Astrazeneca Plc · LSE:AZN
Astrazeneca — Investor Day (2024)
56 slides from Astrazeneca's investor day presentation, 2024
Slide 1: Oncology and Haematology
Oncology and Haematology David Fredrickson, EVP, Oncology Business Susan Galbraith, EVP, Oncology R&D Cristian Massacesi, CMO & Oncology Chief Development Officer Anas Younes, SVP, Global Head of Haematology, Oncology R&D Sunil Verma, SVP, Global Medical Affairs Matt Hellmann, VP, Early Oncology Dev
Slide 2: Forward looking statements
Forward looking statements In order, among other things, to utilise the 'safe harbour' provisions of the US Private Securities Litigation Reform Act of 1995, AstraZeneca (hereafter ‘the Group’) provides the following cautionary statement: This document contains certain forward-looking statements wit
Slide 3: Unmet need in cancer remains a global challenge
Unmet need in cancer remains a global challenge Five million new cancer patients diagnosed globally1 per year with low 5-year survival 1L 5yr Solid tumours2 G7 China 1L 5yr Haematology3 G7 China survival New cases (‘000), 2022 survival New cases (‘000), 2022 5-10% 600k DLBCL/ 50% 110k Lung 1,050k FL
Slide 4: Critical trends in transforming cancer treatment
Critical trends in transforming cancer treatment Novel ADCs and Radioconjugates 1 Replace the backbone of chemotherapy and radiotherapy Novel IO 12 Next wave of IO agents will segment the IO-sensitive space Cell therapy and T-cell engagers 13 Scalable, accessible therapies in both liquid and solid t
Slide 5: Our strategy to transform patient outcomes
Our strategy to transform patient outcomes Attack cancer from Lead with Treat earlier and smarter multiple angles innovative technology Treatment journey today Data and AI in clinical trials HER2 Accelerating computational TROP2 pathology Future treatment journey Improving patient outcomes through d
Slide 6: Powerful combinations to transform survival in cancer
Powerful combinations to transform survival in cancer Kill cancer cells, debulk tumour and activate Enhance immune system when checkpoint Debulk tumour with ADCs or immune system with checkpoint inhibitors inhibition alone is insufficient Radioconjugates, clear ADCs Radioconjugates IO bispecifics T-
Slide 7: We are leading the ADC revolution to replace systemic chemotherapy
We are leading the ADC revolution to replace systemic chemotherapy AstraZeneca robust ADC portfolio Significant potential ADC opportunity across multiple tumours with proven execution Estimated number of patients treated with ADCs at peak (est. G7, 000s)1 2 Strong foundation in ADCs Six clinical-sta
Slide 8: Enhertu – leading HER2 ADC with transformational data across multiple tumour types
Enhertu – leading HER2 ADC with transformational data across multiple tumour types DESTINY-Breast031 DESTINY-Breast042 DESTINY-PanTumor023 HER2+ 2L+ breast cancer HER2-low 3L+ breast cancer HER2+ 2L+ tumours4 100 100 Median OS in months (95% CI) 100 0.64 OS HR 90 0.69 OS HR All cohorts: IHC 3+ 21.1
Slide 9: Dato-DXd – potential to displace chemotherapy in NSCLC and breast cancer
Dato-DXd – potential to displace chemotherapy in NSCLC and breast cancer TROPION-Lung011 TROPION-Breast012 2L+ Non-squamous NSCLC 2-3L HR+ HER2- breast cancer 0.63 PFS HR 100 0.63 PFS HR 80 PFS probability (%) 60 40 20 Dato-DXd Dato-DXd docetaxel ICC 0 0 3 6 9 12 15 Time from randomisation (months)
Slide 10: Next-generation bispecifics – going beyond PD-1/PD-L1 inhibitors
Next-generation bispecifics – going beyond PD-1/PD-L1 inhibitors to establish new IO segments rilvegostomig (PD-1/TIGIT) volrustomig (PD-1/CTLA-4) Increasing PD-1 activity in Driving survival in CTLA-4 PD-(L)1 sensitive tumours sensitive tumours Acronym definitions can be found in Glossary. 10 Colla
