AstraZeneca. Every tracked FinTwit mention of $AZN, newest first. 125 mentions since the first on Jun 9, 2025. See the price chart.
June 2026 · 6 mentions
Jun 3
Jacob Plieth — @BiotechObserver Well, there's this... $AZN https://t.co/qit7GeELs9↗
Jun 3
Jacob Plieth — And some interesting thoughts from Matthew Goetz on practical issues over $AZN Serena-6 study. Relevant as FDA continues to assess camizestrant and the negative 6-3 adcom vote. #AS…↗
Jun 3
Jacob Plieth — $AZN Serena-6 OS curves from #ASCO26 yesterday. Via discussant Matthew Goetz https://t.co/POpelVWdzr↗
Jacob Plieth — OS curves in $AZN Emerald-3 study in 1st-line hepatocellular: Imfinzi + Imjudo + TACE +/- Lenvima, vs TACE alone. Via Ghassan Abou-Alfa #Asco26 $MRK $ESALY https://t.co/YNCsnZhlmk↗
Jun 1
Jacob Plieth — #ASCO26 data just confirmed that $MRK $ESALY Lenvima is redundant in Emerald-3. Unexpected disclosure of data from triplet cohort, which had stronger OS benefit than Lenvima quad!…↗
Jacob Plieth — Optitrop-Lung05 cross-trial comparisons, from #ASCO26 discussant Natalie Vokes $MRK $GILD $AZN $DSNKY https://t.co/CrulsAVSWY↗
May 31
Jacob Plieth — Sacituzumab tirumotecan in ph3 Optitrop-Lung05, 1L PD-L1+ve NSCLC, Keytruda combo. Check out the OS HR & confidence intervals! Via Caicun Zhou #ASCO26 $MRK $GILD $AZN $DSNKY cc…↗
May 30
Jacob Plieth — $AZN puxitatug samrotecan, well tolerated and with a manageable safety profile #ASCO26 via Linda Mileshkin https://t.co/0Ytpg3LMCA
April 2026 · 21 mentions
Apr 30
Jacob Plieth — OS curves in Truqap Capitello-281 study in PTEN deficient mHSPC $AZN, per adcom https://t.co/nyWpzLQjpJ↗
Apr 30
Jacob Plieth — Will the FDA approve $AZN camizestrant despite the 6-3 vote adcom against Serena-6?↗
Apr 30
Jacob Plieth — Yet again I'm wrong on an adcom outcome! So I guess Truqap now sails through unopposed $AZN https://t.co/Ci3f1Qfqk9↗
Apr 30
Jacob Plieth — $AZN Serena-6 immature OS curves as revealed at the adcom. Not sure we've seen these before. https://t.co/L9oAQxhrh9↗
February 2026 · 6 mentions
Feb 20
Jacob Plieth — We know $ARVN is no different, and I doubt $OLMA will be. You can game a trial, but you can't really circumvent basic science $AZN $RHHBY $LLY↗
Feb 12
Jacob Plieth — $AZN isn't the only company that still believes in PD-(L)1 x TIGIT: SH006 just went into phase 3!
