Company Profile
Takeda Pharmaceutical
— A plasma-derived therapies business narrowing its focus from cell therapy to small molecules, biologics, and ADCs
Takeda Pharmaceutical Co., Ltd. was established in October 2025.Stop cell therapy initiativesand the future focus modalityLow s, Biopharmaceuticals, Antibody Drug Conjugates (ADC)On the other hand, in August 2026, we introduced Oveporexton (ORZEYFUL) and other companies.PeptidesMIMRYLO is approved in the United States. More than 270 plasma collection centers in the US and EuropePlasma actionsThis is the difference between other pharmaceutical companies. Sales revenue for FY2025 (March 2026)¥4,057 billionResearch and development costs6,759 billion yenComment In this article, the entire company is concise,Which modalities are narrowed down, what are introduced and what are you pulled outFilter by
- Takeda Pharmaceutical Co., Ltd.
- About logo and company name
- Where is this company in the world of drug discovery and DDS?
- Size of the company (the entire company is concise)
- Drug discovery and DDS resources
- Past Initiatives
- Future plans
- What is DDS?
- Collaboration mapping of drug discovery and DDS
- Technologies, Products and Services
- The risk of this company
- Glossary/Source/Ins ment and Source Response Table
1. Takeda Pharmaceuticals Under 30 Seconds and DDS Standing Position
Head office in OsakaBased in Cambridge, Massachusetts
NYSE: TAKSubmitted 20-F to US SEC
(including plasma actions)47,000 employees worldwide
ADCAnnounced withdrawal from cell therapy in October 2025
MIMRYLOOral pyridine actuator and peptide medicine
Businesses related to drug discovery and DDS are largeBiotech and Contract Development Manufacturing (CDMO/CRO)3 types. Takeda PharmaceuticalPharmaceutical CompanyHowever, the movement of the game is"Squeeze" from "Expand modality"Contact Us FactsHome In the announcement of October 2025, the company stopped cellular treatment efforts and looked for external partners that utilize the platform technology, Pre-calculation Intensity modalitiesLow、s, Biopharmaceu、s, ADCOn the other hand, the 20-F of the、20 year ending March 2026 "low " "Peptide / Oligonucleotide"Biopharmaceu s and others" such as peptide (rusphatid) and siRNA (fazirsiran)Drugs that require DDS ingenuity are introducedWe are going to develop and approve for the second term.
This article explains the company's technical strategy and business.Not medical adviceHome There is no intention to recommend the use of certain drugs or compare the effects of other drugs. The results of clinical trials are based on the comparison of the numbers published by the company and at the time of evaluation. Please contact your doctor for the treatment.
2. Logo and company name
Takeda Pharmaceutical Co., Ltd. is a trademark of the company. In this article, we do not reproduce the generated image,
Images used on the official websiteHome img/takeda_logo.svg Contact Us
Notes: The name of the company is "Takeda Pharmaceutical Co., Ltd." Takeda Pharmaceutical Company LimitedHome The company itself stands for "Takeda" and "Takeda Pharmaceutical". Plasma actions include a subsidiary of Shire, which was acquired in 2019 (such as Baxalta, BioLife Plasma Services). Julie Kim was appointed as CEO in June 2026.
Official Site:https://www.takeda.com/3. Where is this company in the world of drug discovery and DDS?
In the case of Takeda Pharmaceuticals, the modalities used in the technical commentary "peptide medicine and GLP-1" and "nucleic acid medicine" of this series areNot born from our own research, but introduced in the latter half of developmentComment In the viewpoint of drug discovery and DDS, this company is not a company that invents new ways of carrying,A company that considers how to carry outside and finishes approval and salesread as appropriate.
4. Scope of the company (the entire company is concise)
| Index (Millions of yen) | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Sales revenue | 42,638 | 45,816 | 45,057 |
| R&D expenses | 7,299 | 7,302 | 6,759 |
| Operating income | 2,141 | 3,426 | 62 |
| Acquisition of tangible fixed assets (cash flow) | 1,754 | 2,008 | 1,760 |
April to March FY2025 ended March 2026. The figures of 20 to 20 million yen are displayed in Japanese Yen.
