Daiichi Sankyo Company Update Summary Company Overview - **Company**: Daiichi Sankyo Company (OTCPK: DSKY.F) - **Event**: Science and Technology Day 2025 - **Date**: December 15, 2025 Key Industry and Company Insights Oncology Pipeline and Product Portfolio - **Enhertu**: Approved for six indications, contributing significantly to cancer treatment. Recent approvals include early-stage breast cancer and first-line treatment for HER2-positive breast cancer [4][29] - **Dataraway**: Launched in early 2025, has already obtained a second indication and is undergoing multiple phase III trials [5][6] - **IDXD and RDXD**: Favorable efficacy and safety profiles confirmed in phase II trials, discussions ongoing with authorities for new cancer treatments [5][6] - **HER3-DXd**: Clinical trials targeting solid tumors, with a focus on biomarker discovery [6] Clinical Development Achievements - **DXd ADC Platform**: Recognized as the best ADC platform technology, driving multiple innovative cancer products [6][7] - **Clinical Trials**: Over 10 phase III trials initiated, with significant data from DESTINY-Breast series indicating strong efficacy [12][36] - **Breakthrough Therapy Designations**: Received for multiple ADCs, including I-DXd and R-DXd, indicating strong potential for new treatments [30][62] Market Performance and Growth Projections - **Enhertu Sales**: Global net sales reached JPY 163.2 billion in Q2 fiscal 2025, a 24% increase from the previous quarter [31] - **Future Growth**: Expected to obtain three new indications by 2026, with a focus on expanding into early-stage breast cancer and triple-negative breast cancer segments [29][40] - **Market Leadership**: Enhertu has become the standard of care in multiple indications, achieving market share leadership within 12 months of launch [31] Strategic Goals - **2030 Vision**: Aim to become a top-10 global oncology company by leveraging science and technology for innovative treatments [7] - **Continuous Innovation**: Focus on maximizing the value of DXd ADCs and exploring new drug modalities, including T-cell engagers and NMD inhibitors [23][24] Additional Important Insights Supply Chain and Manufacturing Strategy - **Supply System Development**: Building a stable supply system for five DXd ADCs to meet increasing demand, with a focus on enhancing production capabilities [46][47] - **Global Manufacturing Sites**: 13 manufacturing sites globally, with ongoing expansions in Japan, Germany, China, and the US [51] Research and Development Focus - **Multi-Modality Strategy**: Engaging in various drug research approaches, including ADCs, gene therapy, and mRNA vaccines [59] - **Innovative Drug Research**: Continuous development of new ADC technologies and combination strategies with immuno-oncology therapies [60][61] Clinical Trial Data and Community Feedback - **Positive Clinical Outcomes**: DESTINY-Breast trials showing significant improvements in patient outcomes, with high expectations from oncologists for new treatment standards [38][39] - **Urgent Unmet Needs**: Addressing significant gaps in treatment options for aggressive cancer types, particularly in triple-negative breast cancer [41][42] This summary encapsulates the critical insights and strategic directions of Daiichi Sankyo as presented during the Science and Technology Day 2025, highlighting the company's commitment to innovation in oncology and its robust pipeline of ADCs.