https://t.co/AxyTJdFBzF↗
Feb 11
Jacob Plieth — And here's what $AZN has in store for AZD0120, via @ApexOnco -> https://t.co/xE9uzw5RFp↗
Feb 11
Jacob Plieth — The enlarged $TPST prioritising a CD19 x BCMA Car-T (TPST-2003), just as $AZN launches its phase 3 study of (ex $GRCL) AZD0120/GC012F: https://t.co/o5QBIUWIS7
January 2026 · 1 mention
Jan 2
Jacob Plieth — CT-gov quietly discloses that $AZN put Datroway into Tropion-Lung17 last Oct. Basically a do-over of Tropion-Lung01, but in non-squam and in TROP2 +ve only (using QCS assay?) https…↗
December 2025 · 14 mentions
Dec 23
KawzInvests 🦑 — Then you layer in the competitive dynamics. The article explicitly says $LLY is negotiating but $JNJ and AstraZeneca $AZN are also monitoring the situation. When you have three maj…↗
Dec 22
Jacob Plieth — ...while ATR inhibition fails again. No surprise there TBH https://t.co/LNra4muDj0 $AZN $RPTX $MKGAF $RHHBY↗
Dec 22
Jacob Plieth — $AZN follows $LLY $PFE $AMGN $ONC & $ALPMF into pan-KRAS, but should it be looking more to pan-RAS approaches like $RVMD & $ERAS? Via @ApexOnco -> https://t.co/MioOWziu…↗
Dec 22
Jacob Plieth — @NotGenentech @bioinvestor24 Here's a list of just the clinical pan-RAS & pan-KRAS assets from Oncologypipeline $RVMD $LLY $ONC $RHHBY $PFE $ERAS $AZN $AMGN $ALPMF https://t.co…
November 2025 · 12 mentions
Nov 28
Jacob Plieth — @herbert_ou Yes, but does this make it an $AZN project? Or does one of the investigators just happen to be affiliated with AZN? I'd never heard of an AZN DLL3 Car-T, and the code i…↗
Nov 28
Jacob Plieth — GC511B appears to be an $AZN Car-T therapy against DLL3. Can anyone corroborate? https://t.co/BsCiZ6UBmI https://t.co/5a6ebgFJXE↗
Nov 20
Jacob Plieth — Is it a reverse merger? Is it a fund raising? I've tried to decipher the $TPST Factor deal, which is structured to avoid litigation vs $CLLS & $AZN. Via @ApexOnco -> https:/…↗
Nov 19
Jacob Plieth — Akeso claims cadonilimab is safest in class as well as first in class PD-1 x CTLA-4. So dissing $AZN (notoriously toxic) volrustomig? #Jefferies25
October 2025 · 20 mentions
Oct 24
Jacob Plieth — $AZN scrapped a clinical trial collaboration over Asher Bio's CD8-guided IL-2, then started its own study of a near-identical in-house project. Scoop via @ApexOnco -> https://t.…↗
Oct 20
Jacob Plieth — From #ESMO25 yesterday, via @ApexOnco -> how $LLY sprang a surprise for $AZN in FRα. Also key datasets for $GMAB https://t.co/UfWdYMuyKe↗
Oct 19
Jacob Plieth — Something tells me $GMAB is about to get eclipsed in folate receptor alpha ADC $LLY $AZN #ESMO25 https://t.co/tmaxi9P5bt↗
Oct 19
Jacob Plieth — @ohadhammer Apparently no PFS data on torvuta-S, which $AZN had promised in the #ESMO25 abstract https://t.co/Z7xkFa5n74
September 2025 · 13 mentions
Sep 29
Jacob Plieth — $IOBT (-75% this am), $LPTX, $CELC & some other #ESMO25 late breakers, via @ApexOnco https://t.co/FAEqm9otw5 $EXEL $RHHBY $AZN↗
Sep 29
Jacob Plieth — Two newly disclosed #ESMO25 late-breakers:
LBA1 $AZN Destiny-Breast05 (also toplined +ve today)
LBA31 ??? https://t.co/QF1kqhZl0J↗
Sep 25
Jacob Plieth — Kudos to $RHHBY for not trying to bury its Tigit failures. 4 pivotal trials will feature at #ESMO25, incl 2 late-breakers & Imbrave-152.
