Company Profile

Daiichi Sankyo Company, Limited

4568 · TSE
Industry
Pharmaceuticals
Exchange
TSE
Current Price
¥2,791
Jul 21, 2026 close
Fair Buy
≤ ¥2,000
Margin-of-safety entry
Baillie Growth Score
45/100
Weak
Intrinsic Value · Three-Tier Range Current price ¥2,791 · Within the fair intrinsic-value range

Composite valuation range · conservative ¥1,850–¥2,000 / fair ¥2,550–¥3,450 / optimistic ¥4,000–¥4,400. At ¥2,791, Within the fair intrinsic-value range.

About the company

Company overview coming soon.

Background

History

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Industry position

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Research on this stock
45/100 Hold Daiichi Sankyo: A World-Class ADC Franchise, Priced as If the Supply Crisis Is Already Resolved Daiichi Sankyo is a Japan-based, oncology-focused pharmaceutical company whose profit engine has shifted to the DXd antibody-drug-conjugate platform, led by Enhertu (partnered with AstraZeneca) and Datroway, with the Oncology unit generating JPY 608.8 billion of FY2025 revenue, up 31.3% year on year. In May 2026 the company booked JPY 214.4 billion of manufacturing-related provisions after admitting its ADC supply contracts were sized for maximum-demand scenarios, yet still posted record FY2025 revenue of JPY 2,123.0 billion and guided FY2026 core operating profit up 27.5%, even as it acknowledged that some medium- to long-term supply-cost gaps remain unrecognized. Rating Hold: world-class ADC science, but a stock that has already re-priced into the acceptable-hold zone rather than a clear bargain, with the next proof point resting on two to three clean quarters without another supply-related charge. Daiichi Sankyo Company, Limited4568 · TSEPharmaceuticalsJul 21, 2026