New approved indications and massive year-over-year sales growth has Daiichi Sankyo eyeing a year-end pop in sales for its AstraZeneca-partnered cancer drug Enhertu. The Japanese pharma on Monday upped its forecast for Enhertu this year by more than $400 million, projecting it could haul in about $1.3 billion. The increase in Enhertu sales guidance follows a landmark data drop and standing ovation at ASCO earlier this summer, as well as three label expansions as a second line treatment for HER2-positive breast cancer, in HER2-low metastatic breast cancer, and as a second-line treatment for HER2-mutant metastatic non-small cell lung cancer. Other indications may be coming too, as Daiichi recently noted that Enhertu hit on a primary endpoint for a Phase III trial as a third-line treatment for HER2-positive breast cancer (trial name: DESTINY-Breast02), and is still running a trial to test Enhertu as a first-line treatment in HER2 mutant NSCLC (via DESTINY-Lung04 study), as well as another study in China for Enhertu as a second-line or greater treatment for those with HER2 mutant NSCLC, under the name of DESTINY-Lung05. But everything isn't perfect for Enhertu, either. In addition to noting an increase in expenses related to Enhertu due to an increase in profit share with AstraZeneca, Daiichi also noted that earlier this year the US District Court for the Eastern District of Texas has entered judgment that Enhertu infringes on one of Seagen’s US patents |