Evnt ASCO
Evnt ASCO
Evnt ASCO
management:
Oncology
2021 ASCO Annual Meeting
Dave Fredrickson, Executive Vice
President, Oncology Business Unit
7 June 2021
Interactive event for investors and analysts. This webinar is being recorded.
https://astrazeneca.zoom.us/s/99688625459
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results or financial condition. Nothing in this document, or any related presentation/webcast, should be construed as a profit forecast.
2
AstraZeneca Oncology
3
Oncology: a leading, diversified portfolio1
• Stage IV NSCLC2 • Stage III, unresectable • Ovarian, breast, • Breast cancer (3L9, • Chronic lymphocytic
- EGFRm3 (1L4) NSCLC pancreatic, prostate HER2+10) and gastric leukaemia
- T790M5 (2L6) cancers8 cancer (2L, HER2+)
• Extensive-stage SCLC7 • Mantle cell lymphoma
• Adjuvant EGFRm NSCLC • Merck collaboration • Daiichi Sankyo collab.
What’s next:
a rich early to mid-stage pipeline, including combinations and several new Phase III medicines
1. Approved medicines only 2. Non-small cell lung cancer 3. Epidermal growth factor receptor mutation 4. 1st line 5. Substitution of threonine (T) with methionine (M) at position 790 of exon 20 mutation 6. 2nd line 7. Small cell lung cancer 8. Exact patient
population varies by indication 9. 3rd line 10. Human epidermal growth factor receptor 2 positive.
4
Oncology: strong launch and commercial execution capabilities
20 100
400 200 200
10 50
200 100 100
0 0 0 0 0
15 16 16 17 17 18 18 19 19 20 20 21 17 18 18 19 20 21 1 5 01 6 01 7 01 8 01 9 02 0 02 1 20 20 20 20 21 17 18 18 18 18 19 19 19 19 20 20 20 20 21
20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 2 2 2 2 2 2 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20
3 1 3 1 3 1 3 1 3 1 3 1 2 1 4 3 2 1 1 1 1 1 1 1 1 1 2 3 4 1 4 1 2 3 4 1 2 3 4 1 2 3 4 1
Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q
Total revenue at actual exchange rates; product sales only for Lynparza.
5
90 abstracts with Data
74 presentations highlights
ASCO
2021
• Lynparza
• One plenary session (Lynparza OlympiA Phase III adjuvant breast
Another strong OlympiA Phase III trial) cancer
presence
• 12 oral presentations • Calquence
ELEVATE-TN Phase III 4-year
• 14 poster discussions follow-up
ELEVATE-RR Phase III vs ibrutinib
3rd plenary • 47 posters • Imfinzi
session in a row • 16 abstracts (publication only)
PACIFIC Phase III 5-year overall
survival
• Enhertu, datopotamab
deruxtecan, other potential new
medicines from the pipeline
Source: ASCO 2021 accepted abstracts. 24 additional presentations at ASCO 2021 will feature
AstraZeneca medicines and potential new medicines but were not supported by AstraZeneca.
6
Agenda Lung cancer
Breast cancer
Haematology
‘What’s next’
Q&A
7
Lung cancer
Mohit Manrao, Global Franchise Head,
Tagrisso and lung cancer
Greg Rossi, Global Franchise Head,
Immuno-Oncology
• NSCLC and SCLC • Increase screening and early diagnosis • Integrated remote care
• Tumour drivers and resistance • Digital therapeutics and convenient
• Opportunity for patients to get
mechanisms (TDR) and immuno- treatment in curative setting dosing
oncology (IO) • Healthcare equity and sustainability
• Biomarker-driven treatments across 5-year survival13 % at diagnosis24
EGFR, HER2, exon 141, others
Stage I 68–92% 26%
• Digital pathology and ctDNA2-based Stage II 53–60% 9%
personalised interventions
Stage III 13–36% 25%
(locally advanced)
savolitinib
ceralasertib
datopotamab deruxtecan Later diagnosis drives
poor outcomes in NSCLC
1. Loss of exon 14 transcription in the mensenchymal-epithelial transition (MET) gene 3. Goldstraw et al., J Thorac Oncol. 2016; 11(1):39–51 4. EpiCast Report: NSCLC
driving tumour growth 2. Circulating tumour DNA. Epidemiology Forecast to 2025, GlobalData, 2016.
