
What smart money is saying about Takeda
1 fund in our archive has pitched Takeda — most recently Lindsell Train Japanese Equity Fund in July 2026.
Takeda Pharmaceutical Company Limited engages in the research, development, manufacture, marketing, and out-licensing of pharmaceutical products. It offers pharmaceutical products in the areas of gastroenterology, rare diseases, plasma-derived therapies, oncology, vaccines, and neuroscience. The company provides its products under the Entyvio, Gattex/Revestive, Takecab/Vocinti, EOHILIA, Takhzyro, Advate, Elaprase, Replagal, Vpriv, Adynovate/Adynovi, Livtencity, ADZYNMA, Gammagard Liquid/Kiovig, Hyqvia, Cuvitru, Flexbumin, Adcetris, Leuplin/Enantone, Ninlaro, Iclusig, FRUZAQLA, Alunbrig, vyvanse/elvanse, Trintellix, and QDENGA brands. It has licensing and collaboration for the development and commercialization of products with Arrowhead Pharmaceuticals, Cour Pharmaceuticals, Engitix, Halozyme, Mirum Pharmaceuticals, Ucsd/Fortis Advisors, Zedira/Dr. Falk Pharma, Ac Immune, Acurastem, Anima Biotech, Biomarin, Denali Therapeutics, Luxna Biotech, Neurocrine Biosciences, Peptidream, Abbvie, Adimab, Ascentage Pharma, Crescendo Biologics, Exelixis, F-Star, Gsk, Heidelberg Pharma, Innovent Biologics, Keros Therapeutics, Kumquat Biosciences, Protagonist Therapeutics, Halozyme, Kamada, Johnson & Johnson/Momenta Pharmaceuticals, Previpharma, Novavax, Bridgene Biosciences, Charles River Laboratories, Iambic Therapeutics, Ipsen, Km Biologics, Massachusetts Institute Of Technology, and Nabla Bio. The company operates in Japan, the United States. Europe, Canada, Latin America, China, Asia, Russia/Commonwealth of Independent States, the Middle East, Oceania, and Africa. The company was founded in 1781 and is headquartered in Chuo, Japan.
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Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Takeda, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions
- August 2026
“Our two prescription pharmaceutical companies (Astellas and Takeda) have promising pipelines, which include the imminent release of newly approved compounds.”
Takeda - July 2026
“It is not just software and media companies whose ratings and valuations have declined of late. The Fund’s two pharmaceutical companies, Astellas and Takeda, have continued to make good progress by achieving approvals for new compounds.”
Takeda - June 2026
“Pharmaceutical holdings Astellas Pharma and Takeda Pharmaceutical in Japan, as well as Sanofi in France, also weakened amid increasing investor concerns surrounding their respective drug pipelines.”
Takeda
Fund coverage · 1 thesis
- Lindsell Train Japanese Equity FundJuly 2026
Takeda has a promising pipeline, strong current cash flow, attractive valuation, and the potential to sustain high operating margins.
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