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NASDAQ · large · thesis board

AZN AstraZeneca

EGFR TKI + ADC oncology franchise

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Thesis

Editorial summary — not a primary filing

Oncology engine across Tagrisso, Enhertu partnership, and prostate/breast expansions.

Next gate

2026-10-12Company-guidedlabel expand

Lung franchise / combo update

60 days · Company: Company guidance

Survive-to-Event

ok

Cash covers the next gate with ~21 months spare (curated estimate).

Unverified estimate — not from a live SEC parse

Cash runway (~684d)100%
Days to gate (60d)9%
Show math

$9.0B cash ÷ $400M/mo burn ≈ 684 days. Source: curated SEC quarter figures.

Cash $9.0B as of 2026-03-31 (SEC)

Pipeline spine

  1. Preclinical
  2. Ph1
  3. Ph2
  4. Ph3
  5. Filed
  6. Approved
Secondary assets (2)
  • Enhertu HER2 ADC (partnered) · Approved · adc-breast
  • Capivasertib / AKT path prostate adjacency · Approved · prostate-cancer

Rivals in this race

Open race →
MRKApprovedokSMMTFiledokBGNEPh3ok

Risks

  • Competitive lung IO
  • Partner economics on ADCs
  • Pipeline timing
  • Pricing pressure

Source trail

  1. SECCash from latest reported quarter (curated)as of 2026-03-31
  2. ClinicalTrials.govNCT02151981as of 2026-07-01
  3. CompanyIR / press disclosuresas of 2026-07-01