Takeda will discontinue cell therapy research and seek external partners for its platform technology and clinical-ready programs after strategic portfolio prioritisation focusing resources on small molecules, biologics and antibody-drug conjugates (ADCs) with faster development timelines. The company expects JPY 58 billion (USD 379 million) impairment charges in fiscal year 2025 second quarter primarily related to gamma-delta T-cell therapy platform intangible assets. Takeda currently has no cell therapy products in clinical trials but will apply insights gained from previous research to enhance preclinical development across other modalities.
The decision reflects industry-wide challenges in cell therapy commercialisation including manufacturing complexity and reimbursement hurdles despite scientific advances. Takeda joins Pfizer, Roche and Vertex Pharmaceuticals in scaling back cell therapy investments while maintaining optionality through partnership models. The company will report detailed financial impacts in quarterly earnings announcement scheduled for 30 October 2025, with updated full-year forecasts reflecting portfolio optimisation measures.
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