Slide 11: ADC + IO combinations proven to transform outcomes
ADC + IO combinations proven to transform outcomes Breast cancer Lung cancer Upcoming early-stage data BEGONIA (1L TNBC)1 TROPION-Lung04 (1L NSCLC)2 Dato-DXd + Imfinzi Dato-DXd + Imfinzi 100 PD-L1 status <1% (n=5) I-SPY 2 of diameters from baseline (%) 50% ORR 1-49% (n=4) Neoadj. TNBC, HR+ HER2- bre
Slide 12: We have the right portfolio to lead in ADC + IO combinations
We have the right portfolio to lead in ADC + IO combinations Ongoing novel IO bispecifics + ADC Phase II proof-of-concept data Illustrative 5-year OS curve Indications Combinations NSCLC 1L bispecific + Enhertu ± platinum (HER2+)1 bispecific + Dato-DXd ± platinum1 volrustomig + CTx Imfinzi or pembro
Slide 13: Our commercial strategy to transform patient outcomes
Our commercial strategy to transform patient outcomes Medicines that matter Leveraging scale Transforming patient care Building transformative brands Tumour area leadership Closing the care gap Lung Haematology Precision / Early detection diagnostics GYN/GU Breast Guideline-based Patient Gastrointes
Slide 14: Leading in lung cancer today and tomorrow
Leading in lung cancer today and tomorrow Commercial delivery to date has helped to transform the Extending leadership lung cancer treatment paradigm tomorrow EGFR testing FLAURA Metastatic NSCLC >80% rate in Stage IV 73% market share1 10+ ongoing Phase III trials Unresectable 50% CRT rate of PACIFI
Slide 15: Oncology and Haematology – next wave of growth to 2030 and beyond
Oncology and Haematology – next wave of growth to 2030 and beyond Illustrative only, not to scale Launching NMEs1 Beyond 2030 AZD0120 Sustained leadership in AZD0486 disruptive categories camizestrant ADCs • Radioconjugates • IO bispecifics Existing portfolio1 Dato-DXd • cell therapy • T-cell engage
Slide 16: We are investing in clinical trials today for future growth
We are investing in clinical trials today for future growth Company 2 Company 3 Company 4 25 20K Number of patients 20 15 10 15K 15K 5 8K 0 2010 2014 2018 2022 2010 2014 2018 2022 2010 2014 2018 2022 2010 2014 2018 2022 Company 5 Company 6 Company 7 Company 8 25 Number of patients 20 15 10 7K 6K 6K
Slide 17: Significant news flow across key medicines through 2025
Significant news flow across key medicines through 2025 2024 2025 Imfinzi Tagrisso Enhertu Dato-DXd Dato-DXd + Imfinzi Imfinzi + ceralasertib ADRIATIC LAURA DESTINY-Breast06 TROPION-Breast01 AVANZAR LATIFY ASCO plenary (June 2024) ASCO plenary (June’24) ASCO LBA (June 2024) regulatory decision 1L NS
Slide 18: Targeted oral therapies
Targeted oral therapies 18 Investor Day • 2024
Slide 19: Tagrisso – backbone enables expansion of leadership in EGFRm NSCLC
$5bn+* Tagrisso – backbone enables expansion of leadership in EGFRm NSCLC ADC combination trials Strengthening leadership as backbone TKI in EGFRm NSCLC Established backbone in EGFRm NSCLC, expanding Early-stage 1L 2L+ across stages of disease LAURA NeoADAURA ADAURA Positive readout FLAURA AURA 1-3
Slide 20: Calquence – foundational leadership in haematology
$3-5bn* Calquence – foundational leadership in haematology Expanding Calquence in MCL and DLBCL 1L 2L+ Leading BTK inhibitor in CLL across most major markets ELEVATE-TN ASCEND CLL • ECHO first-in-class BTKi 1L MCL AMPLIFY • AMPLIFY potential best-in-class data readout 2025 finite treatment for 1L CL
Slide 21: Truqap – first and best-in-class AKT inhibitor
$1-3bn* Truqap – first and best-in-class AKT inhibitor First and best-in-class AKT inhibitor across breast and prostate Establishing new SoC, 1L 2L+ extending benefit from HR+ breast CAPItello-292 hormone-based therapies cancer data readout >2025 CAPItello-291 • CAPItello-291 strong US launch TNBC C
