Daiichi Sankyo Shares Drop 10% After Delay

Daiichi Sankyo shares dropped 10.4% after announcing a second postponement of its Q4 results and medium‑term plan to May 11.
The delay allows extra time to estimate a loss‑compensation provision for a development‑stage product, to be booked in fiscal year 2026.
Daiichi Sankyo previously recorded a ¥12.7 billion HER3‑related provision in Q2, and analysts say the new charge likely also relates to HER3.
Morgan Stanley notes the provision likely does not involve Enhertu or Datroway and expects a slight adjustment to the HER3 supply outlook.