Report Snapshot

Daiichi Sankyo

• Daiichi Sankyo’s revenues in FY2019 increased by 5.6%, mainly due to the growth in sales of mainstay products such as edoxaban (Lixiana (Japan)), and the increase of revenues related to trastuzumab deruxtecan (DS-8201, brand name in Japan and in the US: Enhertu).
• Daiichi Sankyo compares favorably to most peers over both near-term (2019-2024) and long-term (2024-2029) revenue growth rates; the company also is expected to generate more than 25% of revenues from launch products in 2025, which again is higher than peer average.
• Daiichi Sankyo forecasts a decrease in revenue from marketed products in FY2020 as a result of the NHI drug price revision in Japan, the expiration of the exclusive sales period for Memary (Namenda XR), and the termination of sales of a part of vaccines, which will be offset by revenue increase from Lixiana, and from newly launched drugs Enhertu and Tarlige.
• As per Pharma Intelligence, Enhertu is projected to reach over $2bn in sales by 2025, and will continue to grow further throughout the forecast period.
• The company’s cardiovascular growth will be driven by Lixiana.
• Daiichi Sankyo is expected to generate a majority of its sales from Japan, due to the strength of Enhertu and Lixiana.
• As per Pharma Intelligence, Enhertu is capable of offsetting generic pressure from longer-listed products and increasing Daiichi Sankyo’s topline revenue through 2029.
• High-impact upcoming events comprise topline Phase III results for DS-5565, Enhertu, Quizartinib, and Injectafer; topline Phase II results for Enhertu and Valemetostat; topline Phase IV results for Injectafer; and an estimated PDUFA date for Enhertu.
• In July 2020, Daiichi Sankyo and AstraZeneca have entered into a new global development and commercialization collaboration for Daiichi Sankyo’s antibody drug conjugate (ADC) DS-1062. The total payments under the agreement have the potential to reach up to $6 billionDaiichi Sankyo’s revenues in FY2019 increased by 5.6%, mainly due to the growth in sales of mainstay products such as edoxaban (Lixiana (Japan)), and the increase of revenues related to trastuzumab deruxtecan (DS-8201, brand name in Japan and in the US: Enhertu).
• Daiichi Sankyo compares favorably to most peers over both near-term (2019-2024) and long-term (2024-2029) revenue growth rates; the company also is expected to generate more than 25% of revenues from launch products in 2025, which again is higher than peer average.
• Daiichi Sankyo forecasts a decrease in revenue from marketed products in FY2020 as a result of the NHI drug price revision in Japan, the expiration of the exclusive sales period for Memary (Namenda XR), and the termination of sales of a part of vaccines, which will be offset by revenue increase from Lixiana, and from newly launched drugs Enhertu and Tarlige.
• As per Pharma Intelligence, Enhertu is projected to reach over $2bn in sales by 2025, and will continue to grow further throughout the forecast period.
• The company’s cardiovascular growth will be driven by Lixiana.
• Daiichi Sankyo is expected to generate a majority of its sales from Japan, due to the strength of Enhertu and Lixiana.
• As per Pharma Intelligence, Enhertu is capable of offsetting generic pressure from longer-listed products and increasing Daiichi Sankyo’s topline revenue through 2029.
• High-impact upcoming events comprise topline Phase III results for DS-5565, Enhertu, Quizartinib, and Injectafer; topline Phase II results for Enhertu and Valemetostat; topline Phase IV results for Injectafer; and an estimated PDUFA date for Enhertu. • In July 2020, Daiichi Sankyo and AstraZeneca have entered into a new global development and commercialization collaboration for Daiichi Sankyo’s antibody drug conjugate (ADC) DS-1062. The total payments under the agreement have the potential to reach up to $6 billion