Astrazeneca Share Discussion Threads

[bostonborn] 02/10/2022 18:53

thanks for that; rech

[rech] 02/10/2022 11:33

@ bostonborn In Questor’s view, investors do not necessarily face a binary choice between safety and growth. Indeed, some companies, such as the FTSE 100 pharmaceutical company AstraZeneca, offer the best of both. From a defensive standpoint, its recent half-year results highlight its financial strength amid an uncertain global economic outlook. Revenue and core profits grew by 48pc and 44pc respectively and all business units delivered an improved performance. This led the company to raise its sales guidance for the full year: it now expects a percentage increase in the low 20s. A net‑debt‑;to‑equity ratio of 69pc further highlights its capacity to withstand the sharp monetary policy tightening that is taking place across the developed world. The company’s improving financial performance allows it to invest greater sums in research and development. Core R&D spending in the first half of the year increased by 40pc and as a proportion of sales it is now 1 percentage point higher at 23pc than in the same period of the previous year. This should strengthen its product pipeline in an era when rising healthcare spending creates significant long-term growth opportunities. The world’s population is rapidly growing and quickly ageing. Between now and 2050 the UN forecasts it to grow from eight billion people to 9.7 billion people. Over the same period the number of people aged 65 or over is expected to almost double to 1.6 billion. With 71pc of worldwide deaths caused by non-communicable diseases such as cancer, cardiovascular disease and others that cannot be transmitted between people, demand for AstraZeneca’s oncology and biopharmaceutical products is likely to rise. Last year’s acquisition of rare diseases specialist Alexion provides a further long-term growth opportunity. Currently, 400 million people are affected by a rare disease but only 5pc of the more than 7,000 rare diseases known to exist today have treatments. Separately, AstraZeneca’s large presence in emerging markets, which account for 28pc of its revenues, makes it well placed to capitalise on their growth potential. In fact, according to the IMF they will grow almost three times faster than developed markets next year. Of course, AstraZeneca is not immune from potential threats to its performance. Rumours persist that its chief executive, Pascal Soriot, is to leave in the near future. His eventual departure, after he led the company to a vast improvement in fortunes since he took over a decade ago, is almost certain to cause a degree of uncertainty, which is likely to be reflected in heightened share price volatility. Similarly, the company’s outperformance of the wider stock market means it trades on a relatively rich valuation. It has gained 35pc and beaten the FTSE 100 by 41 percentage points since this column first advised readers to buy the stock in August 2019. As a result it now trades at around 17 times forecast earnings. In Questor’s view, AstraZeneca is extremely worthy of its premium valuation. Its potent mix of defensive and growth characteristics is particularly attractive in the current economic environment. Its exposure to emerging markets, its focus on non-communicable diseases that are likely to become more prevalent and its growing R&D spending mean it should remain a mainstay of investors’ portfolios. Buy

[bostonborn] 02/10/2022 11:03

Today's Questor in the telegraph has AZN as a buy. Can someone please post the complete article. It was tipped in the Times on Thursday or Friday. It may be a 'repeat' of this article. Summary of which was 'great pipeline of new drugs coming through over the next year or two, which should bring growth; also a 'safe' share'

[sb34] 26/9/2022 21:46

AZN Plc share going to match £115 price anytime soon over the next few weeks ??

[evianone] 26/9/2022 15:55

Danger is our best uk companies look cheap and will be taken over :-(

[montyhedge] 26/9/2022 08:15

Weak pound certainly boosting profits of FTSE 100 dollar earners.

[philanderer] 19/9/2022 18:53

Investors wiped more than $10bn off the market value of the main Covid-19 vaccine makers on Monday after US president Joe Biden said “the pandemic is over”. Shares in Moderna, BioNTech and Novavax fell as much as 9 per cent https://www.ft.com/content/c6fcbde9-9575-4c9c-a6eb-2c8796c2c5cb

[blackhorse23] 16/9/2022 08:12

https://www.google.com/amp/s/capital.com/amp/cury-currys-share-price-double

[montyhedge] 13/9/2022 16:34

ii I think best online broker, dividends in at 8am day of payment, plus they are cheap on commission.

[philanderer] 13/9/2022 15:20

G, very impressed with ii too. And they've cut their trade charge now to £5.99p

[gateside] 12/9/2022 07:57

Dividend paid into my account this morning. Interactive Investor are always very prompt with their dividend payments.

[aidenabettin] 11/9/2022 21:58

Emphasizing the 'stark imbalance' between penalties and profits, the consumer group concluded that without more sincere and active enforcement - including prosecution and jail sentences for executives overseeing systemic fraud - 'illegal but profitable activities will continue to be part of [pharmaceutical] companies' business mode. hTTps://themadtruther.com/2022/09/11/pharmas-criminal-business-model-and-how-the-u-s-government-benefits-from-it/

[aidenabettin] 11/9/2022 21:09

hTTps://themadtruther.com/2022/07/31/politicians-saying-you-wont-get-covid-if-youre-vaxxed-hilarious-mashup/

[hotfinance14] 11/9/2022 18:32

You won't see it below 100 again.

[1knocker] 11/9/2022 18:16

I sold a third of my holding at 114, with a view to buying back lower. It just felt too expensive. I confess though that I find it difficult to fix on a target price to buy back. Under 100 for sure, but how much under? It seems reasonable to hope for 95, but I may settle for 97, as this is a long term holding. I am personally very dubious about multiple vaccinations. I have had 3, the initial 2 and one top up, and am tempted to leave it at that. Various medical friends are equivocal too, but suggest that the AstraZeneca one is the version to go for if one is going to have more, as it is the least likely to do damage to one's natural immune system. I don't pretend to understand the science, so I shall not attempt to explain the reasoning!

[philanderer] 07/9/2022 12:16

Morgan Stanley cuts AstraZeneca to 'equal-weight' (overweight)

[philanderer] 07/9/2022 09:43

Bad few weeks continues.

[albo76] 06/9/2022 19:22

Not if they are found guilty of criminality and fraud in their clinical trials! all protections will cease.I cannot say that Astra are, but the forced Pfizer trial document disclosure under US court order and subsequent moderna trials whistle blower leaks show clear fraud and cover up of clearly identified dangers on an industrial scale during the trials.Astra's C19 shots have consistently had the most adverse reactions and deaths across all international adverse reaction reporting systems by a long way. You don,t have to be a genius to join these dots.Either way that shot killed my friends healthy 27 year old nephew within 8 days flat, and yes it is even stated on his death certificate.

[montyhedge] 06/9/2022 18:03

I don't know about that, but covid makers are exempt from any class action.

[aidenabettin] 04/9/2022 05:10

Absolutely no doubt in my opinion that the Astrazeneca jab has caused 'long Covid'. hTTps://www.nature.com/articles/d41586-022-02286-7

[aidenabettin] 04/9/2022 04:22

There are extremely rare but occasionally fatal cases of people developing blood clots after taking the Astrazeneca vaccine . hTTps://www.bbc.co.uk/news/health-55045639 . March 2020 I said this would be a major side effect . It's an absolute crime against humanity that the rollout wasn't stopped. . They knew all along and denied it

[dudishes] 01/9/2022 17:14

Was toppy at £115, leaky now, pick right time, usually around 11am take your 50pts and run! cheers