Daiichi Sankyo Company (4568) investor relations material

Oncology pipeline and product development

• Significant expansion of the oncology pipeline, with multiple positive phase III results and new approvals for key ADCs, including Enhertu and Datroway, across breast, lung, and other cancers.

• Enhertu achieved approval for six indications, treated 194,000 patients globally, and is now the standard of care in several cancer types, with rapid market share gains and FY2024 revenue of ¥552.8B.

• Datroway has shown strong early uptake, global net sales exceeded ¥10B in Q2 FY2025, and is expected to become the new standard of care in triple-negative breast cancer, with unique efficacy and safety advantages.

• I-DXd and R-DXd have received breakthrough designations, and new ADCs and non-ADC modalities are advancing in clinical development, including targeted protein degraders and novel immune-oncology agents.

• Biomarker-driven strategies, such as NMR for Datroway, are being integrated to optimize patient selection and outcomes.

Growth strategy and market outlook

• Multiple new growth catalysts are expected between 2026 and 2030, with a continuous stream of new launches across at least four ADCs annually and a sixfold increase in eligible patients targeted.

• Enhertu and Datroway are positioned to address 100% of metastatic breast cancer patients, with further expansion into lung and other cancers.

• The company aims to become a top-10 global oncology leader by 2030, leveraging its robust pipeline, alliances, and multi-modality strategy.

• Strategic use of external resources, ongoing evaluation of new business opportunities, and external research collaborations are planned for the next midterm plan.

• Smart Lab and AI-driven drug discovery initiatives accelerate portfolio expansion.

Research and innovation platforms

• The DXd ADC platform is recognized as a leading technology, with ongoing evolution in antibody, linker, and payload design, and received three World ADC Awards in 2025.

• New ADC concepts, including NPBD and STING agonist ADCs, are entering clinical trials, with additional novel modalities in the pipeline.

• Immuno-oncology research has produced multiple assets, with a multimodal approach targeting various immune activation pathways.

• The company is building multiple technology platforms beyond DXd ADCs, including protein degraders and novel IO assets, to ensure sustainable growth.

• Smart Research Lab in San Diego and global open innovation initiatives are accelerating AI-driven drug discovery and external collaborations.