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Antibody Drug Conjugate (ADC) Markets, 2035

Daiichi Sankyo, AstraZeneca s $5B Enhertu follow-up shows early signs of success in breast cancer

(Daiichi Sankyo) Daiichi Sankyo and partner AstraZeneca’s next-gen antibody-drug conjugate datopotamab deruxtecan (Dato-DXd) has show glimmers of efficacy and a reasonable safety profile in its first data release in breast cancer. Having already seen some positives in its non-small cell lung cancer test, which is further along, Daiichi and AstraZeneca published the first look at Dato-DXd in triple-negative breast cancer (TNBC) at a late-breaking mini oral presentation at the 2021 European Society of Medical Oncology (ESMO) Breast Cancer Virtual Congress conference Saturday. Nearly one year ago, AZ agreed to pay $1 billion upfront over two years for ex-Japan rights to the drug, which works as an ADC that targets tumor-associated protein TROP2, plus another $5 billion in milestones.

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