Ifinatamab Deruxtecan is a monoclonal antibody conjugated commercialized by Daiichi Sankyo, with a leading Phase II program in Esophageal Squamous Cell Carcinoma (ESCC). According to Globaldata, it is involved in 3 clinical trials, of which 2 are ongoing, and 1 is planned. GlobalData uses proprietary data and analytics to provide a complete picture of Ifinatamab Deruxtecan’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.
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The revenue for Ifinatamab Deruxtecan is expected to reach an annual total of $134 mn by 2039 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.
Ifinatamab Deruxtecan Overview
Ifinatamab deruxtecan (DS-7300) is under development for the treatment of solid tumors including advanced or metastatic head and neck squamous cell carcinoma, esophageal squamous cell carcinoma, squamous and adenocarcinoma of non-small cell lung cancer (NSCLC), small-cell lung cancer, bladder cancer, sarcoma, endometrial cancer, melanoma, metastatic hormone refractory (castration resistant, androgen-independent) prostate cancer and breast cancer.
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It is also under development for pretreated extensive-stage small cell lung cancer (ES-SCLC). It targets B7-H3/CD276 antigen. The drug candidate is based on antibody drug conjugate (ADC) technology. It is administered through intravenous route as a solution. The drug candidate comprises of a humanized anti-B7-H3 IgG1 monoclonal antibody attached to a topoisomerase I inhibitor payload, an exatecan derivative, via a tetrapeptide-based cleavable linker.
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.
The company reported revenues of JPY375,508 million for the second quarter ended September 2023, an increase of 7% over the previous quarter.
For a complete picture of Ifinatamab Deruxtecan’s valuation, buy the drug’s risk-adjusted NPV model (rNPV) here.
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GlobalData, the leading provider of industry intelligence, provided the underlying data, research, and analysis used to produce this article.
To create this model, GlobalData takes into account factors including patent law, known and projected regulatory approval processes, cash flows, drug margins and company expenses. Combining these data points with GlobalData’s world class analysis creates high value models that companies can use to help in evaluation processes for each drug or company.
The rNPV method integrates the probability of a drug reaching a clinical stage into the cash flow at that time, which provides a more accurate valuation, as it considers the probability that the drug never makes it through the clinical pathway to commercialization. GlobalData’s rNPV model uses proprietary likelihood of approval (LoA) and phase transition success rate (PTSR) data for the indication in the highest development stage, which can be found on GlobalData’s Pharmaceutical Intelligence Center.
