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FDA panel opposes benefit-risk profile of AstraZeneca (AZN) camizestrant combo

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Rhea-AI Filing Summary

AstraZeneca reported that the US FDA’s Oncologic Drugs Advisory Committee voted 3–6 against the benefit‑risk profile of camizestrant plus a CDK4/6 inhibitor as 1st‑line treatment for HR‑positive, HER2‑negative advanced breast cancer with emergent ESR1 mutations, based on the Phase III SERENA‑6 trial. The FDA had previously granted Breakthrough Therapy Designation and accepted the New Drug Application, and it is not bound by the committee’s advice. Despite the mixed vote, AstraZeneca highlighted SERENA‑6 data showing a 56% reduction in risk of progression or death versus aromatase inhibitor plus CDK4/6 inhibitor (hazard ratio 0.44), with median progression‑free survival of 16.0 months versus 9.2 months and additional benefits in second progression and patient‑reported quality‑of‑life measures. The company will continue working with the FDA as the review proceeds and is also pursuing regulatory reviews in the EU, Japan and other countries.

Positive

  • None.

Negative

  • The FDA’s Oncologic Drugs Advisory Committee voted 3–6 against the benefit‑risk profile of camizestrant plus a CDK4/6 inhibitor for 1st‑line HR‑positive, HER2‑negative advanced breast cancer, creating a significant regulatory hurdle for this potential new indication.

Insights

FDA panel’s negative vote is a setback for camizestrant despite strong trial data.

The ODAC vote of 3–6 against the benefit‑risk profile for camizestrant plus a CDK4/6 inhibitor in 1st‑line HR‑positive, HER2‑negative advanced breast cancer is an important regulatory setback. While advisory, such votes often weigh heavily in final FDA decisions.

At the same time, SERENA‑6 data are robust: hazard ratio for progression or death of 0.44 with a 56% risk reduction, median progression‑free survival of 16.0 months versus 9.2 months, and improvements in second progression and quality‑of‑life metrics. Safety appeared consistent with known profiles, with no new concerns reported.

Overall, the filing describes tension between strong clinical efficacy and safety data and regulatory skepticism about the benefit‑risk balance in this specific setting. Future outcomes depend on the FDA’s ongoing review and parallel regulatory assessments in the EU, Japan and other regions, as described in the document.

ODAC vote 3–6 against benefit-risk profile FDA ODAC assessment of camizestrant plus CDK4/6 inhibitor
Risk reduction in progression or death 56% SERENA-6 primary endpoint hazard ratio 0.44
Median PFS camizestrant combo 16.0 months Versus 9.2 months with aromatase inhibitor plus CDK4/6 inhibitor
Median PFS comparator arm 9.2 months Aromatase inhibitor plus CDK4/6 inhibitor in SERENA-6
Disease control at 24 months 29.7% vs 5.4% Camizestrant arm versus aromatase inhibitor arm
PFS2 benefit 25.7 vs 19.1 months Subsequent analysis in favour of camizestrant combo
PFS2 hazard ratio 0.63 95% CI 0.46–0.86; p = 0.00373 in SERENA-6
Oncologic Drugs Advisory Committee (ODAC) regulatory
"The US Food and Drug Administration's (FDA) Oncologic Drugs Advisory Committee (ODAC) did not reach a majority vote"
Breakthrough Therapy Designation regulatory
"The FDA granted Breakthrough Therapy Designation (BTD) for the camizestrant combination in this setting in May 2025."
A breakthrough therapy designation is a regulatory fast-track given to a drug or treatment that shows early signs of providing a major improvement over existing options for a serious condition. Think of it as a VIP lane that can speed up development and more intensive guidance from regulators, which matters to investors because it can shorten time to market, reduce development risk and potentially increase a company’s value — though it does not guarantee approval.
progression-free survival (PFS) medical
"Median PFS was 16.0 months for patients who switched to the camizestrant combination versus 9.2 months for the comparator arm"
Progression-free survival (PFS) measures the length of time in a clinical trial or treatment period during which a patient’s disease does not get worse. Investors watch PFS because longer PFS in trials can signal a drug’s effectiveness, influence regulatory approval and reimbursement decisions, and affect commercial value—think of it as how long a product keeps a problem from returning, which helps estimate future sales and competitive advantage.
circulating tumour DNA (ctDNA) medical
"the first global, double-blind, registrational Phase III trial to use a circulating tumour DNA (ctDNA)-guided approach"
selective estrogen receptor degrader (SERD) medical
"Camizestrant is an investigational, potent, next-generation oral selective estrogen receptor degrader (SERD)"
patient reported outcome (PRO) measures medical
"Additional analyses of patient reported outcome (PRO) measures published in Annals of Oncology showed"

