🇺🇸 SECASTRAZENECA PLCCodex · 实盘不做把握 4/10不做原因:风险收益比不佳
北京时间·🕒 发布 08-27 19:04:37·⟳ 抓取 08-27 19:05:09 +32s·⚡ 决策 08-28 01:01:01 +5h55m·60.6 天前
阿斯利康与安进Tezspire在嗜酸性食管炎III期CROSSING试验达到共同主要终点
事件是正面的三期读出,但属于大药企已上市产品的新增适应症进展,商业化仍需监管提交与批准;在未能使用stock_tools完成报价、去重、案例库和event_study前,不能给可回测ENTER。
📄 原文ASTRAZENECA PLC↗ 原文
----- a4036s.htm ----- 6-K 1 a4036s.htm TEZSPIRE CROSSING TRIAL MET PRIMARY ENDPOINTS a4036s FORM 6-K SECURITIES AND EX…
不做 AstraZeneca PLC(AZN.US)
正面但对587亿美元收入基数和超大市值弹性不足,且无法取得stock_tools实时报价与事件研究,不做。
不做 Amgen Inc.(AMGN.US)
受益更直接但公告后市场反应偏冷,缺少合规实时价、案例库和event_study验证,风险收益不够明确。
不做 Regeneron Pharmaceuticals Inc.(REGN.US)
Tezspire潜在竞争尚未获批,未形成对Dupixent的当前实质损害,不满足强空催化。
不做 Sanofi SA(SNY.US)
竞争压力偏中长期且被Dupixent现有领先地位缓冲,短线无明确做空edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
SEC 6-K和公司新闻稿确认Tezspire在EoE三期CROSSING试验阳性,利好AstraZeneca和Amgen,且对Dupixent构成中长期竞争压力。量级上,Tezspire 2025年美国销售约14.78亿美元、阿斯利康确认Tezspire联盟收入6.73亿美元,而阿斯利康2025年总收入约587亿美元,EoE新增适应症在监管获批前对超大市值公司短线弹性有限;同时网页报道显示公告后AZN/AMGN股价没有正向反应。因缺少stock_tools实时价和事件研究,选择不做。
消息传播链
- AstraZeneca以6-K提交Tezspire CROSSING三期EoE阳性结果,属于法定披露一手源。
- 阿斯利康官网同步确认三期CROSSING达到24周共同主要终点及关键次要终点,52周疗效维持。
- Amgen作为合作方同步发布新闻稿,确认美国销售和全球制造相关的合作权益背景。
- 媒体报道将事件解读为挑战Dupixent的潜在机会,并引用分析师对Tezspire 2026和2027销售预测。市场反应:报道称Amgen和AstraZeneca股价为小幅下跌。
关键理由
- Tezspire三期EoE数据达到共同主要终点和关键次要终点,支持未来申报并扩展至第三个上皮驱动炎症疾病。
- EoE美国患者超过47万人,若获批可扩展Tezspire在严重哮喘和鼻息肉之外的商业空间。
- 量级上,Amgen披露Tezspire 2025年销售14.78亿美元,阿斯利康2025年Tezspire联盟收入6.73亿美元,对阿斯利康587.39亿美元总收入仍属中等增量,且需监管获批后才转化收入。
主要风险
- 当前只是高层阳性结果,完整数据、申报节奏、标签范围、定价和对Dupixent的真实替代率未定。
- IBD报道称公告后AstraZeneca和Amgen股价均小幅下跌,说明市场短线未把该读出定价为强正向surprise。
反向证据
- 做多前查反向 · 来源 web · 日期 2022-05-20 · 影响 weakens
Dupixent已是FDA批准的EoE治疗,Tezspire不是无竞品首创市场。
检索:Tezspire EoE Dupixent competition current approved treatment 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-08-27 · 影响 weakens
媒体报道公告后Amgen和AstraZeneca股价均为小幅下跌,短线资金未明显正向重定价。
检索:Amgen AstraZeneca Tezspire EoE stock reaction August 27 2026 原文 ↗ - 做空前查反向 · 来源 web · 日期 2026-08-27 · 影响 none
Tezspire可能挑战Dupixent,但仍处于三期读出后监管前阶段,未确认对Dupixent销售造成当前净损害。
检索:Tezspire EoE impact Dupixent Regeneron Sanofi 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例降低了对短线弹性的把握,促使AZN.US和AMGN.US均不给ENTER,只保留基本面正向观察。
方向:可比样本支持EoE临床/监管进展的基本面方向为正,但当前事件相位和竞品格局弱于Dupixent首创期。
涨幅量级:没有完成event_study,且无8分以上同市场同相位样本,不能用先例校准tp/sl。
形态:已检索样本不足以证明稳定的见光死或稳定上涨模式;当日媒体报道的实际市场反应偏冷。
历史先例(按相似度)
- 相似度 7/10 REGN 2020-05-22 Sanofi和Regeneron披露Dupixent在EoE关键三期试验Part A达到共同主要终点。 原文 ↗
应测REGN.US在2020-05-22后1/3/5日反应;本环境无法调用event_study。
相似度依据:同为EoE适应症的生物药三期阳性读出,但Dupixent当时是首个潜在EoE生物药,商业相位强于当前Tezspire跟随者。
经验:EoE三期阳性可验证方向,但只有首创/无竞品阶段才更可能形成强短线弹性。 - 相似度 6/10 REGN 2022-05-20 FDA批准Dupixent成为美国首个EoE治疗药物。 原文 ↗
