As­traZeneca, Dai­ichi Sankyo still need key over­all sur­vival re­sults on TROP2 ADC in breast, lung can­cer: #ES­MO23

MADRID — Head­ed in­to the year’s sec­ond-largest can­cer con­fer­ence, ex­pec­ta­tions were a lit­tle sub­dued for As­traZeneca’s next big bet on an­ti­body-drug con­ju­gates. The phar­ma’s Dai­ichi Sankyo-part­nered Da­to-DXd had per­formed be­low an­a­lysts’ hopes in key breast and lung can­cer tri­als, leav­ing Jef­feries’ Stephen Bark­er “with a neg­a­tive im­pres­sion over­all.”

The co-de­vel­op­ers’ TROP2-di­rect­ed ADC was bet­ter than chemother­a­py at keep­ing pa­tients alive with­out wors­en­ing of their lung or breast can­cer, as toplined in Ju­ly and Sep­tem­ber, but the ADC still needs to show key over­all sur­vival da­ta — the oth­er pri­ma­ry end­point — be­fore gain­ing the trust of reg­u­la­tors and on­col­o­gists.

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