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): Ends FY26 on Mixed Note; It’s Time to Focus on Innovation Prowess

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

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

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

Equity Bottom-Up

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<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> has announced 9MFY26 results, with revenue increasing 12%, driven by 25% YoY growth in Enhertu product sales. Fx impacted negatively.</li>
<li>The company reiterated FY26 guidance. However, they tweaked key products revenue slightly. Indication and geography expansion of Enhertu and Datroway will be the key drivers.</li>
<li>The company plans to launch numerous indications across at least four ADCs by 2030, which should increase addressable patient population by nearly six times to ~700K from current ~120K.</li>
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Daiichi Sankyo (4568 JP) has announced 9MFY26 results, with revenue increasing 12%, driven by 25% YoY growth in Enhertu product sales. Fx impacted negatively.
The company reiterated FY26 guidance. However, they tweaked key products revenue slightly. Indication and geography expansion of Enhertu and Datroway will be the key drivers.
The company plans to launch numerous indications across at least four ADCs by 2030, which should increase addressable patient population by nearly six times to ~700K from current ~120K.


Daiichi Sankyo (4568 JP): Enhertu Drives 9MFY26 Result; FY Guidance Reiterated