Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock)
TAK evidence brief
What we can confirm
What it means
What to watch
Prepared research question
What matters most for TAK—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · TAK
Takeda Pharmaceutical is a global biopharmaceutical company focused on gastrointestinal, rare diseases, oncology, and neuroscience, with a pipeline of growth products and upcoming patent expirations.
Key risk: Patent expirations on key products
BioSniper Score
Based on 3 of 6 signals
Limited data coverage
Financial data as of Mar 31, 2025.
Tracking 227 clinical trials · 44 catalysts for Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock).
Takeda Pharmaceutical is a global biopharmaceutical company focused on gastrointestinal, rare diseases, oncology, and neuroscience, with a pipeline of growth products and upcoming patent expirations.
- Revenue for fiscal year ended March 31, 2026 was JPY 4,505.7 billion with operating profit of JPY 6.2 billion [sec · filed 2026-06-17].
- Cash and equivalents were $233,742.0M as of 2025-03-31 [sec].
- Shareholders' equity was $5,683,019.0M and total debt was $4,805,844.0M as of 2025-03-31 [sec].
- Growth & Launch Products include ENTYVIO, EOHILIA, TAKHZYRO, LIVTENCITY, ADZYNMA, Immunoglobulin products, Albumin products, FRUZAQLA, ALUNBRIG, and QDENGA [sec · filed 2026-06-17].
- Net profit for fiscal year ending March 31, 2027 is expected to be JPY 166.0 billion, an increase of JPY 318.4 billion [sec · filed 2026-06-05].
What works
- Takeda has a diversified portfolio of Growth & Launch Products across multiple therapeutic areas, including ENTYVIO, TAKHZYRO, and Immunoglobulin products, which are expected to drive future revenue growth [sec · filed 2026-06-17].
- The company submitted NDAs in the U.S. for oveporexton and rusfertide following successful Phase 3 clinical trials, indicating progress in its pipeline [sec · filed 2026-06-17].
- Takeda's R&D engine is focused on three core therapeutic areas and aims to translate science into highly innovative, life-transforming medicines [sec · filed 2026-06-17].
What to weigh
- Takeda faces significant patent expirations, including generic competition for TRINTELLIX (JPY 121.8 billion revenue in FY2025) starting December 2026, and loss of regulatory exclusivity for ENTYVIO later this decade [sec · filed 2026-06-17].
- The company has experienced clinical trial failures, such as soticlestat not meeting primary endpoints in Phase 3 studies for Dravet syndrome and Lennox-Gastaut syndrome, leading to discontinuation of regulatory filings [sec · filed 2026-06-17].
- Takeda's reliance on third-party alliances for pipeline development subjects it to risks including inability to identify suitable opportunities and significant upfront payments [sec · filed 2026-06-17].
- Operating profit is expected to decrease by 1.1% to JPY 1,160.0 billion for fiscal year ending March 31, 2027, reflecting ongoing transformation costs [sec · filed 2026-06-05].
From the filings
Quoted directly from source documents.
Revenue and operating profit for FY2025
“For the fiscal year ended March 31, 2026, our revenue and operating profit were JPY 4,505.7 billion and JPY 6.2 billion, respectively.”
SEC filings · June 17, 2026
Growth & Launch Products list
“As of March 31, 2026, the following Growth & Launch Products have been our growth driver products in our key business areas: ENTYVIO , EOHILIA, TAKHZYRO , LIVTENCITY , ADZYNMA , Immunoglobulin products (including GAMMAGARD LIQUID/KIOVIG, HYQVIA and CUVITRU), Albumin products (including HUMAN ALBUMIN/FLEXBUMIN ), FRUZAQLA, ALUNBRIG and QDENGA.”
SEC filings · June 17, 2026
Patent expiration for TRINTELLIX
“we expect to face generic competition for TRINTELLIX, which generated JPY 121.8 billion in revenue in the fiscal year ended March 31, 2026, following expiration of certain patent rights in December 2026.”
SEC filings · June 17, 2026
Clinical trial failure for soticlestat
“in June 2024, we announced that soticlestat did not meet the primary endpoints in the phase 3 SKYLINE and SKYWAY studies for the treatment of Dravet syndrome and Lennox-Gastaut syndrome, respectively, and subsequently determined that we will not file for regulatory approval for either indication.”
SEC filings · June 17, 2026
Catalyst timeline
- 2026-09-01 · Phase 2 Start: A Double-Blind, Placebo-Controlled, Multicenter, Randomized, Phase 2 Trial to Evaluate the Safety an — Initiation of a Phase 2 trial for an undisclosed indication; early-stage data may inform future development.
- 2026-10-02 · Phase 3 Topline: A Double-blind, Placebo-Controlled, Randomized Withdrawal Trial to Evaluate the Efficacy and Safety — Topline results from a Phase 3 withdrawal trial; efficacy and safety data will be key for regulatory submission.