Slide 22: camizestrant – new endocrine backbone in breast cancer
camizestrant – new endocrine backbone in $5bn+* breast cancer Extending next-generation oral SERD into early breast cancer Establishing the next Early-stage (adjuvant) 1L endocrine therapy backbone CAMBRIA-2 SERENA-6 • SERENA-4 and SERENA-6 upfront adjuvant ESR1m endocrine backbone in camizestrant +
Slide 23: saruparib – next-generation PARP inhibitor
$5bn+* saruparib – next-generation PARP inhibitor Advancing Phase III trials in prostate and breast cancers Building the next-generation of PARP inhibition Castrate-sensitive EvoPAR-Prostate01 Leverage combinability and prostate cancer improved tolerability with NHAs data readout >2025 to advance PA
Slide 24: Replacing systemic chemotherapy with ADCs
Replacing systemic chemotherapy with ADCs 24 Investor Day • 2024
Slide 25: Enhertu – transforming the treatment of breast cancer
Enhertu – transforming the treatment of $5bn+* breast cancer Redefining HER2 expression across breast cancer Enhertu: #1 prescribed Metastatic Early-stage therapy in 2L HER2+ and HER2-low breast cancer DESTINY- DESTINY- DESTINY- DESTINY- DESTINY- HER2+ Breast11 Breast05 Breast09 Breast03 Breast01/02
Slide 26: Enhertu – planned Phase III trials with IO combinations
Enhertu – planned Phase III trials with IO combinations IO combination trials Ongoing Phase II Establishing Enhertu benefit in other solid tumours Exploring Phase III opportunity Enhertu – moving beyond 1L+ breast Tumour DESTINY-PanTumor02 agnostic launched • First ADC tumour-agnostic FDA DESTINY-Lu
Slide 27: Dato-DXd – potential first TROP2 ADC for NSCLC
$5bn+* Dato-DXd – potential first TROP2 ADC for NSCLC IO or Tagrisso combination trials Moving into earlier lines and early-stage NSCLC Ongoing Phase II • First TROP2 ADC with positive and clinically meaningful PFS (HR 0.63 Early stage 1L 2L+ 2/3L non-sq NSCLC)1 TROPION- Lung10 TROPION- TROP2 BM+ Lu
Slide 28: Dato-DXd – setting a new standard for TROP2 ADCs in breast cancer and beyond
Dato-DXd – setting a new standard for TROP2 ADCs in breast cancer and beyond IO combination trials Ongoing Phase II Moving into earlier lines and early-stage breast and other Early stage 1L 2L+ TROPION-Breast04 • Strong efficacy TROPION-Breast01 data readout >2025 TROPION-Breast02 data readout 2H24
Slide 29: Internal investment to deliver industry-leading ADCs
Internal investment to deliver industry-leading ADCs Payloads Antibody engineering Targets match disease biology differentiated novel mAbs and chemistry novel targets via surface proteomics nnAA/ss conjugation bispecific mAb Topoisomerase I Tumour + PDx Tox normal + models + species Microtubules Com
Slide 30: Proprietary QCS technology can optimise patient selection
Proprietary QCS technology can optimise patient selection Solutions and opportunity of TROP2 QCS biomarker QCS IHC Distinguish tumour vs normal (better) AI enabled QCS can allow precise assessment of biomarker expression and Quantify membrane vs cytoplasm superior patient selection Associates with i
Slide 31: Vision to establish at least 2-3 foundational ADCs in major tumours
Vision to establish at least 2-3 foundational ADCs in major tumours with >80% coverage TROP2 EGFR/MET HER2 HER2 HER2 HER2 HER2 HER2 HER2 TROP2 CLDN18.2 FRα TROP2 TROP2 EGFR/MET CEACAM5/6 B7H4 TROP2 B7H4 B7H4 FRα 100 100 100 95 92 84 % coverage across AZ ADCs 78 NSCLC Colorectal HR+ breast Gastric Ov
Slide 32: Growing our portfolio of differentiated ADCs
