AstraZeneca presented clinical data showing its antibody-drug conjugate (ADC) franchise is advancing beyond late-stage disease. At ESMO, investigators reported Enhertu produced meaningful benefit when given earlier in breast cancer, while company data for AZD5335 — a folate receptor α–targeted ADC — showed objective responses and disease control in platinum‑resistant ovarian cancer. AstraZeneca framed the AZD5335 results as validation of its in‑house linker and payload platform. The trial presentations were delivered at the European Society for Medical Oncology meeting and company briefings; AstraZeneca cited Phase 1/2a cohorts of 189 patients for AZD5335, with response rates across dose groups and tolerability data (notably neutropenia at higher doses). Enhertu’s earlier‑disease data were presented in STAT coverage and showed potential to expand patient populations previously reserved for chemotherapy. For industry readers: AZD5335’s signal supports AstraZeneca’s stated strategy to internalize ADC technologies and displace chemotherapy across indications. Enhertu moving into earlier disease raises questions about labeling expansion, market share and sequencing with other ADCs and systemic therapies.