medicine Publishes Data from Phase 2b Trial of Oral Orexin Receptor 2 Agonist Oveporexton (TAK-861) in People with Narcolepsy Type 1

May 14, 2025, 5:03 PM EDT - 6 months ago

The New England Journal of Medicine Publishes Data from Phase 2b Trial of Oral Orexin Receptor 2 Agonist Oveporexton (TAK-861) in People with Narcolepsy Type 1

Takeda Pharmaceuticals Caps A Strong Year, Guidance Suggests Dividend Is On The Rise

May 11, 2025, 8:30 AM EDT - 6 months ago

Takeda Pharmaceuticals Caps A Strong Year, Guidance Suggests Dividend Is On The Rise

Takeda Pharmaceutical Company Limited (TAK) Q4 2024 Earnings Call Transcript

May 9, 2025, 9:26 AM EDT - 6 months ago

Takeda Pharmaceutical Company Limited (TAK) Q4 2024 Earnings Call Transcript

Takeda Pharma less impacted by tariff, yen headwinds than other Japanese drugmakers: CEO

May 8, 2025, 11:54 PM EDT - 6 months ago

Takeda Pharma less impacted by tariff, yen headwinds than other Japanese drugmakers: CEO

Japanese Pharma Company Takeda Expects Limited Exposure To US-China Tariffs

May 8, 2025, 10:32 AM EDT - 6 months ago

Japanese Pharma Company Takeda Expects Limited Exposure To US-China Tariffs

Takeda Announces FY2024 Full Year Results and FY2025 Outlook Reflecting Growth & Launch Products Momentum, Strong Cash Flow Generation and Late-Stage Pipeline Progress

May 8, 2025, 2:36 AM EDT - 6 months ago

Takeda Announces FY2024 Full Year Results and FY2025 Outlook Reflecting Growth & Launch Products Momentum, Strong Cash Flow Generation and Late-Stage Pipeline Progress

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May 5, 2025, 8:00 AM EDT - 6 months ago

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Takeda Awards $13.8 Million to U.S. Nonprofit Partners to Promote Healthy Eating and Expand STEM Education

Apr 30, 2025, 8:05 AM EDT - 7 months ago

Takeda Awards $13.8 Million to U.S. Nonprofit Partners to Promote Healthy Eating and Expand STEM Education

