STOCK TITAN

AstraZeneca plans triple-negative breast cancer trial

The three companies will contribute to trial costs while retaining development and commercial rights to their respective medicines.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
6-K

Rhea-AI Filing Summary

AstraZeneca PLC, Daiichi Sankyo and Summit Therapeutics Inc. have entered into a clinical collaboration to evaluate Datroway (datopotamab deruxtecan) with ivonescimab across multiple tumour types, including lung and breast cancers. The companies intend to begin with a Phase III trial in first-line triple-negative breast cancer.

Each company will contribute its medicine to the planned combination trials, which will be sponsored by AstraZeneca or Daiichi Sankyo. All three companies will contribute to trial costs and retain development and commercial rights to their respective medicines.

Filing Explained

The Datroway–ivonescimab trials are planned; AstraZeneca says its September 28 $2 billion equity investment in Summit will help in part support this agreement and other ivonescimab combinations.

Sources and calculations
Initial planned trial phase Phase III Intended first-line triple-negative breast cancer trial
Datroway clinical development programme More than 20 trials Evaluating Datroway across multiple cancers
Phase III lung cancer trials Eight trials Datroway clinical development programme
Phase III breast cancer trials Five trials Datroway clinical development programme
antibody drug conjugate (ADC) medical
"TROP2-directed DXd antibody drug conjugate (ADC)"
A antibody drug conjugate (ADC) is a targeted medicine that combines an antibody, which seeks out specific cells, with a potent drug payload so the treatment delivers its toxic effect directly to diseased cells while sparing most healthy tissue—think of a guided missile carrying a small explosive. Investors care because ADCs can offer breakthrough therapies with high market value, but their worth depends heavily on clinical trial results, manufacturing complexity and regulatory approval, which create both upside and risk.
triple-negative breast cancer (TNBC) medical
"first-line triple-negative breast cancer (TNBC)"
A form of breast cancer that lacks three common proteins (estrogen receptor, progesterone receptor and HER2) that doctors often use as targets for standard treatments, so it is not responsive to those targeted therapies. Investors pay attention because limited treatment options make drug approvals, clinical trial results or new therapies especially valuable — like finding a new key for a locked door — and those breakthroughs can drive company value and regulatory scrutiny.
bispecific antibody medical
"potential first-in-class bispecific antibody"
A bispecific antibody is a specially designed protein that can attach to two different targets at the same time. Think of it as a custom-made connector that brings two things together—such as a disease cell and an immune system component—helping the body fight illnesses more effectively. For investors, understanding bispecific antibodies is important because they represent innovative therapies that could lead to new treatments and potentially lucrative market opportunities.
PD-1 medical
"blockade of PD-1"
PD-1 is a protein found on certain immune cells that acts like a brake, signaling the immune system to slow down and avoid damaging healthy tissue. Drugs that block PD-1 release that brake so immune cells can better attack cancer cells; because such therapies can produce large clinical benefits, regulatory approvals, trial outcomes, pricing and market uptake for PD-1 drugs can materially affect a drugmaker’s prospects and investor returns.
VEGF medical
"blocking VEGF"
Vascular endothelial growth factor (VEGF) is a naturally occurring protein that signals the body to grow new blood vessels, like a fertilizer prompts plants to sprout. It matters to investors because drugs that block or mimic VEGF can dramatically change outcomes for cancers and eye diseases, making them major drivers of clinical trial results, regulatory approvals, market value and future revenue potential for biopharma companies.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What is the planned AZN Datroway and ivonescimab study?

The companies intend to begin with a Phase III trial in first-line triple-negative breast cancer. The collaboration will evaluate the combination across multiple tumour types, including lung and breast cancers.

Who will sponsor the AZN combination trials?