9
Tagrisso: changing treatment expectations in EGFRm NSCLC
Continuing to push the boundaries of science and patient care
Reshaping the treatment paradigm Enabling maximal patient benefit globally
by moving into earlier lines of NSCLC Globally Embedded Access
Globally-embedded access
1
• First EGFR TKI to overcome T790M resistance
2L 2L 67 91
2015 • Best-in-class blood-brain barrier penetration
• Excellent tolerability profile, convenient oral dosing Including
China NRDL
• 1L EGFR standard of care
1L 44 90
2017 1L • Only EGFR TKI with OS2 > 3 years and unsurpassed PFS3
Reimbursed/Early Access
• Best-in-class CNS4 risk reduction 8 55
Adjuvant 22 App roved
2020 Adjuvant
Strong momentum in patient reach > 250,000
Unparalleled Stage IB-IIIA efficacy (80% relative risk) 210,274
§ Protection against
distant recurrences, 96,770
including in the CNS
§ Strongest-rated 29,466
3,812 10,365
curative-intent therapy
in NSCLC (ESMO-MCBS)
2016 2017 2018 2019 2020 2021 YTD
1 2
Further embed leadership position within earlier-stage Define and deliver innovative combinations with Tagrisso as
curative-intent setting with the strongest potential for a backbone in 1st line and beyond 1st-line Tagrisso
clinical and economic value creation monotherapy
11
Enhertu, datopotamab deruxtecan: ADC1 portfolio
Significant activity across NSCLC
Enhertu - HER2 ADC (DESTINY-Lung01 trial) Datopotamab deruxtecan - TROP26 ADC
(TROPION-PanTumor01 trial)
ORR2 62%, mPFS 14m Best Overall Response (BICR)
(n=39, 6.4mg/kg, 2L median prior Tx, 76% post-PDx3)
HER2m4 NSCLC 2L+ NSCLC
~2% prevalence
NCCN5 listing March 2021
• 43% of patients alive at five years • Only IO medicine with two-year OS published data • Post-checkpoint inhibitor use - overcome immune
• 33% progression free at five years • 3-year exploratory data anticipated in H2 2021 checkpoint resistance through ceralersertib + Imfinzi
combination
1.Intention to treat. 2. Extensive-stage small cell lung cancer. 3. Checkpoint inhibitors 4. Mode of action.
Source: abstract 8511, ASCO 2021. Source: Journal of Clinical Oncology 38, no. 15_suppl (20 May 2020) 9002-9002. Source: abstract OA07.08, WCLC 2020.
NSCLC: leadership across the spectrum
Potential to cover most patients across settings and lines of treatment
Stage I-IIIB
neo-adjuvant Stage I-IIIB
resectable/ early/adjuvant Stage I-IIIB Metastatic Metastatic
unresectable resectable unresectable 1st line 2nd line+
16
Breast cancer: AstraZeneca has a bold 10-year ambition to
transform survival
Utilise Innovative
Biomarkers Improve
technology medicines
outcomes
1. Standard of care.
17
Lynparza: potential new standard of care
Now BRCAm adjuvant breast cancer
Lynparza demonstrated a sustainable and clinically
relevant treatment effect versus placebo for patients1
2.3 million
women diagnosed with
breast cancer in 2020
5%
breast cancer patients with
BRCA mutation
50%
of women diagnosed with BRCAm breast
cancer are younger than 55 years of age
1. With germline BRCA-mutated (gBRCAm) high-risk human epidermal growth factor receptor 2 (HER2)-negative early breast cancer.
Source: abstract LBA01, plenary session, ASCO 2021. Source: AstraZeneca.
18
Enhertu: transforming HER2+ and redefining HER2-low BC
Clinical development programme across multiple lines and subtypes
Launched in 3L, HER2+ mBC1 BEGONIA: Imfinzi + Enhertu, Upcoming Enhertu breast
HER2-low 1L mTNBC2 cancer data readouts
• Total revenue $40m; US $35m in Q1 2021
$73m US in-market sales by Daiichi Sankyo
H2 2021
• Strong patient share • DESTINY-Breast03 (2L, HER2+)
Most prescribed medicine in HER2+ mBC;
c.5,000 patients treated 2022
• EU regulatory approval • DESTINY-Breast02 (3L, HER2+)
January 2021 • DESTINY-Breast04 (HER2 low)
2022+
• Multiple trials across HER2+,
HER2 low and earlier disease
ASCO 2021: data demonstrates Benefit observed in HER2 1+ Multiple Phase III
Enhertu’s strong CNS activity and HER2 2+/ISH3-ve by local test trials underway
2. Metastatic triple-negative breast cancer.
1. Metastatic breast cancer. 3. In situ hybridisation.
Collaboration revenue at actual exchange rates. Source: poster 1023, ASCO 2021.