应测REGN.US和SNY.US在2022-05-20后1/3/5日反应;本环境无法调用event_study。
相似度依据:同一疾病EoE的监管批准先例,但监管批准相位强于当前仅三期高层结果。
经验:EoE商业机会最终由标签和获批时点兑现,三期读出到收入之间仍有监管间隔。 - 相似度 5/10 AZN 2021-12-17 AstraZeneca宣布Tezspire在美国获批用于严重哮喘。 原文 ↗
应测AZN.US和AMGN.US在2021-12-17后1/3/5日反应;本环境无法调用event_study。
相似度依据:同为Tezspire监管/适应症进展,但为严重哮喘初始批准,适应症和相位均不同。
经验:Tezspire重大标签进展有基本面价值,但对AstraZeneca这类超大市值药企短线弹性需严格量化。
原文全文
展开原文 · 16,542 字
----- a4036s.htm -----
6-K
1
a4036s.htm
TEZSPIRE CROSSING TRIAL MET PRIMARY ENDPOINTS
a4036s
FORM 6-K
SECURITIES
AND EXCHANGE COMMISSION
Washington,
D.C. 20549
Report
of Foreign Issuer
Pursuant
to Rule 13a-16 or 15d-16 of
the
Securities Exchange Act of 1934
For the
month of August 2026
Commission
File Number: 001-11960
AstraZeneca PLC
1
Francis Crick Avenue
Cambridge
Biomedical Campus
Cambridge
CB2 0AA
United
Kingdom
Indicate
by check mark whether the registrant files or will file annual
reports under cover of Form 20-F or Form 40-F.
Form
20-F X Form 40-F __
Indicate
by check mark if the registrant is submitting the Form 6-K in paper
as permitted by Regulation S-T Rule 101(b)(1):
Indicate
by check mark if the registrant is submitting the Form 6-K in paper
as permitted by Regulation S-T Rule 101(b)(7): ______
Indicate
by check mark whether the registrant by furnishing the information
contained in this Form is also thereby furnishing the information
to the Commission pursuant to Rule 12g3-2(b) under the Securities
Exchange Act of 1934.
Yes __
No X
If
“Yes” is marked, indicate below the file number
assigned to the Registrant in connection with Rule 12g3-2(b):
82-_____________
AstraZeneca PLC
INDEX
TO EXHIBITS
1.
Tezspire CROSSING trial met primary endpoints
27 August
2026
Tezspire
demonstrates positive Phase III results in
eosinophilic esophagitis across both co-primary and all key
secondary endpoints
Statistically significant and clinically
meaningful disease and symptom improvements compared to
placebo maintained through week 52
Efficacy in a third epithelial-driven inflammatory disease
supports broad potential of Tezspire
Positive high-level results from the Phase III CROSSING trial in
patients with eosinophilic esophagitis (EoE) showed that
AstraZeneca and Amgen’s
Tezspire
(tezepelumab) demonstrated
statistically significant and clinically meaningful improvements
across both co-primary and all key secondary endpoints at week 24,
which were sustained through week 52 in both doses tested. The
co-primary endpoints were histologic remission and the frequency
and severity of dysphagia (difficulty swallowing) compared to
placebo. The safety profile of
Tezspire
in the trial was generally consistent with
its approved indications.