The operating income for FY2025 fell to ¥6 billion.AMITIZA’s U.S. anti-trust litigation was issued in May 2026. FactsHome The decision was an event after the end of the fiscal year, but the company reflected the financial results for FY2025 in relation to the current situation. The final burden is not confirmed and the company is a policy to appeal. Takeda Pharmaceutical Co., Ltd.Not disclosed by modalities Undetermined / Future。
5. Drug discovery and DDS resources
| Resource Types | ||
|---|---|---|
| People (Research Centers and Personnel) | 47,000 employees worldwide. The research and development base is based in Cambridge, U.S.A. and Cambridge, with a lease of approximately 600,000 square feet of research and development and office facilities for 15 years.Non-disclosed by Modality | Facts |
| Gold (R&D expenses) | FY2025 6,759 billion yen(about 15.0% of revenue). Decided from ¥7,302 billion for the previous year | Facts |
| Gold (Manufacturing Equipment) | The acquisition of tangible fixed assets for FY2025 was JPY17.6 billion. 20-F as an ongoing capital investmentExpanded production capacity of the production network of plasma actionsComment The main manufacturing bases include Hikari City (Yamaguchi), Osaka, Narita, and Kobinton, Georgia, Illinois, Round Lake, Belgium, Lesine, Austria and Vienna. | Facts |
| Plasma Net | USA and EuropeMore than 270 plasma collection centersHome Fresenius Kabi’s Adaptive Nomogram and Halfonetics’ Persona Nomogram explains how to increase the efficiency of collection | Facts |
| External introduction and investment | Innovent(IBI363 of double-specific fusion protein with ADC IBI343. T's contract of $12 billion including minority shareholder investment in December 2025)Keros(elritercept, contract fee of $2 billion),Protagonist(Lusphatid),Arrowhead(fazirsiran), AbbeVie (ADC mirvetuximab, Japan), Pfizer (ADCETRIS) | Facts |
| With al and Loss | Reduced loss of approximately 58.2 billion yen in intangible assets related to the Gamanderta T-cell platform. | Facts |
| University/Research Organization/Public Fund | Management of mental health innovation park as an open science park. Individual collaborative research and public funds with universities related to drug discovery and DDS are not specified in the 20-F confirmed in this article | Not confirmed |
R&D expenses for FY2025 decreased from 55.3 billion yen compared to the previous year. The calculation of this paperHome On the other hand, in the same year, we paid the contract fee of $12 billion to Innovent (including minority shareholder investment) and $2 billion to Keros. In FY2025 cash flow statement, the acquisition of intangible assets is ¥2,349 billion. FactsHome ing internal research costsBuy the right of candidates that have been raised up to the end of the yearIt is expressed in numbers that the specific gravity is increasing.
6. Past Initiatives
| Time | Home | |
|---|---|---|
| Year 2018 | Opened a research institute as a science park led by pharmaceutical companies, 'Mental Health Innovation Park'. | To the form to share the laboratory with the outside |
| January 2019 | Acquisition of Shire | Established a large business foundation with rare diseases and plasma-derived products. |
| December 2024 | Keros introduced elretic (Regadenoson, a TRAP of choline/inositol) (Payment of contract fee $2 billion in February 2025). | Anemia se ate with blood cancer |
| June 2025 | Protagonist and Protagonist announce the results of the third phase VERIFY trial of Rusphatid at the ASCO Global Conference | Peptide Drugs |
| July 2025 | Good results and presentations in the third phase 2 trial of our original Oberorexone (oral olexine-2 receptor agonist) | Large candidates for low s |
| October 2025 | Disco ed efforts for cell therapyHome Low , biopharmaceu , and ADC Innovent and IBI363 and IBI343 | Modality narrowing down and external ADC deployment |
| December 2025 | Achieved and announced all major evaluation items in the third phase of psoriasis (zafinatansib, oral TYK2 inhibitor). | In-house low- products |
| March 2026 | The U.S. FDA receives an approval application for Oberoxton and Rusphatid, and all designated as a priority screening | Two new drugs are examined |
| March 2026 | Next Stage of TransformationAnnouncement Aiming to reduce expenses by 2028 | Policy for the preparation of new drugs and the subsequent development |