$5bn+* Growing our portfolio of differentiated ADCs Tumors PHASE I PHASE II PHASE III AZD0901 Phase I dose escalation AZD0901 2L+ CLDN18.2-positive gastric/GEJ CLDN18.2 Claudin 18.2 Gastric, GEJ, pancreatic 60 GEMINI Phase II: MMAE MMAE AZD0901 + rilvegostomig Maximum decrease from baseline in sum o
Slide 33: Expanding beyond PD-(L)1 with next-generation immuno-oncology
Expanding beyond PD-(L)1 with next-generation immuno-oncology 33 Investor Day • 2024
Slide 34: Imfinzi and Imjudo – IO leadership in GI cancer, NSCLC and beyond
Imfinzi and Imjudo – IO leadership in GI cancer, $5bn+* NSCLC and beyond ADC combination trials Significant potential across tumours Early-stage 1L • Establishing Imfinzi + Dato-DXd in AEGEAN PACIFIC-4 data readout >2025 PACIFIC launched 2018 POSEIDON launched 2022 regulatory decision NSCLC and TNBC
Slide 35: rilvegostomig – potential to displace single agent PD-1/PD-L1
rilvegostomig – potential to displace single agent $5bn+* PD-1/PD-L1 across IO sensitive tumours rilvegostomig (PD-1/TIGIT) Differentiated bispecific format Differentiated clinical development programme Leveraging combinations with our robust ADC pipeline i.p. dosing 2000 Isotype Ctl Tumour Volume (
Slide 36: rilvegostomig – accelerating development programme
rilvegostomig – accelerating development programme TROPION-Lung10 | Phase III rilvegostomig ± Dato-DXd vs pembrolizumab rilvegostomig + Dato-DXd TROPION-Lung10 1L PD-L1 ≥ 50% rilvegostomig non-squamous NSCLC pembrolizumab Dual primary endpoints mPFS and OS in TROP2 BM+ Initiating up to 10 pivotal tr
Slide 37: volrustomig – potential to displace single agent PD-(L)1 across CTLA-4 sensitive tumours
volrustomig – potential to displace single agent $5bn+* PD-(L)1 across CTLA-4 sensitive tumours volrustomig volrustomig + CTx Addressing unmet need for Increases CTLA-4 therapeutic index Showed depth of response PD-L1-low patients Phase I/II volrustomig + CTx 1L non-sq NSCLC1 Phase III ongoing in 1L
Slide 38: Leadership in breast, NSCLC and gastric cancers
Leadership in breast, NSCLC and gastric cancers 38 Investor Day • 2024
Slide 39: Extending leadership in NSCLC and breast cancer
Extending leadership in NSCLC and breast cancer AstraZeneca select NSCLC portfolio AstraZeneca select breast cancer portfolio Early Metastatic Early Metastatic Imfinzi Dato-DXd to replace CTx Enhertu to replace Expanding Enhertu PACIFIC-8/9 HER2+ trastuzumab + CTx TROPION-Lung01 DESTINY-Breast02, AE
Slide 40: Building leadership position in gastric cancer
Building leadership position in gastric cancer Targeting key segments with bispecifics + ADCs within a ~$12bn market1 Early-stage Metastatic Stg. I-III 1L 2L 3L Est. epi (G7) 48-100K 91-170K 58-128K 30-71K HER2-high DESTINY-Gastric03 Enhertu Enhertu ~20% MATTERHORN Enhertu replaces Established SoC E
Slide 41: Next-wave haematology portfolio
Next-wave haematology portfolio 41 Investor Day • 2024
Slide 42: Eight haematology assets spanning multiple modalities
Eight haematology assets spanning multiple modalities CD123 GPCR5D CD222 ADCs Cell CD123, therapy GPRC5D BCMA/CD19 αCD3 Tumour drivers Immune αCD19 BTK, engagers IRAK4C CD19, Fc Tail CD20 Epi- genetics PRMT5 42 Acronym definitions can be found in Glossary. Investor Day • 2024
Slide 43: Haematology – combinations will drive increased cure
Haematology – combinations will drive increased cure B-cell lymphoid malignancies Acute myeloid Multiple myeloma leukaemia DLBCL/FL, MCL CLL B-ALL Estimated new cases 130k 44k 10k 79k 43k (G7, 2030)1 1L 5-year 50-70% 70% 35% 85% 55% 10% PFS/EFS rates2 adult paed. Calquence AZD0120 AZD9829 Building B
Slide 44: AZD0486 (CD19/3 T-cell engager) – high responses in B-cell lymphoma