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 May 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. FDA ODAC vote on camizestrant in breast cancer
 
 01 May 2026
 
Update on FDA Advisory Committee vote on camizestrant in combination with a CDK4/6 inhibitor for advanced HR-positive breast cancer
 
The US Food and Drug Administration's (FDA) Oncologic Drugs Advisory Committee (ODAC) did not reach a majority vote in favor of the benefit risk profile of AstraZeneca's camizestrant in combination with a cyclin-dependent kinase (CDK) 4/6 inhibitor (palbociclib, ribociclib or abemaciclib) for the 1st-line treatment of patients with hormone receptor (HR)-positive, HER2-negative advanced breast cancer whose tumours have an emergent ESR1 mutation, based on the SERENA-6 Phase III trial. The Committee voted 3 to 6.
 
In July 2025, the FDA accepted the New Drug Application (NDA) for camizestrant in combination with a CDK4/6 inhibitor based on positive results from the pivotal SERENA-6 Phase III trial presented at the 2025 American Society of Clinical Oncology (ASCO) Annual Meeting and simultaneously published in The New England Journal of Medicine.1 The FDA granted Breakthrough Therapy Designation (BTD) for the camizestrant combination in this setting in May 2025.
 
The FDA is not bound by the Committee's guidance but takes its advice into consideration. AstraZeneca will continue to work with the FDA as it completes its review of the application.
 
Kevin Kalinsky, MD, MS, FASCO, Division Director of Medical Oncology, Winship Cancer Institute of Emory University and investigator for the trial, said: "Patients with this specific form of breast cancer are in urgent need of new treatments that delay disease progression. Today's recommendation by the ODAC is disappointing, as new options and innovative treatment strategies which address emerging resistance ahead of disease progression and deterioration in quality of life are needed in the 1st-line setting."
 
Susan Galbraith, Executive Vice President, Oncology Haematology R&D, AstraZeneca, said: "New innovations and novel treatment strategies that provide benefit to patients are required to drive advances in this 1st-line setting, and so we are disappointed with the mixed outcome of today's ODAC meeting. We strongly believe in the results of the SERENA-6 trial, and are encouraged that the Committee saw camizestrant as a safe and effective potential new medicine. We remain confident in the clinical benefit the combination can bring to patients by changing therapeutic strategy at the earliest opportunity, and are committed to challenging the status quo in the pursuit of innovation that optimises outcomes for patients."
 
Results from a planned interim analysis of the SERENA-6 Phase III trial showed a highly statistically significant and clinically meaningful 56% reduction in the risk of disease progression or death with the camizestrant combination versus standard-of-care treatment with an aromatase inhibitor (AI) (anastrozole or letrozole) in combination with a CDK4/6 inhibitor (based on a hazard ratio [HR] of 0.44; 95% confidence interval [CI] 0.31-0.60; p<0.00001).1 Median PFS was 16.0 months for patients who switched to the camizestrant combination versus 9.2 months for the comparator arm, and nearly one third (29.7%) of patients in the camizestrant arm showed sustained disease control at 24 months of treatment, versus 5.4% patients in the AI arm.1
 