19
Enhertu: clinical development programme
Opportunities across breast cancer, HER2-low and other tumours
Neo-adjuvant / adjuvant 1L metastatic 2L metastatic 3L metastatic
2x Phase III
Post neo-adjuvant
replace trastuzumab
emtansine
Phase III Phase III Phase III ✓
US, EU & JP
Replace
HER2-positive chemotherapy +
Replace Post approval
Beyond
Expand into other cancer types: gastric, NSCLC, CRC4 and others
breast cancer
1. Hormone-receptor positive 2. Cyclin-dependent kinase 4/6 inhibitor 3. Hormone-receptor negative 4. Colorectal cancer.
20
Breast cancer: competitive late-stage breast cancer pipeline
Phase III trials underway and planned
Capivasertib (AZD5363): Camizestrant (AZD9833): Datopotamab deruxtecan
oral AKT inhibitor next-generation oral SERD (DS-1062): TROP2 ADC
• CAPItello-292, 1L advanced:
16.3%
overall response rate
capivasertib + Faslodex + CDK4/6i
datopotamab
camizestrant camizestrant deruxtecan
camizestrant
Hormone-
receptor HER2 low
positive (HR+) c.55%1 of patients
capivasertib
c.65% of patients that are not HER2+ capivasertib combinations Enhertu
datopotamab
capivasertib deruxtecan
combinations
Enhertu
• Text or graphics
Hazard ratio
Acala-G
60 vs G-Clb
47% Acalabrutinib
vs G-Clb
40
Acala-G vs
acalabrutiniba
20
Acala-G
Acala
G-Clb (Median PFS 22.6 months [95% CI 20.2, 27.6])
0
0 6 12 18 24 30 36 42
Number at risk Months
179 176 170 168 163 160 159 155 109 104 46 41 4 2
179 166 161 157 153 150 148 147 103 94 43 40 4 3
177 162 157 151 136 113 102 86 46 41 13 13 3 2
Kaplan-Meier estimates performed by IRC and all analyses for the intention-to-treat population. No. of events: Acala-G, 14 (7.8%); Acala, 26 (14.5%); G-Clb, 93 (52.5%)
a Post hoc analysis.
Richter’s transformation occurred in: Acala-G n=1, Acala n=5, G-Clb n=1 HR (95% CI)
Calquence + obinutuzumab vs 0.10
HR1 (95% CI) chlorambucil + obinutuzumab (0.06-0.17), p<0.0001
Overall population
Hazard ratio was based on unstratified Cox-Proportional-Hazards model; P-value was based on unstratified log-rank test.
Notes: A = Calquence (acalabrutinib) O = obinutuzumab, a 2nd-generation CD20 monoclonal antibody Cb = chlorambucil, a standard-of-care chemotherapy.
Source: abstract 7509, ASCO 2021.
27
Calquence at ASCO: ELEVATE-RR Phase III trial vs. ibrutinib
Lower incidences of any-grade atrial fibrillation/flutter; solid safety overall
Afib/Flutter
Calquence (acalabrutinib)
Calquence (acalabrutinib)
Any grade Grade ≥3
Acalabrutinib Ibrutinib Acalabrutinib Ibrutinib
Events, n (%) (n=266) (n=263) (n=266) (n=263)
Cardiac events 64 (24.1) 79 (30.0) 23 (8.6) 25 (9.5)
Atrial fibrillationa* 25 (9.4) 42 (16.0) 13 (4.9) 10 (3.8)
Ventricular arrhythmiasb 0 3 (1.1) 0 1 (0.4)
Bleeding events* 101 (38.0) 135 (51.3) 10 (3.8) 12 (4.6)
Major bleeding eventsc 12 (4.5) 14 (5.3) 10 (3.8) 12 (4.6)
Hypertensiond* 25 (9.4) 61 (23.2) 11 (4.1) 24 (9.1)
Infectionse 208 (78.2) 214 (81.4) 82 (30.8) 79 (30.0)
ILD/pneumonitis* 7 (2.6) 17 (6.5) 1 (0.4) 2 (0.8)
SPMs excluding NMSC 24 (9.0) 20 (7.6) 16 (6.0) 14 (5.3)
Higher incidence indicated in bold yellow for terms with statistical differences.
