AstraZeneca pairs an oncology powerhouse (Tagrisso, Imfinzi, Enhertu) with the Alexion complement franchise, making it both the NSCLC incumbent to beat and the C5 defender in PNH against Novartis's iptacopan.
United States — Tagrisso dominant in first-line EGFR+ NSCLC; Alexion complement franchise (Ultomiris/Soliris) holds strong specialty access.
United Kingdom — Tagrisso NICE-recommended; Ultomiris via NHS England highly specialised commissioning.
GCC (Gulf) — Tagrisso SFDA-registered; established oncology tender presence across the GCC.
Lecanemab versus donanemab in early AD. CMS amyloid-confirmation coverage and ARIA monitoring as the access gate.
Dupilumab's 70% biologic share against JAK step-edits. A two-tier US payer landscape for IL-4Ra biologics and oral JAKs.
Rezdiffra and Wegovy now split the noncirrhotic MASH label. This is a Year 0 to Year 1 access and retention fight, not a pre-launch window.
Four approved IO agents split 1L NSCLC into three PD-L1 cohorts. Pembrolizumab holds an estimated 52% share ahead of 2028 patent expiry.
The ATTR-CM vs ATTR-PN split, the wild-type/hereditary divide, and why Tc-PYP scintigraphy, not biopsy, is now the diagnostic gate for a largely undiagnosed population.
HAE pathophysiology, the Type I/II split, attack burden and the diagnostic-delay problem that defines the US in-market landscape.
2021 · Acquisition — Alexion ($39B) · Rare disease / complement
2021 — Alexion acquisition ($39B) · Entered complement / rare disease as the C5 incumbent