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顶尖ADC公司:成为全球肿瘤学领导者

医药生物2026-01-12-第一三共郭***
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顶尖ADC公司:成为全球肿瘤学领导者

The Top ADC CompanyBecoming aGlobalOncologyLeader DAIICHI SANKYO HiroyukiOkuzawaPresident and CEO January 12, 2026 Forward-Looking Statements Management strategies and plans, financial forecasts, future projections and policies, and R&D information that Daiichi Sankyo discloses inthis material are all classified as Daiichi Sankyo’s future prospects. These forward-looking statements were determined by Daiichi Sankyobased on information obtained as of today with certain assumptions, premises and future forecasts, and thus, there are various inherent risksas well as uncertainties involved. As such, please note that actual results of Daiichi Sankyo may diverge materially from Daiichi Sankyo’soutlook or the content of this material. Furthermore, there is no assurance that any forward-looking statements in this material will be 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 safety have not been established in areas under investigation. There Daiichi Sankyo takes reasonable care to ensure the accuracy of the content of this material, but shall not be obliged to guarantee the absoluteaccuracy, appropriateness, completeness and feasibility, etc. of the information described in this material. Furthermore, any informationregarding companies, organizations or any other matters outside the Daiichi Sankyo Group that is described within this materialhas beencompiled or cited using publicly available information or other information, and Daiichi Sankyo has not performed in-house inspection of the The information described in this material may be changed hereafter without notice. Accordingly, this material or the information describedherein should be used at your own judgment, together with any other information you may otherwise obtain. This material does not constitute a solicitation of application to acquire or an offer to sell any security in the United States, Japan or elsewhere. This material disclosed here is for reference purposes only. Final investment decisions should be made at your own discretion. Daiichi Sankyo assumes no responsibility for any damages resulting from the use of this material or its content, including without limitation Agenda Our Science and Technology3 Closing5 Overview of Daiichi Sankyo (Bn JPY) Agenda Our Science and Technology3 Shareholder Returns4 Closing5 DXdADC isDaiichi Sankyo OriginalADCTechnologyPlatform Our ADC technology platform is growing, and we have generated 7DXd ADCs from the technology External Evaluation ofDXdADCTechnology Daiichi Sankyo Won Three World ADC Awards in 2025 Daiichi Sankyo’s DXd ADCTechnologyrecognized for TROP2 Directed ADCrecognized for“Best ADC Clinical Impact” HER2 Directed ADCrecognized for“Best ADC Clinical Publication” Daiichi Sankyo has delivered by maximizing ENHERTU®since our launch inFY2019 and created the most successful launch in oncology over the last 5 years DESTINY-Breast09: Launch of ENHERTU®in 1stLine HER2+mBCwill be anear-term growth catalyst with potential to benefit 24k eligible patients Market Opportunity(Eligible patient numbers) ~24,000*Market opportunity in G7 •Currently, ~30% of patientsdo not receive treatment External Excitement for 1L HER2+mBC “This is a pivotal advancement for thetreatment of HER2-positive metastatic STAT Statistically significant and clinicallymeaningful PFS benefit with T-DXd+ P(median Δ 13.8mo) The strong results in delaying progression“make it a clear front-runner” as an initialtreatment for HER2 patients Bloomberg *Median PFS estimate for T-DXd+ P is likely to change at updated analysis; †stratified log-rank test. AP-value of <0.00043 was required for interim analysis superiorityBICR, blinded independent central review; CI, confidence interval;mo, months; (m)PFS, (median) HER2: human epidermal growth factor receptor 2,mBC: metastatic breast cancer, K: thousandG7 consists of the US, Japan, France, Germany, Italy, Spain and United Kingdom Global DATROWAY® net saleshave now exceeded 10 Bn JPY in Q2 FY ‘25 DATROWAY®GLOBAL NET SALES BY REGION (Bn JPY) 17.1 Bn JPY cumulative global net sales since 1st launch TROPION-Breast02 study showed a statistically significant & clinicallymeaningful improvement in PFS and OS compared with ICC Market Opportunity(Eligible patient numbers) TB02: ~16,000 Market opportunity in G7 Market Insights(Triple Negative Breast Cancer) •For nearly 15 years, there have been no new treatmentadvancementsin 1LmTNBCfor patients who are PD-L1- Despite more than doublethe duration of treatment,rates of grade ≥3 andserious TRAEs were similar,and discontinuations were negative, non-BRCA mutated, or not candidates forimmunotherapy.2,3,4•Advanced/metastatic TNBC is the most aggressive cancer ~70%not candidates for 1Limmunotherapy6~50%do not receive treatmentbeyond 1L6,7 Daiichi Sankyo plans to laun