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💊 Pharmaceutical giant AstraZeneca (AZN) once again confirms its leadership in innovative cancer treatments. At the ESMO conference in Berlin, the company presented impressive results from clinical studies of two drugs that demonstrate higher effectiveness compared to traditional chemotherapy.

One of the drugs is Enhertu, designed for the treatment of breast cancer. It has been used in therapy for this disease for some time, and new studies show that Enhertu’s effect is statistically significant and produces real clinical outcomes: patients’ tumors did not grow, and patients’ life expectancy increased compared to standard chemotherapy.

In the Destiny-Breast11 study:

• 67% of patients on Enhertu remained cancer-free,
• in the chemotherapy group, the corresponding figure was 56%,
• moreover, patients on Enhertu experienced fewer side effects, improving quality of life.

Additionally, the Destiny-Breast05 study showed that Enhertu reduces the risk of recurrence by more than half, and after three years, 92% of patients remain disease-free. The drug has already become commercially successful: revenue in 2024 reached $1.98 billion, an increase of 54% compared to the previous period, and the company plans to expand Enhertu’s use to earlier stages of treatment.

The second drug, Dato-DXd, intended for lung cancer treatment, is not yet widely available but also shows statistically better results compared to traditional chemotherapy.

According to senior research scientist Tatyana Moiseeva from Tallinn University of Technology, who conducts fundamental research in cancer treatment, both drugs represent a new class of medicines, essentially combining chemotherapy with antibodies. This allows the toxic drug to be delivered directly to cancer cells, minimizing side effects and increasing treatment effectiveness. As Moiseeva explains: “Traditional chemotherapy affects the entire body and causes many side effects. In the new drugs, the toxic component is combined with an antibody that delivers it directly to the tumor cells, reducing toxic impact on healthy tissues.”

She also noted that the emergence of these drugs can be considered a breakthrough, especially for lung cancer, which is very difficult to treat. “If we can extend a patient’s life by even a few months, that is already significant progress,” emphasized Moiseeva.

From an investment perspective, AstraZeneca (AZN) shares are in a buy zone after breaking through 82.41. A possible strategy for investors is to hold or enter on a pullback to the 82.5–83.0 range, with a target of 92–95 and a stop-loss at 80. The success of Enhertu and Dato-DXd, along with positive fundamental factors in the oncology segment, creates attractive opportunities for the company’s long-term growth.

🎯 Overall, AstraZeneca’s achievements demonstrate how innovative drugs not only save lives but also drive sustainable growth for the pharmaceutical company, strengthening its position in the global medical technology market and opening new prospects for investors and patients.