Data for the key secondary endpoints of time to second disease progression (PFS2) and overall survival (OS) were immature at the time of the interim analysis, however a subsequent pre-planned analysis demonstrated a statistically significant and clinically meaningful PFS2 benefit of 25.7 months versus 19.1 months in favour of the camizestrant combination (HR: 0.63; 95% CI: 0.46, 0.86; p = 0.00373) and OS continued to mature in favour of the camizestrant combination (HR: 0.87, CI: 0.57-1.30). The trial will continue to assess OS as a key secondary endpoint. Additional analyses of patient reported outcome (PRO) measures published in Annals of Oncology showed that the camizestrant combination demonstrated consistent benefit in delaying time to deterioration (TTD) in quality of life and reduced the risk of deterioration in patient-reported cancer symptoms and functioning, where the camizestrant combination reduced the risk of deterioration in global health status and quality of life by 46% compared with the AI combination (HR 0.54; 95% CI, 0.34-0.84; nominal p<0.001).2
 
The safety profile of camizestrant in combination with palbociclib, ribociclib or abemaciclib in the SERENA-6 trial was consistent with the known safety profile of each medicine. No new safety concerns were identified and discontinuations were very low and similar in both arms.
 
SERENA-6 is the first global, double-blind, registrational Phase III trial to use a circulating tumour DNA (ctDNA)-guided approach to detect the emergence of endocrine resistance and inform a switch in therapy before disease progression. The innovative trial design used ctDNA monitoring via a blood test at the time of routine tumour scans every two to three months to identify patients for early signs of endocrine resistance via the emergence of ESR1 mutations. Following detection of an ESR1 mutation without disease progression, the endocrine therapy of patients was switched to camizestrant from ongoing treatment with an AI, while continuing combination with the same CDK4/6 inhibitor.
 
Regulatory applications for camizestrant in this setting are also under review in the EU, Japan and several other countries.
 
 
Notes
 
HR-positive breast cancer 
Breast cancer is the second most common cancer and one of the leading causes of cancer-related deaths worldwide.More than two million patients were diagnosed with breast cancer in 2022, with more than 665,000 deaths globally.3 In the US, breast cancer is the most common cancer in women, with more than 300,000 new cases of the disease diagnosed annually, and more than 42,000 deaths.4 While survival rates are high for those diagnosed with early breast cancer, only about 30% of patients diagnosed with or who progress to metastatic disease are expected to live five years following diagnosis.5 
 
HR-positive breast cancer, characterised by the expression of estrogen or progesterone receptors, or both, is the most common subtype of breast cancer with 70% of tumours considered HR-positive and HER2-negative.5 Estrogen receptor (ERs) often drive the growth of HR-positive breast cancer cells.6
 
Globally, approximately 200,000 patients with HR-positive breast cancer are treated with a medicine in the 1st-line setting; most frequently with endocrine therapies that target ER-driven disease, which are often paired with CDK4/6 inhibitors.7-9 In the US, approximately 37,000 patients with HR-positive metastatic breast cancer are treated with these therapies in the 1st-line setting.7-9 However, resistance to these therapies develops in many patients.9 Once this occurs, treatment options are limited and survival rates are low with approximately 36% of patients anticipated to live beyond five years after diagnosis.5,9
 
Mutations in the ESR1 gene are a key driver of endocrine resistance and are associated with poor outcomes, emerging during treatment of the disease and becoming more prevalent as the disease progresses.10,11 Approximately 30% of patients with endocrine sensitive HR-positive disease develop ESR1 mutations during 1st-line treatment before disease progression.7
 
The optimisation of endocrine therapy and overcoming resistance to enable patients to continue benefiting from these treatments, as well as identifying new therapies for those who are less likely to benefit, are active areas of focus for breast cancer research. 
 
SERENA-6
SERENA-6 is a Phase III, double-blind, randomised trial evaluating the efficacy and safety of camizestrant in combination with a CDK4/6 inhibitor (palbociclib, ribociclib or abemaciclib) versus treatment with an AI (anastrozole or letrozole) in combination with a CDK4/6 inhibitor (palbociclib, ribociclib or abemaciclib) in patients with HR-positive, HER2-negative advanced breast cancer (patients with either locally advanced disease, or metastatic disease) whose tumours have an emergent ESR1 mutation.
 
