AXLRx Book a callCommission

Big Pharma · Company profile

AstraZeneca

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.

Commission a AstraZeneca report

By therapy area

Therapy area All areas OncologyRare DiseaseMetabolicPulmonology

AXLRx reports featuring AstraZeneca

CI · Oncology · CI Team · Launch Lead US NSCLC Competitive Intelligence Four approved IO agents split 1L NSCLC into three PD-L1 cohorts. Pembrolizumab holds an estimated 52% share ahead of 2028 patent expiry. US · In-Market · Read report → CI · Rare Disease · CI Team · Launch Lead US PNH Competitive Intelligence Iptacopan oral pivot versus the anti-C5 IV class. Orphan-drug exclusion from IRA negotiation (US), NICE HST (UK) and SFDA lag (GCC). US · In-Market · Read report → CI · Metabolic · CI Team · Launch Lead US Type 2 Diabetes Competitive Intelligence Tirzepatide takes 41% of new GLP-1 starts; SELECT CV indication and IRA negotiation reshape US formulary access. US · In-Market · Read report → CI · Rare Disease · CI Team · Launch Lead · Market Access US Myasthenia Gravis Competitive Intelligence Three novel mechanisms in 24 months — FcRn antagonists vs C5 inhibitors, and the AChR+ vs MuSK+ line that segments the market. US · In-Market · Read report → CI · Pulmonology · CI Team · Launch Lead US COPD Competitive Intelligence Two 2024 approvals moved the COPD maintenance fight past the inhaler for the first time in a decade. Ensifentrine and dupilumab split the market into an inhaler base and a biology-defined add-on tier. US · In-Market · Read report → CI · Oncology · CI Team · Launch Lead US Breast Cancer HR+/HER2- Competitive Intelligence Only ribociclib has posted consistent overall-survival wins in the three-way first-line CDK4/6 contest. MONALEESA-2 showed 63.9 versus 51.4 months (HR 0.76). The real competition has moved downstream, where 2023 approvals of an oral SERD and an AKT inhibitor carve the post-CDK4/6 line by biomarker. US · In-Market · Read report →

Key assets in AXLRx coverage

EGFR+ NSCLC Tagrisso osimertinib
Paroxysmal Nocturnal Hemoglobinuria Ultomiris ravulizumab
PNH / aHUS Soliris eculizumab

Market access

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.

Pipeline

Phase 3 datopotamab deruxtecan NSCLC · TROP2 ADC

Recent BD

2021 · Acquisition — Alexion ($39B) · Rare disease / complement

Key competitive moves

2021 — Alexion acquisition ($39B) · Entered complement / rare disease as the C5 incumbent