CROSSING is a randomised, double-blind trial that evaluated the
efficacy and safety of
Tezspire
administered
subcutaneously every four weeks compared to placebo in adults and
adolescents with symptomatic and uncontrolled EoE while on
maintenance therapy.
1
In
the trial, the first co-primary endpoint, histologic remission, was
defined as having a low count of peak eosinophils in the esophageal
tissue.
1
The
second co-primary endpoint, the frequency and severity of
dysphagia, was assessed using the patient-reported Dysphagia
Symptom Questionnaire (DSQ) and measured as a mean change from
baseline in DSQ score.
1
EoE is a chronic and progressive epithelial-driven inflammatory
disorder of the esophagus affecting more than 470,000 people in the
US, with the prevalence increasing five-fold since
2009.
2,3
The
inflammation of the esophagus can lead to dysphagia, food impaction
and esophageal narrowing.
2
Nearly
half of patients, including adolescents, do not achieve adequate
disease control with current first-line treatments, which include
dietary restriction, swallowed topical corticosteroids and proton
pump inhibitors.
4-6
For
patients, the risk of food moving slowly or becoming stuck can make
daily meals difficult and stressful.
7
Arjan Bredenoord, MD, Gastroenterologist and professor at the
Amsterdam University Medical Center, Amsterdam, The
Netherlands, and primary investigator in the trial, said:
“Despite the availability of first-line therapies or
dietary interventions, many patients with eosinophilic esophagitis
still experience substantial burden, including difficulty
swallowing food, and emotional and daily-life impacts of the
disease. The impressive results from the CROSSING trial sustained
over 52 weeks demonstrate that tezepelumab, taken every four
weeks, could provide a new approach to treating this disease,
with the potential to help more patients achieve remission and
symptom improvement.”
Sharon Barr, Executive Vice President, BioPharmaceuticals R&D
said: “The positive results of the Phase III CROSSING trial
reinforce our confidence in the differentiated mechanism of action
of
Tezspire,
which
has now demonstrated clinically meaningful efficacy in a third
epithelial-driven inflammatory disease. Epithelial science
represents an important and rapidly evolving area in respiratory
and immunology medicine, and we look forward to sharing these
results at an upcoming medical meeting and with regulatory
authorities as quickly as
possible.”
Full results will be shared with regulatory authorities and the
scientific community at an upcoming medical meeting.
Tezspire
is a
first-in-class human monoclonal antibody that inhibits the action
of thymic stromal lymphopoietin (TSLP), a key epithelial cytokine
that sits at the top of multiple inflammatory
cascades.
Tezspire
is currently approved for the treatment of
severe asthma in the US, EU, China, Japan and more than 70
countries across the globe, and for the treatment of chronic
rhinosinusitis with nasal polyps (CRSwNP) in the US, EU, China and
Japan. The Phase III JOURNEY and EMBARK trials
evaluating
Tezspire
in chronic obstructive pulmonary disease
(COPD) are ongoing.
8,9
Notes
Eosinophilic Esophagitis (EoE)
EoE is a chronic and progressive epithelial-driven inflammatory
disorder of the esophagus with prevalence growing across the
world.
2,3
It
is characterised by inflammation, remodelling and esophageal
epithelial dysfunction.
2
Epithelial
dysfunction and inflammation are important characteristics of EoE
and impede the ability of the epithelium to act as a physical and
immunological barrier against the external
environment.
2
The most common symptoms of EoE include difficulty and pain when
swallowing, food becoming stuck in the esophagus (which may
require emergency medical interventions), nausea and vomiting,
abdominal or chest pain, poor appetite and difficulty
sleeping.
2,10,11
Many
patients, including adolescents, experience a substantial impact on
their quality of life including significant anxiety related to
swallowing and choking, depression, and decreased work/school
productivity.
12,13
Patients are often treated with proton pump inhibitors or swallowed
topical corticosteroids to manage inflammation.
2,4
Nearly
half of patients with EoE will not respond to standard first-line
therapies or dietary treatment.
5,6
Existing
treatment options, including those targeting downstream mediators,
may not fully address epithelial-driven
inflammation.
14,15
CROSSING
CROSSING is a randomised, double-blind, placebo-controlled,
multi-centre, parallel-group, Phase III trial designed to evaluate
the efficacy and safety of
Tezspire
administered subcutaneously every four
weeks, compared to placebo in patients aged 12-80 years with
symptomatic and histologically active EoE.