Via @ApexOnco -> https://t.co/8rgBs3…↗
Sep 17
Jacob Plieth — Amazing similarities (& differences?) between Flaura2 vs Mariposa $AZN $JNJ
July 2025 · 14 mentions
Jul 31
Jacob Plieth — This is a remarkable amount of disclosure from $DSNKY. Up-fronts & milestones booked under the $AZN & $MRK ADC deals👏👏👏 https://t.co/sdueo35TKs↗
Jul 31
Jacob Plieth — Key Datroway trials in NSCLC, via $DSNKY. Note $AZN recently delayed Avanzar readout from H2 2025 to H1 2026. https://t.co/8PqyMBo9hg↗
Jul 28
Jacob Plieth — $AZN filed Imfnizi + chemo for the Matterhorn indication at last, Q4 2025 Pdufa date with priority review. #ASCO25 data -> https://t.co/Hy7o2z7zQk↗
Jul 24
Jacob Plieth — @avidresearch ...and is still being wasted! $AZN $RCUS $GILD
June 2025 · 2 mentions
Jun 26
Jacob Plieth — Heads up: a Claudin18.2 Car-T has just been filed for approval*. Via @ApexOnco -> https://t.co/uXpt2keT2W $ALMPF $LEGN $AZN
*in China.↗
Jun 9
Jacob Plieth — $DSNKY $AZN Destiny-Endometrial01 study ("initiaed" today) was first reported on @Apexonco 10 days ago -> https://t.co/iU7lrMMsPL↗
Jacob Plieth — Imfinzi + BCG Potomac indication just got US approval. $AZN never disclosed filing/acceptance, as far as I can tell https://t.co/RIKYPNCnJO↗
May 14
Jacob Plieth — Design of $AZN Volga is pretty similar to $MRK KN-905, apart from inclusion of an Imjudo cohort. Why does adding Imjudo into the mix make things apparently worse? Tox? https://t.co…↗
May 14
Jacob Plieth — $AZN Volga might have matched $MRK $PFE KN-905 in cis-ineligible patients, but here comes chemo-free Padcev + Keytruda in the cis-eligible setting. Via @ApexOnco -> https://t.co…↗
May 14
Jacob Plieth — Possible reason, on further thought: $AZN Serena-6 proposed giving treatment sooner than standard; $RHHBY Imvigor-011 proposes to eliminate it in patients who might not need it.↗
May 14
Jacob Plieth — Why no #odac for $RHHBY Imvigor-011? Pdufa date May 2026, uses ctDNA to guide treatment decision in a similar way to $AZN Serena-6 study of camizestrant - which did get an odac.↗
Jacob Plieth — Just to rub salt into $AZN's wounds then. $ARVN https://t.co/kivCygY5ZL↗
May 1
Jacob Plieth — @ablT315I @AppleHelix Oh, did you notice this gem from Joshua Donaldson (FDA reviewer): "The applicant $AZN cancelled the teleconferences associated with each of these meeting requ…↗
May 1
Jacob Plieth — @AppleHelix Agreed, and I though Capitello-281 was on far shakier ground than Serena-6. FDA basically told $AZN: if you don't show a strong PFS benefit you need OS. Result: weak PS…↗
Apr 30
Jacob Plieth — @AppleHelix Case against camizetrant seems pretty thin so far $AZN↗
Apr 30
Jacob Plieth — $AZN refutes FDA's cardiac tox claim https://t.co/bCnd1bRbtL↗
Apr 30
Jacob Plieth — $AZN camizestrant voting question for the odac: https://t.co/YArq80g3f1↗
Apr 30
Jacob Plieth — The FDA review team's case against $AZN camizestrant:
ESR1 detection isn’t established
No info on long-term benefits
No OS benefit (might never see one)
PFS2 endpoint is BS
Calls o…↗
Jacob Plieth — Background on $AZN Serena-6, via @ByMadeleineA -> https://t.co/YNYQ697rlf
And on Capitello-281 -> https://t.co/ucskHwSgkC↗
Apr 29