BioInvent Receives Milestone Payment as Takeda moves mezagitamab into Phase 3

Apr 8, 2025, 7:15 AM EDT - 7 months ago

BioInvent Receives Milestone Payment as Takeda moves mezagitamab into Phase 3

XOMA

Takeda & Protagonist: Rusfertide Clinical Success Bolsters Investment Returns

Apr 1, 2025, 2:27 PM EDT - 8 months ago

Takeda & Protagonist: Rusfertide Clinical Success Bolsters Investment Returns

Takeda: Buy Into Future Drug Pipeline Potential, Despite Recent Profit Headwinds

Mar 13, 2025, 3:45 AM EDT - 8 months ago

Takeda: Buy Into Future Drug Pipeline Potential, Despite Recent Profit Headwinds

Quantumup
Quantumup Nov. 12 at 5:58 PM
TD Cowen $ALKS reiterated Buy; $40 PT $CNTA $TAK $ADVL Here's what TD Cowen had to say in its note:
0 · Reply
Quantumup
Quantumup Nov. 12 at 4:01 PM
Stifel reiterated $ALKS Buy/$42 $CNTA $TAK $AVDL Stifel said: ALKS disclosed this morning that alixorexton met the study's dual primary endpoints on MWT and ESS, with the 18mg dose hitting stat-sig on both, while the 14mg dose only hit on MWT. The p-values were close though, and on MWT specifically, the effect-sizes were lower than what some on the Street were expecting (~7pt PBO-adjusted from baseline in high-dose). ALKS attributed the results specifically on MWT -- which showed a lack of clear dose-response and ceiling effect on efficacy -- to more variable response at later intra-day assessments (6, 8hrs) and greater patient heterogeneity in NT2. As such, ALKS will be exploring BID and higher doses in the ph3, the latter being supported by a favorable disclosure on safety. As we see it, this still looks like a viable commercial product in NT2 where the bar is lower than much of the Street realizes-a 95% roll-over into the OLE corroborates this view.
0 · Reply
Quantumup
Quantumup Nov. 12 at 3:18 PM
Truist reiterated $ALKS Buy-$50, and said 'We Are Buyers of Today's Weakness,' after ALKS reported the much anticipated Vibrance-2 topline evaluating alixorexton in NT-2. $CNTA $TAK $AVDL Truist in its note said:
0 · Reply
Quantumup
Quantumup Nov. 11 at 12:31 PM
Truist🏁 $ALKS Buy/$50 $TAK $AVDL $CNTA Truist in its initiation report said: ALKS is a profitable biopharma with base business+cash worth ~$29/sh setting a high floor heading into Ph2 Vibrance-2 data in narcolepsy type 2 (NT2). Positive Vibrance-1 in NT1 reported in Sept de-risks imminent NT2 readout. NT1 alone is worth $8/sh in our SOTP valuation. NT2 and IH contribute $8/sh and $5/sh, respectively. ALKS is doubling down in sleep space with the acquisition of Avadel, a strategic move that gives ALKS first-mover advantage over Takeda. Current leading narcolepsy drugs are only at ~10% penetration generating ~$3B in sales. Orexin agonists, including ALKS' alixorexton, are poised to become 1st line therapies and expand mkt. Initiate BUY & $50 PT.
0 · Reply
Quantumup
Quantumup Nov. 7 at 11:47 AM
Clear Street⬆️ $PTGX to $91/reitd Buy $TAK $JNJ $ABBV $ABVX Clear Street said: Model Update - we're increasing our PT to $91 from $74. Our revised model increases peak penetration for rusfertide in polycythemia vera (PV) to 25% (from 20%), driven by the drug's convenient self-administration (and auto-injector) potential, which could significantly enhance patient adherence and uptake. We're also increasing our POS for the Crohn's disease market model to 75% from 50%, despite not yet seeing any data for this indication. This adjustment is based on precedent: although Crohn's remains a more challenging target, drugs that succeed in UC frequently demonstrate efficacy in Crohn's, whereas failure in UC seldom justifies continued Crohn's development. Notably, industry leaders in IL-23 inhibition-STELARA (ustekinumab) and SKYRIZI-achieved their best clinical outcomes in Crohn's after initially establishing evidence in UC, with early Crohn's decisions made before patient-level data were available.
0 · Reply
Quantumup
Quantumup Nov. 5 at 2:09 PM
Truist reiterated $CNTA Buy-$30, and said, CNTA shared the highly anticipated preliminary Ph 2a data with ORX750 in narcolepsy type 1 & 2 (NT1/NT2) and idiopathic hypersomnia (IH) this morning. $ALKS $TAK $AXSM Truist added, The results were disclosed in their 3Q25 earnings press release, and we connected with the company for additional clarity. Bottom-line: While the lack of detailed metrics limits direct comparisons to other OX2R agonist programs (Alkermes [ALKS, NR] and Takeda [TAK, NR]), the data appear to support the thesis that ORX750 could offer a best-in-class profile. Importantly, the results are validating of the approach in NT2 and IH. Based on these encouraging results, CNTA plans to initiate pivotal studies in 1Q26.
0 · Reply
Quantumup
Quantumup Nov. 5 at 2:02 PM
Stifel reiterated $ALKS Buy/$42: $CNTA $TAK We expect ALKS shares to trade higher today on some relief that the initial clinical disclosure from CNTA's orexin program does not look superior to what we've seen from ALKS2680. The fear/overhang on ALKS was that CNTA could have a much superior profile (we always viewed this as theoretical); that said, the NT1 efficacy disclosure (while it lacks some granularity) does not point to better efficacy. Conversely, CNTA also showed some positive data in NT2/IH -- which we see as validating for the class -- but again the effect is not out of this world, and for ALKS it lays out what we see as a realistic bar. Ultimately, we think orexins could be a significant blockbuster class and there is room for many players-ALKS, CNTA (Not covered) and Takeda (Not covered) included. But again, the important context here is that for ALKS, there were concerns that CNTA could be clearly superior, which we don't see.
