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DAIICHI SANKYO-202601_JPM Conference_slide.pdf

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1、The Top ADC Company Becoming a Global Oncology LeaderDAIICHI SANKYOHiroyuki OkuzawaPresident and CEOJanuary 12,20262Management strategies and plans,financial forecasts,future projections and policies,and R&D information that Daiichi Sankyo discloses in this material are all classified as Daiichi San

2、kyos future prospects.These forward-looking statements were determined by Daiichi Sankyo based on information obtained as of today with certain assumptions,premises and future forecasts,and thus,there are various inherent risks as well as uncertainties involved.As such,please note that actual result

3、s of Daiichi Sankyo may diverge materially from Daiichi Sankyos outlook or the content of this material.Furthermore,there is no assurance that any forward-looking statements in this material will be realized.Regardless of the actual results or facts,Daiichi Sankyo is not obliged and does not have in

4、 its policy the duty to update the content of this material from the date of this material onward.Some of the compounds under discussion are investigational agents and are not approved by the FDA or any other regulatory agencyworldwide as a treatment for indications under investigation.Efficacy and

5、safety have not been established in areas under investigation.There are no guarantee that these compounds will become commercially available in indications under investigation.Daiichi Sankyo takes reasonable care to ensure the accuracy of the content of this material,but shall not be obliged to guar

6、antee the absolute accuracy,appropriateness,completeness and feasibility,etc.of the information described in this material.Furthermore,any information regarding companies,organizations or any other matters outside the Daiichi Sankyo Group that is described within this material has been compiled or c

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1. **公司战略与目标**:第一三共(DAIICHI SANKYO)致力于成为全球肿瘤学领导者,计划通过ADC技术平台实现2030年跻身全球肿瘤产品销售前十。 2. **核心产品表现**: - **ENHERTU®**:2025财年Q2全球净销售额163.2亿日元(同比增长24%),累计销售额734亿日元,HER2阳性乳腺癌一线治疗潜力巨大(DESTINY-Breast09试验)。 - **DATROWAY®**:2025财年Q2净销售额10.4亿日元(环比增长95.9%),累计销售额17.1亿日元。 3. **研发管线**:拥有7款DXd ADC技术平台,涵盖乳腺癌、肺癌、胃癌等适应症,14项美国突破性疗法认定。 4. **股东回报**:2025财年目标ROE >16%,股息增至78日元/股(同比+18日元),灵活回购股票。 5. **风险声明**:未来展望基于当前假设,存在不确定性;部分化合物在研,未获监管批准。
**ADC技术领先吗?** **HER2药物疗效如何?** **股东回报政策?**
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