Daiichi Sankyo Co Ltd (TSE:4568)
円 5626 -144 (-2.5%) Market Cap: 11.06 Til Enterprise Value: 9.94 Til PE Ratio: 53.78 PB Ratio: 6.39 GF Score: 94/100

Daiichi Sankyo Co Ltd Strategy Briefing Transcript

Oct 20, 2023 / 10:00AM GMT
Release Date Price: 円4095 (+14.42%)
Sunao Manabe
Daiichi Sankyo Company, Limited - Group CEO & Executive Chairperson

[Interpreted]

I am Manabe. Thank you for attending this briefing today despite the sudden notice. The information was released at 8:30 today. I will explain about the strategic collaboration with U.S. Merck for HER3-DXd, DS-7300 and DS-6000 using the presentation materials. Slide 3 describes what I will talk about today. First, I will explain the background and the significance of the strategic collaboration, followed by an overview of the collaboration. After the explanation, we will take your questions.

Please refer to Slide 4. First, I will talk about the growth strategy of our Oncology business. In our fifth midterm business plan announced in April 2021, we set 4 strategic pillars for sustainable growth. Of this, the strategic pillars for growth of the Oncology business are: Pillar 1, maximization of 3 ADCs, which refers to ENHERTU, Dato-DXd and HER3-DXd; and Pillar 3, identification and building pillars for further growth based on new growth drivers following 3 ADCs and the selection of post DXd

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