1
A
total of 368 patients were randomised in a 1:1:1 ratio to receive
either a low or high dose of
Tezspire
or placebo.
1
The co-primary endpoints analysed at Week 24 were the proportion of
patients with histologic remission, defined as a peak
esophageal eosinophil count less than or equal to six eosinophils
per high-power field, and mean changes from baseline in the
DSQ.
1
The
peak eosinophil count is obtained when biopsies of the tissue of
the esophagus are examined under a microscope.
1
A
count of 15 or more peak eosinophils per high power microscopic
field measured by esophageal biopsy is often the cutoff used to
diagnose EoE.
16,17
The
DSQ captures the presence and severity of dysphagia symptoms in a
daily diary with a four-item patient-reported questionnaire; the
score is calculated over 14-day periods, ranging from zero to 84,
with a higher score indicating more severe
dysphagia.
1
Key secondary endpoints assessed histologic remission and dysphagia
symptoms at Week 52; changes in endoscopic disease features
(EoE-EREFS) and histologic severity and extent (EoE-HSS) at Weeks
24 and 52; as well as endoscopic response, inflammatory remission
and total endoscopic remission at Week 52.
1
In the trial, patients were allowed to remain on background
medications for EoE, including proton pump inhibitors and swallowed
topical corticosteroids, provided that they were stable prior to
entry and during the treatment period.
1
Tezepelumab and TSLP
Tezepelumab is being developed by AstraZeneca in collaboration with
Amgen as a first-in-class human monoclonal antibody that inhibits
the action of TSLP, a key epithelial cytokine that sits at the top
of multiple inflammatory cascades.
18
TSLP
is critical in the initiation and persistence of allergic,
eosinophilic and other types of epithelial-driven inflammation
associated with severe asthma, CRSwNP, COPD and
EoE.
19-20
TSLP is released by the epithelium in response to environmental
triggers.
18
Across
these disease states, the expression of TSLP is increased and
correlates with disease severity.
18-22
Tezspire
is approved as a
single-use pre-filled syringe and auto-injector for
self-administration in the US, EU, China and
Japan.
Since
2021, more than 100,000 patients have been treated
with
Tezspire
for severe asthma.
23
In October 2021,
Tezspire
was
granted Orphan Drug Designation by the U.S. Food and Drug
Administration (FDA) for the treatment of EoE.
24
Beyond
EoE,
Tezspire
is
also being explored in Phase III trials in COPD.
8,9
Amgen Collaboration
The 2012 Collaboration Agreement between Amgen and AstraZeneca has
been amended and updated over time. For
Tezspire
, both companies continue to share costs and
profits equally after payment by AstraZeneca of a mid-single-digit
inventor royalty to Amgen. AstraZeneca continues to lead
development and Amgen continues to lead manufacturing. All aspects
of the collaboration are under the oversight of joint governing
bodies. Under the agreement, Amgen and AstraZeneca jointly
commercialise
Tezspire
in the US. Amgen records product sales in
the US, with AZ recording its share of US profits as Alliance
Revenue. Outside of the US, AstraZeneca records product sales.
AstraZeneca in Respiratory & Immunology
Respiratory & Immunology, part of AstraZeneca
BioPharmaceuticals, is a key disease area and growth driver to the
Company.
AstraZeneca is an established leader in respiratory care with a
50-year heritage and a growing portfolio of medicines in
immune-mediated diseases. The Company is committed to addressing
the vast unmet needs of these chronic, often debilitating, diseases
with a pipeline and portfolio of inhaled medicines, biologics and
new modalities aimed at previously unreachable biologic targets.
Our ambition is to deliver life-changing medicines that help
eliminate COPD as a leading cause of death, eliminate asthma
attacks and achieve clinical remission in immune-mediated
diseases.
AstraZeneca
AstraZeneca (LSE/STO/NYSE: AZN) is a global, science-led
biopharmaceutical company that focuses on the discovery,
development, and commercialisation of prescription medicines in
Oncology, Rare Disease, and BioPharmaceuticals, including
Cardiovascular, Renal & Metabolism, and Respiratory &
Immunology. Based in Cambridge, UK, AstraZeneca’s innovative
medicines are sold in more than 125 countries and used by millions
of patients worldwide. Please visit
astrazeneca.com
and
follow the Company on Social Media
@AstraZeneca
.
Contacts
For details on how to contact the Investor Relations Team, please
click
here
.
