Daiichi Sankyo released a midterm plan Monday targeting oncology revenue above ¥2.3 trillion ($14.6 billion) by 2030 and a top-five global oncology ranking by 2035, driven by a new wave of antibody-drug conjugates (protein-based cancer treatments) beyond Enhertu.
Enhertu generated about ¥700 billion in sales in fiscal 2025 and has become the company's primary earnings driver. CEO Hiroyuki Okuzawa stated, "The next five years are critical in defining Daiichi Sankyo's future" and expressed the company's intention not to be defined solely by Enhertu's success.
The expansion strategy addresses investor concerns about growth prospects as Enhertu approaches patent expiry.
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