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): Second Time FY24 Guidance Raise; Event Heavy FY25 With 2 New Drug Approval

Daiichi Sankyo (4568 JP): FY24 Ends on Strong Note; Initiates FY25 Guidance; ¥200B Buyback Announced

Daiichi Sankyo (4568 JP): Starts FY25 on Firm Note; Enhertu Flying Higher Highs; Guidance Reaffirmed

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> announced better-than-expected Q2FY25 result, with all key parameters exceeding expectation. Q2 revenue increased 19% to ¥447B, mainly driven by 44% growth in Enhertu sales to ¥132B.</li>
<li>Daiichi Sankyo has raised FY25 guidance to reflect the positive effect from foreign exchange by the depreciation of Yen and strong performance of global products.</li>
<li>Enhertu FY25 product sales guidance was raised by ¥15B to ¥523B. Despite recent clinical trial setback, Dato-DXd is expected to get FDA approval for the treatment of NSCLC in December.</li>
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Daiichi Sankyo (4568 JP) announced better-than-expected Q2FY25 result, with all key parameters exceeding expectation. Q2 revenue increased 19% to ¥447B, mainly driven by 44% growth in Enhertu sales to ¥132B.
Daiichi Sankyo has raised FY25 guidance to reflect the positive effect from foreign exchange by the depreciation of Yen and strong performance of global products.
Enhertu FY25 product sales guidance was raised by ¥15B to ¥523B. Despite recent clinical trial setback, Dato-DXd is expected to get FDA approval for the treatment of NSCLC in December.


Daiichi Sankyo (4568 JP): Enhertu Drives Beat-And-Raise Q2FY25; Pipeline Progress Boosts Visibility