Slide 1: Striving to Become a Leader in ADCs
Striving to Become a Leader in ADCs DAIICHI SANKYO CO., LTD. Sunao Manabe Executive Chairperson and CEO January 13, 2025
Slide 2: Forward-Looking Statements
Forward-Looking Statements Management strategies and plans, financial forecasts, future projections and policies, and R&D information that Daiichi Sankyo discloses in this material are all classified as Daiichi Sankyo’s future prospects. These forward-looking statements were determined by Daiichi Sa
Slide 3: Agenda
Agenda 1 Overview of Daiichi Sankyo 2 Our ADCs 3 Our Science and Technology 4 Shareholder Returns 5 Closing 3
Slide 4: Overview of Daiichi Sankyo
Overview of Daiichi Sankyo Overview of FY2024 consolidated P&L (Bn JPY) FY2024 Forecast as of Oct. 2024 Others*3 to revenue vs FY2023 10.3% Revenue 1,830.0 100.0% +14.3% +228.3 ASCA*2 Japan Cost of sales *1 410.0 22.4% -4.8 11.1% 30.2% SG&A expenses * 1 700.0 38.3% +72.7 Revenue by Region R&D expens
Slide 5: Agenda
Agenda 1 Overview of Daiichi Sankyo 2 Our ADCs 3 Our Science and Technology 4 Shareholder Returns 5 Closing 5
Slide 6: Daiichi Sankyo Original ADC Platforms
Daiichi Sankyo Original ADC Platforms ◆ Our ADC platforms are growing, and we now have 7 DXd ADCs from the DXd platform ◆ DS-9606 data presented at ESMO 2024 as the first asset from Daiichi Sankyo's 2nd ADC platform Asset Target Pre-Clinical Ph1 Ph2 Ph3 Filed Launched (Target Antigen) Indications EN
Slide 7: 2024 Prix Galien USA Award
2024 Prix Galien USA Award Daiichi Sankyo and AstraZeneca have been awarded The Galien Foundation 2024 Prix Galien USA Award for Best Biotechnology Product for ENHERTU® 7
Slide 8: AstraZeneca Collaboration – 5-Year Achievement
AstraZeneca Collaboration – 5-Year Achievement ENHERTUⓇ is transforming the treatment landscape by redefining SoCs and revolutionizing the HER2 classification HER2+ Solid Tumors Approval HR+, HER2 low/ultralow BC (chemo naïve) ◆ 5 indications approved PDUFA on Feb 1 ◆ Launched in over 60 countries /
Slide 9: Maximize Product Value
Maximize Product Value Further indication expansion and formulation development PFS (BICR) in HER2 low PFS (BICR) in ITT (HER2 low and HER2 ultralow) Hazard ratio 0.62 Hazard ratio 0.64 95% CI 0.52–0.75 95% CI 0.54–0.76 P<0.0001* P<0.0001** ENHERTU® ENHERTU® mPFS: 13.2 mo mPFS: 13.2 mo TPC Δ5.1 mo T
Slide 10: DATROWAY Priority Target Uses & On-Going Research
DATROWAY® Priority Target Uses & On-Going Research Establish a primary indication in breast cancer ◆ Approved in Japan for HR+/HER2- BC 2L+ based on TROPION-Breast01 outcome ◆ The regulatory submissions are under review in US, EU and China Be the first TROP2-directed ADC in NSCLC ◆ Withdrawal of the
Slide 11: US Merck Collaboration – the First-Year Achievement
US Merck Collaboration – the First-Year Achievement ◆ Strategic collaboration started in Oct 2023 for HER3-DXd, I-DXd, R-DXd to co-develop and co-commercialize globally ◆ MK-6070 (DLL3 targeting T-cell engager) added to the strategic collaboration in Aug 2024 as the 4th asset to initially evaluate t
Slide 12: Agenda
Agenda 1 Overview of Daiichi Sankyo 2 Our ADCs 3 Our Science and Technology 4 Shareholder Returns 5 Closing 12
Slide 13: Establish and Expand DXd ADCs in Breast Cancer
