Daiichi Sankyo aims for almost $15B in oncology sales by 2030, driven by its ADC franchise to surpass 3 trillion JPY ($19B) total revenues.
ADC market projected to grow at ~25% CAGR to $10B by 2025 and $15B by 2030 per Grand View Research.
Key pipeline includes Enhertu (~$4.3B FY25 risk-adjusted, ~$8.3B FY29e), DS-1062 (~$712M FY25), U3-1402 (~$680M FY25), DS-7300 (~$140M FY25).
Enhertu and Padcev represent 2 of 9 globally approved ADCs from Japan.
Merck's $22B Daiichi Sankyo ADC deal (2023) targets solid tumors, supporting franchise growth.