Is This 250-Year-Old Japanese Big Pharma Giant Selling For Half Price Right Now?
Portfolio Pulse from Daniel Harrison
Takeda Pharmaceutical Co Ltd (NYSE:TAK), Japan’s largest pharmaceutical company, is being viewed as a potential big winner in the pharma sector due to its cheap valuation and innovative products in the pipeline. Despite a decline in stock performance and some criticized acquisitions, Takeda's consistently strong earnings and big market position in niche drugs are seen as promising. The company currently trades at a 40% discount to its enterprise value of $80 billion, compared to Merck & Co. Inc. (NYSE:MRK) and Pfizer Inc. (NYSE:PFE) which both trade at a 10% discount to their enterprise value.
September 18, 2023 | 3:31 pm
News sentiment analysis
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NEGATIVE IMPACT
Novavax Inc. is mentioned in relation to a failed partnership with Takeda for a Covid-19 vaccine.
Novavax's failed partnership with Takeda for a Covid-19 vaccine could negatively impact the company's reputation and stock.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Merck & Co. Inc. is mentioned as a comparison to Takeda, trading at a 10% discount to its enterprise value.
Merck is mentioned as a comparison to Takeda, but the news does not directly impact the company's stock.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
Pfizer Inc. is mentioned as a comparison to Takeda, trading at a 10% discount to its enterprise value.
Pfizer is mentioned as a comparison to Takeda, but the news does not directly impact the company's stock.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 50
POSITIVE IMPACT
Takeda Pharmaceutical Co Ltd's stock is seen as undervalued due to its innovative products and strong earnings, despite past performance.
Takeda's strong earnings and innovative products in the pipeline are seen as promising for the company's future growth, potentially leading to an increase in stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100