Daiichi Sankyo Co Ltd Q1 2026 Earnings Presentation Transcript - Thomson StreetEvents

Daiichi Sankyo Co Ltd Q1 2026 Earnings Presentation Transcript

Daiichi Sankyo Co Ltd Q1 2026 Earnings Presentation Transcript - Thomson StreetEvents
Daiichi Sankyo Co Ltd Q1 2026 Earnings Presentation Transcript
Published Jul 31, 2025
18 pages (9325 words) — Published Jul 31, 2025
Price US$ 54.00  |  Buy this Report Now

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Abstract:

Edited Transcript of 4568.T earnings conference call or presentation 31-Jul-25 4:00am GMT

  
Brief Excerpt:

...Ogawa speaking. Thank you very much for joining Daiichi Sankyo's financial results presentation out of your very busy schedule today. I'm going to explain our FY 2025 first quarter financial results, we announced at 1:00 PM on Thursday, July 31, JST, based on the presentation materials. Please turn to page 3. This is the agenda for today. We will cover FY 2025 first quarter consolidated financial results, business update and R&D update in that order. R&D update will be explained by Yuki Abe, R&D Division Head. We will entertain your questions at the end. Please turn to page 4. This is an overview of FY 2025 first quarter consolidated results. Revenue increased by JPY38.4 billion or 8.8% year-on-year to reach JPY474.6 billion. Cost of sales decreased by JPY2.6 billion from the previous year. SG&A expenses rose by JPY12.4 billion and R&D expenditure increased by JPY5.3 billion year-on-year. As a result, core operating profit increased by JPY23.4 billion or 32.1% year-on-year to reach JPY96.3...

  
Report Type:

Transcript

Source:
Company:
Ticker
4568.T
Time
4:00am GMT
Format:
PDF Adobe Acrobat
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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: Miki Sogi - Sanford C Bernstein & Co LLC - Analyst : Thank you very much. First, at ASCO, you presented TL02 QCS analysis, looking at the data for AVANZAR study positive results can be expected with higher confidence. On your end, doublet results were very good. If you look at the patient population and the dose being used, that was different from the triplet cohort. Still, the results were very good. So based on these results, what kind of clinical studies are you going to proceed in lung cancer with Datroway. Unidentified Company Representative Thank you for your question. You asked two questions. First, biomarker candidate and with the higher possibility or probability of development of Datroway in lung cancer in NSCLC, if there is a biomarker, we have a higher probability that is a learning for us. That's how we see this. That's one question to your -- answer to your question. Next, doublet and triplet results were available and recruitment was not sufficient. So we are going to do more. But as for learning in both triplet and doublet, there was sustained efficacy we are able to confirm. So treatment option is being expanded. DL07, 08, based on our ideas, we are proceeding, including AVANZAR, kind of combination therapies are good, we'd like to discuss and based on the results, we'd like to proceed with new clinical studies. Did I answer your question?


Question: Miki Sogi - Sanford C Bernstein & Co LLC - Analyst : Thank you. Unidentified Company Representative I will be now checking. Yes, for development, that will be discussed going forward.

Table Of Contents

Daiichi Sankyo Co Ltd Science and Technology Day Transcript – 2025-12-15 – US$ 54.00 – Edited Transcript of 4568.T corporate analyst meeting</ 15-Dec-25 10:30pm GMT

Daiichi Sankyo Co Ltd Q2 2026 Earnings Presentation Transcript – 2025-10-31 – US$ 54.00 – Edited Transcript of 4568.T earnings conference call or presentation 31-Oct-25 6:30am GMT

Daiichi Sankyo Co Ltd ESMO 2025 Highlights Transcript – 2025-10-21 – US$ 54.00 – Edited Transcript of 4568.T conference call or presentation 21-Oct-25 7:00am GMT

Daiichi Sankyo Co Ltd WCLC 2025 Briefing Transcript – 2025-09-18 – US$ 54.00 – Edited Transcript of 4568.T conference call or presentation 18-Sep-25 10:59am GMT

Daiichi Sankyo Co Ltd ASCO 2025 Briefing Transcript – 2025-06-02 – US$ 54.00 – Edited Transcript of 4568.T conference call or presentation 2-Jun-25 11:00pm GMT

Full Year 2025 Daiichi Sankyo Co Ltd Earnings Presentation Transcript – 2025-04-25 – US$ 54.00 – Edited Transcript of 4568.T earnings conference call or presentation 25-Apr-25 6:00am GMT

Daiichi Sankyo Co Ltd Oncology Business Briefing Transcript – 2025-02-25 – US$ 54.00 – Edited Transcript of 4568.T conference call or presentation 25-Feb-25 10:30pm GMT

Daiichi Sankyo Co Ltd Q3 2025 Earnings Presentation Transcript – 2025-01-31 – US$ 54.00 – Edited Transcript of 4568.T earnings conference call or presentation 31-Jan-25 6:00am GMT

Daiichi Sankyo Co Ltd R&D Day Transcript – 2024-12-16 – US$ 54.00 – Edited Transcript of 4568.T corporate analyst meeting</ 16-Dec-24 10:30pm GMT

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Thomson StreetEvents. "Daiichi Sankyo Co Ltd Q1 2026 Earnings Presentation Transcript" Jul 31, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2026-Daiichi-Sankyo-Co-Ltd-Earnings-Presentation-T16446714>
  
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Thomson StreetEvents. (2025). Daiichi Sankyo Co Ltd Q1 2026 Earnings Presentation Transcript Jul 31, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2026-Daiichi-Sankyo-Co-Ltd-Earnings-Presentation-T16446714>
  
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