| May 2026 | Reviewed by the jury in AMITIZA's anti-trust laws. Calendared 2025 financial statements and recorded legal proceedings. | Increased operating income |
| August 2026 | U.S. FDA approved ORZEYFUL (Obeporexton, August 5th) and MIMRYLO (Lusphatid, August 28th) | Low s made in-house and peptide drugs introduced are approved |
| September 2026 | The U.S. FDA receives the application for the approval of Zasocitinib and designated as a priority examination | 3rd New Drug Review |
Main Clinical Trials (Results published by the Company)
| Test (NCT number) | Phase | Main evaluation items | Results published by the Company (at the time of comparison and evaluation) |
|---|---|---|---|
| VERIFY（NCT05210790） | Initiated Phase 3 trial for Thrombosis (Rusphatid, subcutaneous self-injection once a week). | Evaluated patients who had not been adapted to leukemia in the 20th-32nd week (clinical response). | 76.9% in standard therapy + Rusphatid group, 32.9% in standard treatment + placebo group (p<0.0001). 32-week results announced at ASCO in 2025 |
| TAK-861-3001（NCT06470828）／TAK-861-3002（NCT06505031） | Initiated Phase 3 trial for Narud (obeporoxetone, oral). | The 12th Annual Maintenance Test Average Sleep Latency. | Compared to placebo, the company announced that it showed statistically significant improvement in the quality of life, excessive sleepiness, emotional degeneration, and quality of life.Specific numbers are not listed in the release confirmed in this article |
| 3rd phase of fazirsiran (NCT05677971) | Phase 3 Liver disease (GalNAc-binding RNAi) with α1-anti-tripsin deficiency | One or more improvements in the hepatic stage. | 3rd phase Unpublished results |
7. Future plans
The
The policy to prepare for the release of the amount of money gained by change
(until FY2016)Announcement on March 25, 2026
In ADC, IBI343 (ADC targeting Claudin 18.2) from Innovent is in phase 3, and TAK-188 (ADC targeting CCR8) is in phase 1. FactsHome For cell therapy, we are looking for a platform technology and an external partner that utilizes the ready-to-research programs.
Both of the following are not listed in the primary material that has been confirmed in this article Undetermined / Future。
R&D expensesModality/Cell therapyPartner(Searching) / Plasma actionsProduction capacity and expansion investment amount/ Acquisition of rights of RusphatidOverall view of economic conditionsAMITIZAFinal burdenHome We do not use estimates for survey companies such as “ADC market share in Takeda”.
8. What is this company aiming for drug discovery and DDS?
This includes parts that the company does not directly state.Calculation in the range that can be read from primary informationand write with the basis.
| Read | Primary Information | |
|---|---|---|
| New modalitiesImplementing late products rather than making foundations in-house | Both peptides (Protagonist), siRNA (Arrowhead) and ADC (Innovent, AbbVie, Pfizer) are affiliated. Our cell therapy base was released | |
| ADCNew modalities with fewer in-house research | In October 2025, ADC is specified in pre、ical modalities. TAK-188 | Facts |
| Plasma actionsBusiness earning on the scale of equipment and raw materials procurementKeep as | Expanding the capacity of the production network of plasma actions to the head of ongoing capital investment, and improving efficiency at more than 270 collection centers | |
| About UsLaunch of three approved and applied items from the selectionPrioritize | In the announcement of the change, the reduction will be prepared for the release of Oberorexton Rusphatid Zasocitinib. | Facts |
With al from cell therapy in October 2025 was not just one stop. The company damages the entire efforts of cell therapy, and measures the loss of about 58.2 billion yen in intangible assets related to the gamma delta T cell platform. FactsHome Pre ical modalities in the same presentationLow・s and Biopharmaceu・sand ADC and double-specific proteins are included in the range of Biopharmaceu。s + ADC. This article isWe release cell therapy that is completely different in manufacturing and quality control, and supply resources to modalities that can be handled on existing antibody and protein manufacturing basesReview Undetermined / FutureHome However, peptides and siRNA products are outside of these three classifications, and the flexibility to handle other than modalities is left in the form of introduction.
