Latest Tokyo Brief coverage on Takeda Pharmaceutical Company Limited, tracking filings, financial news, and market signals from Japan.
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Takeda's half-year net profit rose 171.6% on a 4.1% effective tax rate, yet core operating profit grew just 0.7% at constant currency, even as the drugmaker raised its full-year profit forecasts.
The FDA has accepted Takeda's application for zasocitinib, a once-daily pill for moderate-to-severe plaque psoriasis, for priority review, with a decision due in the first quarter of 2027; across two phase 3 trials roughly 70% of patients reached clear or almost-clear skin by 16 weeks, well ahead of both placebo and the comparator drug apremilast, though Takeda says the filing itself does not change its earnings outlook for the year to March 2027.
The FDA cleared Takeda's oral drug oveporexton to restore the orexin signaling missing in narcolepsy type 1, not just mask its symptoms, but a scheduling review by the US Drug Enforcement Administration still stands between approval and the first sale.
A weaker yen pushed Takeda's quarterly revenue up 10.2%, but at constant currency sales actually fell 0.5% and net profit dropped 23.5%, more than double the decline shown in headline yen figures, even as full-year targets and the dividend forecast held steady.
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