0 · Reply
biotech
biotech Nov. 3 at 4:01 PM
$SGMO $TAK Huntinghton´s should go live now finaly re $QURE setback re STAC-BBB delivery
1 · Reply
Quantumup
Quantumup Oct. 31 at 1:02 PM
Clear Street y'day (MoC)🏁 $KRRO Buy-$93 $ARWR $TAK $WVE $MREO AZN SNY BEAM VRTX CRSP Clear Street said in its initiation report:
0 · Reply
SparkyReturns
SparkyReturns Oct. 29 at 4:28 PM
$ZTS Check out an investing idea: ICU. What if you could buy at a $ 20M Market Cap a company with a TAM in the billions (5-20B), with final study results within 9 months? And, that same medical device already has Humanitarian Device approval for use with children and is being rolled out to the top pediatric hospitals in the country such as Cincinnati, Texas, UM CS Mott, CHOP Philly. Prestigious hospitals such as Mayo Clinic, Stanford, Cleveland Clinic are participating in adult study. Plus, the device has 6 Breakthrough Device Designations, and has been shown to reduce mortality by 50% and dialysis dependency by almost 100% in patients with AKI and sepsis. Has obtained multiple grants from FDA and Dept of Defense. Stock was knocked down recently when DSMB wanted to increase size of study from 200 to 339. That caught retail off guard and now the stock is a screaming bargain. Zero debt. Pediatric revenue ramping. Ample cash runway to profit. $TAK $BAYRY $SDZXF $TEVA
0 · Reply
Biotech_Beast
Biotech_Beast Oct. 28 at 1:41 AM
$HRMY market share could be under threat in the next couple of years from $TAK, then eventually $ALKS and others. Of course HRMY does have its own orexin receptor-targeting drug, but it's a bit behind. https://seekingalpha.com/article/4833747-harmony-biosciences-performing-commercially-but-competition-afoot
0 · Reply
outlawinvestor1
outlawinvestor1 Oct. 24 at 3:15 AM
$RZLT i was thinking through who may be the most likely acquirer. my guess based on recent bod and mgmt team additions is that it's $RARE. sunil karnawat joined in august 2025 as cco. prior to this, he was an exec at ultragenyx from 2017-2024. erik harris joined the bod in march 2025 and currently serves as cco of ultragenyx. the question i have is how they would structure this deal. ultragenyx doesn't have a lot of cash, but quite a bit of debt. thus, they likely wouldn't be able to do an all-cash deal funded with additional debt. so it would need to likely be cash + stock + contingent payments. i would much rather it be $LLY $NVO $TAK but signs don't point to any of these companies.
1 · Reply
DaBullRunMasta
DaBullRunMasta Oct. 23 at 5:23 PM
$BBAI $TAK $ITGR $FRMI $VIVK All money makers and bootie shakers!!
0 · Reply
DaBullRunMasta
DaBullRunMasta Oct. 23 at 5:15 PM
$TAK $DNLI Keep an keen eye on! Market shake and bakers baby!
0 · Reply
SuperGreenToday
SuperGreenToday Oct. 22 at 6:32 PM
$TAK Share Price: $14.11 Contract Selected: Apr 17, 2026 $15 Calls Buy Zone: $0.38 – $0.47 Target Zone: $0.65 – $0.79 Potential Upside: 60% ROI Time to Expiration: 176 Days | Updates via https://fxcapta.com/stockinfo/
0 · Reply
DaBullRunMasta
DaBullRunMasta Oct. 22 at 6:09 PM
$TAK I'm in let's ride!!! Took my profits from $EONR
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Everlast1286
Everlast1286 Oct. 22 at 6:44 AM
$TAK just released 230am 10/22 we have another runner for 4am get ready boys $RANI $BYND $NVTS
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Quantumup
Quantumup Oct. 17 at 7:30 PM
Citi⬆️ $PTGX's PT to $96 from $72 and kept it at a Buy rating after updating its model and said Rusfertide's De-Risked Profile Supports Upside $JNJ $TAK $BMY $ABVX Citi additionally said:
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GODOFUSD
GODOFUSD Oct. 17 at 3:10 PM
$BMEA $TAK Someone on X quoted this : On Sept 25, Takeda filed a Form 6-K reversing ¥834 B (~$5.6 B) of long-locked reserves back into retained earnings. Not cash raised — but cash unlocked. That’s how you prep for something big: buybacks, dividends… or strategic M&A. Coincidences ? https://fintel.io/doc/sec-takeda-pharmaceutical-co-ltd-1395064-6k-2025-september-25-20356-8030
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GODOFUSD
GODOFUSD Oct. 17 at 2:48 PM
$BMEA Apparently there are internal discussions about BMEA at $TAK Source: linkedin https://linkedin.com/company/biomeafusion Go check last post about 52W data results. An employee of TAKEDA ask some more info. There Novartis story is a BS without any sources or proof Partnership ? buyout ? Privat investment ?
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GODOFUSD
GODOFUSD Oct. 16 at 1:11 PM
$BMEA there are internal discussions about BMEA at $TAK proof: lindedin go check last post about 52W data results Partnership ? buyout ?
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Quantumup
Quantumup Oct. 15 at 11:16 AM
UBS⬇️ $HRMY's PT to $43 from $50/⬇️'29 sales ests to $1.08B from $1.34B on Wakix competitive pressures in the NT1/NT2 mkt from pot'l orexin agonists launch. $TAK $ALKS $CNTA ESALY NLSP JAZZ AXSM AVDL UBS said in its note to investors: Based on our buy-side conversations, investors are concerned as HRMY's opportunity to grow into a multi-asset company dwindled with the recent Zygel Ph3 FXS failure (and IH approval rejection). Moreover, it is likely that HRMY's base business Wakix will face competitive pressure in the narcolepsy market with potential orexin agonists launch. We lower our PT to $43 (from $50) based on an unchanged 2.75x multiple on lower 2029E sales of $1.08BN (from $1.34BN) due to the potential competition on Wakix sales and zeroed out Zygel sales. Our PT is supported by DCF.
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