AstraZeneca

Datopotamab deruxtecan showed a median overall survival of 14.6 months in patients with advanced nonsquamous non-small cell lung cancer in the TROPION-Lung01 Phase III trial. The trial, evaluating AstraZeneca and Daiichi Sankyo's drug versus chemotherapy, met the dual primary endpoint of progression-free survival. Results were presented at the IASLC 2024 World Conference on Lung Cancer.

Brazil's diverse population, advanced healthcare infrastructure, and favorable regulatory environment make it a significant player in global clinical trials. The country attracts pharmaceutical companies and CROs for trials, particularly in oncology and immunology. While progress has been made in streamlining trial approvals, challenges like regulatory delays and limited funding persist. Brazil aims to enhance its clinical trial ecosystem through investments and public-private partnerships.

Johnson & Johnson's Rybrevant and Lazcluze combo showed a 23% OS benefit over AstraZeneca's Tagrisso in advanced non-small cell lung cancer, with 61% survival at three years versus 53%. The combo also reduced CNS disease risk by 18% and received FDA approval for EGFR-mutated NSCLC.

IMFINZI is indicated for various lung cancer treatments, including unresectable Stage III NSCLC, metastatic NSCLC, extensive-stage SCLC, and biliary tract cancer. It also treats unresectable HCC in combination with IMJUDO. TROPION-Lung01 and NeoCOAST-2 are Phase III and II trials evaluating datopotamab deruxtecan and IMFINZI, respectively, in lung cancer. AstraZeneca collaborates with Daiichi Sankyo for ADC development and aims to improve lung cancer outcomes.

Global Monoclonal Antibodies Market to reach USD 804.7 billion by 2033, growing at a CAGR of 12.5% from USD 279.8 billion in 2024. Dominated by North America, human-derived antibodies, and oncology applications, with key players including Roche, Novartis, and Johnson & Johnson.

The global mRNA vaccine market is projected to decline at a CAGR of -4.3% from 2024 to 2034, reaching US$ 9.6 billion by 2034. Factors driving market growth include streamlined approval processes, innovations in logistics, increasing public trust, and ongoing research into long-term efficacy. Key players include Pfizer-BioNTech, Moderna, and Novartis, with North America leading in market share.

I-DXd (ifinatamab deruxtecan) showed clinically meaningful responses in pretreated extensive-stage SCLC patients, with a confirmed response rate of 26.1% at 8 mg/kg and 54.8% at 12 mg/kg. The 12 mg/kg dose was selected as optimal for further study.

Adding novel agents to perioperative durvalumab for NSCLC led to higher pCR and mPR rates compared to historical rates with durvalumab and chemotherapy. The highest response rates occurred with the addition of Dato-DXd (pCR 34.1%, mPR 65.9%). All combinations demonstrated manageable safety profiles and surgical rates comparable to approved regimens.

Bank of America Securities' Sachin Jain maintains Buy rating on AstraZeneca (AZN) with a £14,500.00 price target, citing positive biomarker data from datopotamab TL01 study in second-line lung cancer and potential catalysts like AVANZAR phase III trial in 2025.