Recapping ESMO, Inside AstraZeneca’s Bold Bet on Antibody Drug Conjugates
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What is the main topic discussed in this episode?
Hello and welcome. This is The Michelle Hussein Show. I'm Michelle Hussein. I speak with people like Elon Musk. I think I've done enough. And Shonda Rhimes. That's so cute. This will be a place where every weekend you can count on one essential conversation to help make sense of the world. So please join me, listen and subscribe to The Michelle Hussein Show from Bloomberg Weekend, wherever you get your podcasts. You certainly ask interesting questions.
Welcome to another episode of the Vanguards of Healthcare podcast. I'm Sam Fazelli, Senior Pharmaceutical Analyst and Head of Global Industries Research at Bloomberg Intelligence. And this is a podcast where we get the opportunity to speak with the leading figures in the healthcare industry. And today I'm very happy to say that we have Susan Goldbraith from AstraZeneca again. And now after the ESMO, the European Society for Medical Oncology Conference, to discuss some of the data. And of course, again, AstraZeneca was one of the leading companies at the conference in terms of key data sets being reported. And we did one after ASCO, which went really well. And I really appreciate the time that Susan offers us.
Susan, of course, everybody knows, Executive Vice President of Oncology R&D at AstraZeneca, which is, if not the leading, one of the top leading oncology plays in the pharmaceutical sector. So Susan, just before we start, I wondered if you wanted to say any introductory words or we can go straight to first question on breast cancer.
Well, I would just say I was delighted with the overall presence that we had at the ESMO meeting. The ESMO meeting is getting larger and very impactful data that was presented there. You know, what we... we're able to show that as well as progression in our early portfolio is very importantly, multiple datasets that showed that we're actually delivering against this vision that antibody drug conjugates can improve on and therefore displace chemotherapy from different indications, but also that we can move those into the earlier lines of therapy where the opportunity for improving the potential for cure is the highest. So it was a great meeting. It was very exciting to see the data being presented.
So that's a perfect lead into our first conversation, talking about early intervention with an ADC. And that's, of course, the data they presented in breast cancer. Now, just for setting the scene, because we have a whole variety of folks who listen to this podcast, from super experts to more generalists, just to be setting the scene here, breast cancer comes in I would say, if that's fair enough, Susan, I don't know whether you agree, three main forms. Hormone receptor positive, HER2 positive, and then, of course, triple negative breast cancer. Do you agree with that?
Yes, I do. I mean, hormone receptor positive is the biggest segment of breast cancer, you know, with about 65, 70% of patients. HER2 positive is 15 to 20% of patients, it's classically defined. And then the terminology I don't particularly like is triple negative breast cancer, which defines what, you know, what the cancer isn't. It's not hormone receptor positive and it's not got HER2 positivity. But in that group of patients, it's really difficult to treat. It is the heterogeneous patient population, the triple negative. But yes, you're right. Those are the three main groups.
Okay. So you had some very interesting and exciting data at ESMO in the HER2 positive space. And these are patients who have an alteration in either the expression or mutations in their HER2 gene, which whoever wants to can go on Google and find out about it. So you had Destiny Breast 11 and Destiny Breast 05, both testing in two different settings. And HER2, which is the HER2 ADC that you have as partnered with Daiichi Sankyo. So maybe you want to talk us through that. You have a big segment of this population in terms of patients covered. Looking also at Destiny Bristol 9, Destiny Bristol 3, it begins to cover a whole population almost of the patients.
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Chapters
6 chapters
1
What is the main topic discussed in this episode?
0:00–15:22
2
What were the key findings from ESMO regarding antibody drug conjugates?
15:22–19:38
3
How do early-line HER2 breast cancer data impact treatment options?
19:38–32:40
4
What is the significance of the Destiny Breast 11 trial results?
32:40–44:41
5
How can antibody drug conjugates potentially displace chemotherapy?
44:41–47:17
6
What are the implications of the safety profile of Enhertu?
47:17–57:05
Speakers
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