9. Collaboration mapping of drug discovery and DDS
10. Technologies, Products and Services
| Products | modalities (20-F classification) | Contact |
|---|---|---|
| ORZEYFUL | Low。s. Oral Hypoxine 2 receptor agonist | U.S. approval (August 5, 2026). Our company Release is completed after the procedure of DEA regulations |
| MIMRYLO | Peptides/oligonucleotides. Hepsidine mimic peptides, subcutaneous injections per week | U.S. approval (August 28, 2026). Protagonist created and led to the third phase. Takeda has a worldwide development and sales right |
| Low。s. Oral TYK2 In tor | Acceptance and Priority Examination for Approval in the United States (September 2026) | |
| fazirsiran | Peptides/oligonucleotides. GalNAc binding RNAi | Phase 3 (U.S. & Europe) Partnership with Arrowhead |
| IBI343／TAK-188 | Biopharmaceu s and others. ADC(CLDN18.2/CCR/ | IBI343 is the third phase (from Innovent) and TAK-188 is the first phase |
| Plasma actions | Biopharmaceu s | Approved products. Source from 270+ collection centers in the United States and Europe |
TheIt is a peptide that mimics the body's hormone "hepsidine",Self-injection per weekUsed in FactsHome Peptides are easy to decompose in the body, and in order to take effect once a week, it is necessary to prolong the time to stay in the blood by chemical modification etc. Specific modifications are not written in the release confirmed in this article). fazirsiran20-F indicates "GalNAc binding type RNAi" with nucleic acidSelectively deliver to the liverThis is a typical DDS that is handled by the technical commentary "nucleic acid medicine".
Another thing that can not be overlookedPlasma actionsHome This is a drug that separates and purifies certain proteins from human plasma, Quality & CostHow efficiently you can collect raw material plasmais greatly influenced. This is why 20-F refers to the introduction of Fresenius Kabi and Haemonetics as a factor in efficiency. Blood collection equipment, disposable extraction circuits, resins for purification, filter cartridges, etc.The demand for materials and equipment is especially large among pharmaceutical companiesComment Undetermined / Future。
11. Risks that this company has
| Risks | ||
|---|---|---|
| Lawsuit | AMITIZA’s anti-trust litigation is calculated with a total of 400 billion yen. The final burden is undetermined, and the company's policy to appeal | Facts |
| Reduced the foundation of new modalities | With al from cell therapy, it reduces about 58.2 billion yen. New conveying technology increases the specific gravity of the introduction | Facts |
| loss | In addition to the foundation of cell therapy in FY2025, ALUNBRIG recorded a reduction of approximately 319 billion yen | Facts |
| Business Risks of Plasma Spectroscopy | 20-F writes risks that could not respond to changes in supply and demand, and may increase the cost and loss of rest facilities. | Facts |
| Launch of new drugs | The plan to reduce expenses to prepare for the launch of Oberorexton Rusphatid Zasocitinib, which affects the performance of three items | |
| Management system transition | In June 2026, the CEO was reappointed and at the same time a large-scale structural reform was initiated (expected to cost about 170 billion yen in FY2026). | Facts |
12. Glossary
- Plasma actions
- A drug that is purified by separating proteins such as immunoglobulin and albumin from human plasma.
- Nomogram
- A calculation table and algorithm to determine the amount of plasma that can be collected one time from weight etc.
- Hepsidine Imitation Peptide
- A peptide designed to regulate the distribution of iron to the working of the hormone "Hepsidine".
- GalNAc
- N-acetyl galactosamine. The sugar that binds to the receptor of liver cells is combined to deliver nucleic acid drugs to the liver.
- ADC
- A drug that combines strong drugs through a linker to antibodies. Deliver drugs to cancer cells by carrying antibody.
- Gan Trap
- A protein drug that uses a part of the receptor to catch and eliminate certain substances (ligands) in the body.
- Hydrating Agent
- A drug that stimulates the receptor of pyridine intracerebral substances that keep stimulants.
- Form 20-F
- Annual report for foreign companies listed in the United States to submit to the US SEC. Audited and legal liability.
