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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Takeda Pharmaceutical Company
Takeda Pharmaceutical Company (4502) investor relations material
Takeda Pharmaceutical Company Morgan Stanley 24th Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 24th Annual Global Healthcare Conference summary14 Sep, 2026
Leadership transition and strategic outlook
Retirement of the long-serving R&D head announced, with transition planned over the next 8–9 months and new CEO Julie Kim leading future strategy.
Capital Markets Day scheduled for December 11 in Tokyo to unveil new strategic direction under Julie Kim, focusing on pipeline investment and growth phases (Horizon one and two).
Horizon one emphasizes deep pipeline investment and launches with low overall growth, while Horizon two targets accelerated growth.
The company is at a significant inflection point, with increased pipeline visibility and upcoming leadership changes.
Pipeline and product launches
Recent FDA approval of ORZEYFUL for narcolepsy, with DEA scheduling expected by November and anticipated Schedule IV classification.
Competitive pricing strategy for ORZEYFUL aimed at broad patient access, with focus on rapid market penetration and physician education.
Fast uptake expected for ORZEYFUL due to unmet needs and high residual symptoms in current treatments; strategy centers on patient switching and increasing diagnosis rates.
TAK-360 phase II data for NT2 and IH expected later this year, with additional orexin molecules advancing in the clinic.
Zasocitinib (oral TYK2) PDUFA date set for March 13, 2027, with launch planned within the fiscal year and competitive pricing to ensure access.
Clinical development and data timelines
TAK-360 phase II data may be disclosed at Capital Markets Day or a scientific congress, depending on results and competitive landscape.
Ongoing studies for TAK-360 in NT1 as a precaution, with ORZEYFUL positioned as best-in-class for NT1.
Zasocitinib safety profile remains clean with no JAK-related effects; one-year safety data submitted to FDA.
IBD (UC and CD) studies for zasocitinib ongoing, with data readouts expected at the end of the fiscal year; higher doses being tested for IBD indications.
Peak sales guidance for psoriasis and psoriatic arthritis remains $3–6 billion; IBD peak sales guidance pending data.
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Latest events from Takeda Pharmaceutical Company
- Q1 revenue up 10.2% on FX; core profit flat at CER; new launches offset mature declines.4502
Q1 2027 - Three major launches and a transformation plan set the stage for renewed growth and efficiency.4502Jefferies Global Healthcare Conference 2026
- Solid FY2025 results and major new launches set the stage for growth despite mature portfolio headwinds.4502Q4 2026
- Zasocitinib achieved rapid, durable skin clearance and strong safety in phase III psoriasis trials.4502Study Update
- Oveporexton phase III trials in NT1 achieved robust efficacy and safety across all symptom domains.4502Study Update
- Net profit rose 30.4% despite revenue decline, with pipeline and cash flow strength supporting guidance.4502Q1 2026
- H1 revenue and profit surged, guidance raised, but H2 faces Vyvanse erosion and higher R&D costs.4502Q2 2025
- Q1 revenue up 2.1% at CER, but net profit faces pressure from costs and Vyvanse erosion.4502Q1 2025
- Growth and launch products drove revenue and margin gains, with flat core outlook and higher dividend.4502Q4 2025
Next Takeda Pharmaceutical Company earnings date
Q2 202729 Oct, 2026
Takeda Pharmaceutical Company
Next Takeda Pharmaceutical Company earnings date
Q2 202729 Oct, 2026
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Frequently asked questions
Takeda Pharmaceutical Company Limited, founded in 1781, is a research-based global company. The Company's segment is engaged in the research and development, manufacturing and marketing of pharmaceutical products. Through its global presence in over 70 countries, the Company offers a range of products to meet unmet medical needs in a variety of therapeutic areas, including gastroenterology, oncology and neuroscience, among others. The Company's business unit includes Gastroenterology Business Unit, Oncology Business Unit and General Medicines Business Unit. GBU's focus is on creating new value in GI diseases to enhance the lives of patients and their families. OBU's focus is on building a portfolio with the potential to serve patients worldwide that address unmet cancers. GMBU focuses on providing innovative treatment options for patients in such disease areas as internal medicine, respiratory, renal and central nervous system.