Daiichi Sankyo Company (OTCPK:DSKY.F) Earnings Call Presentation

DXd ADC Portfolio & Approvals - Daiichi Sankyo's DXd ADC technology received 3 World ADC Awards in 2025[21, 23, 25] - ENHERTU has achieved 15 new regulatory approvals across 15 countries/regions and 94 extension approvals across 45 countries/regions as of CY2025[31] - DATROWAY received 1 accelerated approval for TROPION-Lung05 based on Breakthrough Therapy Designation (BTD)[31] - I-DXd in SCLC and R-DXd in PROC received BTDs, totaling 13 BTDs for the DXd ADC portfolio[31] Clinical Trial Results & Advancements - DESTINY-Breast11 (Neoadjuvant) demonstrated statistically significant and clinically meaningful improvement in pCR vs ddAC-THP in patients with high-risk HER2+ eBC[39, 41] - DESTINY-Breast05 (Post Neoadjuvant) showed a 53% reduction in the risk of invasive disease recurrence or death for T-DXd compared with T-DM1 in patients with HER2+ eBC[42, 44] - In TROPION-Breast02, DATROWAY demonstrated a statistically significant and clinically meaningful improvement of ~5 months in both mOS (23.7 vs 18.7 months) and mPFS vs chemotherapy (OS HR: 0.79)[46, 48] - DATROWAY achieved an ORR of 62% vs 293% for chemotherapy in TROPION-Breast02[50] Oncology Business Performance & Strategy - Daiichi Sankyo aims to deliver 900 Billion JPY in 5 years (FY2021 to 2025)[131] - ENHERTU delivered ¥5528 Billion in revenue in FY2024, with US and EU leading the way[134] - ENHERTU has treated 194000 patients globally[132, 134] - DATROWAY global net sales exceeded 10 Billion JPY in Q2 FY'25[157] Manufacturing and Supply - Daiichi Sankyo is expanding production capacity and enhancing capabilities to maximize supply volume for 5 DXd ADCs[190, 191] - The company is utilizing both in-house manufacturing and multiple CMOs to establish diversified manufacturing and supply routes[197]