Really? Found 22 results:
Blackhorse23 - 08 Apr 2024 - 11:28:43 - 6011 of 6012 AstraZeneca - AZN Money moved to APH Blackhorse23 - 05 Apr 2024 - 09:16:44 - 6009 of 6012 AstraZeneca - AZN
Blackhorse23 - 21 Mar 2024 - 08:47:26 - 6002 of 6012 AstraZeneca - AZN Money moving to APH [LSE] , excellent profitable healthcare company Blackhorse23 - 21 Feb 2024 - 14:26:56 - 5995 of 6012 AstraZeneca - AZN Money moving to APH , excellent growth health care company Blackhorse23 - 12 Feb 2024 - 11:37:36 - 5981 of 6012 AstraZeneca - AZN Money moving to APH Blackhorse23 - 29 Jan 2024 - 15:32:08 - 5957 of 6012 AstraZeneca - AZN
Blackhorse23 - 19 Jan 2024 - 11:52:35 - 5956 of 6012 AstraZeneca - AZN Ha ha hxxps://www.alliancepharmaceuticals.com/ Blackhorse23 - 18 Jan 2024 - 14:23:42 - 5954 of 6012 AstraZeneca - AZN Bought some APH today Blackhorse23 - 09 Jan 2024 - 11:01:43 - 5948 of 6012 AstraZeneca - AZN are they buying APH ?? |
Money moved to APH |
AstraZeneca chief's huge payday provokes investor revolt despite stellar record at UK drugs giant |
https://www.londonstockexchange.com/news-article/APH/full-year-trading-update/16307097 |
 From JP Morgan-Reiterating OW into: 1. Q124 results, 2. May 21st CMD and 3. Enhertu DB06 data, we see significant re-rating potential, placing on Positive Catalyst Watch We place Astra shares on +ve Catalyst Watch into: (1.) Q124 results: April 25th, we expect sequential top-line acceleration of 7pp and sequential Core EBIT margin expansion of 11pp, reassuring, post market concerns at Q423. Our Q1 Revenue/EPS forecasts are 2%/2% ahead of Company cons, and 1%/6% ahead of BBG cons. (2.) CMD on May 21st, JPMe guidance for Revenues to grow at a HSD CAGR 2024-30, implying >30% upside to 2030 BBG consensus. We also expect peak sales guidance for the key pipeline assets driving this very strong growth outlook. (3.) Enhertu DB06 PIII results in Q2, JPMe a good chance of success, broadening Enhertu to an earlier treatment line, and lower HER2 expression, $1bn + upside. Overall, with 3 key upcoming catalysts which we expect to be positive, and with the shares having u/p SXDP by 7pp ytd, we reiterate our OW and place the shares on +ve Catalyst Watch until the end of Q224. Q124 Results on April 25th: JPMe significant top-line acceleration and EBIT margin expansion, expect Q1 performance to come in ahead of BBG cons. Q423 results disappointed the market, Product sales growth slowing to 6% LC and Core EBIT margin contracting to 23%. JPMe a sharp sequential improvement for Q124, Product sales growth accelerating to 13% LC, Core EBIT margin expanding to 34%. Pre Q1 company consensus is not yet available, but we are 2% ahead of post Q4 Company cons on the top and bottom-line, and our forecasts are 1%/6% ahead of BBG cons on Revenues/ EPS, respectively. We expect FY24 guidance to be reiterated with the update. CMD on May 21st: We expect a bullish 2030 Revenue guide, as well as peak sales estimates for the key pipeline assets that will drive this growth. In conjunction with the Capital Markets Day we expect Astra to issue a 2030 Revenue guide. The company has previously guided for Revenue growth to be "above industry . We expect this guide to be upgraded, with Astra potentially looking for Revenues to grow at a HSD CAGR from 2024-30, which would imply 2030 Revenues of c.$85bn (assuming a 9% CAGR). We note BBG consensus models Revenues growing at only 4% CAGR, to $64bn, and hence the guide could imply more than 30% upside to consensus estimates. Q224 Enhertu DB06 PIII trial readout: We await results of the Enhertu DB06 trial in 2L HR+ve Breast cancer with HER2 low or ultra-low status. Full success could de-risk a further c.$1bn of Enhertu sales. Around Mid-2024 JPMe a Dato-DXd stat sig OS benefit in the TL01 trial. |
AstraZeneca PLC (LSE:AZN) is leading the fallers on the main index, down 1.3% and echoing falls seen on Wall Street overnight.
This follows surprise news that federal payment rates to Medicare insurers next year will be lower than analysts predicted.
proactiveinvestors.co.uk |
Much more like it today. Plenty of good news lately. |
You're a bit of a one trick pony aren't you! |
Money moving to APH [LSE] , excellent profitable healthcare company |
Wonder how many Fusion Pharm shareholders were relatively new and benefitted from the 97% premium to 18th March close!
Bound to have been plenty of insider dealing stateside, probably in "Options" to leverage the benefit.
Under the terms of the definitive agreement, AstraZeneca, through a subsidiary, will acquire all of Fusion's outstanding shares pursuant to a plan of arrangement for a price of $21.00 per share in cash at closing plus a non-transferable contingent value right of $3.00 per share in cash payable upon the achievement of a specified regulatory milestone. The upfront cash portion of the consideration represents a transaction value of approximately $2bn, a 97% premium to Fusion's closing market price of $10.64 on 18th March 2024 and an 85% premium to the 30-day volume-weighted average price (VWAP) of $11.37 before this announcement. |
A billion dollar deal last week and a two billion dollar deal today….Mr Soriot is investing for the future….that is where the divi increase is being diverted to. |
They bought one in early phase development in November:
hxxps://www.astrazeneca.com/media-centre/press-releases/2023/agreement-with-eccogene-for-clinical-stage-glp-1ra.html |
It's a shame Astra did not have the fat buster drug, Novo Nordisk and EJ Lily gone through the roof. |
Astra has an IR day in May where they are expected to try to talk up their longer term growth potential |
Money moving to APH , excellent growth health care company |
philanderer - a suggestion The link does work if you delete everything after "html" - otherwise it seems to stretch the page. |
"The £135m man: That's how much Pascal Soriot has been paid in 12 years at AstraZeneca... with more to come" |
Berenberg cuts AstraZeneca price target to 12,000 (12,500) pence - 'buy' |
MARKET REPORT: Lung cancer drug gives AstraZeneca a shot in arm |
Hopefully the US investors will get this moving up tomorrow |
#987. Novo will need to use its new cash flows to diversify. |
Today's news good for the company and good for patients. |