Jacob Plieth — Reminder that the dual $AZN ODAC takes place tomorrow. Camizestrant Serena-6 trial being debated in the morning, then Truqap Capitello-281 in the afternoon. Youtube link -> http…↗
Apr 29
Jacob Plieth — Actually, Avanzar slip from H1 -> H2 2026 was already disclosed by $DSNKY in Feb. The other two delays are new though $AZN↗
Apr 29
Jacob Plieth — Looks like $ERAS was taking lessons from $AZN $DSNKY https://t.co/ukxzGGCdas↗
Apr 29
Jacob Plieth — Now Avanzar readout slips from H1 to H2 2026. Plus further delays for Tropion-Lung07 & 08 $AZN https://t.co/iW8zSQw8Uv↗
Apr 28
Adam Feuerstein ✡️ — FDA launches effort with $AZN $AMGN to speed up clinical trials, using AI https://t.co/k4LjxnDLmq via @LizzyLaw_↗
Apr 23
Jacob Plieth — ...and here comes another $AZN "Titan" project, AZD8359 - Astra's 5th (!) against Steap2 #AACR26 https://t.co/CN4CXTzmr6 https://t.co/u2YfJ9W8xA↗
Apr 22
Jacob Plieth — Fun to see $LLY snatch $AZN's double-Asco plenary crown at #Asco26↗
Apr 21
Adam Feuerstein ✡️ — Also... BREAKING.... No #ASCO26 Plenary spots for $AZN. The streak is broken.↗
Apr 20
Jacob Plieth — Kelonia turns #ASH25 late-breaker into buyout, with $LLY's second move into in vivo Car-T. Via @ApexOnco -> https://t.co/NPhdnuhPu3 $AZN $GILD↗
Apr 20
Jacob Plieth — $LLY Kelonia tech is based on a modified, inactivated lentivector, so similar to $GILD Interius, $ABBV Umoja & $AZN Esobiotec. $ABBV Capstan uses lipid nanoparticle mRNA. https…↗
Apr 17
Jacob Plieth — Just disclosed in #AACR26 abstracts: $AZN AZD4956 = DNA pol theta inhibitor. My story from when it entered phase 1/2 Parthenon study +/-saruparib -> https://t.co/bHoOKqd7da↗
Jacob Plieth — So $LLY not interested in oncology applications of Orna's in vivo Car-T? $ABBV $AZN $BMY $GILD https://t.co/wB3rR5LID8↗
Feb 4
Jacob Plieth — Confirmned discontinuation of $NVS PIT565, which seems to be a specifically targeted T-cell engager (also hit CD2). cf $AZN Titan platform.↗
Jacob Plieth — JAB-23425, which appears to have been an earlier molecule in Jacobio's pan-KRAS series, but presumably closely related to $AZN JAB-23E73. Poster from #AACR23 https://t.co/VZytnlTpi…↗
Dec 21
Jacob Plieth — $AZN just paid Jacobio $100m for ex-China rights to the pan-KRAS inhibitor JAB-23E73 https://t.co/NyCItnvJ0h↗
Dec 17
Jacob Plieth — ...in case you didn't read to the end, $AZN $DSNKY Tropion-Lung15 study of Datroway has also been halted, also because of ILD (though no deaths cited specifically in this case).↗
Dec 17
Jacob Plieth — Pivotal ifinatamab deruxtecan trial on global clinical halt over ILD deaths. Scoop via @ApexOnco -> https://t.co/XNvk4BD4Sd $MRK $DSNKY $AZN↗
Dec 12
Jacob Plieth — @NotGenentech @jq1234t $AZN will 100% succeed with Fc-reduced MAb.↗
Dec 12
Jacob Plieth — Shock! $LLY reveals Inluriyo + Verzenio combo filing in ESR1m only, despite showing #SABCS25 promise in ESR1w/t. Scoop via @ApexOnco -> https://t.co/gUDeeMpmXb $RHHBY $AZN $ARVN…↗
Dec 12
Jacob Plieth — Say hello to $AZN, last man standing in #tigit, and holder of an unconfortable similarity to $RCUS $GILD. Via @ApexOnco -> https://t.co/mqqRC9NaGZ↗
Dec 12
Jacob Plieth — So where does this the #tigit Fc debate?
