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武田制药Takeda Pharmaceutical(TAK)2025财年第三季度财务业绩演示报告「NYSE」(英文版)(55页).pdf

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1、January 29th,2026Committed to Growth&Shareholder ReturnsTSE:4502FY2025 Q3 Earnings AnnouncementFor the purposes of this notice,“presentation”means this document,any oral presentation,any question and answer session and any written or oral material discussed or distributed by Takeda Pharmaceutical Co

2、mpany Limited(“Takeda”)regarding this presentation.This presentation(including any oral briefing and any question-and-answer in connection with it)is not intended to,and does not constitute,represent or form part of any offer,invitation or solicitation of any offer to purchase,otherwise acquire,subs

3、cribe for,exchange,sell or otherwise dispose of,any securities or the solicitation of any vote or approval in any jurisdiction.No shares or other securities are being offered to the public by means of this presentation.No offering of securities shall be made in the United States except pursuant to r

4、egistration under the U.S.Securities Act of 1933,as amended,or an exemption therefrom.This presentation is being given(together with any further information which may be provided to the recipient)on the condition that it is for use by the recipient for information purposes only(and not for the evalu

5、ation of any investment,acquisition,disposal or any other transaction).Any failure to comply with these restrictions may constitute a violation of applicable securities laws.The companies in which Takeda directly and indirectly owns investments are separate entities.In this presentation,“Takeda”is s

6、ometimes used for convenience where references are made to Takeda and its subsidiaries in general.Likewise,the words“we”,“us”and“our”are also used to refer to subsidiaries in general or to those who work for them.These expressions are also used where no useful purpose is served by identifying the pa

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1. **业绩表现**:FY2025 Q3 YTD营收3,411.2亿日元(同比-3.3%),核心运营利润971.6亿日元(同比-3.4%),调整后自由现金流625.9亿日元(同比+10.1%)。 2. **产品动态**:VYVANSE仿制药冲击持续,但ENTYVIO(IBD领域)、EOHILIA(嗜酸粒细胞性食管炎)等增长强劲;ADZYNMA(cTTP)上市超预期。 3. **管线进展**:18个月内将推出3款变革性药物——oveporexton(发作性睡病,2026H2)、rusfertide(真性红细胞增多症,2026H2)、zasocitinib(银屑病,2027H1)。 4. **财务指引**:FY2025营收指引上调至4,530亿日元(受汇率影响),核心运营利润维持1,150亿日元,体现运营效率提升。 5. **领导层交接**:Julie Kim将接任CEO,Christophe Weber继续过渡支持。
新药上市计划? 财务表现如何? 研发管线进展?
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