JPMorgan Pharma Weekly, October 5–9: Takeda Pharmaceutical
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JPMorgan's pharmaceutical sector weekly for October 5–9 spotlights Takeda Pharmaceutical. The excerpt comprises exhibits tracking market data and US prescription trends. Market-level charts cover domestic pharma share-price performance, overseas pharma valuations, and a catalyst calendar for mid-caps and other names. The prescription block presents US total prescriptions (TRx) for key drugs by company: Takeda (4502) on Vyvanse; Astellas (4503) on IZERVAY versus competitors; Dupixent, the competitor to Nemluvio; Eisai (4523) on Lenvima; major atypical antipsychotics at Otsuka Holdings (4578) and Sumitomo Pharma (4506); Sumitomo Pharma's Myfembree and its rivals; Shionogi's (4507) HIV drugs; and oral psoriasis treatments.
These TRx series serve as the standard high-frequency gauge of US commercial momentum for the covered franchises between quarterly earnings. The chart-only material supplied contains no ratings, target prices or forecasts, so the weekly's specific views on Takeda and its peers are not reproduced here; the exhibit set indicates a focus on prescription-trend monitoring across the firm's covered Japanese pharmaceutical names.
Key exhibits
Exhibit 1
Exhibit 2
Exhibit 3
Exhibit 4
Exhibit 5
Exhibit 6
Exhibit 7
Exhibit 8
Exhibit 9
Exhibit 10
Exhibit 11
Exhibit 12
