RE:RE:RE:Antibody-Drug Conjugate (ADC) developments November 08, 2024 - Over the first half of this year, Daichi Sanyo/Astrazeneca's ADC Enhertus sales stalled out with $893 million in combined sales collected over the second quarter, marking a sequential increase of only 1.6%. AstraZeneca blamed the slowdown partly on a destocking dynamic in China following an inventory buildup in the first quarter. Meanwhile in England, the country’s National Institute for Health and Care Excellence (NICE) in July turned away Enhertu’s price offering, finding that it falls “above the upper end of the range NICE considers an acceptable use" of NHS England’s resources. That means that about 1,000 patients in England and Wales won’t be able to access the treatment.