AstraZeneca reported a phase 3 failure for ceralasertib in lung cancer, missing the study’s primary endpoint and undermining a synthetic‑lethal strategy meant to overcome immuno‑oncology resistance. The setback highlights limits of ATR inhibition as a broad resistance‑busting approach in oncology. Separately, AstraZeneca committed $100 million up front to license a clinical‑stage, multi‑target pan‑KRAS inhibitor from China’s Jacobio Pharma. The deal shows the company is pivoting to KRAS‑directed programs after the ceralasertib disappointment, buying into a high‑value oncogene where clinical validation is accelerating. Together the developments mark a fast tactical shift at AstraZeneca: a late‑stage clinical miss on one front and an aggressive acquisition of KRAS capability on another. For investors and pipeline strategists, the moves signal both near‑term risk from trial failure and continued appetite for targeted oncology assets.