At ESMO, AstraZeneca/Daiichi Sankyo and Gilead disclosed Phase 3 antibody‑drug conjugate (ADC) data competing for first‑line use in metastatic triple‑negative breast cancer (TNBC) for patients ineligible for checkpoint inhibitors. Both trials reported positive efficacy results, prompting head‑to‑head comparisons by clinicians and regulators. STAT coverage noted the back‑to‑back presentations forced real‑time cross‑analysis of endpoints, safety and patient selection. The readouts will influence treatment sequencing decisions for a hard‑to‑treat population and set up commercial competition between leading ADC platforms.