Concept diagram of AI generation13. Source
- Takeda Pharmaceutical Form 20-F for the) year ended March 31, 2026 Sales revenue, R&D costs, operating income, capital investment, acquisition of intangible assets, number of employees, R&D bases, manufacturing bases, plasma collection centers, development list and modalities classification, partnership (Protagonist, Arrowhead, Innovent, Keros, AbbeVie, Pfizer), cell therapy and ALUNBRIG loss, AMITIZA litigation, structural reform costs, risk factors https://www.sec.gov/Archives/edgar/data/1395064/000139506426000177/tak-20260331.htm
- Takeda Pharmaceutical Form 6-K “Takeda Provides Update on Cell Therapy Research” (October 1, 2025) https://www.sec.gov/Archives/edgar/data/1395064/000139506425000145/form6k_100125.htm
- Takeda Pharmaceutical Form 6-K “Takeda Announces Next Steps in its Transformation” (March 25, 2026). https://www.sec.gov/Archives/edgar/data/1395064/000139506426000100/form6k_032526.htm
- Takeda Pharmaceutical "Additional Provision for Legal Proceedings and Ear of the Earnings Report" https://www.sec.gov/Archives/edgar/data/1395064/000139506426000166/revision.htm
- Takeda Pharmaceutical Form 6-K “U.S. FDA Approves Takeda’s ORZEYFUL (oveporexton)” (August 5, 2026). https://www.sec.gov/Archives/edgar/data/1395064/000139506426000329/form6k_080526.htm
- Takeda Pharmaceutical Form 6-K “Takeda Receives U.S. FDA Approval of MIMRYLO (rusfertide)” (August 28, 2026). https://www.sec.gov/Archives/edgar/data/1395064/000139506426000331/form6k_082826.htm
- Takeda Pharmaceutical Form 6-K "Protagonist and Takeda Announce ASCO Plenary Presentation ... Phase 3 VERIFY Study of Rusfertide" (June 2, 2025). https://www.sec.gov/Archives/edgar/data/1395064/000139506425000071/form6k-1_060225.htm
- Takeda Pharmaceutical Form 6-K “U.S. FDA Accepts New Drug Application Under Priority Review for Takeda’s Zasocitinib” (September 14, 2026). https://www.sec.gov/Archives/edgar/data/1395064/000139506426000337/form6k_091426.htm
- ClinicalTrials.gov VERIFY（NCT05210790）。 https://clinicaltrials.gov/study/NCT05210790
- ClinicalTrials.gov TAK-861-3001（NCT06470828）。 https://clinicaltrials.gov/study/NCT06470828
- ClinicalTrials.gov TAK-861-3002（NCT06505031）。 https://clinicaltrials.gov/study/NCT06505031
- ClinicalTrials.gov Phase 3 trial of fazirsiran (NCT05677971). https://clinicaltrials.gov/study/NCT05677971
- Takeda Pharmaceutical Official website (name and logo) https://www.takeda.com/
14. Response table of claims and sources
| Content | ||
|---|---|---|
| Acquisition of sales revenue, R&D, operating income, tangible fixed assets (FY2023-2025), acquisition of intangible assets ¥2,349 billion | Facts | Source 1 https://www.sec.gov/Archives/edgar/data/1395064/000139506426000177/tak-20260331.htm |
| R&D expenses decreased by about 15.0% of revenue, about 55.3 billion yen from the previous year | The calculation of this paper | The number of source 1 is divided and subtracted. |
| 47,000 employees, research and development bases ( Cambridge, , Vienna), major manufacturing bases, global headquarters and head office locations | Facts | Source 1 https://www.sec.gov/Archives/edgar/data/1395064/000139506426000177/tak-20260331.htm |
| More than 270 plasma collection centers, introduction of nomograms, and expansion of the production network of plasma actions. | Facts | Source 1 https://www.sec.gov/Archives/edgar/data/1395064/000139506426000177/tak-20260331.htm |
| Developed product modalities (low s, peptides, oligonucleotides, biopharmaceu s, etc.), fazirsiran is GalNAc-binding RNAi, stage IBI343, TAK-188 | Facts | Source 1 https://www.sec.gov/Archives/edgar/data/1395064/000139506426000177/tak-20260331.htm |
| Partnership with Innovent ($12 billion, including minority shareholder investment), Keros ($2 billion), Protagonist, Arrowhead, AbbVie, Pfizer | Facts | Source 1 https://www.sec.gov/Archives/edgar/data/1395064/000139506426000177/tak-20260331.htm |
