Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Daiichi Sankyo (4568 JP): Mixed Q3FY25 Result; FY25 Net Profit Guidance Raised; New CEO Appointed

Daiichi Sankyo (4568 JP): Strong FY25 Result; Guidance Initiated for FY26; ¥200B Buyback Announced

Daiichi Sankyo (4568 JP): FDA Goes Datroway, Daiichi in Contention for the Next “Enhertu” Moment

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/daiichi-sankyo-co-ltd" target="_blank" data-smartkarma-citation="entities:3014:1" rel="noopener">Daiichi Sankyo (4568 JP)</a> started FY26 on a strong note, with 9% revenue growth to ¥475B, driven by Enhertu. The negative effect on revenue from foreign exchange was ¥19B.</li>
<li>Although Daiichi Sankyo reaffirmed FY26 guidance announced in April, the company raised Datroway FY26 revenue expectation, following strong initial uptake. There is scope for further guidance raise.</li>
<li>Moving ahead, Enhertu and Datroway progress (uptake, indication and geography expansion, and data readouts) will be the key drivers.</li>
</ul>



Daiichi Sankyo (4568 JP) started FY26 on a strong note, with 9% revenue growth to ¥475B, driven by Enhertu. The negative effect on revenue from foreign exchange was ¥19B.
Although Daiichi Sankyo reaffirmed FY26 guidance announced in April, the company raised Datroway FY26 revenue expectation, following strong initial uptake. There is scope for further guidance raise.
Moving ahead, Enhertu and Datroway progress (uptake, indication and geography expansion, and data readouts) will be the key drivers.


Daiichi Sankyo (4568 JP): Better-Than-Expected Q1FY26 Result; FY Guidance Reiterated