AstraZeneca or Daiichi Sankyo will sponsor the planned trials. AstraZeneca, Daiichi Sankyo and Summit will each contribute to trial costs and retain development and commercial rights to their respective medicines.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FORM 6-K
 
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
 
Report of Foreign Issuer
 
Pursuant to Rule 13a-16 or 15d-16 of
the Securities Exchange Act of 1934
 
For the month of October 2026
 
Commission File Number: 001-11960
 
AstraZeneca PLC
 
1 Francis Crick Avenue
Cambridge Biomedical Campus
Cambridge CB2 0AA
United Kingdom
 
 
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
 
Form 20-F X Form 40-F __
 
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):
 
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ______
 
Indicate by check mark whether the registrant by furnishing the information contained in this Form is also thereby furnishing the information to the Commission pursuant to Rule 12g3-2(b) under the Securities Exchange Act of 1934.
 
Yes __ No X
 
If “Yes” is marked, indicate below the file number assigned to the Registrant in connection with Rule 12g3-2(b): 82-_____________
 
 
 
AstraZeneca PLC
 
INDEX TO EXHIBITS
 
 
1.
AZ & DS collaboration with Summit for Datroway
 
 02 October 2026
 
AstraZeneca and Daiichi Sankyo announce clinical collaboration
with Summit Therapeutics to evaluate Datroway in combination
with ivonescimab across multiple tumour types
 
Builds on recently announced clinical collaboration between AstraZeneca
and Summit to advance leading ADC combination strategy in cancer
 
AstraZeneca and Daiichi Sankyo have entered into a clinical collaboration agreement with Summit Therapeutics Inc. to evaluate Datroway (datopotamab deruxtecan) in combination with ivonescimab across multiple tumour types including lung and breast cancers. The companies intend to begin with a Phase III trial in 1st-line triple-negative breast cancer (TNBC).
 
Datroway is a specifically engineered TROP2-directed DXd antibody drug conjugate (ADC) discovered by Daiichi Sankyo and being jointly developed and commercialised by AstraZeneca and Daiichi Sankyo.
 
Susan Galbraith, Executive Vice President, Oncology Haematology R&D, AstraZeneca, said: “Central to our strategy to transform cancer outcomes is harnessing the power of immunotherapy and antibody drug conjugate combinations to drive deeper, more durable responses. We believe the combination of Datroway and ivonescimab has the potential to make a meaningful difference in multiple tumour types including lung and breast cancers.”
 
Dr. Maky Zanganeh, President and Co-Chief Executive Officer of Summit Therapeutics, said: “We believe this collaboration with Daiichi Sankyo and AstraZeneca reflects increasing conviction in ivonescimab’s potential as a foundational next-generation immunotherapy and advances our ambition for ivonescimab to become the global PD-1 / VEGF partner of choice for novel combinations. Beginning with a Phase III study in first-line triple negative breast cancer, this collaboration represents an important expansion of Summit’s global development program into breast cancer and a path for additional solid tumour settings.”
 
John Tsai, Global Head, R&D, Daiichi Sankyo, said: “At Daiichi Sankyo, we are focused on maximising the potential of our DXd antibody drug conjugate portfolio through innovative combinations and strategic collaborations that support the continued advancement of our pipeline. We are encouraged by the opportunity to explore ivonescimab in combination with Datroway to potentially deliver clinically meaningful benefit to patients.”
 
Under the terms of this agreement, each company will contribute their respective medicine for the planned combination trials which will be sponsored by AstraZeneca or Daiichi Sankyo. AstraZeneca, Daiichi Sankyo and Summit will each contribute to trial costs and each company will retain development and commercial rights to their respective medicines.
 
AstraZeneca also recently announced an equity investment which will help in part to support clinical collaborations evaluating combinations with ivonescimab including this agreement for Datroway, AstraZeneca’s separate agreement with Summit for combinations with sonesitatug vedotin (Sone-Ve), and planned future clinical collaborations intended to evaluate combinations with other AstraZeneca cancer medicines, including additional ADCs.
 
Ivonescimab is a novel, potential first-in-class bispecific antibody combining the effects of immunotherapy via a blockade of PD-1 with the anti-angiogenesis effects associated with blocking VEGF into a single molecule. Ivonescimab is approved to treat certain patients with non-small cell lung cancer (NSCLC) in China, and a Biologics License Application (BLA) seeking approval in EGFR-mutated NSCLC is under review by the US Food and Drug Administration (FDA). Ivonescimab is currently being studied in Phase III clinical trials in NSCLC, small cell lung cancer, biliary tract cancer, bladder cancer, TNBC, head and neck squamous cell carcinoma, colorectal cancer, and pancreatic cancer.
 
