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武田制药Takeda Pharmaceutical(TAK)2025财年第二季度财务业绩演示报告「NYSE」(英文版)(73页).pdf

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1、October 30th,2025Committed to Growth&Shareholder ReturnsTSE:4502FY2025 Q2 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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根据报告的内容,以下是全文主要内容的简明扼要概括: 1. Takeda 2025财年第二季度业绩符合预期,营收同比下降6.9%,核心营收同比下降3.9%。核心营业利润同比下降11.2%,主要受VYVANSE仿制药影响。 2. 成长产品营收同比增长5.3%,预计下半年增速将提高。公司通过提高效率来推动运营成本节约。 3. 公司维持全年核心营收大致持平的指引,但受交易外汇影响,核心营业利润和核心EPS指引有所下调。报告EPS预期受上半年不可抵扣减值影响。 4. Rusfertide和oveporexton预计不会在2025财年申报。Zasocitinib三期银屑病数据预计在下半年公布。Mezagitamab一期b IgAN数据显示18个月后eGFR持续改善。 5. Takeda与Innovent Biologics达成战略合作,获得两个晚期肿瘤资产,以增强肿瘤管线。
Takeda的2025财年二季度业绩如何? Takeda的晚期管线药物进展如何? Takeda与Innovent Biologics的合作有何意义?
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