FMP
Jun 24, 2025 7:24 AM - Parth Sanghvi
Image credit: Ed Us
AstraZeneca (NASDAQ: AZN) and Daiichi Sankyo have secured FDA approval for Datroway, their antibody-drug conjugate (ADC), to treat advanced non-small cell lung cancer (NSCLC) in patients following prior therapy. This marks the drug's first U.S. indication beyond breast cancer, expanding options for patients with TROP2-expressing tumors.
Datroway—often described as a “guided missile” therapy—binds to the TROP2 protein on malignant cells, delivering a cytotoxic payload directly to tumors while minimizing damage to healthy tissue. The approval addresses a critical need for patients with EGFR-mutated NSCLC who have exhausted existing treatments.
Key Highlights:
First U.S. NSCLC ADC: Datroway becomes the inaugural TROP2-targeted ADC approved for lung cancer.
Mechanism of Action: Targets TROP2 to deliver potent chemotherapy selectively, improving the therapeutic window versus standard regimens.
Broad Resistance Coverage: Indicated regardless of specific resistance mutations, making it a versatile option post-EGFR inhibitor failure.
Track AstraZeneca's credit rating and debt metrics via the Company Rating & Information API company-rating to assess financial stability as it scales Datroway commercialization.
AstraZeneca and Daiichi Sankyo's collaboration, initiated with Enhertu in breast cancer and expanded under a $6 billion 2020 agreement, now extends to lung oncology. The lung-cancer approval is based on positive Phase II/III trial results showing meaningful progression-free survival and response rates.
View AstraZeneca's revenue breakdown and R&D spend supporting Datroway through the Full Financial Statements API full-financial-statement-as-reported.
Datroway's launch is set to reshape NSCLC treatment paradigms, offering a precision therapy that addresses resistance mechanisms and enhances patient outcomes in a high-unmet-need population.
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