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AstraZeneca, Daiichi Sankyo and Gilead have made big advances in treating the hardest-to-tackle type of breast cancer, boosting prospects for tens of thousands of patients a year.

The drugmakers are unveiling trial results for existing blockbuster drugs in “triple negative” breast cancer — so-called because it is not one of the three main types. These include the first ever study showing a medicine can extend the life of patients who cannot be treated with immunotherapy drugs, the majority of triple negative cases.

Patients with triple negative breast cancer make up about 10 per cent to 20 per cent of people diagnosed. Breast cancer is the most common type of the disease in the UK, and the second most common after skin cancer in the US.

AstraZeneca and Japanese pharma company Daiichi’s drug Datroway improved overall survival for patients by 23 per cent, and increased the time they lived without the cancer getting worse by 43 per cent, compared with those treated with chemotherapy.

David Frederickson, executive vice-president for oncology at AstraZeneca, said the results showed an “outstanding opportunity” to expand treatment to more patients. The company has had 10 positive late-stage trial results in oncology this year, five of which have been in breast cancer.

“It’s been an exceptional year,” he said. “The breast cancer studies alone have the opportunity to reach nearly half a million patients.”

Frederickson added AstraZeneca’s oncology sales rose 16 per cent year-on-year in the first half and he hopes they will contribute half of the company’s goal of $80bn of sales by 2030.

AstraZeneca and Daiichi also announced positive trial results for their Enhertu breast cancer drug in earlier-stage patients. The treatment is approved for later-stage patients but it is not available on the NHS in England, even though it is in many other countries including Scotland.

One of two Enhertu studies found a three-year disease-free survival rate of 92 per cent, compared with 84 per cent with the most commonly used drugs.

Fredrickson said there needs to be a “modernisation” of NHS methodologies, including valuing the end of life more, to ensure patients can get access.

The results were presented at the European Society for Medical Oncology this weekend, where US drugmaker Gilead also reported positive results for its cancer drug Trodelvy in patients with triple negative breast cancer.

Trodelvy, which is already approved for breast cancer, reduced the risk of cancer progression or death by 38 per cent versus other forms of chemotherapy. Survival rates were extended with the drug to 9.7 months versus 6.9 months for chemotherapy, the company said.

Trodelvy generated $657mn for Gilead in the first six months of 2025, up 5 per cent from the same period last year. Oncology accounts for about 12 per cent of the company’s sales.

The latest data for Trodelvy marks a bounceback for the drug. A year ago, Gilead withdrew it for certain urinary tract cancers after it failed a drug trial.

Eli Lilly also reported encouraging data. Its Verzenio drug prolonged survival for certain high-risk early breast cancers by 15.8 per cent versus conventional treatments. It is the first therapy in more than two decades to demonstrate a significant overall survival benefit in certain, high-risk early breast cancers.

Samsung Electronics (KOSE:A005930) shares have been on a strong run, delivering a 21% gain over the past month with year-to-date returns approaching 83%. Investors are watching closely for hints of what might fuel its next move.

See our latest analysis for Samsung Electronics.

After surging nearly 22% in the last month, Samsung Electronics is riding a wave of renewed optimism, with its share price building strong momentum this year. Notably, the 12-month total shareholder return sits at 69%, outperforming many global peers and reinforcing a sense that market confidence in Samsung’s strategy and growth prospects is picking up.

If Samsung’s run has you thinking about what else could be on the rise, now is the perfect time to discover See the full list for free.

With shares already up sharply and optimism running high, the big question is whether Samsung is still trading at an attractive value or if the market has already priced in its next chapter of growth. Could this be a real buying opportunity?

Samsung Electronics’ most popular narrative suggests its shares still trade below a fair value estimate, compared with the most recent close. This sets up a compelling contrast between strong recent returns and the valuation outlook that follows.

Leadership in advanced semiconductor technologies and high-performance memory is driving customer wins, higher margins, and expanding Samsung’s presence in new and existing markets. Diversification into premium products, AI-powered devices, and high-margin sectors is supporting resilient profitability and reducing revenue cyclicality.

Read the complete narrative.

Want to know what bold forecasts are hiding behind this bullish price tag? The narrative hints at strong growth assumptions, shifting margins, and future profits more typical for market leaders. Uncover which aggressive projections are setting the bar for Samsung’s ambitious fair value. Dive into the full narrative to see what could be driving the optimism.

Result: Fair Value of ₩105,207 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, persistent geopolitical tensions or tougher competition in semiconductors could disrupt Samsung’s stride. This could make the bullish outlook more challenging to achieve.

Find out about the key risks to this Samsung Electronics narrative.

While one method suggests Samsung is undervalued, its current price-to-earnings ratio stands at 22.8 times, higher than the peer average of 19.7 times but just below the broader Asian tech industry’s 23.4 times. The fair ratio estimate sits at 31.6 times, hinting there is room to run if the market agrees with optimistic growth assumptions. Are investors willing to pay up, or is caution about competition and future growth starting to creep in?

See what the numbers say about this price — find out in our valuation breakdown.

If you see things differently or want to dig deeper into the numbers, you can build your own Samsung Electronics story in just a few minutes. Do it your way

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Samsung Electronics.

Smart investors always hunt for fresh opportunities before everyone else. Don’t sit on the sidelines when new trends and high-potential stocks could be in your hands.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include 005930.

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