Daiichi Sankyo Unveils Ambitious Five-Year Plan to Become Global Top-Five Oncology Company by 2035
核心洞察
Daiichi Sankyo announced a new five-year business plan targeting 2.3 trillion yen in oncology revenue by 2030 through launching 20 new indications across five medicines.
The company aims to become a global top-five oncology company by 2035, with operating profit expected to exceed 600 billion yen by 2030.
Five practice-changing launches are planned for FY2026, including four new breast cancer indications for Enhertu and Datroway, plus the first small cell lung cancer launch with ifinatamab deruxtecan.
Daiichi Sankyo has unveiled an ambitious five-year business plan that positions the Japanese pharmaceutical company to become a global top-five oncology player by 2035, driven by aggressive expansion of its antibody drug conjugate (ADC) portfolio and breakthrough technology development.
The company announced on May 11, 2026, that it expects to deliver more than 2.3 trillion yen in oncology revenue by 2030, representing substantial growth from 2.1 trillion yen in FY2025 revenue. This growth strategy centers on launching more than 20 new indications across five medicines by 2030, with the goal of reaching more than 700,000 new patients annually by 2035.
Financial Targets and Growth Projections
Daiichi Sankyo's financial outlook demonstrates aggressive growth ambitions, with operating profit expected to exceed 600 billion yen by the end of fiscal year 2030. The company projects target earnings per share (EPS) of more than 260 yen in FY2030, with an adjusted dividend on equity (DOE) of 10.0% or higher annually and progressive dividends. Operating profit is anticipated to reach one trillion yen in the early 2030s.
"Our new five-year business plan represents a defining and transformative phase for Daiichi Sankyo," said Hiroyuki Okuzawa, President and CEO of Daiichi Sankyo. "By leveraging our strengths in science and technology, particularly maximizing the value of our established DXd antibody drug conjugate platform and prioritizing our efforts to identify new breakthrough generating technologies, Daiichi Sankyo is committed to delivering innovative medicines to patients faster while driving sustainable growth and long-term value for all stakeholders."
DXd Platform Expansion and Near-Term Launches
The company's growth strategy heavily relies on maximizing the value of its DXd antibody drug conjugate portfolio. During FY2026, five practice-changing launches are planned across the DXd ADC portfolio globally, including four new breast cancer indications for Enhertu® and Datroway® and the company's first-ever launch in small cell lung cancer with ifinatamab deruxtecan (I-DXd).
Ken Keller, Global Head of Oncology Business and President and CEO of Daiichi Sankyo, Inc., highlighted the platform's success: "Enhertu has changed the classification and treatment of breast cancer, becoming the most successful antibody drug conjugate ever by revenue. Datroway, our second DXd antibody drug conjugate, is on its way to changing the treatment paradigm for triple negative breast cancer. By leveraging this extensive expertise, we plan to expand our leadership into lung cancer where there are more than 10 new indication launches planned for this tumor type across our portfolio over the next five years."
Breakthrough Technology Development
Daiichi Sankyo is strengthening its R&D capabilities through a breakthrough generating technology (BGT) approach, a platform-based drug discovery model designed to deliver innovative medicines faster with higher success probability. By 2030, the company aims to identify additional BGTs, which may include multi-specific antibodies, targeted protein degradation, and siRNA technologies.
The DXd ADC platform has demonstrated strong clinical development performance with high early-phase success rates. The company is advancing research on new ADCs with novel cytotoxic and immunological payloads to build upon its scientific expertise.
"Enhertu was one of the fastest developed biologics in oncology," said John Tsai, MD, Global Head of R&D at Daiichi Sankyo. "We aim to further accelerate the speed of development of our pipeline assets through increasing the efficiency of clinical development processes, including leveraging the latest digital and artificial intelligence tools as well as enhancing our biomarker capabilities for better patient selection strategies."
Operational Excellence and Transformation
To support its growth objectives, Daiichi Sankyo established a Business Transformation Function to drive company-wide operational excellence. The initiative focuses on enhancing productivity through AI and digital technologies and optimizing procurement processes, with a goal of achieving cost optimization and profit improvement of more than 200 billion yen by 2030.
The company plans to centralize global commercialization activities to drive greater speed and consistency worldwide while optimizing resources and investment decisions aligned with global strategic priorities.
Sustainability Commitments
As part of its 2035 Vision to be recognized as a "trusted healthcare innovator transforming the lives of people through science and technology," Daiichi Sankyo has committed to environmental sustainability targets. The company aims for a 63% reduction in Scope 1 and 2 CO2 emissions versus 2015 levels, 100% renewable energy adoption, and supplier alignment with 1.5-degree climate goals by 2030.
The five-year plan reinforces Daiichi Sankyo's mission to contribute to the enrichment of quality of life worldwide through innovative medicine development, positioning the company for sustained growth in the competitive oncology market through 2035 and beyond.