Datopotamab deruxtecan is a monoclonal antibody conjugated commercialized by Daiichi Sankyo, with a leading Phase III program in Human Epidermal Growth Factor Receptor 2 Negative Breast Cancer (HER2- Breast Cancer). According to Globaldata, it is involved in 19 clinical trials, of which 18 are ongoing, and 1 is planned. GlobalData uses proprietary data and analytics to provide a complete picture of Datopotamab deruxtecan’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.
The revenue for Datopotamab deruxtecan is expected to reach an annual total of $824 mn by 2036 in the US based off GlobalData’s Expiry Model. The drug’s revenue forecasts along with estimated costs are used to measure the value of an investment opportunity in that drug, otherwise known as net present value (NPV). Applying the drug’s phase transition success rate to remaining R&D costs and likelihood of approval (LoA) to sales related costs provides a risk-adjusted NPV model (rNPV). The rNPV model is a more conservative valuation measure that accounts for the risk of a drug in clinical development failing to progress.
Datopotamab deruxtecan Overview
DS-1062 is under development for the treatment of advanced solid tumors including metastatic hormone refractory (castration resistant, androgen-Independent) prostate cancer, cervical cancer, peritoneal cancer, fallopian tube cancer, epithelial ovarian cancer, metastatic ovarian cancer, squamous and non-squamous NSCLC, metastatic colorectal cancer, transitional cell carcinoma, metastatic transitional (urothelial) tract cancer, head and neck cancer squamous cell carcinoma, esophageal cancer, metastatic adenocarcinoma of the pancreas, endometrial cancer, small-cell lung cancer, HR+, HER2- breast cancer, HER2 positive breast cancer, metastatic triple negative breast cancer, non muscle invasive bladder cancer and non small cell lung cancer. It is administered through intravenous route as a solution. The drug candidate is an antibody drug conjugate comprising of proprietary linker and payload conjugated to the anti-TROP2 antibody. It targets Trop 2 protein. The therapeutic candidate is based on antibody drug conjugate (ADC) DXd-ADC platform technology. It was also under development for the treatment of pancreatic cancer.
Daiichi Sankyo Overview
Daiichi Sankyo is a holding company, which carries out the research, development, manufacture, and marketing of pharmaceutical products. The company offers a wide range of prescription drugs, over the counter (OTC) drugs, vaccines, and others. Its portfolio encompasses medicines for cardiovascular, neurological, nephrological, diabetic, metabolic, and infectious diseases, and various types of cancers. Besides cancer, the company’s other research areas include rare diseases and immune disorders. Daiichi Sankyo sells its products through its group companies and an extensive network of medical representatives. It has operations in North America, South and Central America, Europe, and Asia. Daiichi Sankyo is headquartered in Tokyo, Japan.
The company reported revenues of (Yen) JPY1,278,478 million for the fiscal year ended March 2023 (FY2023), an increase of 22.4% over FY2022. In FY2023, the company’s operating margin was 9.3%, compared to an operating margin of 7.1% in FY2022. In FY2023, the company recorded a net margin of 8.5%, compared to a net margin of 6.4% in FY2022.
For a complete picture of Datopotamab deruxtecan’s valuation, buy the drug’s risk-adjusted NPV model (rNPV) here.