Takeda: Positioned To Tackle Future Clinical Demand In A Highly Regulated Sector

  • In my followup on Takeda Pharmaceutical Co (TAK), I am reaffirming my buy rating from March. Clinical demand in multiple areas, along with an active drug pipeline, could keep driving the top-line despite other big pharma names in this sector. The firm has an attractive balance sheet risk profile, along with proven growth in operating cashflow, but lacks a steady dividend growth long-term or impressive profit margins.