| Disco ation of cell therapy, focus modalities (low s, biopharmaceu s, ADCs), and external partners | Facts | Source 2 https://www.sec.gov/Archives/edgar/data/1395064/000139506425000145/form6k_100125.htm |
| Reduction of the base of cell therapy: approx. 582 billion yen, reduction of ALUNBRIG: 319 billion yen | Facts | Source 1 https://www.sec.gov/Archives/edgar/data/1395064/000139506426000177/tak-20260331.htm |
| The next stage of transformation (a policy that reduces expenses and reduces more than 20 billion yen per year to prepare for the launch of three items) | Facts | Source 3 https://www.sec.gov/Archives/edgar/data/1395064/000139506426000100/form6k_032526.htm |
| Expectation of structural reform costs for FY2026:7007 billion | Undetermined / Future | Source 1. Not a company's complaint and track record. https://www.sec.gov/Archives/edgar/data/1395064/000139506426000177/tak-20260331.htm |
| AMITIZA Litigation Jury Decision, Decision on Appeal to Decision on Litigation Deposit JPY4,035 billion, FY2025 | Facts | Source 1・4 https://www.sec.gov/Archives/edgar/data/1395064/000139506426000166/revision.htm |
| ORZEYFUL’s U.S. approval (August 5, 2026) and 3rd phase result description | Facts | Source 5 https://www.sec.gov/Archives/edgar/data/1395064/000139506426000329/form6k_080526.htm |
| MIMRYLO’s U.S. approval (August 28, 2026), once a week of subcutaneous injection, Protagonist creation and the worldwide rights of Takeda | Facts | Source 6 https://www.sec.gov/Archives/edgar/data/1395064/000139506426000331/form6k_082826.htm |
| Results of the VERIFY test (76.9% vs. 32.9%, 20-32 weeks) | Facts | Source 7 https://www.sec.gov/Archives/edgar/data/1395064/000139506425000071/form6k-1_060225.htm |
| Acceptance and Priority Examination for Authorization of The Socitinib (September 2026) | Facts | Source 8 https://www.sec.gov/Archives/edgar/data/1395064/000139506426000337/form6k_091426.htm |
| NCT number, phase, and key evaluation items for each test | Facts | Source 9-12 https://clinicaltrials.gov/study/NCT05210790 |
| The third phase of Oberoxton's concrete number, the result of the third phase of fazirsiran, the partner of cell therapy, the production capacity of plasma actions, the final burden of the AMITIZA litigation. | Undetermined / Future | Not specified in the source 1 to 12. This article does not estimate https://clinicaltrials.gov/study/NCT05677971 |
| Drug discovery and DDS classification (pharmaceu company / drug discovery biotech / contract development manufacturing and research) | The calculation of this paper | This article. Company name is an example of a company handled by this series. |
| The new modality reads that it introduces a later product rather than making a base in the company, and reads that it is possible to release cell therapy and handle it on an existing manufacturing base. | Interpre of this paper from the composition of affiliated products and announcement of cell therapy disco ed | |
| A business that maintains plasma preparations as a business that earns on the scale of equipment and raw material procurement, and a business with high demand for materials and equipment. | Interpre of this paper from the description of capital investment and plasma collection net | |
| 3 Risks that the rise of items affects performance | Interpre of this paper from the presentation of the change |
Last Updated:September 26, 2026/Troy Technical
All figures in this article are based on the legal disclosure document (20-F・6-K) and ClinicalTrials.gov。 information submitted by Takeda Pharmaceutical Co., Ltd. to SEC. The number of 20-F units is converted to billion yen. We do not use estimates and media-based numbers of survey companies. The "、ulation" section is an interpretation that the article reads from the primary information and is not an announcement of the company. This article is not medical advice.