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    Is China’s ENHERTU Approval in HR-positive HER2-low Breast Cancer Altering The Investment Case For Daiichi Sankyo Company (TSE:4568)?

    Simply Wall St·01/06/2026 00:22:13
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    • In late 2025, Daiichi Sankyo and AstraZeneca reported that ENHERTU® (trastuzumab deruxtecan) had been approved in China for treating specific forms of unresectable or metastatic hormone receptor-positive, HER2 low or ultralow breast cancer after progression on endocrine therapy, based on positive DESTINY-Breast06 phase 3 results.
    • This approval opens access to an important new therapy option in one of the world’s largest breast cancer markets, underlining the growing role of antibody-drug conjugates in expanding treatment choices for patients with previously classified HER2 negative disease.
    • We’ll now examine how ENHERTU’s new approval in China, underpinned by DESTINY-Breast06 outcomes, influences Daiichi Sankyo’s oncology-focused investment narrative.

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    Daiichi Sankyo Company Investment Narrative Recap

    To own Daiichi Sankyo, you need to believe its antibody drug conjugate portfolio, led by ENHERTU, can support sustained growth despite heavy reliance on a few oncology blockbusters. The new ENHERTU approval in China reinforces the near term oncology catalyst but does not materially alter the key risk that revenue and margins are concentrated in a small number of drugs facing competitive, regulatory and pricing pressures.

    The most relevant recent announcement is ENHERTU’s China approval for HR positive, HER2 low or ultralow metastatic breast cancer after endocrine therapy. This decision, grounded in DESTINY Breast06 data, expands ENHERTU’s treated population in one of the largest breast cancer markets and aligns with the broader catalyst of indication expansion and international diversification, while also increasing the importance of managing long term safety, pricing and patent related uncertainties around this franchise.

    Yet investors should be aware that growing reliance on ENHERTU also heightens exposure to any future safety or regulatory setbacks...

    Read the full narrative on Daiichi Sankyo Company (it's free!)

    Daiichi Sankyo Company's narrative projects ¥2,659.1 billion revenue and ¥447.9 billion earnings by 2028. This requires 11.4% yearly revenue growth and about a ¥152 billion earnings increase from ¥295.9 billion today.

    Uncover how Daiichi Sankyo Company's forecasts yield a ¥5546 fair value, a 57% upside to its current price.

    Exploring Other Perspectives

    TSE:4568 1-Year Stock Price Chart
    TSE:4568 1-Year Stock Price Chart

    Two members of the Simply Wall St Community currently place Daiichi Sankyo’s fair value between ¥5,546 and ¥7,350, showing a wide spread in expectations. Against this, the concentration risk around a few oncology blockbusters, particularly ENHERTU, remains a central issue that could shape how these different views play out over time.

    Explore 2 other fair value estimates on Daiichi Sankyo Company - why the stock might be worth over 2x more than the current price!

    Build Your Own Daiichi Sankyo Company Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.