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Healthcare Equity Analyst - Emerging & Dev Markets, daaimon

Avien Pillay

Healthcare Equity Analyst - Emerging & Dev Markets

Independent Insight Provider

Equity Bottom-Up

Takeda Pharmaceutical   / Equity Bottom-Up

<ul>
<li>Production problems of Vyvanse generics seem to be largely resolved with nine of the ten suppliers back in stock.</li>
<li>Safety concerns with Takeda’s approved psoriasis competitor does raise further concerns as they are both TYK-2 inhibitors.</li>
<li>The company’s $900 m big restructure and cited areas for margin improvement are not “convincing” and lack detail.   </li>
</ul>


Production problems of Vyvanse generics seem to be largely resolved with nine of the ten suppliers back in stock.
Safety concerns with Takeda’s approved psoriasis competitor does raise further concerns as they are both TYK-2 inhibitors.
The company’s $900 m big restructure and cited areas for margin improvement are not “convincing” and lack detail.   


Additional Points Add to Our Recent Bearish View on Takeda.