Just caught this - AZN got some mixed news from the FDA today. The good part: their Datroway (the cancer antibody-drug thing) is getting priority review for triple-negative breast cancer. They're expecting a decision by Q2 2026. The TROPION-Breast02 trial showed it actually beat chemo on survival rates, which is pretty solid.

But here's the catch - AZN's Saphnelo subcutaneous formulation got rejected. They wanted to switch it from IV to injections for lupus patients, which would've been more convenient. FDA sent them a complete response letter asking for more data. They're hoping to resubmit and get cleared in the first half of 2026.

Interesting timing though - AZN's been up almost 30% over the past year, so the market seems to be betting on their pipeline working out. The Datroway approval would expand it beyond the HR-positive breast cancer indication they already have. Worth watching how this plays out over the next few quarters.