AstraZeneca Q3FY26 Results: Revenue up 7% to $16.21 billion, oncology drives growth

Core earnings reached $2.79 per share, beating the consensus estimate of $2.59. Total revenue increased 7% YoY to $16.21 billion, exceeding forecasts. Oncology portfolio grew 17% to $7.765 billion, comprising 48% of product revenue. Farxiga revenue declined 25% due to loss of exclusivity, impacting the CVRM segment. Company initiated a $2 billion restructuring program to fund future growth initiatives.

Enhertu approved in EU for HER2 positive early breast cancer

Enhertu approved in EU for adjuvant HER2 positive early breast cancer. DESTINY-Breast05 trial showed 53% lower risk of recurrence or death versus T-DM1. Third EU approval for Enhertu in four months; first in curative-intent setting. AstraZeneca to pay Daiichi Sankyo $75 million milestone payment.

AstraZeneca VOLGA trial cuts death risk 42% in bladder cancer

VOLGA Phase III trial showed 42% reduction in death risk and 49% reduction in recurrence risk in muscle-invasive bladder cancer patients ineligible for cisplatin. Two-year overall survival rate reached 78% with perioperative IMFINZI plus enfortumab vedotin versus 69% in the comparator arm. Event-free survival hazard ratio was 0.51 and overall survival hazard ratio was 0.58, demonstrating statistically significant benefits. Safety profile remained manageable with no new signals, though Grade 3/4 adverse events were higher in the treatment group (64% vs 44%). US FDA granted Priority Review to the regimen in September 2026 based on these ESMO-presented findings.

AstraZeneca Sone-Ve cuts death risk 53% in late-line gastric cancer

Sone-Ve reduced risk of death by 53% in 3rd-line and later CLDN18.2-positive gastric cancer. Median overall survival doubled to 10.0 months vs 5.0 months for investigator's choice. Trial met primary overall survival endpoint with HR 0.47 (p<0.000001). Grade 3+ adverse events were lower for Sone-Ve (36.4%) than comparator (44.8%).

AstraZeneca TAGRISSO combo cuts death risk 32% in MET-driven lung cancer

Median overall survival extended by 4.9 months to 17.8 months. Risk of death reduced by 32% compared to chemotherapy. Progression-free survival hazard ratio of 0.55 demonstrated. Data presented at ESMO Sunday session supports NDA submission.

FDA approves AstraZeneca's Ultomiris for rare kidney disease IgAN

FDA granted accelerated approval to AstraZeneca's Ultomiris for primary IgAN. Phase 3 trial showed 43.4% placebo-adjusted proteinuria reduction at 34 weeks. Approval contingent on verifying clinical benefit in ongoing Phase 3 I CAN trial. Shares rose 2.49% to $172.65 following the announcement.