26 July 2024: Enhertu Faces Sales Challenges Amid Expansion Efforts by AstraZeneca and Daiichi Sankyo
AstraZeneca counts on Daiichi Sankyo-partnered Enhertu as a significant growth driver, with expectations of over $5 billion in peak sales potential
Combined Enhertu sales for AstraZeneca and Daiichi Sankyo reached $893 million in Q2 2024, showing a modest 1.6% sequential increase from Q1 2024
Despite a tumor-agnostic approval in the U.S. in April 2024 for HER2-positive solid tumors, Enhertu’s performance has been lackluster
The slowdown in Enhertu’s sales is partly due to destocking in China after an inventory buildup and the early launch signals in the U.S. show promising demand growth and increased physician awareness