Notes
 
Datroway
Datroway (datopotamab deruxtecan; datopotamab deruxtecan-dlnk in the US only) is a TROP2-directed ADC. Designed using the proprietary DXd ADC Technology of Daiichi Sankyo, Datroway is one of seven DXd ADCs in the oncology pipeline of Daiichi Sankyo, and one of the most advanced programmes in AstraZeneca’s ADC scientific platform. Datroway is comprised of a humanised anti-TROP2 IgG1 monoclonal antibody, developed in collaboration with Sapporo Medical University, attached to a number of topoisomerase I inhibitor payloads (an exatecan derivative, DXd) via tetrapeptide-based cleavable linkers.
 
Datroway is approved in more than 30 countries/regions worldwide for the treatment of adult patients with unresectable or metastatic TNBC who are not candidates for PD-1/PD-L1 inhibitor therapy based on the results from the TROPION-Breast02 trial.
 
Datroway is also approved in more than 45 countries/regions worldwide for the treatment of adult patients with unresectable or metastatic HR-positive, HER2-negative (IHC 0, IHC 1+ or IHC 2+/ISH-) breast cancer who have received prior endocrine-based therapy and chemotherapy for unresectable or metastatic disease based on results from the TROPION-Breast01 trial.
 
Datroway is approved in the US and several other countries for the treatment of adult patients with locally advanced or metastatic EGFR-mutated non-small cell lung cancer (NSCLC) who have received prior EGFR-directed therapy and platinum-based chemotherapy based on results from the TROPION-Lung05 and TROPION-Lung01 trials. Continued approval for this indication in the US may be contingent upon verification and description of clinical benefit in a confirmatory trial.
 
Datroway clinical development programme
A comprehensive global clinical development programme is underway with more than 20 trials evaluating the efficacy and safety of Datroway across multiple cancers, including NSCLC, TNBC and urothelial cancer. The programme includes eight Phase III trials in lung cancer, five Phase III trials in breast cancer, one Phase III trial and one Phase II/III trial in urothelial cancer evaluating Datroway as a monotherapy and in combination with other cancer treatments in various settings.
 
Daiichi Sankyo collaboration
AstraZeneca and Daiichi Sankyo entered into a global collaboration to jointly develop and commercialise Enhertu (trastuzumab deruxtecan) in March 2019 and Datroway in July 2020, except in Japan where Daiichi Sankyo maintains exclusive rights for each ADC. Daiichi Sankyo is responsible for the manufacturing and supply of Enhertu and Datroway.
 
AstraZeneca in oncology
AstraZeneca is leading a revolution in oncology with the ambition to provide cures for cancer in every form, following the science to understand cancer and all its complexities to discover, develop and deliver life-changing medicines to patients. 
 
The Company's focus is on some of the most challenging cancers. It is through persistent innovation that AstraZeneca has built one of the most diverse portfolios and pipelines in the industry, with the potential to catalyse changes in the practice of medicine and transform the patient experience. 
 
AstraZeneca has the vision to redefine cancer care and, one day, eliminate cancer as a cause of death. 
 
AstraZeneca
AstraZeneca (LSE/STO/NYSE: AZN) is a global, science-led biopharmaceutical company that focuses on the discovery, development, and commercialisation of prescription medicines in Oncology, Rare Disease, and BioPharmaceuticals, including Cardiovascular, Renal & Metabolism, and Respiratory & Immunology. Based in Cambridge, UK, AstraZeneca’s innovative medicines are sold in more than 125 countries and used by millions of patients worldwide. Please visit astrazeneca.com and follow the Company on Social Media @AstraZeneca.
 
Contacts
For details on how to contact the Investor Relations Team, please click here. For Media contacts, click here.
 
Matthew Bowden
Company Secretary
AstraZeneca PLC
 
 
SIGNATURES
 
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
 
 
AstraZeneca PLC
 
 
Date: 02 October 2026
 
 
By: /s/ Matthew Bowden
 
Name: Matthew Bowden
 
Title: Company Secretary

Keep reading