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Takeda-武田-2026-JPM.pdf

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1、TSE:4502Takeda Pharmaceutical Company44th Annual J.P.Morgan Healthcare ConferencePresident&CEOJanuary 12th,2026Christophe WeberFor 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 distrib

2、uted by Takeda Pharmaceutical Company 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

3、 purchase,otherwise acquire,subscribe 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 Un

4、ited States except pursuant to registration 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 pur

5、poses only(and not for the evaluation 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.I

6、n this presentation,“Takeda”is sometimes 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

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1. **公司定位与愿景**:武田制药是一家全球创新驱动的生物制药公司,致力于“患者、地球、未来”的愿景,核心治疗领域包括罕见病、血浆衍生疗法、肿瘤、疫苗、神经科学及胃肠炎症等。 2. **增长战略**: - **2021-2025年**:应对仿制药冲击,优先投入研发(2025财年预计研发投入6850亿日元,同比增长21%),构建后期管线。 - **2026-2030年+**:计划推出8款潜在销售额达数十亿美元的新药,直至2030年Entyvio生物类似药上市前仿制药风险有限。 3. **关键管线进展**: - **Oveporexton**(嗜睡症):III期数据显示显著改善日间嗜睡、猝倒等症状,预计2026年下半年上市。 - **Rusfertide**(真性红细胞增多症):52周持续控制血细胞比容,减少放血需求,预计2026年下半年上市。 - **Zasocitinib**(银屑病):III期达主要终点,PASI 75/90/100应答率高,预计2027年上半年上市。 4. **财务与市场**:2024财年收入4.6万亿日元(约306亿美元),美国市场占比52%,中国占14%。
武田新药前景? 睡眠病药突破? 银屑病疗法革新?
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