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    How Investors Are Reacting To Daiichi Sankyo Company (TSE:4568) Expanding ENHERTU Into First-Line Breast Cancer

    Simply Wall St·12/21/2025 04:24:01
    語音播報
    • In recent weeks, Daiichi Sankyo and AstraZeneca secured a major US FDA approval for ENHERTU plus pertuzumab as first-line treatment for unresectable or metastatic HER2-positive breast cancer, while the EMA validated Daiichi Sankyo’s DATROWAY application for first-line use in certain triple negative breast cancer patients based on positive phase 3 data.
    • Together with a new AI-enabled biomarker collaboration and ongoing expansion of ENHERTU into ovarian cancer trials, these moves deepen Daiichi Sankyo’s oncology franchise and push its antibody-drug conjugates into earlier treatment settings across multiple tumor types.
    • We’ll now examine how ENHERTU’s first-line US approval reshapes Daiichi Sankyo’s oncology-focused investment narrative and its longer-term growth assumptions.

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    Daiichi Sankyo Company Investment Narrative Recap

    Daiichi Sankyo’s story rests on belief in its antibody drug conjugate platform, with ENHERTU and DATROWAY as core value drivers. The US first line ENHERTU approval looks like the key near term catalyst, strengthening revenue concentration in oncology while also heightening the main risk that the business is heavily dependent on a small group of drugs facing competitive, regulatory, safety and pricing pressures.

    Among the latest announcements, the EMA’s validation of DATROWAY for first line triple negative breast cancer is especially relevant since it would, if approved, add another front line ADC in a difficult breast cancer setting. Together with ENHERTU’s US move into first line HER2 positive disease, this reinforces the catalyst of expanding indications across major solid tumors, but it also raises the stakes if future trial results or pricing reforms turn less favorable than investors expect.

    Yet against this opportunity, investors should be aware that heavy reliance on a few oncology blockbusters leaves Daiichi Sankyo exposed if...

    Read the full narrative on Daiichi Sankyo Company (it's free!)

    Daiichi Sankyo Company's narrative projects ¥2659.1 billion revenue and ¥447.9 billion earnings by 2028.

    Uncover how Daiichi Sankyo Company's forecasts yield a ¥5546 fair value, a 68% upside to its current price.

    Exploring Other Perspectives

    TSE:4568 1-Year Stock Price Chart
    TSE:4568 1-Year Stock Price Chart

    Two members of the Simply Wall St Community currently estimate Daiichi Sankyo’s fair value between ¥5,546 and ¥6,544, highlighting how far personal models can diverge. When you set these views against the reliance on a narrow set of oncology blockbusters, it underlines why many market participants are weighing several different scenarios for the company’s future performance.

    Explore 2 other fair value estimates on Daiichi Sankyo Company - why the stock might be worth just ¥5546!

    Build Your Own Daiichi Sankyo Company Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.