Daiichi Sankyo Co Ltd ASCO  Transcript - Thomson StreetEvents

Daiichi Sankyo Co Ltd ASCO Transcript

Daiichi Sankyo Co Ltd ASCO  Transcript - Thomson StreetEvents
Daiichi Sankyo Co Ltd ASCO Transcript
Published Jun 06, 2023
Published Jun 06, 2023
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Abstract:

Edited Transcript of 4568.T corporate analyst meeting

  
Report Type:

Transcript

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Company:
Ticker
4568.T
Time
12:30am GMT
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Tony Ren - Macquarie Research - Analyst : So this is Tony Ren from Macquarie Capital. I want to ask you about your top 2 asset. It is -- some people describe it as fancy chemo, right, because it doesn't have a biomarker. That being said, in the press release this morning, AstraZeneca and you guys said that you guys are doing a study called, I believe it's called Venza study, right, where you are going to use a TROP2 assay to identify patients who can benefit from that. So just want to get some sense from you on that assay selection. Is it going to be at the current thinking? Is it an IHC? Is it a next-generation sequencing? Is it tissue? Is it liquid? I just want to get some understanding about how to target that? It is -- I believe it's nearly ubiquitously expressed surface antigen, right? So that's my first question. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 06, 2023 / 12:30AM, 4568.T - Daiichi Sankyo Co Ltd ASCO The second question, which I posed at the AstraZeneca event just earlier as well is that the TROPION-Lung02 study, the -- there is literally a 20% interstitial lung disease, right? So it is pretty high. I mean I think we're hoping to see it below 10%. But most of the time, it's below -- it's around 10% to 15%. So 20% is a bit higher than what I had expected. So I just want to get a sense, is it -- did you guys apply your mitigation for this study? So that's on the ILD in TROPION-Lung02. And also in terms of activity, I know it's a small sample. But I noticed that over time from WCLC in 2022 to the ASCO abstract and to the data today, I noticed sort of a mean reversion or trending down of the doublet activity, but the increases in the triplet activity. I just want to get some understanding why that is taking place? I actually do have a few other questions, but I think I'll probably just stop here and get back into the queue.

Table Of Contents

Daiichi Sankyo Co Ltd on Enhertz Business Strategy Call Transcript – 2024-03-21 – US$ 54.00 – Edited Transcript of 4568.T conference call or presentation 21-Mar-24 10:30pm GMT

Daiichi Sankyo Co Ltd ESG Briefing Transcript – 2024-02-29 – US$ 54.00 – Edited Transcript of 4568.T conference call or presentation 29-Feb-24 7:00am GMT

Daiichi Sankyo Co Ltd Q2 2024 Earnings Presentation Transcript – 2023-10-31 – US$ 54.00 – Edited Transcript of 4568.T earnings conference call or presentation 31-Oct-23 4:00am GMT

Daiichi Sankyo Co Ltd Strategy Briefing Transcript – 2023-10-20 – US$ 54.00 – Edited Transcript of 4568.T conference call or presentation 20-Oct-23 10:00am GMT

Daiichi Sankyo Co Ltd Q1 2024 Earnings Presentation Transcript – 2023-07-31 – US$ 54.00 – Edited Transcript of 4568.T earnings conference call or presentation 31-Jul-23 6:00am GMT

Full Year 2023 Daiichi Sankyo Co Ltd Earnings Presentation Transcript – 2023-04-27 – US$ 54.00 – Edited Transcript of 4568.T earnings conference call or presentation 27-Apr-23 8:30am GMT

Daiichi Sankyo Co Ltd Enhertu Business Briefing Transcript – 2023-03-14 – US$ 54.00 – Edited Transcript of 4568.T conference call or presentation 14-Mar-23 10:30pm GMT

Daiichi Sankyo Co Ltd Q3 2023 Earnings Presentation Transcript – 2023-01-31 – US$ 54.00 – Edited Transcript of 4568.T earnings conference call or presentation 31-Jan-23 6:00am GMT

Daiichi Sankyo Co Ltd ESG Briefing Transcript – 2023-01-17 – US$ 54.00 – Edited Transcript of 4568.T conference call or presentation 17-Jan-23 6:30am GMT

Daiichi Sankyo Co Ltd at JPMorgan Healthcare Conference Transcript – 2023-01-09 – US$ 54.00 – Edited Transcript of 4568.T presentation 9-Jan-23 4:15pm GMT

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