5DXd ADCs Establish and Expand DXd ADCs to Address the Broader Spectrum of Breast Cancer Neoadjuvant Adjuvant 1L 2L+ HER2+ DESTINY-Breast11 DESTINY-Breast05 DESTINY-Breast09 DESTINY-Breast01/02/03 20% Residual Disease Evaluating TROPION-Breast04 TROPION DESTINY-Breast04 potential TROPION TNBC -Breas
Slide 14: Establish and Expand DXd ADCs in Lung Cancer
5DXd ADCs Establish and Expand DXd ADCs to Address the Broad Spectrum of Lung Cancer 1L Stage I - III 2L+ PD-L1 < 50% PD-L1 > 50% HERTHENA-Lung02 HERTHENA-Lung01 TROPION-Lung14 TROPION-Lung05 DESTINY-PanTumor02/ Lung01 EGFRm TROPION-Lung15 HER2+ (IHC 3+) Others AGA NSCLC ~84% HER2m DESTINY-Lung04 DE
Slide 15: Steps to Build Digital Pathology Platform
Steps to Build Digital Pathology Platform Through the collaborations with partners DS deploys our own digital pathology platform Future Current ◆ Deploy in future ADCs with BM approach ◆ Establish seamless integration of digital pathology all the way through CDx commercialization Established ◆ Colla
Slide 16: Rapidly Expand Demand for 5 major DXd ADCs
Rapidly Expand Demand for 5 major DXd ADCs With strong progress of clinical development, the overall demand forecast for 5DXd ADCs*1 has significantly increased ◆ Collaboration with AstraZeneca enhancing the ◆ Over 50 M vials*3 expected for 5DXd ADCs demand product value of ENHERTU® and DATROWAY® ◆
Slide 17: Enhancement of Supply Capacity
Enhancement of Supply Capacity Altkirch, France Pfaffenhofen, Germany Shanghai, China Onahama Shirley, NY Tatebayashi New Albany, Ohio Kitamoto Hilliard, Ohio Promoted capital investment of approx. 600 Bn JPY*1 globally, including in-house and CMOs Hiratsuka Supply capacity expected to meet peak dem
Slide 18: Agenda
Agenda 1 Overview of Daiichi Sankyo 2 Our ADCs 3 Our Science and Technology 4 Shareholder Returns 5 Closing 18
Slide 19: Shareholder Return Policy (FY2021-FY2025)
Shareholder Return Policy (FY2021-FY2025) Capital efficiency improvement Shareholder returns enhancement ➢ Profit growth driven by 3ADCs ➢ Dividend increase taking account of ➢ Flexible acquisition of own shares profit growth ➢ Flexible acquisition of own shares FY2025 Target: ROE > 16% ➢ Stable sha
Slide 20: Dividend Increase & Acquisition of Own Shares
Dividend Increase & Acquisition of Own Shares ◆ Plan to increase dividend for three consecutive years taking account of profit growth 280.0 Bn JPY Operating profit Annual dividend per share 211.6 Bn JPY 60 JPY 50 JPY Year-end Dividend 120.6 Bn JPY 30 30 Interim Dividend 73.0 Bn 27 JPY 30 JPY JPY 13.
Slide 21: Agenda
Agenda 1 Overview of Daiichi Sankyo 2 Our ADCs 3 Our Science and Technology 4 Shareholder Returns 5 Closing 21
Slide 22: 5-Year Business Plan (FY2021-FY2025) for Sustainable Growth
5-Year Business Plan (FY2021-FY2025) for Sustainable Growth We will achieve our 2025 Goal, Global Pharma Innovator with Competitive Advantage in Oncology, and will shift to 2030 Vision further growth toward our 2030 Vision Innovative Global Healthcare Company Contributing to the Sustainable Developm
Slide 23: Daiichi Sankyo will contribute to the enrichment of quality of life around the world
Daiichi Sankyo will contribute to the enrichment of quality of life around the world 23
Slide 24: Contact address regarding this material
Contact address regarding this material Daiichi Sankyo Co., Ltd. Corporate Communications Department TEL: +81-3-6225-1125 Email: DaiichiSankyoIR_jp@daiichisankyo.com 24