Investor Presentaiton
ENHERTU
Revenue
0000
FY2022 Q1 Results
YOY
FY2022 Forecast
<Reference>
YOY
Total
Consideration
Product Sales
31.3
18.4
128.4
63.0
Japan
US
Europe
ASCA
Upfront payment
Regulatory milestone payment
US HER2+ Breast Cancer 3L
2.4
0.3
16.0
6.4
20.0
10.5
83.1
37.7
6.7
5.5
23.0
14.0
2.2
2.2
6.3
4.9
* 1
* 1
2.5
-
9.8
149.0
* 1
*1
3.4
2.8
20.6
18.3
100.3
0.2
0.9
13.7
EU HER2+ Breast Cancer 3L
0.1
0.5
7.9
US HER2+ Gastric Cancer 2L + 3L
0.2
0.8
12.1
US HER2+ Breast Cancer 2L
2.8
2.8
3.4
3.4
13.1
EU HER2+ Breast Cancer 2L
2.6
2.6
9.8
*2
22
US HER2-low Breast Cancer (post-chemo)
6.9
6.9
26.0
*2
EU HER2+ Gastric Cancer 2L
1.2
1.2
4.6 *2
US HER2+ or HER2 Mutant NSCLC 2L
4.3
4.3
13.1 *2
Quid related payment
0.3 *1
0.3
1.1
*1
-2.3
17.2
Total
37.4
21.4
159.9
79.1
266.5
*1 Revenue recognized in each period
(Bn JPY)
*2 Revenue based on the assumption that milestone will be achieved in FY2022; Expected consideration converted with forex rate of 130 JPY to 1 USD
Daiichi-Sankyo
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