Takeda Pharmaceutical Co., Ltd: PharmaVitae Profile

Table of Contents

• CHAPTER 1 EXECUTIVE SUMMARY
  • Key findings
  • Historical and forecast ethical sales performance
  • Therapeutic strategy
  • Launch and expiry outlook
  • Externalization, geographic and molecule type strategies
    • Externalization strategy
    • Geographic strategy
    • Molecule type strategy
  • SWOT analysis
    • Strengths
    • Weaknesses
    • Opportunities
    • Threats
• CHAPTER 2 CORPORATE HISTORY
  • Key findings
  • Background
  • Key corporate developments
    • Pharmaceuticals
      • TAP: a gateway into the US market...
    • Consumer health
    • Joint ventures
  • M&A history
    • Acquisition of Syrrx
    • M&A strategy
  • Current corporate structure
    • Pharmaceuticals
    • Consumer health
  • Current management team
• CHAPTER 3 HISTORICAL PERFORMANCE
  • Key findings
  • Introduction
  • Revenue and growth rate analysis, 2001-06
    • Revenue and growth rate vs. peer set
  • Product analysis, 2001-06
    • Growth drivers
      • Actos
      • Blopress
      • Prevacid
      • Lupron
  • Operating revenue and cost analysis, 2001-06
    • Operating revenue/cost analysis
• CHAPTER 4 FORECAST PERFORMANCE
  • Key findings
  • Introduction
  • Revenue and growth rate, 2006-12
  • Product analysis, 2006-12
    • Growth drivers
      • TAK-390MR
      • SYR-322
      • TAK-242
      • Enbrel
      • Rozerem
    • Growth resistors
      • Prevacid
      • Actos
      • Basen
      • Lupron
  • Therapy area analysis, 2006-12
    • Growth drivers
      • Cardiovascular & hematology (CV)
      • Infectious disease (ID)
      • Immunology and inflammation (I&I)
      • Central nervous system (CNS)
      • Urology & sexual health (Uro)
    • Growth resistors
      • Endocrine, metabolic and genetic disorders (endo)
      • Gastroenterology (GE)
    • Therapy area focus
  • Launches and expiries analysis, 2006-12
    • Launch portfolio
    • Core portfolio
    • Expiry portfolio
    • Launch/core/expiry configuration
  • Externalization analysis, 2006-12
  • Geographic analysis, 2006-12
  • Molecule type analysis, 2006-12
• CHAPTER 5 KEY PRODUCTS AND COMPETITORS
  • Key findings
  • Overview
  • Endocrine, metabolic and genetic disorders
    • Actos
      • Overview
      • Sales forecast
      • Newsflow
    • ACTOplus met
      • Overview
      • Sales forecast
      • Newsflow
      • Competitive landscape
    • SYR-322
      • Overview
      • Sales forecast
      • Newsflow
      • Competitive landscape
    • Basen
      • Overview
      • Sales forecast
      • Competitive landscape
  • Gastroenterology
    • Prevacid
      • Overview
      • Sales forecast
      • Newsflow
      • Competitive landscape
    • TAK-390MR
      • Overview
      • Sales forecast
      • Newsflow
      • Competitive landscape
    • Amitiza
      • Overview
      • Sales forecast
      • Newsflow
      • Competitive landscape
  • Cardiovascular & hematology
    • Blopress
      • Overview
      • Sales forecast
      • Newsflow
      • Competitive landscape
  • Urology & sexual health
    • Lupron
      • Overview
      • Sales forecast
      • Competitive landscape
  • Infectious disease
    • TAK-242
      • Overview
      • Sales forecast
      • Newsflow
      • Competitive landscape
  • Immunology & Inflammation
    • Enbrel
      • Overview
      • Sales forecast
      • Newsflow
      • Competitive landscape
  • Central nervous system
    • Rozerem
      • Overview
      • Sales forecast
      • Newsflow
      • Competitive landscape
  • R&D pipeline
• CHAPTER 6 APPENDIX
  • IMS vs. company-reported data reconciliation
  • References
  • Abbreviations
  • Exchange rates
  • List of Tables
    • Table 1: Takeda Executive Committee
    • Table 2: Peer set overview
    • Table 3: Operating revenue/cost analysis ($m), 2001-06
    • Table 4: Operating cost ratio analysis (% of total revenues), 2001-06
    • Table 5: Product portfolio overview, sales ($m), 2006-12
    • Table 6: Therapy area overview, sales ($m), 2006-12
    • Table 7: Launch portfolio overview, sales ($m), 2006-12
    • Table 8: Core portfolio overview, sales ($m), 2006-12
    • Table 9: Expiry portfolio overview, sales ($m), 2006-12
    • Table 10: Externally developed portfolio ($m), 2006-12
    • Table 11: Molecule type overview, sales ($m), 2006-12
    • Table 12: Key products overview
    • Table 13: Actos: overview
    • Table 14: Actos: sales forecast ($m), 2006-12
    • Table 15: Actos: newsflow
    • Table 16: ACTOplus met: overview
    • Table 17: ACTOplus met: sales forecast ($m), 2006-12