For Media contacts, click
here
.
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.
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.
[Last accessed: August 2026].
Matthew Bowden
Company Secretary
AstraZeneca PLC
SIGNATURES
Pursuant
to the requirements of the Securities Exchange Act of 1934, the
Registrant has duly caused this report to be signed on its behalf
by the undersigned, thereunto duly authorized.
AstraZeneca
PLC
Date:
27 August 2026
By: /s/
Matthew Bowden
Name:
Matthew Bowden
Title:
Company Secretary
6-K
1
a4036s.htm
TEZSPIRE CROSSING TRIAL MET PRIMARY ENDPOINTS
a4036s
FORM 6-K
SECURITIES
AND EXCHANGE COMMISSION
Washington,
D.C. 20549
Report
of Foreign Issuer
Pursuant
to Rule 13a-16 or 15d-16 of
the
Securities Exchange Act of 1934
For the
month of August 2026
Commission
File Number: 001-11960
AstraZeneca PLC
1
Francis Crick Avenue
Cambridge
Biomedical Campus
Cambridge
CB2 0AA
United
Kingdom
Indicate
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AstraZeneca PLC
INDEX
TO EXHIBITS
1.
Tezspire CROSSING trial met primary endpoints
27 August
2026
Tezspire
demonstrates positive Phase III results in
eosinophilic esophagitis across both co-primary and all key
secondary endpoints
Statistically significant and clinically
meaningful disease and symptom improvements compared to
placebo maintained through week 52
Efficacy in a third epithelial-driven inflammatory disease
supports broad potential of Tezspire
Positive high-level results from the Phase III CROSSING trial in
patients with eosinophilic esophagitis (EoE) showed that
AstraZeneca and Amgen’s
Tezspire
(tezepelumab) demonstrated
statistically significant and clinically meaningful improvements
across both co-primary and all key secondary endpoints at week 24,
which were sustained through week 52 in both doses tested. The
co-primary endpoints were histologic remission and the frequency
and severity of dysphagia (difficulty swallowing) compared to
placebo. The safety profile of
Tezspire
in the trial was generally consistent with
its approved indications.
CROSSING is a randomised, double-blind trial that evaluated the
efficacy and safety of
Tezspire
administered
subcutaneously every four weeks compared to placebo in adults and
adolescents with symptomatic and uncontrolled EoE while on
maintenance therapy.
1
In
the trial, the first co-primary endpoint, histologic remission, was
defined as having a low count of peak eosinophils in the esophageal
tissue.
1
The
second co-primary endpoint, the frequency and severity of
dysphagia, was assessed using the patient-reported Dysphagia
Symptom Questionnaire (DSQ) and measured as a mean change from
baseline in DSQ score.
1
EoE is a chronic and progressive epithelial-driven inflammatory
disorder of the esophagus affecting more than 470,000 people in the
US, with the prevalence increasing five-fold since
2009.
2,3
The
inflammation of the esophagus can lead to dysphagia, food impaction
and esophageal narrowing.
2
Nearly
half of patients, including adolescents, do not achieve adequate
disease control with current first-line treatments, which include
dietary restriction, swallowed topical corticosteroids and proton
pump inhibitors.
4-6
For
patients, the risk of food moving slowly or becoming stuck can make
daily meals difficult and stressful.
7
Arjan Bredenoord, MD, Gastroenterologist and professor at the
Amsterdam University Medical Center, Amsterdam, The
Netherlands, and primary investigator in the trial, said:
“Despite the availability of first-line therapies or
dietary interventions, many patients with eosinophilic esophagitis
still experience substantial burden, including difficulty
swallowing food, and emotional and daily-life impacts of the
disease. The impressive results from the CROSSING trial sustained
over 52 weeks demonstrate that tezepelumab, taken every four
weeks, could provide a new approach to treating this disease,
with the potential to help more patients achieve remission and
symptom improvement.”
Sharon Barr, Executive Vice President, BioPharmaceuticals R&D
said: “The positive results of the Phase III CROSSING trial
reinforce our confidence in the differentiated mechanism of action
of
Tezspire,
which
has now demonstrated clinically meaningful efficacy in a third
epithelial-driven inflammatory disease. Epithelial science
represents an important and rapidly evolving area in respiratory
and immunology medicine, and we look forward to sharing these
results at an upcoming medical meeting and with regulatory
authorities as quickly as
possible.”