Fc-active: $GSK $ITOS fail, $MRK fail, $RHHBY fail
Fc-silent: $RCUS $GILD fail
Fc-reduced: $AZN $CGEN ?↗
Dec 9
Jacob Plieth — @avidresearch Wait until you see $AZN CD8-based T-cell engagers! (Perhaps.)↗
Dec 9
Jacob Plieth — $LLY Jaypirca looks best... up to a point. Via @ApexOnco from #ASH25 https://t.co/SgHJrraNrI $ONC $AZN $JNJ $ABBV $NRIX↗
Jacob Plieth — More "first-line" multiple myeloma shenanigans from $AZN (ex $GRCL) AZD0120 / GC012F coming at #ASH25 https://t.co/6uNKnqttQl↗
Nov 6
Jacob Plieth — @MarkYarchoan I need to doublecheck, but I think $AZN rivegostomig total recruitment target might now be higher than $RHHBY's for tiragolumab. Just amazing.↗
Nov 6
Jacob Plieth — @gmt9992 Funnily enough, on this morning's media call $AZN specifically called out its significant R&D investment in AZD0120, the CD19 x BCMA Car-T it got from Gracell (FKA GC0…↗
Nov 6
Jacob Plieth — Sellside today highlighting $AZN moving puxitatug samrotecan into phase 3 (Bluestar-Endometrial01 study), something @ApexOnco reported four months ago↗
Nov 6
Jacob Plieth — UK #sadtrombone $AZN https://t.co/pZqQU1E6x4↗
Nov 6
Jacob Plieth — Quick reminder: I make that 6,536 patients on late-stage rilvegostomig trials $AZN $GILD $RCUS #tigit https://t.co/Qy6CxQTCIc↗
Nov 6
Jacob Plieth — Also gone is the anti-CD123 ADC AZD9829 (no great surprise there) $AZN https://t.co/tQxWfYjvej↗
Adam Feuerstein ✡️ — At #ESMO25, AstraZeneca $AZN, Gilead $GILD square off in triple-negative breast cancer https://t.co/X4ZAFATrqi via @DrewQJoseph↗
Oct 19
Jacob Plieth — So the ILD grading shenanigans continue. Here's another grade 5 event, adjudicated as grade 3 ILD https://t.co/0IxfsWlY0J $DSNKY $AZN #ESMO25↗
Oct 19
Jacob Plieth — Meanwhile, here's $AZN FRα ADC torvutatug samrotecan in first-in-human Fontana study. No clear cut by FRα expression #ESMO25 via Ana Oaknin https://t.co/dtWYT4VvVO↗
Oct 19
Jacob Plieth — Pretty decent #ESMO25 data for $LLY Mablink-derived FRα ADC LY4170156, which is about to go into phase 3. 40% ORR in FRα 0-24% expressers! $GILD $ABBV $AZN https://t.co/ArytMgHh2e↗
Oct 18
Jacob Plieth — Someone at $AZN might be getting fired for failing to organise a standing ovation for Destiny-Breast05 & 11 #ESMO25↗
Oct 18
Jacob Plieth — How did $AZN Potomac readout match $PFE Crest almost number for number? Plus a #sadtrombone for Tecentriq in $RHHBY Alban, from #ESMO25 yesterday via @ApexOnco -> https://t.co/t…↗
Oct 18
Adam Feuerstein ✡️ — Enhertu pushes into early breast cancer, as antibody-drug conjugates move up the line https://t.co/zg7YpsUwB1 via @DrewQJoseph #ESMO25 $AZN $DSKNY↗
Oct 18
Jacob Plieth — @raffcolo You saw this detail? Gr5 events include 2 x ILD, 1 x respiratory tract infection, 1 x acute respiratory faillure, 1 x ARDS. Adjuvant setting $DSNKY $AZN #ESMO25 https://t…↗
Oct 18
Jacob Plieth — Meanwhile, here's Skyscraper-03, stage III NSCLC. #tigit combo is no better than Imfinzi, but adds tox. No attempt by Rafal Dziaduszko to gloss over how bad these data are #ESMO25…↗
Oct 17
Jacob Plieth — V early solid tumour data for Synnovation's Parp1 inhibitor SNV1521 via Pat LoRusso #ESMO25 $AZN $GILD $MKGAF https://t.co/3YOsBFhiqQ↗
Oct 13
Jacob Plieth — Is this a world record? Seven days from data toplining to appearance in an #ESMO25 late-breaker $AZN https://t.co/NZhQHxF2IT↗
Oct 10
Jacob Plieth — Now $BMY buys Orbital for... $1.5bn! Focus seems to be autoimmune, but pipeline also includes some oncology work $AZN $ABBV $GILD $SNY $ALPMF https://t.co/rHXCOm2idI↗
