Daiichi Sankyo Unveils New Five-Year Business Plan Focused on Oncology Leadership and Innovation

Daiichi Sankyo (TSE: 4568) has announced its Five-Year Business Plan for FY2026-FY2030, targeting over 2.3 trillion yen in oncology revenue by 2030 and positioning itself as a global top five oncology company by 2035. The strategy emphasizes leveraging its DXd antibody drug conjugate (ADC) platform, including Enhertu and Datroway, to accelerate innovation and expand treatment options. Hiroyuki Okuzawa, President and CEO, stated the plan marks a transformative phase for the company, prioritizing rapid development of new medicines through science and technology. The company aims to achieve over 3 trillion yen in revenue by FY2030, up from 2.1 trillion yen in FY2025, alongside an operating profit exceeding 600 billion yen. By 2030, Daiichi Sankyo plans to introduce more than 20 new indications across five medicines, reaching over 700,000 patients annually by 2035. Five practice-changing launches are scheduled for FY2026, including four new breast cancer indications for Enhertu and Datroway, as well as the first small cell lung cancer treatment with ifinatamab deruxtecan (I-DXd). Ken Keller, Global Head of Oncology Business, highlighted Enhertu’s success in breast cancer and Datroway’s potential to reshape triple-negative breast cancer treatment. The company will focus on expanding into lung cancer, with over 10 new indication launches planned across its portfolio in the next five years. The DXd ADC platform has shown strong clinical development, with high early-phase success rates, and Daiichi Sankyo is advancing research into new ADCs with novel cytotoxic and immunological payloads. To accelerate innovation, the company is adopting a breakthrough generating technology (BGT) approach, including multi-specific antibodies, targeted protein degradation, and siRNA. By 2030, Daiichi Sankyo aims to identify additional BGTs to deliver medicines faster and with higher success rates. Financial targets also include an estimated earnings per share (EPS) of over 260 yen by FY2030, with an adjusted dividend on equity (DOE) of 10.0% or higher annually.