*Two-sided P-value for event comparisons <0.05 without multiplicity adjustment.
aIncludes events with preferred terms atrial fibrillation and atrial flutter.
bIncludes events with preferred terms torsade de pointes, ventricular arrhythmia, ventricular extrasystoles, ventricular fibrillation, ventricular flutter, ventricular tachyarrhythmia, and ventricular tachycardia.
cDefined as any hemorrhagic event that was serious, grade ≥3 in severity, or a central nervous system hemorrhage (any severity grade).
dIncluded events with the preferred terms of hypertension, blood pressure increased, and blood pressure systolic increased.
eMost common grade ≥3 infections were pneumonia (acalabrutinib, 10.5%; ibrutinib, 8.7%), sepsis (1.5% vs 2.7%, respectively), and UTI (1.1% vs 2.3%).
ILD, interstitial lung disease; NMSC, nonmelanoma skin cancer; SPMs, second primary malignancies; UTI, urinary tract infection.
Target/
medicine Bcl-21 Bcl-xL BFL1 MCL12
idelalisib
venetoclax duvelisib
PD-19 TIM3 copanlisib
AZD0466
(Bcl-2/xL) ✓ ✓
capivasertib
AZD5991
(MCL1) ✓ Cκ Cλ
everolimus
AZD4573
(CDK93) ✓ ✓ temsirolimus
Current Emerging
Launched
portfolio portfolio
1. Small lymphocytic lymphoma 2. Diffuse large B-cell lymphoma 3. Marginal zone lymphoma 4. Multiple myeloma.
30
‘What’s next’
Susan Galbraith, Senior Vice President,
Oncology R&D, early stage
Andrew Mortlock, Vice President,
Oncology R&D, haematology projects
Source: AstraZeneca.
32
What’s next?
Selectively expanding technologies and platforms
DDR Next-wave IO Next-wave modalities
AZD2811
(Aurora B kinase)
ATTACK
Adavosertib
(WEE11 )
ADCs & RIC4s
Death in mitosis
Prevent repair
M Eliminate
G2 tumor
G1
Acquired resistance
PROTAC5s
Lynparza
(PARPi)
S
Maximise damage
IGNORE DEFEND
Functional genomic
capabilities
1. Tyrosine kinase WEE1 2. Ataxia telangiectasia and rad3-related kinase. Source: AstraZeneca. 4. Radioimmunoconjugate 5. Proteolysis targeting chimeras.
33
Advancing the DDR portfolio
Key data at ASCO and AACR
AZD5305 EFFORT HUDSON
PARP-1 selective inhibitor Adavosertib Phase II trial Umbrella NSCLC platform post-IO
Adavosertib monotherapy
• Five abstracts at AACR1
• Selective PARP1-DNA trapper
20% increase
Strong
combination Adavosertib and Lynparza
activity with
20% increase
carboplatin
(non-BRCA
setting)
30% reduction ORR: 29%
DOR 5.5 months
PFS 6.4 months
Percent Survival
aPD1 LO115
monalizumab (NKG2A2)
Percent survival
1000 80
1000
*** 60
* 20
Iso Ctl- R347
Anti-PD1
aPD1 LO115
MEDI7789
1 Target
density
5 Warhead
MOA
Internalisation
2 kinetics
4 Bystander
kill activity
3 Lysosomal
trafficking vs.
recycling
Targeted killing by targeting proteins Harnessing the cell’s natural Selective targeting of the key
immune to conventional approaches waste disposal system resistance and survival pathways
Phase I Phase II
MEDI1191 AZD0466 oleclumab
modIL-12 BcI2-xL CD73
MEDI5395 AZD4573
rNDV GMCSF CDK9
MEDI9253 ceralasertib
rNDV IL-12 ATR
AZD5153 AZD2811
BRD4-ESR AURN
Immuno-oncology Haematology
monalizumab capivasertib
head & neck cancer breast, prostate cancer
adavosertib ceralasertib
savolitinib tremelimumab
(WEE1 inhibitor) (ATR inhibitor)
NSCLC1 multiple cancers
uterine, ovarian cancer solid tumours, blood cancers
oleclumab imaradenant
(CD73 mAb) (A2AR inhibitor) Phase III lifecycle management, major
solid tumours solid tumours
AZD5305 MEDI5752
Lynparza
(PARP1 inhibitor) (PD-1/CTLA4 mAb)
multiple cancers
solid tumours solid tumours
AZD4573 AZD2811
Tagrisso Enhertu
(CDK9 inhibitor) (Aurora B inhibitor)
NSCLC multiple cancers
blood cancers solid tumours, blood cancers
AZD5991 AZD0466
Imfinzi Calquence
(MCL1 inhibitor) (Bcl-2/xL)
multiple cancers multiple cancers
blood cancers solid tumours, blood cancers
Phone
*6 - Toggle mute/unmute
*9 - Raise hand
39
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