Daiichi Sankyo announced it is stopping internal development of a next‑generation antibody‑drug conjugate (ADC) built on a second ADC platform, and the company has again delayed a Phase 3 readout for the AstraZeneca‑partnered Datroway program. The moves mark setbacks for Daiichi’s ADC strategy amid shifting timelines for pivotal data. The company cited strategic reprioritization and program timing; the repeated Datroway delay raises questions about near‑term regulatory trajectories and investor confidence in the ADC portfolio. Observers will monitor whether Daiichi refocuses resources on higher‑probability assets or seeks external partnerships to advance ADC candidates.
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