Oct 10
Jacob Plieth — Keep them coming, big pharma! $AZN https://t.co/znDWRNZDhl↗
Jacob Plieth — Compare design of Titan projects AZD5492 & AZD9793, versus TED4 molecule AZD6621. All are CD8-guided T-cell engagers $AZN https://t.co/l9OG7LknpE↗
Oct 2
Jacob Plieth — Especially for the science nerds, I looked at $AZN's latest attempt at CD8-guided T-cell engagement, which seems to be a new take on the Titan planform. Via @ApexOnco -> https:/…↗
Jacob Plieth — Indeed. $MRK $AZN $LLY decisions are clearly driven by numerous factors, not solely the incompetence of UK government.↗
Sep 11
Jacob Plieth — From CHMP documents it seems $AZN has filed Imfinzi + BCG for BCG-naive NMIBC (Potomac indication). Not yet filed in US, as far as I can tell. My earlier take on the limited data t…↗
Jacob Plieth — If you're catching up with #WCLC25 news, @ApexOnco coverage can be found here: https://t.co/Jl2xGAtcZw $SMMY $IDYA $AZN $JNJ $BMY $ZLAB $BNTX↗
Sep 8
Jacob Plieth — Guess who just went into the clinic with a new menin inhibitor $SNDX $KURA $JNJ $AZN https://t.co/J1NxKIddpD↗
Sep 5
Jacob Plieth — $DSNKY was already told in mid-2024 that Herthena-Lung02 might not work as a confirmatory trial for patritumab-dxd. This wasn't disclosed, and only blew up a year later.
Revealed…↗
Sep 4
Jacob Plieth — FDA appears not to have published these recent CRLs (or have I missed them??):
Linvoseltamab $REGN
Datroway $AZN $DSNKY
Talzenna $PFE
Columvi $RHHBY↗
Sep 4
Jacob Plieth — @NotGenentech ...or maybe I should have said the post-covid paths of $AZN vs $PFE↗
Jacob Plieth — 5,000 patients later $RHHBY finally dumps its #tigit (Sky-14 is quietly said to have failed). Via @ApexOnco -> https://t.co/nAdoMmG6tI $RCUS $GILD $AZN https://t.co/ufrJGMzbh1↗
Jul 21
Jacob Plieth — Nerd alert! What do the latest proposed INNs tell us about $MGNX $AZN $BNTX $GSK $IVBXF and other ADCs? Via @ApexOnco -> https://t.co/vHyv47fFqn
H/t @raffcolo↗
Jul 9
Jacob Plieth — @AppleHelix Why? $AZN has all the EGFR TKI expertise it needs, and a dominant position. It's made it clear that exon 20ins is irrelevant.↗
Jul 9
Jacob Plieth — @AppleHelix @SinghRohit_ So Pregene, Dr Reddy's, Chromatin & Cellpoint (Galapagos) all have/had their hand in Esobiotec to some extent. Quite the web for $AZN to untangle.↗
Jul 9
Jacob Plieth — Esobiotec (bought by $AZN for $425m)/ Pregene anti-BCMA construct ESO-T01 / PRG-1801 (PRG2402?), per The Lancet. I didn't know about the CD47 overexpression, apparently to "suppres…↗
Jul 4
Jacob Plieth — Guess who's about to take a SC anti-PD-1 into phase 3? Via @ApexOnco -> https://t.co/TNXStCSSIo $ONC $BGNE $RHHBY $AZN $MRK $BMY $PFE↗
Jul 3
Jacob Plieth — @jq1234t True, but it's not like this is something they've suddenly decided to have a look at. Surely $AZN has had in-house work on PD-1 x VEGF ongoing for years. A deal with $SMMT…↗
Jul 3
Jacob Plieth — @jq1234t $AZN is probably the big pharna company best equipped to develop bispecific MAbs in house. Yet they'd rather buy one in for $15bn?↗
Jul 3
Jacob Plieth — It took 3 years for $AZN to report phase 1 data for puxita-S, and now it's gone straight into phase 3. What could possibly go wrong? Via @ApexOnco -> https://t.co/GDdGnBOC1A $GS…↗
Jul 2
Jacob Plieth — Who knew that rilvegostomig is mortgaged to $XOMA?! Deal seems to have been done 2+ yrs ago. Does this explain why $AZN has pushed it into so many ph3 trials?↗