Takeda Pharm Stock Price, News & Analysis

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.

Takeda (NYSE:TAK) has partnered with VELA Transport to become the first biopharmaceutical company to transport products between Europe and the U.S. using a revolutionary wind-powered cargo trimaran. The vessel, launching in late 2026, will be 100% wind-powered while at sea, reducing greenhouse gas emissions by up to 99% compared to air freight and 90% compared to container ships.

The innovative trimaran features CoolSafe, a GDP-compliant temperature-controlled refrigeration system powered by renewable energy. VELA aims to complete transatlantic crossings in under 15 days and plans to expand its fleet to five trimarans by 2028, potentially transporting 48,000 tons of goods annually. This partnership supports Takeda's commitment to achieve net-zero greenhouse gas emissions across its value chain by 2040.

Takeda (NYSE:TAK) has appointed Rhonda Pacheco as the new president of its U.S. Business Unit, effective September 29, 2025. Pacheco, formerly group vice president of U.S. Cardiometabolic Health at Eli Lilly, will join the Takeda Executive Team, succeeding Julie Kim.

Kim, who was previously appointed to become Takeda's next CEO succeeding Christophe Weber in June 2026, will focus on the CEO transition and serve as interim head of the Global Portfolio Division. Pacheco brings significant experience from Eli Lilly, where she managed complex portfolios and successful product launches, including the GLP-1 portfolio.

Takeda (NYSE:TAK) presented groundbreaking Phase 3 clinical trial results for oveporexton (TAK-861), their first-in-class oral orexin receptor agonist for narcolepsy type 1 (NT1), at World Sleep 2025. The FirstLight and RadiantLight studies met all primary and secondary endpoints with statistically significant improvements (p<0.001) across all doses.

Key findings showed that oveporexton significantly improved wakefulness, with 85% of participants achieving normal sleepiness scores and over 80% reduction in cataplexy rates. The drug was generally well-tolerated with no serious treatment-related adverse events. The comprehensive program involved 273 patients across 19 countries, with over 95% of participants continuing into the long-term extension study.

Takeda plans to submit global regulatory applications starting in fiscal year 2025, potentially transforming NT1 treatment by addressing its underlying cause.

Takeda (NYSE:TAK) has received FDA approval for expanded indications of VONVENDI®, their recombinant von Willebrand factor therapy. The expansion includes routine prophylaxis for adults with Type 1 and 2 von Willebrand Disease (VWD) and on-demand and perioperative bleeding management in pediatric VWD patients.

VONVENDI is now the only recombinant VWF replacement therapy approved for both adults and children with VWD, which affects over 3 million people in the U.S. The drug demonstrates a notable half-life of 22.6 hours in adults and 14.3 hours in children, with clinical trials showing that the majority of non-surgical bleeds were treated with just one infusion.

The approval is supported by data from three clinical trials and real-world evidence, marking a significant advancement in VWD treatment standards.

Takeda (NYSE:TAK) reported Q1 FY2025 results showing revenue decline of 3.7% at constant exchange rate (CER) and 8.4% at actual exchange rates (AER), primarily due to VYVANSE® generic erosion. Core operating profit declined 11.9% at CER, while reported operating profit increased 11.0% at AER.

The company achieved significant pipeline milestones, including positive Phase 3 results for oveporexton in narcolepsy type 1, meeting all primary and secondary endpoints. Additionally, Takeda received FDA approval for GAMMAGARD® LIQUID ERC and EC approval for ADCETRIS® in new indications. Despite Q1 impacts, the company maintains its full-year FY2025 outlook announced in May.