Full results will be shared with regulatory authorities and the
scientific community at an upcoming medical meeting.
Tezspire
is a
first-in-class human monoclonal antibody that inhibits the action
of thymic stromal lymphopoietin (TSLP), a key epithelial cytokine
that sits at the top of multiple inflammatory
cascades.
Tezspire
is currently approved for the treatment of
severe asthma in the US, EU, China, Japan and more than 70
countries across the globe, and for the treatment of chronic
rhinosinusitis with nasal polyps (CRSwNP) in the US, EU, China and
Japan. The Phase III JOURNEY and EMBARK trials
evaluating
Tezspire
in chronic obstructive pulmonary disease
(COPD) are ongoing.
8,9
Notes
Eosinophilic Esophagitis (EoE)
EoE is a chronic and progressive epithelial-driven inflammatory
disorder of the esophagus with prevalence growing across the
world.
2,3
It
is characterised by inflammation, remodelling and esophageal
epithelial dysfunction.
2
Epithelial
dysfunction and inflammation are important characteristics of EoE
and impede the ability of the epithelium to act as a physical and
immunological barrier against the external
environment.
2
The most common symptoms of EoE include difficulty and pain when
swallowing, food becoming stuck in the esophagus (which may
require emergency medical interventions), nausea and vomiting,
abdominal or chest pain, poor appetite and difficulty
sleeping.
2,10,11
Many
patients, including adolescents, experience a substantial impact on
their quality of life including significant anxiety related to
swallowing and choking, depression, and decreased work/school
productivity.
12,13
Patients are often treated with proton pump inhibitors or swallowed
topical corticosteroids to manage inflammation.
2,4
Nearly
half of patients with EoE will not respond to standard first-line
therapies or dietary treatment.
5,6
Existing
treatment options, including those targeting downstream mediators,
may not fully address epithelial-driven
inflammation.
14,15
CROSSING
CROSSING is a randomised, double-blind, placebo-controlled,
multi-centre, parallel-group, Phase III trial designed to evaluate
the efficacy and safety of
Tezspire
administered subcutaneously every four
weeks, compared to placebo in patients aged 12-80 years with
symptomatic and histologically active EoE.
1
A
total of 368 patients were randomised in a 1:1:1 ratio to receive
either a low or high dose of
Tezspire
or placebo.
1
The co-primary endpoints analysed at Week 24 were the proportion of
patients with histologic remission, defined as a peak
esophageal eosinophil count less than or equal to six eosinophils
per high-power field, and mean changes from baseline in the
DSQ.
1
The
peak eosinophil count is obtained when biopsies of the tissue of
the esophagus are examined under a microscope.
1
A
count of 15 or more peak eosinophils per high power microscopic
field measured by esophageal biopsy is often the cutoff used to
diagnose EoE.
16,17
The
DSQ captures the presence and severity of dysphagia symptoms in a
daily diary with a four-item patient-reported questionnaire; the
score is calculated over 14-day periods, ranging from zero to 84,
with a higher score indicating more severe
dysphagia.
1
Key secondary endpoints assessed histologic remission and dysphagia
symptoms at Week 52; changes in endoscopic disease features
(EoE-EREFS) and histologic severity and extent (EoE-HSS) at Weeks
24 and 52; as well as endoscopic response, inflammatory remission
and total endoscopic remission at Week 52.
1
In the trial, patients were allowed to remain on background
medications for EoE, including proton pump inhibitors and swallowed
topical corticosteroids, provided that they were stable prior to
entry and during the treatment period.
1
Tezepelumab and TSLP
Tezepelumab is being developed by AstraZeneca in collaboration with
Amgen as a first-in-class human monoclonal antibody that inhibits
the action of TSLP, a key epithelial cytokine that sits at the top
of multiple inflammatory cascades.
18
TSLP
is critical in the initiation and persistence of allergic,
eosinophilic and other types of epithelial-driven inflammation
associated with severe asthma, CRSwNP, COPD and
EoE.
19-20
TSLP is released by the epithelium in response to environmental
triggers.
18
Across
these disease states, the expression of TSLP is increased and
correlates with disease severity.
18-22
Tezspire
is approved as a
single-use pre-filled syringe and auto-injector for
self-administration in the US, EU, China and
Japan.
Since
2021, more than 100,000 patients have been treated
with
Tezspire
for severe asthma.
