AstraZeneca

AstraZeneca's oncology revenue exceeds $20B. ADCs (T-DXd, Dato-DXd with Daiichi Sankyo; AZD0901 CLDN18.2; puxitatug samrotecan B7-H4; tilatamig samrotecan EGFR×MET bsADC), osimertinib, olaparib, capivasertib, durvalumab, camizestrant, saruparib, and radioconjugates via Fusion Pharma (225Ac-PSMA). Also cell therapy (Neogene, GPC3 CAR-T).

Headquarters

Cambridge, GB

Scorecard

All companies

#4of 90 companies, score 71

approved products +12
phase 3 +3
phase 1/2 +2
targets +4
modalities +6
regions +6
24-month regulatory events +8
registry trials +30

2 approved, 1 in phase 3, 2 earlier, 2 targets, 1,002 registry studies. Formula on the about page.

Financial snapshot, FY2024

Oncology revenue: $22.4bn
Total revenue: $54.1bn
R&D spend: $13.6bn

Tagrisso $6.6bnImfinzi $4.7bnEnhertu $3.8bnCalquence $3.1bnLynparza $3.0bn

Oncology is AstraZeneca's largest therapy area at about 41% of total revenue. AstraZeneca Annual Report and Form 20-F 2024

Deals

Deal map

Date	Deal	Type	Upfront	Total	Source
2024-03-19	Fusion Pharmaceuticals (AstraZeneca) to AstraZeneca FPI-2265 (actinium-225 PSMA) and the Fusion targeted alpha therapy platform	Acquisition	$21.00 per share in cash, about $2.0bn	up to about $2.4bn including a $3.00 per share contingent value right	source

Catalysts

Catalyst calendar

2027expected
TROPION-Lung14: datopotamab deruxtecan plus osimertinib, first-line EGFR-mutant NSCLC
Would move the TROP2 ADC into the first-line EGFR-mutant setting on top of the standard TKI. Timing is a registry-based estimate. Source

Type

pharma · AZN

Stage

Public

Website

www.astrazeneca.com

Products

5top

ApprovedSmall-molecule PARP inhibitor

Olaparib · Lynparza

Olaparib was the first PARP inhibitor, and turned an inherited BRCA mutation from a risk factor into a drug target, including after surgery in breast cancer.

ApprovedMonoclonal antibody (anti-PD-L1)

Durvalumab · Imfinzi

A PD-L1 blocker that became standard after chemoradiation for stage III lung cancer, and now in bladder, biliary, and gastric cancers.

Phase 3Targeted alpha therapy

Actinium-225 PSMA agents

Alpha-emitting PSMA drugs that produce responses even after Pluvicto fails, held back mainly by isotope supply.

Phase 2radioligand

FPI-2265

FPI-2265 is an experimental radioligand therapy from Fusion Pharmaceuticals in phase 2 trials for prostate cancer, aimed at PSMA.

Phase 1alpha therapy

Actinium-225 FPI-2068

An antibody engineered to grab onto two markers found together on some solid tumours, but not on healthy cells, carries a powerful short-range radioactive payload into the tumour to try to destroy it.