AstraZeneca’s Savolitinib Combo Extends PFS to 8.2 vs 4.5 Months; Acquires Modella AI

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Phase III SACHI data published in The Lancet showed AstraZeneca’s co-developed savolitinib and osimertinib combination improved median PFS to 8.2 months versus 4.5 months (HR 0.34; p<0.0001) in EGFRm, MET-amplified NSCLC patients post-EGFR-TKI progression. AstraZeneca also agreed to acquire Boston-based Modella AI to accelerate oncology drug discovery.

1. AstraZeneca to Acquire Modella AI to Accelerate Oncology Drug Discovery

On January 13, 2026, AstraZeneca announced an agreement to acquire Boston-based Modella AI, a company specializing in machine-learning models for predictive drug discovery. While financial terms were not disclosed, the transaction marks AstraZeneca’s latest investment in artificial intelligence, complementing its existing collaborations with leading AI firms. Modella’s platform, which integrates biophysical simulations with deep-learning algorithms, will be embedded across AstraZeneca’s oncology research portfolio, with initial efforts focused on identifying novel targets in solid tumors. The deal is expected to close in H1 2026, subject to regulatory approvals, and to accelerate preclinical lead optimization by up to 40%, according to internal projections.

2. Key Takeaways from AstraZeneca’s Presentation at the J.P. Morgan Healthcare Conference

At the 44th Annual J.P. Morgan Healthcare Conference, CFO Aradhana Sarin and EVP of Oncology Dave Fredrickson outlined AstraZeneca’s financial and pipeline priorities for 2026. The company reaffirmed its commitment to invest over $7 billion in R&D this year, allocating more than 30% of that budget to oncology and immunology. Sarin highlighted a targeted operating margin of approximately 30% for the 2026 financial year, driven by efficiency gains from digital transformation initiatives. Fredrickson provided updates on three late-stage Phase III trials—including one evaluating a next-generation EGFR inhibitor in non-small cell lung cancer—and confirmed regulatory submissions for two promising antibody-drug conjugates are on track for Q3 2026 filings in both the U.S. and EU.

Sources

RGS