Datopotamab deruxtecan is a monoclonal antibody conjugated commercialized by Daiichi Sankyo, with a leading Pre-Registration program in Non-Small Cell Lung Cancer. According to Globaldata, it is involved in 27 clinical trials, of which 2 were completed, 24 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.
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The revenue for Datopotamab deruxtecan is expected to reach an annual total of $2.24 bn 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, metastatic biliary tract cancer; bladder cancer, squamous and non-squamous NSCLC, metastatic colorectal cancer, transitional cell carcinoma, metastatic transitional (urothelial) tract cancer, transitional cell cancer (urothelial cell cancer, biliary tract cancer, transitional cell cancer (urothelial cell 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 a TROP2-directed ADC consisting of a humanized anti-TROP2 IgG1 monoclonal antibody covalently linked to a highly potent topoisomerase l inhibitor payload. It targets Trop 2 protein. The therapeutic candidate is being developed 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) JPY1,601,688 million for the fiscal year ended March 2024 (FY2024), an increase of 25.3% over FY2023. In FY2024, the company’s operating margin was 13.2%, compared to an operating margin of 9.3% in FY2023. In FY2024, the company recorded a net margin of 12.5%, compared to a net margin of 8.5% in FY2023.
For a complete picture of Datopotamab 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.
