Daiichi Sankyo Ltd ADR (DSNKY)

$DSNKY Might be a runner come Monday morning: https://finance.yahoo.com/news/ifinatamab-deruxtecan-demonstrated-clinically-meaningful-144500277.html

Barclays🏁 $IDYA Overweight/$40. Citizens🏁 $IDYA Market Outperform/$41. $ZLAB $AMGN $DSNKY $PFE GILD AZN RHHBY Barclays and Citizens JMP said in their initiation reports:

JPMorgan⬆️ $IDYA $74 from $72/reit'd OW ~it believes $IDYA's early-stage updates for IDE849 / IDE397 can drive investor interest in the pipeline beyond darovasertib. $PFE $GILD $DSNKY $AZN RHHBY JPMorgan said in its note to investors: IDEAYA Biosciences is an emerging company in the precision-oncology space. Importantly, Ideaya's lead asset, darovasertib (IDE196), has established proof-of-concept (POC) within uveal melanoma. Net-net, we continue to see darovasertib, especially in the metastatic uveal melanoma (MUM) setting, as de-risked. On the broader pipeline beyond darovasertib in MUM, it is "choose your favorite adventure scenario", which provides interesting long-term optionality (we think darovasertib in neoadjuvant is underappreciated). Looking forward, we anticipate focus on updates for darovasertib (metastatic / neoadjuvant settings), IDE397, and IDE849 programs. Our Overweight rating on $IDYA shares is based on the potential of darovasertib and broad synthetic lethality pipeline.

$DSNKY firmly long Japanese stocks?

$DSNKY Here's a more promising investment than $IVF Merck MRK and Japan’s Daiichi Sankyo announced the dosing of the first patient in the phase III HERTHENA-Breast04 study evaluating their investigational HER3-directed DXd antibody-drug conjugate (ADC), patritumab deruxtecan (HER3-DXd), for treating certain patients with breast cancer. https://finance.yahoo.com/news/mrk-daiichi-begin-phase-iii-151300884.html

$DSNKY ST misleading after-hours quote? What is this???

TD Cowen🏁 $IDYA at a Buy rating. $PFE $GILD $DSNKY $AZN RHHBY TD Cowen in its initiation report said, "IDEAYA's pipeline — with soon-to-be 9 clinical-stage programs — represents the best of targeted oncology and is led by a world-class team. The lead daro + criz combo should launch in 2026 in mUM, with a high likelihood of success in neoadjuvant. Near-term DLL3 ADC data are likely to be strong, and MAT2A efficacy should add to Trodelvy with NT data. We initiate at Buy given the very attractive EV."

RBC⬇️ $IDYA PT to $30 from $57, reiterated at OP and said "Ph.III Readout in 2H25 Should Drive Upside and Unlock A $1B Revenue Oppt'y; We are updating our views on $IDYA following additional diligence, KOL discussions, and meeting with mgmt" $MRK $DSNKY $ZLAB $ONC PFE GILD RBC Capital added, "While the stock has been largely range bound this year, with less investor attention, we believe as we enter the second half $IDYA should garner more attention given a major ph.Ill event for lead drug daro, as well as a number of supporting pipeline updates. We see a 65%+ likelihood of success for the ph.Ill readout in metastatic uveal melanoma coming towards year-end, and see 40% upside given potential for a rapid launch by 2026. With a lower risk and high reward catalyst, as well as pipeline clarity across '897 and '349, we would be buyers into 2H25; tgt to $30 and maintaining Outperform, Spec. Risk rating."

Wells Fargo🏁 $IDYA OW-$44~thinks the Street isn't pricing in enough value for daro's pot'l in UM - '25 updates should de-risk Tx in both first-line mUM & the neo adjuvant setting - updates from early pipeline should offer upside in the next 12-18mo. $MRK $GILD PFE $DSNKY $XBI Wells Fargo said in its $IDYA initiation note: "Shares are down -15% YTD vs $XBI -8% and believe the stock isn't pricing in daro's oppty at these levels. We like the setup over the next 12 mos, where the co plans to provide several data points for daro both in the metastatic and neoadjuvant settings that should get investors more confident on its potl in UM. Further, there is a good chance daro's pivotal mPFS readout is pos (65%), which could lead to an accelerated approval and launch in 2026 in 1L MUM."