- 2026-10-31 · Phase 3 Topline: A Randomized Phase 3 Multicenter Open-Label Study to Compare the Efficacy of TAK-788 as First-Line T — Topline results for TAK-788 in first-line non-small cell lung cancer; could expand treatment options.
- 2026-12-31 · Phase 3 Topline: An Open-label, Single-arm Study to Evaluate the Safety, Tolerability, Efficacy and Pharmacokinetics — Topline results for a cytomegalovirus treatment; safety and efficacy data will determine next steps.
- 2027-01-18 · Phase 3 Topline: A Phase 3, Open-label, Single-arm, Repeated-dose Study to Evaluate the Safety and Tolerability, Phar — Topline results from a repeated-dose safety study; long-term safety profile will be assessed.
- 2027-03-01 · Phase 2 Start: A Phase 2 Open-Label Trial to Evaluate the Efficacy and Safety of the Hepcidin Mimetic Rusfertide (T — Initiation of a Phase 2 trial for rusfertide; efficacy and safety data will support further development.
- 2027-03-16 · Phase 3 Topline: A Phase 3b, Prospective, Open-label, Multicenter, Single Treatment Arm, Continuation Study of the Sa — Topline results for TAK-755 continuation study; long-term efficacy and safety data will be evaluated.
- 2027-06-01 · Phase 3 Topline: An Open-label, Multicenter Clinical Study on The Long-term Safety and Efficacy of Multiple Treatment — Topline results from a long-term safety and efficacy study; data will inform chronic use profiles.
Risks & what to watch (4)›
Key risks
- Patent expirations on key products — TRINTELLIX faces generic competition from Dec 2026; ENTYVIO loses exclusivity later this decade [sec · filed 2026-06-17].
- Clinical trial failures — Soticlestat failed Phase 3; cell therapy efforts discontinued in Oct 2025 [sec · filed 2026-06-17].
- Reliance on third-party alliances — Pipeline depends on partnerships; failure to identify suitable opportunities could delay development [sec · filed 2026-06-17].
- Competition in hemophilia — Novel hemophilia products have affected sales of Takeda's factor FVIII and anti-inhibitor products [sec · filed 2026-06-17].
What to watch
- Phase 2 start for rusfertide in March 2027 [catalyst_timeline].
- Phase 3 topline results for TAK-788 as first-line treatment for non-small cell lung cancer expected Oct 31, 2026 [catalyst_timeline].
- Phase 3 topline results for cytomegalovirus treatment expected Dec 31, 2026 [catalyst_timeline].
- Impact of generic competition for TRINTELLIX starting December 2026 [sec · filed 2026-06-17].
Sources: SEC filings · Generated August 29, 2026 · How we verify sources →
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Evidence & data
Score breakdownBased on 3 of 6 signals · derived from public data
No clinical pipeline tracked — this score reflects financial & catalyst signals only.
Cash runway data unavailable
D/E 1.05
No tracked pipeline phase
No tracked pipeline candidates
44 upcoming, next in ~2d
0 buys · 18 sells (180d)
Catalysts
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
356
Total value held
$1.39B
| Holder | Shares | Value |
|---|---|---|
| fmr llc | 7,117,486 | $131.8M |
| morgan stanley | 6,469,600 | $119.8M |
| adage capital partners gp, l.l.c. | 6,424,984 | $119.0M |
| goldman sachs group inc | 5,618,728 | $104.1M |
| brandes investment partners, lp | 4,430,642 | $82.1M |
| blackrock, inc. | 3,176,421 | $58.8M |
| arrowstreet capital, limited partnership | 3,116,311 | $57.7M |
| renaissance technologies llc | 2,989,100 | $55.4M |
| d. e. shaw & co., inc. | 2,602,543 | $48.2M |
| citadel advisors llc | 2,166,460 | $40.1M |
Showing top 10 of 356 institutional holders of Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock). Open the full 13F history after sign-in.
Short Interest
as of May 1, 2026- % of float
- 0.1%
- Days to cover
- 1.5
- Shares short
- 4,734,092
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
TAK short interestGovernance
Frequently asked questions
What is the AI investment thesis for Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock)?
Takeda Pharmaceutical is a global biopharmaceutical company focused on gastrointestinal, rare diseases, oncology, and neuroscience, with a pipeline of growth products and upcoming patent expirations.
What is Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock)'s next catalyst?
Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock)'s next tracked catalyst is a Phase2_Start event — "Phase 2 Start: A Double-Blind, Placebo-Controlled, Multicenter, Randomized, Phase 2 Trial to Evaluate the Safety an" — expected September 1, 2026.
Who is the CEO of Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock)?
Ms. Julie Kim is the chief executive officer of Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock) (TAK).
Where is Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock) headquartered?
Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock) (TAK) is headquartered in Chuo, Japan.
What therapeutic areas does Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock) focus on?
Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock) develops therapies across Oncology, Rare Disease, Neurology, Immunology, Cardiovascular, Infectious Disease, Metabolic, Respiratory, Pain, Dermatology, Hematology, Nephrology, Gastroenterology, Endocrinology, Reproductive, Psychiatry.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.