FY2022 Q3 Financial and R&D Update
ENHERTU
Revenue
0000
FY2022 Q3 YTD Results
FY2022 Forecast
YoY
vs. Forecast
as of Oct.
(Bn JPY)
<Reference>
Total
Consideration
Product Sales
Japan
US
Europe
ASCA
139.7
96.2
200.4
5.1
8.5
1.5
12.4
-3.6
99.8
68.2
141.6
4.6
22.3
17.4
32.8
2.6
9.2
9.2
13.6
1.5
*1
*1
Upfront payment
7.4
9.8
149.0
*1
*1
Regulatory milestone payment
19.7
18.0
26.6
5.1
126.2
US HER2+ Breast Cancer 3L
0.7
0.9
13.7
EU HER2+ Breast Cancer 3L
0.4
0.5
7.9
US HER2+ Gastric Cancer 2L + 3L
0.6
-
0.8
12.1
US HER2+ Breast Cancer 2L
3.2
3.2
3.5
13.1
EU HER2+ Breast Cancer 2L
2.5
2.5
2.7
10.1
US HER2-low Breast Cancer (post-chemo)
6.8
6.8
7.3
27.7
EU HER2-low Breast Cancer (post-chemo)
*2
5.1
5.1
19.5
EU HER2+ Gastric Cancer 2L
1.2
1.2
1.3
-0.0
4.8
US HER2 Mutant NSCLC 2L
4.3
4.3
4.6
17.3
Quid related payment
*1
0.9
-2.3
1.1 *1
17.2
Sales milestone payment
13.0
-1.0
13.0 *2
* 3
Total
167.6
112.0
250.9
9.2
305.5
Daiichi-Sankyo
*1 Revenue recognized in each period
*2 Converted with assumed forex rate for Q4
(Jan. Mar. 2023) of 130 JPY to 1 USD
-
(Forecast as of October was converted with
assumed forex rate of 140 JPY to 1 USD)
*3 Milestone of 100Mn USD for achieving
annual product sales of 1 Bn USD in co-
commercialization territory with
AstraZenceca.
(Total revenue expected to be recognized in
FY2022)
Ref. Total sales milestone payment:
1.75 Bn USD (Max)
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