Daiichi Sankyo Co Ltd

4568: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	¥‎3,784.00	Gpzkbsf	Rfmfttkt

Daiichi Sankyo Antibody Drug Conjugate Platform Has Created Its First Winner in Enhertu

Jay Lee

Jun 27, 2023

Business Strategy and Outlook

Narrow-moat Daiichi Sankyo is a Japanese drugmaker with a global footprint and cutting-edge development platform for antibody drug conjugates. As an established pharmaceutical company with a long history, it also has numerous lucrative business lines including generics, anticoagulants, painkillers, and heart medications. In 2019 it formed a partnership with AstraZeneca to co-develop and co-commercialize Enhertu and Dato-DXd, its two leading assets from its ADC platform. We expect its ADC platform and other pipeline assets to drive growth over the next 10 years.

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