Investor Presentaiton
ENHERTU Revenue
FY2023 Q1 Results
YOY
FY2023 Forecast
(Bn JPY)
<Reference>
YoY
Total
Consideration
Daiichi-Sankyo
Product Sales
81.7
50.4
320.0
112.5
Japan
US
Europe
ASCA
4.4
1.9
19.9
8.2
51.6
31.5
195.1
50.5
17.8
11.1
75.8
38.8
8.0
5.8
29.2
15.1
*1
*1
Upfront payment
Regulatory milestone payment
US HER2+ Breast Cancer 3L
EU HER2+ Breast Cancer 3L
2.5
9.8
149.0
*1
*1
2.1
-1.3
11.6
-15.1
136.3
0.2
0.1
US HER2+ Gastric Cancer 2L + 3L
0.2
I
I
I
0.9
13.7
0.5
7.9
0.8
12.1
US HER2+ Breast Cancer 2L
0.2
-2.6
0.9
-2.6
13.1
EU HER2+ Breast Cancer 2L
0.2
0.2
0.7
-2.0
10.1
*1 Revenue recognized in each period
*2 Converted with assumed forex rate for
FY2023 of 130 JPY to 1 USD
US HER2-low Breast Cancer (post-chemo)
0.5
0.5
1.8
-5.5
27.7
EU HER2-low Breast Cancer (post-chemo)
0.3
0.3
1.3
-3.9
19.8
EU HER2+ Gastric Cancer 2L
0.1
0.1
0.3
-0.9
4.8
US HER2 Mutant NSCLC 2L
0.3
0.3
1.1
-3.4
17.3
EU HER2 Mutant NSCLC 2L
3.2
3.2
9.8 *2
Quid related payment
Sales milestone payment
*1
0.3
1.1 *1
17.2
*3 Milestone of 200Mn USD for achieving
annual product sales of 2 Bn USD in co-
commercialization territory with
AstraZenceca.
(Total amount to be recognized in FY2023)
Ref. Total sales milestone payment:
1.75 Bn USD (Max)
*3
26.0
12.8
39.2
Total
86.6
49.2
368.6
110.2
341.7
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