The global trial enrolled 315 adult patients with histologically confirmed HR-positive, HER2-negative advanced breast cancer, undergoing treatment with an AI in combination with a CDK4/6 inhibitor as 1st-line treatment. The primary endpoint of the SERENA-6 trial is PFS as assessed by investigator, with secondary endpoints including OS, and PFS2 by investigator assessment.
 
Camizestrant
Camizestrant is an investigational, potent, next-generation oral selective estrogen receptor degrader (SERD) and complete ER antagonist that is currently in Phase III trials for the treatment of HR-positive breast cancer.
 
AstraZeneca's broad, robust and innovative clinical development programme, including the SERENA-6, SERENA-4, CAMBRIA-1 and CAMBRIA-2 trials, is evaluating the safety and efficacy of camizestrant when used as a monotherapy or in combination with CDK4/6 inhibitors to address a number of areas of unmet need in HR-positive, HER2-negative breast cancer.
 
Camizestrant has demonstrated anti-cancer activity across a range of preclinical models, including those with ER-activating mutations. In the SERENA-2 Phase II trial, camizestrant demonstrated a statistically significant and clinically meaningful improvement in PFS versus Faslodex (fulvestrant) in the overall trial population, including in patients with ESR1 tumour mutations irrespective of prior treatment with CDK4/6 inhibitors in patients with ER-positive locally advanced or metastatic breast cancer, previously treated with endocrine therapy. The SERENA-1 Phase I trial demonstrated that camizestrant is well tolerated and has a promising anti-tumour profile when administered alone or in combination with palbociclib, ribociclib and abemaciclib; three widely used CDK4/6 inhibitors.
 
AstraZeneca in breast cancer 
Driven by a growing understanding of breast cancer biology, AstraZeneca is challenging, and redefining, the current clinical paradigm for how breast cancer is classified and treated to deliver even more effective treatments to patients in need - with the bold ambition to one day eliminate breast cancer as a cause of death.
 
AstraZeneca has a comprehensive portfolio of approved and promising compounds in development that leverage different mechanisms of action to address the biologically diverse breast cancer tumour environment.
 
With Enhertu (trastuzumab deruxtecan), a HER2-directed antibody drug conjugate (ADC), AstraZeneca and Daiichi Sankyo are aiming to improve outcomes in previously treated HER2-positive, HER2-low and HER2-ultralow metastatic breast cancer and are exploring its potential in earlier lines of treatment and in new breast cancer settings.
 
In HR-positive breast cancer, AstraZeneca continues to improve outcomes with foundational medicines Faslodex and Zoladex (goserelin) and aims to reshape the HR-positive space with first-in-class AKT inhibitor, Truqap, the TROP-2-directed ADC, Datroway (datopotamab deruxtecan) and next-generation oral SERD and potential new medicine camizestrant.
 
PARP inhibitor Lynparza (olaparib) is a targeted treatment option that has been studied in early and metastatic breast cancer patients with an inherited BRCA mutation. AstraZeneca with MSD (Merck & Co., Inc. in the US and Canada) continue to research Lynparza in these settings. AstraZeneca is also exploring the potential of saruparib, a potent and selective inhibitor of PARP1, in combination with camizestrant in BRCA-mutated, HR-positive, HER2-negative advanced breast cancer.
 
To bring much-needed treatment options to patients with triple-negative breast cancer, an aggressive form of breast cancer, AstraZeneca is collaborating with Daiichi Sankyo to evaluate the potential of Datroway alone and in combination with immunotherapy Imfinzi (durvalumab). 
 
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 Diseases, 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.
 
