{"schema_version":"1.0","type":"article","title":"Daiichi Sankyo's Most Expensive Lesson: How an ADC Capacity Bet Can Backfire After a Blockbuster","url":"https://drugnews.com.tw/articles/2026-05-17-daiichi-sankyo-adc-capacity-lesson-en.html","markdown_url":"https://drugnews.com.tw/articles/2026-05-17-daiichi-sankyo-adc-capacity-lesson-en.md","lang":"en","date":"2026-05-17","publish_at":"2026-05-17T10:30:00+08:00","updated_at":"2026-05-17","category":"商業分析系列","topic":"臨床與 CMC","tags":["Clinical and CMC","AI drug discovery","Targeted therapy","Big Pharma","Capital markets","Biotech business analysis","Drug development"],"summary":"A Drugnews English brief on Daiichi Sankyo's Most Expensive Lesson: How an ADC Capacity Bet Can Backfire After a Blockbuster, focusing on ai drug discovery, clinical evidence, company strategy, business development, and biotech capital-market implications.","key_points":[],"facts":[],"sections":["Core Thesis","Why It Matters","Reading Framework","What To Watch Next","Original Chinese Edition"],"references":[],"images":[],"cover_image":"https://drugnews.com.tw/assets/english/drugnews-english-analysis-cover.png","publisher":{"name":"Drugnews｜藥時事","url":"https://drugnews.com.tw/","profile":"https://drugnews.com.tw/brand-profile.json"},"citation":"Drugnews｜藥時事（2026-05-17）。Daiichi Sankyo's Most Expensive Lesson: How an ADC Capacity Bet Can Backfire After a Blockbuster。https://drugnews.com.tw/articles/2026-05-17-daiichi-sankyo-adc-capacity-lesson-en.html","disclaimer":"This article is intended for industry research and knowledge sharing only. It does not constitute investment, medical, fundraising, or individual stock advice.","translations":{"zh-Hant":"2026-05-17-daiichi-sankyo-adc-capacity-lesson.html"},"relationship":"independent_editorial","disclosure_url":"https://drugnews.com.tw/policy/"}