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Takeda: Pipeline, Products, Performance and Potential
Espicom Business Intelligence Ltd, Nov 2009, Pages: 124
Takeda is a research-based pharmaceutical company that has been engaged in the pharmaceutical industry for over 220 years. The Takeda Group consists of 67 companies, including the parent company, 45 consolidated subsidiaries and 21 affiliates. Takeda specialises in the areas of metabolic, cardiovascular, gastrointestinal, anticancer, musculoskeletal and CNS products. R&D is focused on lifestyle-related diseases, cancer and urological diseases, CNS diseases, and life-cycle management of drugs for digestive system diseases.
The Japanese pharmaceutical market has become increasingly difficult as National Health Insurance prices have been reduced and the larger pharma companies from Europe and the US have won a greater proportion of domestic market share. This competitive environment has seen several notable Japanese mergers in recent years (forming Daiichi Sankyo, Astellas Pharma, Dainippon Sumitomo, Kyowa Hakko Kirin and Mitsubishi Tanabe Pharma) and a general trend of struggling sales for Japanese companies. Takeda benefits from a more international profile than most Japanese companies, with nearly 50 per cent of sales generated overseas. This has allowed the company to steal a march on its domestic competitors and assert itself as the largest research-based pharmaceutical company in Japan and among the top twenty globally.
It is clear that in order for Takeda to continue its impressive record, the company will need to bring new key products to market. The launch of Rozerem has been a step in the right direction, whilst the in-licensing of Enbrel could prove to be fruitful as this product has been hugley successful in other major markets (where it is marketed by Wyeth). TAK-390MR, an enantiomer of lansoprazole, stands out as a key R&D project in the gastrointestinal field, whilst in oncology, Takeda has licensed rights to motesanib disphospate and panitumumab from Amgen, both of which are in late-stage trials and are expected to make strong sales contributions within our forecast period.
Therefore, during 2008, Takeda has managed to position itself well to face the challenges of patent expiries for its key products and the loss of Leuplin from the product portfolio. In a market that has been dominated by mergers in recent years, Takeda seems well placed to remain independent and still maintain consistent growth.
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