Daiichi Sankyo Co Ltd (4568) - Comprehensive analysis
Daiichi Sankyo is a global leader in antibody-drug conjugates (ADCs) for cancer treatment. Its flagship drug, Enhertu, is a HER2-targeting ADC that has become a transformative therapy for certain HER2-expressing cancers. Additionally, Daiichi has a pipeline of other ADC candidates targeting various cancers. We consider the shares to be modestly undervalued based on our cautious evaluation of the currently available clinical data, but we anticipate share price volatility due to the company's reliance on future clinical readouts. In September, a disappointing result for Dato-DXd (a TROP2-targeting ADC) in second-line lung cancer negatively impacted Daiichi’s near-term growth outlook. Nevertheless, we believe the company is poised for strong growth, primarily driven by Enhertu.
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