PharmaVitae explores Takeda’s prescription pharmaceutical performance and outlook over 2019–29.
Snapshot
- Overview – Takeda’s growth continues to be driven primarily by M&A; adding Shire nearly doubles the revenues of the company.
- Key themes – [1] Integration of Shire assets and performance of rare disease portfolio are key near-term milestones [2] Takeda will then look to its pipeline, with multiple drugs projected to launch in the coming years to offset sales declines due to generic competition.
Model updates (29 October 2020)
- Entyvio forecast adjusted higher due to continued growth in ulcerative colitis and Crohn’s disease
- Dexilant forecast adjusted higher due to slower generic decline
- Ninlaro forecast adjusted higher due to COVID-19 impact on prescription trends
- Alunbrig forecast adjusted lower due to launch trends
- Immunoglobulin forecast adjusted higher.
Model updates (15 November 2019)
- Natpara forecast adjusted lower due to US product recall
- TAK-788 launch added
- TAK-721 launch added
- SHP-609 launch added
- ATK-924 launch added
- TAK-620 launch added
- TAK-003 launch added.
Model updates (5 September 2019)
- Entyvio forecast adjusted higher over the medium term due to continued market share gains in the treatment-naïve segment, but adjusted lower over the long term due to expiration of regulatory data protection
- Ninlaro forecast adjusted higher due to strong growth in the US
- Adcetris forecast adjusted higher due to performance in Japan and RoW, primarily Brazil
- Velcade forecast adjusted slightly lower due to loss of exclusivity in the US.
Added Shire drugs to Takeda forecast, including:
- Cinryze forecast adjusted significantly lower due to market share shifts to Takhzyro
- Firazyr forecast adjusted significantly lower due to market share shifts to Takhzyro
- Kalbitor
- Takhzyro forecast adjusted higher due to strong launch in US and Europe
- Xiidra forecast removed due to sale to Novartis for $3.4bn up front and $1.9bn in potential milestones
- Vyvanse
- Adderall XR
- Elaprase
- Replagal
- Vpriv
- Lialda
- Pentasa
- Gattex
- Natpara
- SHP616 (SQ) forecast removed due to Takeda stopping development
- Adynovate forecast added due to Takeda providing granular detail on Shire’s hematology portfolio
- FEIBA forecast added due to Takeda providing granular detail on Shire’s hematology portfolio
- Recombinate/Advate forecast added due to Takeda providing granular detail on Shire’s hematology portfolio
- Hemofil/Immunate forecast added due to Takeda providing granular detail on Shire’s hematology portfolio.
Table of Contents
Company Background
Company Overview
Key Metrics
SWOT Analysis
Key Drug & Company Information
Company Comparison
Recent Earnings Review
Pharma Insights Analysis
Company Forecast
Prescription Pharmaceuticals Sales Outlook
Branded Drug Outlook
Launch Profile Outlook
Therapy Area Outlook
Regional Sales Outlook
Lifecycle Analysis
Company Profile
Marketed & Pipeline Drugs
Recent Events & Analyst Opinions
Upcoming Catalysts
Recent Insights
Clinical Trial Overview
Clinical Trial Snapshot
Clinical Trials by Country
Clinical Trials by Status and Phase
Clinical Trials by Drug