AZD0486 (CD19/3 T-cell engager) – demonstrated $5bn+* high responses in B-cell lymphoma, now in Phase II Engineered to reduce toxicity Demonstrated strong early Targeting CD19 vs CD20 and increase stability efficacy data Activating αCD3 αCD19 CD19 CD3 Unique binding High-affinity heavy- expressed ri
Slide 45: AZD0120 (GC012F) – BCMA/CD19 dual-targeting CAR-T cell therapy
AZD0120 (GC012F) – pioneering BCMA/CD19 $5bn+* dual-targeting CAR-T cell therapy, Phase III ready ORR 100% 12 month CR/sCR 95% MRD-1 100% Differentiated cell therapy product profile 100 • Dual BCMA/CD19 CAR-T targets both myeloma and progenitor cells 75 Patients (%) — BCMA targets plasma cells with
Slide 46: Transforming outcomes with next-generation therapies
Transforming outcomes with next-generation therapies 46 Investor Day • 2024
Slide 47: Building leadership in Radioconjugates
Building leadership in Radioconjugates Potential to redefine use or replace Becoming a key backbone modality with traditional radiation therapy significant combination potential Current state Future state Unlocking novel target space Small molecule VHH Peptide 47 Fusion Pharmaceuticals acquisition r
Slide 48: FPI-2265 (PSMA-α) – leading alpha Radioconjugate in prostate cancer
FPI-2265 (PSMA-α) – leading alpha Radioconjugate in prostate cancer PSMA α emission Pursuing IO combinations proven prostate cancer target more potent than β emission Lutetium PSMA β-emitting RIC Immunogenic cell death from αRIC can VISION Phase III mCPRC1 Potency ⍺ β drive RIC + IO combinations3 10
Slide 49: Building leadership in cell therapy
Building leadership in cell therapy Bringing the curative potential of cell therapy with several potential launches before 2030 Highest quality cells in spec Advancing seven medicines into clinical trials Haematology/ T-cell receptor Solid tumours autoimmune therapies Capacity to meet clinical • BCM
Slide 50: Concluding remarks
Concluding remarks 50 Investor Day • 2024
Slide 51: Multiple high-value opportunities and rich near-term catalyst path
Multiple high-value opportunities and rich near-term catalyst path support growth to 2030 and beyond Growth drivers to 2030 Upcoming Key Phase II and Phase III readouts $5bn+ PYR* Dato-DXd camizestrant volrustomig + CTx AZD0486 / TROPION-Lung01 SERENA-4/6 FIH Phase I/II OS data readout 1L HR+ HER2-
Slide 52: Appendix
Appendix 52 Investor Day • 2024
Slide 53: AstraZeneca in lung cancer
A P P E N D I X | Oncology tumour maps AstraZeneca in lung cancer Ambition for >50% of lung cancer patients to be eligible for AZN medicine by 2030 resectable unresectable metastatic Stg. I-III Stg. I-II Stg. III 1L 2L+ Leading the future of Est. epi (G7) ~200K ~30K ~70K ~350K ~290K lung cancer trea
Slide 54: AstraZeneca in breast cancer
A P P E N D I X | Oncology tumour maps AstraZeneca in breast cancer Ambition to eliminate breast cancer as a cause of death established SoC Early drug-treated Metastatic drug-treated Neoadjuvant Adjuvant 1st line 2nd line 3rd line 4th line + Est. epi (G7) 520k 130k 100k 70k 55k HER2-positive Enhertu
Slide 55: Glossary – 1 of 2
Glossary – 1 of 2 1L, 2L, 3L first-, second-, third-line CLL chronic lymphocytic leukaemia GLP-1/glu glucagon-like peptide 1 receptor/glucagon dual peptide agonist 6MWT 6-minute walk test cm centimetre GLP-1RA glucagon-like peptide 1 receptor agonist AAV adeno-associated virus CM cardiomyopathy gMG
Slide 56: Glossary – 2 of 2
Glossary – 2 of 2 K+ potassium NST neoadjuvant systemic treatment RSV respiratory syncytial virus KCCQ Kansas City Cardiomyopathy Questionnaire NT-proBNP N-terminal pro-B-type natriuretic peptide s. asthma severe asthma LA amylin long-acting amylin NYHA New York Heart Association s.c. subcutaneous L