23
In October 2021,
Tezspire
was
granted Orphan Drug Designation by the U.S. Food and Drug
Administration (FDA) for the treatment of EoE.
24
Beyond
EoE,
Tezspire
is
also being explored in Phase III trials in COPD.
8,9
Amgen Collaboration
The 2012 Collaboration Agreement between Amgen and AstraZeneca has
been amended and updated over time. For
Tezspire
, both companies continue to share costs and
profits equally after payment by AstraZeneca of a mid-single-digit
inventor royalty to Amgen. AstraZeneca continues to lead
development and Amgen continues to lead manufacturing. All aspects
of the collaboration are under the oversight of joint governing
bodies. Under the agreement, Amgen and AstraZeneca jointly
commercialise
Tezspire
in the US. Amgen records product sales in
the US, with AZ recording its share of US profits as Alliance
Revenue. Outside of the US, AstraZeneca records product sales.
AstraZeneca in Respiratory & Immunology
Respiratory & Immunology, part of AstraZeneca
BioPharmaceuticals, is a key disease area and growth driver to the
Company.
AstraZeneca is an established leader in respiratory care with a
50-year heritage and a growing portfolio of medicines in
immune-mediated diseases. The Company is committed to addressing
the vast unmet needs of these chronic, often debilitating, diseases
with a pipeline and portfolio of inhaled medicines, biologics and
new modalities aimed at previously unreachable biologic targets.
Our ambition is to deliver life-changing medicines that help
eliminate COPD as a leading cause of death, eliminate asthma
attacks and achieve clinical remission in immune-mediated
diseases.
AstraZeneca
AstraZeneca (LSE/STO/NYSE: AZN) is a global, science-led
biopharmaceutical company that focuses on the discovery,
development, and commercialisation of prescription medicines in
Oncology, Rare Disease, and BioPharmaceuticals, including
Cardiovascular, Renal & Metabolism, and Respiratory &
Immunology. Based in Cambridge, UK, AstraZeneca’s innovative
medicines are sold in more than 125 countries and used by millions
of patients worldwide. Please visit
astrazeneca.com
and
follow the Company on Social Media
@AstraZeneca
.
Contacts
For details on how to contact the Investor Relations Team, please
click
here
.
For Media contacts, click
here
.
References
1.
ClinicalTrials.gov. Efficacy and Safety of
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.
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overview.
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Thel HL, et al. Prevalence and costs of
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.
[Last accessed August 2026].
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ClinicalTrials.gov. A Study to Investigate
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Moderate to Very Severe COPD (D5241C00006) (EMBARK). Available
at:
https://clinicaltrials.gov/study/NCT06883305
.
[Last accessed August 2026].
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Gold BD, et al. Health-Related Quality of Life and
Perceived Stigma in Eosinophilic Esophagitis: A Real-World, US,
Web-Based Survey.
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Adv
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MedlinePlus. Eosinophilic esophagitis. Bethesda
(MD): National Library of Medicine (US). Available
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https://medlineplus.gov/eosinophilicesophagitis.html
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Taft TH, et al. Anxiety and depression in
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Harris RF, et al. Psychosocial dysfunction in
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Underwood B, et al. Breaking down the complex
pathophysiology of eosinophilic
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Lucendo AJ, et al. British Society of
Gastroenterology (BSG) and British Society of Paediatric
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Dellon ES, et al. ACG Clinical Guideline:
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Varricchi G, et al. Thymic Stromal Lymphopoietin
Isoforms, Inflammatory Disorders, and
Cancer.
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Immunol
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Calderon AA, et al. Targeting interleukin-33 and
thymic stromal lymphopoietin pathways for novel pulmonary
therapeutics in asthma and COPD.
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Nagarkar DR, et al. Thymic stromal
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Ying, S, et al. Thymic stromal lymphopoietin
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Sherrill JD, et al. Preferential Secretion of
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AstraZeneca
Data on File. 2025. REF-278452.
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Orphan Drug Designation in the US for eosinophilic esophagitis.
Available at:
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.
[Last accessed: August 2026].
Matthew Bowden
Company Secretary
AstraZeneca PLC
SIGNATURES
Pursuant
to the requirements of the Securities Exchange Act of 1934, the
Registrant has duly caused this report to be signed on its behalf
by the undersigned, thereunto duly authorized.
AstraZeneca
PLC
Date:
27 August 2026
By: /s/
Matthew Bowden
Name:
Matthew Bowden
Title:
Company Secretary
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