daaimon

daaimon is an independent research company focusing on healthcare and consumer sectors across developed and emerging markets. We produce insightful research which challenges conventional thinking. In particular, we look for new ideas by testing consensus forecasts and markets expectations.

Daiichi Sankyo (4568 JP) – We like the Focus on Oncology but Look for a Better Entry Point

Innovent Biologics (1801 HK) Adds to Its Oncology Portfolio

Daiichi Sankyo (4568 JP) Valuation Update – Are We There Yet?

Daiichi Sankyo (4568 JP): Second Time FY24 Guidance Raise; Event Heavy FY25 With 2 New Drug Approval

Daiichi Sankyo (4568 JP): Landmark ADC Deal Pushes FY24 Revenue Guidance Higher

Daiichi Sankyo (4568 JP): Strong Start of FY24; Partnered Oncology Drug Candidate Hits First Goal

Healthcare Equity Analyst - Emerging & Dev Markets, daaimon

Avien Pillay

Healthcare Equity Analyst - Emerging & Dev Markets

Independent Insight Provider

Thematic (Sector/Industry)

Macau Pharmaceuticals / Thematic (Sector/Industry)

<ul>
<li>In 2022, there were 20 million new cancer cases, and almost half of the cases were recorded in Asia.</li>
<li>Global oncology spend is forecast to grow at 11.99% between 2023 and 2027, and this is expected to be almost three times faster than the growth of total pharma spend.</li>
<li>Emerging companies continue to make big strides in oncology drug development and made up 71% of the new drug pipeline in 2022.</li>
</ul>


In 2022, there were 20 million new cancer cases, and almost half of the cases were recorded in Asia.
Global oncology spend is forecast to grow at 11.99% between 2023 and 2027, and this is expected to be almost three times faster than the growth of total pharma spend.
Emerging companies continue to make big strides in oncology drug development and made up 71% of the new drug pipeline in 2022.


Oncology Will Continue to Dominate