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4568: Future Oncology Pipeline Success Will Drive Further Upside For Shares

Update shared on 25 Nov 2025

Fair value Increased 0.53%
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AnalystConsensusTarget's Fair Value
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1Y
-27.4%
7D
-7.5%

Analysts have raised their price target for Daiichi Sankyo Company from ¥5,517.06 to ¥5,546.47, citing slightly higher revenue growth expectations. This increase offsets a modest rise in the discount rate and a marginal dip in projected profit margins.

What's in the News

  • Daiichi Sankyo and AstraZeneca’s DATROWAY (datopotamab deruxtecan) demonstrated significant improvements in overall survival and progression-free survival as a first-line treatment for metastatic triple-negative breast cancer patients in the TROPION-Breast02 phase 3 trial.
  • ENHERTU (trastuzumab deruxtecan) followed by paclitaxel, trastuzumab, and pertuzumab showed an 11.2% improvement in complete response rates compared to standard chemotherapy in high-risk, early-stage HER2-positive breast cancer in the DESTINY-Breast11 trial.
  • Raludotatug deruxtecan (R-DXd) was granted Breakthrough Therapy Designation by the U.S. FDA for use in platinum-resistant ovarian and related cancers, based on promising results from ongoing clinical trials.
  • Daiichi Sankyo announced a strategic research collaboration with General Proximity to leverage the OmniTAC platform for oncology drug discovery targeting traditionally undruggable proteins.
  • The company expanded its global research presence by establishing the Daiichi Sankyo Research Institute in San Diego, its third international R&D hub after Boston and Munich.

Valuation Changes

  • Consensus Analyst Price Target has risen slightly, moving from ¥5,517.06 to ¥5,546.47.
  • The Discount Rate increased marginally from 4.72% to 4.8%.
  • Revenue Growth expectation improved from 11.05% to 11.31%.
  • Net Profit Margin forecast dipped modestly, shifting from 17.05% to 16.82%.
  • The future P/E ratio estimate edged higher, increasing from 24.26x to 24.54x.

Disclaimer

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