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    Gonzalo Artiach Castanon • Danske Bank

    Gonzalo Artiach Castanon's questions to AstraZeneca PLC (AZN) leadership

    Gonzalo Artiach Castanon's questions to AstraZeneca PLC (AZN) leadership • Q4 2024

    Question

    Gonzalo Artiach Castanon of Danske Bank inquired about launch expectations for Datroway in the TROPION-Breast01 setting, considering ADC sequencing with Enhertu. He also asked about the market opportunity for baxdrostat in primary aldosteronism.

    Answer

    David Fredrickson, EVP of Oncology, outlined that Datroway addresses a clear need in the fourth-line plus HR-positive setting and complements Enhertu, creating treatment options across the HER2 spectrum, including for patients post-ADC. Ruud Dobber, EVP of BioPharmaceuticals, noted that while primary aldosteronism is highly underdiagnosed, it represents a significant unmet need, affecting an estimated 5-8% of hypertensive patients.

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    Gonzalo Artiach Castanon's questions to AstraZeneca PLC (AZN) leadership • Q2 2024

    Question

    Gonzalo Artiach Castanon asked for an update on FDA interactions for Dato-DXd ahead of its PDUFA date and sought a hypothesis for why Truqap failed in a triple-negative breast cancer study despite a strong launch in its approved indication.

    Answer

    EVP, Oncology R&D, Susan Galbraith, stated that discussions with the FDA for Dato-DXd are ongoing with no new updates. Regarding Truqap, she explained its mechanism is most effective where there is a reciprocal relationship with endocrine signaling, which is present in its approved indication and in prostate cancer, but not in the same way in triple-negative breast cancer. EVP, Oncology Business Unit, David Fredrickson, confirmed Truqap's launch is strong due to rapid biomarker adoption and good tolerability.

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