$DSNKY staholah

$AZN $DSNKY AstraZeneca says Enhertu combo showed PFS improvement over THP in trial Results from the DESTINY-Breast09 Phase III trial showed Enhertu plus pertuzumab demonstrated a highly statistically significant and clinically meaningful improvement in progression-free survival compared to a taxane, trastuzumab and pertuzumab as a first-line treatment for patients with HER2-positive metastatic breast cancer, AstraZeneca announced. Results will be presented today during a special late-breaking oral session at the 2025 American Society of Clinical Oncology Annual Meeting in Chicago, the company noted. In a prespecified interim analysis, Enhertu plus pertuzumab reduced the risk of disease progression or death by 44% versus THP. Median PFS was 40.7 months with Enhertu plus pertuzumab compared to 26.9 months for THP, as assessed by blinded independent central review. The PFS benefit for Enhertu plus pertuzumab versus THP was consistent across subgroups, including for the prespecified stratification factors of de novo or recurrent disease, hormone receptor status and PIK3CA mutation status. Investigator-assessed PFS demonstrated a median PFS of 40.7 months for Enhertu plus pertuzumab compared to 20.7 months for THP, the company noted. Overall survival was not mature at the time of the interim analysis; however, interim OS data showed an early trend favouring the Enhertu combination compared to THP, the company added. Susan Galbraith, Executive Vice President, Oncology Haematology R&D, AstraZeneca (AZN), said: "Bringing Enhertu earlier in the treatment of HER2-positive metastatic breast cancer may represent an important advancement for patients. The DESTINY-Breast09 trial showed the combination of Enhertu and pertuzumab in the first-line setting substantially increased the amount of time before a patient's cancer progressed compared to standard of care and nearly doubled the number of patients showing no signs of disease on imaging. Establishing a strong therapeutic response as soon as metastatic disease is diagnosed is critical given that about one in three patients do not receive further treatment after progressing in the first-line setting." Ken Takeshita, Global Head, R&D, Daiichi Sankyo (DSNKY), said: "Enhertu continues to transform the treatment of metastatic breast cancer with the first new data in more than a decade to demonstrate improved outcomes for a broad population of patients with HER2-positive disease compared to THP in the first-line setting. DESTINY-Breast09 shows that initiating treatment with Enhertu in combination with pertuzumab at the time of metastatic diagnosis can delay disease progression."

$DSNKY ah swahol

$ESPR $PFE Pfizer has 15B to spend on smaller drug makers, this drug has a 70M patient TAM and a primary prevention label (just BA & statins have that indication) It has longterm benefits for liver and kidney disease and a reported cancer immunotherapy benefit. This has some ongoing royalties and it’s sitting under a 200M market cap… He’s right, it’s baffling that no big pharma has tried to scoop this up. They bought ESPR for 1.3B in 2003, and 22 years later as crazy as it sounds, they could probably pull off a repeat deal right now for that price or slightly higher if they act quickly before this thing heads back up. 📈📈📈 $MRK $DSNKY

$DSNKY added 200 shares, this one didnt catch up a lot yet

$DSNKY started a postion, added more $IDYA

$DSNKY hmmm looks interesting someone sell me on this

I found you an Oversold RSI (Relative Strength Index) on the daily chart of Daiichi Sankyo Co Ltd ADR. Is that bullish or bearish? $DSNKY #RsiOversold #PINK

$GYRE $DIST $DSNKY $ELVR All the credit to https://stocktwits.com/KelvinLinMo/message/598091016

$OTLK $VRPX & $DSNKY Still Bullish, but saw this from Business Insider: "Outlook Therapeutics Faces Business Risks from Third-Party Manufacturing Dependencies." however the article does go on to say "Overall, Wall Street has a Moderate Buy consensus rating on OTLK stock based on 2 Buys and 1 Hold." https://markets.businessinsider.com/news/stocks/outlook-therapeutics-faces-business-risks-from-third-party-manufacturing-dependencies-1034177517

$TNXP $OTLK $VRPX $DSNKY