ESMO presentations sharpened a head‑to‑head narrative between AstraZeneca/Daiichi Sankyo’s Datroway and Gilead’s Trodelvy in triple‑negative breast cancer and other difficult indications. At the meeting Roche and partners also highlighted ADC activity in settings where immunotherapy is not an option, prompting fresh comparisons across trials and endpoints. AstraZeneca/Daiichi reported Datroway extended survival in a population for whom immunotherapy was unavailable, while presentations and discussants at ESMO compared response rates, durability and safety profiles versus Trodelvy. The back‑to‑back disclosures created immediate clinical and commercial debate over which ADC will dominate specific patient subsets. Analysts and clinicians at the conference signaled that nuanced differences in trial design and eligibility will determine uptake; both programs now move into discussions on regulatory pathways and sequencing in practice.