Daiichi Sankyo expands Datroway trials: what it means for Daiichi Sankyo stock

Published on 10/05/2026 at 03:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

For Daiichi Sankyo stock, the plan means seven DXd ADC programs. First-quarter revenue rose 21.10 percent to JPY 574.7 billion.

Daiichi Sankyo, JP3475350009, Illustration mit AI erstellt.

Daiichi Sankyo (ISIN JP3475350009) and AstraZeneca entered a clinical collaboration with Summit Therapeutics on October 2, 2026, to evaluate Datroway with ivonescimab, according to AstraZeneca. The program begins with a Phase 3 trial in first-line triple-negative breast cancer and is designed to extend across lung and breast cancers.

What the collaboration means

Datroway is a TROP2-directed antibody drug conjugate discovered by Daiichi Sankyo and jointly developed with AstraZeneca. The agreement gives the companies a clinical route to combine it with Summit's ivonescimab while each party supplies its own medicine, shares trial costs and retains development and commercial rights.

The scale is material for Daiichi Sankyo's oncology strategy. The official release says Datroway is one of seven DXd antibody drug conjugates in the company's oncology pipeline, while its global development program includes more than 20 Datroway trials and 13 Phase 3 studies across lung and breast cancer settings.

Revenue grows as profit lags

In the first quarter of fiscal year 2026, revenue increased 21.10 percent year over year to JPY 574.7 billion, according to Stock Sentinel. The same report puts core operating profit at JPY 107.3 billion, up 6.20 percent, while reported operating profit declined 12.00 percent to JPY 85.1 billion.

That split matters because the oncology portfolio is expanding faster than the reported profit line. Enhertu revenue rose 48.90 percent year over year to JPY 239.8 billion, while Datroway revenue increased 176.40 percent to JPY 23.9 billion in the same quarter, according to Stock Sentinel.

Market value and reporting date

Daiichi Sankyo's market capitalization stood at USD 31.6 billion on October 2, 2026. The company lists its FY2026 second-quarter financial results briefing for October 30, 2026, on its investor-relations page.