    • Table 18: ACTOplus met: newsflow
    • Table 19: Antidiabetic market by drug class, 2006
    • Table 20: SYR-322: overview
    • Table 21: SYR-322: sales forecast ($m), 2006-12
    • Table 22: SYR-322: newsflow
    • Table 23: Basen: overview
    • Table 24: Basen: sales forecast ($m), 2006-12
    • Table 25: Prevacid: overview
    • Table 26: Prevacid: sales forecast ($m), 2006-12
    • Table 27: Prevacid: newsflow
    • Table 28: TAK-390MR: overview
    • Table 29: TAK-390MR: sales forecast ($m), 2006-12
    • Table 30: TAK-390MR: newsflow
    • Table 31: Amitiza: overview
    • Table 32: Amitiza: sales forecast ($m), 2006-12
    • Table 33: Amitiza: newsflow
    • Table 34: Blopress: overview
    • Table 35: Blopress: sales forecast ($m), 2006-12
    • Table 36: Blopress: newsflow
    • Table 37: Lupron: overview
    • Table 38: Lupron: sales forecast ($m), 2006-12
    • Table 39: TAK-242: overview
    • Table 40: TAK-242: sales forecast ($m), 2006-12
    • Table 41: TAK-242: newsflow
    • Table 42: Enbrel: overview
    • Table 43: Enbrel: sales forecast ($m), 2006-12
    • Table 44: Enbrel: newsflow
    • Table 45: Rozerem: overview
    • Table 46: Rozerem: sales forecast ($m), 2006-12
    • Table 47: Rozerem: newsflow
    • Table 48: Takeda' s R&D pipeline (Phase I-registration)
    • Table 49: Takeda' s indication broadening pipeline (Phase I-registration)
    • Table 50: Exchange rates, 2006
  • List of Figures
    • Figure 1: Historical and forecast ethical sales performance (% CAGR), Takeda and Japan Pharma peer set
    • Figure 2: Therapeutic focus vs. Japan Pharma peer set (%), 2006
    • Figure 3: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), Takeda
    • Figure 4: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), peer set
    • Figure 5: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2006
    • Figure 6: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2012
    • Figure 7: SWOT analysis of Takeda
    • Figure 8: Current corporate structure
    • Figure 9: Revenue & growth rate (ethical sales) ($m), 2001-06
    • Figure 10: Ethical revenue ($m) and growth rate (%) vs. peer set, 2001-06
    • Figure 11: Growth drivers/resistor products of historical revenue performance ($m), 2001-06
    • Figure 12: Operating revenue/cost analysis ($m), 2001-06
    • Figure 13: Operating cost ratio analysis (% of total revenues), 2001-06
    • Figure 14: Ethical revenue ($m) and growth rate (%), 2006-12
    • Figure 15: Top five products by sales ($m), 2006
    • Figure 16: Top five products by sales ($m), 2012
    • Figure 17: Growth drivers and resistors by product, 2006-12
    • Figure 18: Key strategic products, sales ($m), 2006-12
    • Figure 19: Ethical sales by therapy area ($m), 2006-12
    • Figure 20: Growth drivers and resistors by therapy area ($m), 2006-12
    • Figure 21: Ethical sales by therapy area (%), 2006-12
    • Figure 22: Therapy area focus compared with peer set (% total ethical sales), 2006
    • Figure 23: Therapy area focus compared with peer set (% total ethical sales), 2012
    • Figure 24: Launch schedule, sales ($m), 2006-12
    • Figure 25: Core products sales growth ($m), 2006-12
    • Figure 26: Expiry schedule, sales ($m), 2006-12
    • Figure 27: Launch, core and expiry, sales ($m), 2006-12
    • Figure 28: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), Takeda
    • Figure 29: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), peer set
    • Figure 30: Externalization dependency, sales ($m), 2006-12
    • Figure 31: Growth drivers and resistors, externally vs. internally discovered products, sales ($m), 2006-12
    • Figure 32: Externalization dependency vs. peer set, % total sales, 2006
    • Figure 33: Externalization dependency vs. peer set, % total sales, 2012
    • Figure 34: Geographical sales breakdown ($m), 2006-12
    • Figure 35: Growth drivers and resistors by geography, sales ($m), 2006-12
    • Figure 36: US dependency vs. peer set, % total sales, 2006
    • Figure 37: US dependency vs. peer set, % total sales, 2012
    • Figure 38: Molecule type sales breakdown ($m), 2006-12
    • Figure 39: Growth drivers and resistors by molecule type, sales ($m), 2006-12
    • Figure 40: Biologics dependency vs. peer set, % total sales, 2006
    • Figure 41: Biologics dependency vs. peer set, % total sales, 2012
    • Figure 42: Takeda' s upper GI disorder franchise, sales ($m), 2006-12
    • Figure 43: IMS vs. company-reported ethical sales discrepancy ($m), 2006
    • Figure 44: IMS vs. company-reported ethical sales forecast growth rates (%), 2006-12