AstraZeneca across Oncology: Tagrisso, and the 2 AXLRx reports mapping the competitive, patient-flow and payer picture — each scoped to a single asset and cited to a live source.
Four approved IO agents split 1L NSCLC into three PD-L1 cohorts. Pembrolizumab holds an estimated 52% share ahead of 2028 patent expiry.
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.