Full Year 2021 Daiichi Sankyo Co Ltd Earnings Presentation Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Yo Mizuno - Tokio Marine Asset Management Co., Ltd., Research Division - Analyst : Hello, can you hear me?

Question: Yo Mizuno - Tokio Marine Asset Management Co., Ltd., Research Division - Analyst : I have a few questions. My first question has to do with the recent sales of Enhertu as a third-line treatment in the U.S. It's a competitive environment with Pfizer, especially under this COVID-19 situation. When we think of the patients with an ILD risk, I hear some people say that they want to hold back from the treatment every now and then. So we are seeing that impact. But once the results from DESTINY-Lung02 study becomes available and once we get evidence that there is a clear difference in OS compared to tucatinib, I suppose that may turn the tide. Is that the way we should think? Could you explain the latest situation?

Question: Yo Mizuno - Tokio Marine Asset Management Co., Ltd., Research Division - Analyst : Now here is my second question. I'd like to confirm my understanding on some updated pipeline information described in the document. DESTINY-Breast09 is the third-line Phase III confirmatory. Is that correct? Also, about TROPION-PanTumor01. You've listed many cancer types on the table this time, but do they have a certain level of evidence? And are they promising to some extent? Or are they simply exploratory? Can you explain?

Question: Yo Mizuno - Tokio Marine Asset Management Co., Ltd., Research Division - Analyst : Yes, PanTumor. The previous documents didn't have the cancer types in detail, but this time, you have PanTumor01 for colorectal cancer, bladder cancer, et cetera. You've listed a variety of usage. I'm curious as to if you had some progress here.

Question: Yo Mizuno - Tokio Marine Asset Management Co., Ltd., Research Division - Analyst : Okay. My third question, which is the last question is about quizartinib. The first-line top line data will be available in Q3, but will it make it to the presentation at ASH? You might not be able to say one way or the other. In addition to that, for recurrent and refractory AML, you received a CRL in the U.S. according to the document, you will look at the results of the first-line to consider the scoring. By taking that into account, can we expect any major progress with quizartinib? Or is it dependent upon the results? Can you comment on this?

Question: Yo Mizuno - Tokio Marine Asset Management Co., Ltd., Research Division - Analyst : Okay. But you are not dropping your hope yet, correct?