TKPHF News and Press, Takeda Pharmaceutical Co Ltd From 01/27/23

Summary Ascendis is a mid-cap commercial biotech based in Denmark. Currently, it trades around $6.7B market cap, and the company holds $900M cash. Skytrofa (TransCon hGh) is Ascendis' lead approved agent for pediatric growth hormone deficiency (GHD), where the commercial update was luke...

The following slide deck was published by Takeda Pharmaceutical Company Limited in conjunction with this event. For further details see: Takeda Pharmaceutical Company (TAK) Presents At 41st Annual Healthcare Conference - Slideshow

Summary Denali Therapeutics Inc. has major partnerships and an active set of programs. They are flush with cash. Denali Therapeutics needs to show us human patient data. I have been covering Denali Therapeutics Inc. ( DNLI ) for a few years now. Denali has three th...

Summary Qitan Technology, a Chengdu nanopore sequencing company, completed a $101 million Series C round to support its commercialized nanopore devices. Takeda was approved to launch Exkivity (mobocertinib) in China to treat NSCLC patients with epidermal growth factor receptor (EGFR) Ex...

Summary ADMA Biologics continues to outperform benchmarks, after offering investors a source of tactical alpha across the past 18 months. The market continues to reward its hypothesis in treating primary humoral immunodeficiency. Shares have extended the rally in 2023 and further up...

Summary "Dividend Aristocrats" is an S&P term for stocks that have raised their annual dividend every year for many years, 25 in the US or 10 internationally. As a strategy, investing in dividend aristocrats is backwards-looking, but does a decent job of screening companies with som...

Summary My portfolio, built specifically for my retirement ~20+ years from now gets a nice end-of-the-year Petrobras dividend to help ease market pain. Making monthly contributions, even though they seem small at the time, makes all the difference in the world over time in helping creat...

Summary Karyopharm Therapeutics hasn't done a lot of impressive stuff in the last 6 months. It is trading at 52-week lows, but that may not be a good thing by itself. I will stay on the sidelines, because I am unable to see the value here. I covered Karyopharm Therapeu...

The following slide deck was published by Takeda Pharmaceutical Company Limited in conjunction with their 2022 Q2 earnings call. For further details see: Takeda Pharmaceutical Company Limited 2022 Q2 - Results - Earnings Call Presentation

Summary Strong top-line growth exhibited in FY22. Building regulatory and clinical momentum around its core offerings, with the bulk of the portfolio up double digits this year. Technicals, valuations equally as supportive for upside capture. Rate buy, FY23 price objective $32.4...