Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Takeda Pharmaceutical (4502 JP): Recent Pipeline Blues Puts a Brake on Stock Recovery

Taisho Pharma Seems the Best Suitor for Takeda’s Japan OTC Business

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/takeda-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:11747:1" rel="noopener">Takeda Pharmaceutical (4502 JP)</a> received CRL from the FDA for TAK-721, through which FDA declined to approve the drug in its current form and asked for additional clinical study.</li>
<li>Takeda aimed for four potential approvals in FY22. Thus far, the company has received only two approvals. R&amp;D expenditure for FY22 is guided at ¥522 billion, up 15% y/y.</li>
<li>Next big catalyst for the company is the potential approval of its Dengue vaccine candidate, TAK-003, which has peak revenue opportunity of $1.6 billion.</li>
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Takeda Pharmaceutical (4502 JP) received CRL from the FDA for TAK-721, through which FDA declined to approve the drug in its current form and asked for additional clinical study.
Takeda aimed for four potential approvals in FY22. Thus far, the company has received only two approvals. R&amp;D expenditure for FY22 is guided at ¥522 billion, up 15% y/y.
Next big catalyst for the company is the potential approval of its Dengue vaccine candidate, TAK-003, which has peak revenue opportunity of $1.6 billion.


Takeda Pharmaceutical (4502 JP): Bearish Tone Continues Despite New Drug Approvals