Daiichi Sankyo is the global leader in antibody-drug conjugates (ADCs) with Enhertu (HER2) as the flagship asset alongside AstraZeneca, plus datopotamab deruxtecan (Dato-DXd) and patritumab deruxtecan (HER3-DXd) advancing across multiple oncology indications. The ADC platform represents a new standard of care across breast, lung, and gastric cancers. Japan-listed but globally relevant pipeline drives multiple expansion. Yen translation amplifies USD revenue growth.
Thesis reviewed May 29, 2026
Daiichi Sankyo Company, Limited is headquartered in Japan, which is currently showing moderate signals.
π―π΅Japan48NEUTRALView Japan risk detail βπPharma0NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GSK | GSK plc | 50 | +8% | β0% | NEUTRAL |
| RDY | Dr Reddy's Laboratories Ltd | 50 | +7% | β0% | NEUTRAL |
| PFE | Pfizer Inc. | 50 | +6% | β0% | NEUTRAL |
| NVO | Novo Nordisk A/S | 50 | +15% | β0% | EARLY |
| AZN | AstraZeneca PLC | 50 | +11% | β0% | EARLY |
| SNY | Sanofi | 50 | +14% | β0% | EARLY |
| LLY | Eli Lilly and Company | 50 | +24% | β0% | EARLY |
Investors who hold DSNKY may also have indirect exposure through these country funds.
Enhertu approved in HER2-low gastric cancer, expanding addressable market
Dato-DXd Phase 3 readouts across multiple tumor types in 2026
Daiichi Sankyo raises FY26 guidance on ADC revenue acceleration
Estimates Β· Yahoo Finance Β· Not audited figures