Can Gilead And Merck Capitalize On AstraZeneca/Daiichi Sankyo’s TROP2 Safety Concerns?

Dato-DXd’s Lung Adverse Events Could Scupper NSCLC Goals

AstraZeneca and Daiichi-Sankyo’s second collaboration has taken a knock after a mixed readout from the TROPION-Lung01 study of their antibody-drug conjugate datopotamab deruxtecan (Dato-DXd), and its rivals will hope their differently engineered ADCs can win out in the long-term.

Gilead_USA
Gilead's Trodelvy is the first TROP2 ADC on the market - Dato-DXd could still outperform it in breast cancer, but safety issues may hamper its progress in NSCLC

AstraZeneca saw £10bn ($12.7bn) wiped off its market value on 3 June after it posted disappointing early efficacy data from the TROPION-Lung01 trial of datopotamab deruxtecan (Dato-DXd), seen as a potential future market leader among TROP2-targeting antibody drug conjugates.

The company, with partner Daiichi Sankyo, disclosed that its Phase III study had hit its progression-free survival co-primary endpoint,...

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