References
1.   Bidard FC, et al. First-Line Camizestrant for Emerging ESR1-Mutated Advanced Breast Cancer. N Engl J Med 2025; DOI: 10.1056/NEJMoa2502929.
2.   Mayer E, et al. Patient-reported outcomes in the SERENA-6 trial of camizestrant plus CDK4/6 inhibitor in patients with advanced breast cancer and emergent ESR1 mutations during first-line endocrine-based therapy. Ann Oncol 2026; 37(2):180-193.
3.   Bray F, et al. Global cancer statistics 2022: GLOBOCAN estimates of incidence and mortality worldwide for 36 cancers in 185 countries. CA Cancer J Clin. 2024; 1- 35. DOI:10.3322/caac.21834.
4.   American Cancer Society. Key Statistics for Breast Cancer. Available at: https://www.cancer.org/cancer/types/breast-cancer/about/how-common-is-breast-cancer.html. Accessed April 2026.
5.   National Cancer Institute. Cancer Stat facts: Female breast cancer subtypes. Available at: https://seer.cancer.gov/statfacts/html/breast-subtypes.html. Accessed April 2026.
6.   Scabia V, et al. Estrogen receptor positive breast cancers have patient specific hormone sensitivities and rely on progesterone receptor. Nat Commun. 2022; 10.1038/s41467-022-30898-0.
7.   Cerner CancerMPact database. Accessed April 2026.
8.   Lin M, et al. Comparative Overall Survival of CDK4/6 Inhibitors Plus Endocrine Therapy vs. Endocrine Therapy Alone for Hormone receptor-positive, HER2-negative metastatic breast cancer. J Cancer. 2020; 10.7150/jca.48944.
9.   Lloyd M R, et al. Mechanisms of Resistance to CDK4/6 Blockade in Advanced Hormone Receptor-positive, HER2-negative Breast Cancer and Emerging Therapeutic Opportunities. Clin Cancer Res. 2022; 28(5):821-30.
10.  Brett O, et al. ESR1 mutation as an emerging clinical biomarker in metastatic hormone receptor-positive breast cancer. Breast Cancer Res. 2021; 23:85.
11.  Zundelevich A, et al. ESR1 mutations are frequent in newly diagnosed metastatic and loco-regional recurrence of endocrine-treated breast cancer and carry worse prognosis. Breast Cancer Res. 2020; 22:16.
 
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: 01 May 2026
 
 
By: /s/ Matthew Bowden
 
Name: Matthew Bowden
 
Title: Company Secretary
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FAQ

What did the FDA advisory committee decide about AstraZeneca (AZN) camizestrant?

The FDA’s Oncologic Drugs Advisory Committee voted 3–6 against the benefit‑risk profile of camizestrant plus a CDK4/6 inhibitor in 1st‑line HR‑positive, HER2‑negative advanced breast cancer, signaling regulatory concern despite positive Phase III SERENA‑6 efficacy and safety data.

How effective was camizestrant in the SERENA-6 Phase III breast cancer trial?

Camizestrant plus a CDK4/6 inhibitor reduced the risk of disease progression or death by 56% versus aromatase inhibitor plus CDK4/6 inhibitor, with a hazard ratio of 0.44. Median progression‑free survival was 16.0 months versus 9.2 months, and more patients maintained disease control at 24 months.

What progression-free survival (PFS) benefits were seen with camizestrant in SERENA-6?

The camizestrant combination achieved median progression‑free survival of 16.0 months versus 9.2 months for aromatase inhibitor plus CDK4/6 therapy. A subsequent analysis also showed PFS2 of 25.7 months versus 19.1 months, indicating sustained benefit beyond first progression‑free survival.

What did quality-of-life data show for camizestrant-treated patients in SERENA-6?

Patient‑reported outcomes showed the camizestrant combination delayed deterioration in quality of life and cancer symptoms. It reduced the risk of deterioration in global health status and quality of life by 46% compared with the aromatase inhibitor combination, with a hazard ratio of 0.54 and nominal p<0.001.

Is the FDA bound by the ODAC vote on AstraZeneca (AZN) camizestrant?

The FDA is not bound by the Oncologic Drugs Advisory Committee’s 3–6 vote and makes its own decision. However, it considers the committee’s advice during its review of the New Drug Application for camizestrant plus a CDK4/6 inhibitor in this breast cancer setting.

Where else are regulatory applications for camizestrant under review?

Regulatory applications for camizestrant in combination with a CDK4/6 inhibitor for HR‑positive, HER2‑negative advanced breast cancer with emergent ESR1 mutations are also under review in the European Union, Japan and several other countries, reflecting AstraZeneca’s global development strategy.