At ESMO, competing antibody‑drug conjugates (ADCs) from AstraZeneca/Daiichi Sankyo and Gilead were presented back-to-back with positive Phase 3 data in metastatic triple‑negative breast cancer (TNBC) patients ineligible for checkpoint inhibitors. Both programs compared next‑generation ADCs versus standard chemotherapy and reported gains in progression‑free survival and response rates. The dual readouts increase clinician pressure to choose between ADC platforms and highlight ADCs’ migration into earlier lines of care. Discussants emphasized the need for cross-trial interpretation, biomarker guidance and regulatory submissions to determine how ADCs will integrate into existing TNBC treatment algorithms.