Portfolio cockpit

Oveporexton

Pre-launch
TAK-861 · Narcolepsy type 1
Oral orexin receptor 2 (OX2R) agonist
H2 2027 (expected)
Launch readiness
+4 pts MoM
78
Regulatory
84
+2
Trial momentum
82
+3
Evidence
76
+4
Access / HTA
55
+1
Digital momentum
81
+6
Competitive
88
+2

Milestone rail

Mar 2025
BTD granted by FDA
Jan 2026
FirstLight P3 enrollment complete
Jul 2026
RadiantLight P3 (NT2) initiated
Q4 2026
FirstLight topline readout
Q2 2027
FDA filing (NDA)
H2 2027
US launch

Clinical trials

ClinicalTrials.gov · Sep 2026
Active P3
3
Enrollment
96%
Completion in
7mo
Competing programs
4
Enrollment vs target96%

Publications

PubMed · Sep 2026
Last 12m
46
Growth
64%
+64%
Top-journal share
28%
NEJM / Lancet · 4Sleep · 9Lancet Neurol · 5Other · 28

Regulatory

FDA / company disclosures · Sep 2026
Breakthrough TherapyOrphan (select regions)
PDUFA
Q3 2027 (projected)
3 of 6 tracked milestones complete

HTA / access

HTA agency trackers · Sep 2026
NICE
planned
G-BA
planned
HAS
planned
CADTH
planned
PBAC
planned

Competitor landscape

Public pipelines · Sep 2026
RivalStatusLaunch inReadinessΔ efficacy
Xywav / Xyrem
Jazz
Marketed SoClaunched1000 pts
ALKS 2680
Alkermes
Phase 234 mo46+9 pts
Pitolisant
Harmony
Marketedlaunched92-18 pts
x: efficacy Δ vs SoC · y: access readiness

Risk / opportunity radar

Composite model · Sep 2026
CEO take
  • First-in-class oral orexin agonist; Phase 3 FirstLight program fully enrolled
  • Breakthrough Therapy designation secured — 84/100 regulatory readiness
  • Digital momentum 81/100 leads the portfolio, up 6 pts week-over-week
  • Jazz xyrem-class franchise erosion opens ~$4B market headroom
  • Primary risk: HTA dossier build for a novel MoA (access 55/100)

Digital signal layer

Multi-source listening · Sep 2026
Search interest index
Google Trends
74idx+4 pts
Congress abstracts 12m
ASCO / ASH / EHA / AAN / ACG
38abstracts+2 new
KOL share of voice
X / LinkedIn / podcasts
31%+1.8 pts
News & PR velocity
Press wires & trade media
26/mo+3 items
Patient community volume
Reddit / Inspire / patient forums
12.4k posts+0.6 k
Community sentiment
NLP over community posts
78/100+1 pt
Payer / formulary chatter
Payer bulletins / guidelines
22idx+5 pts