Money moved to APH ( alliance Pharma ) |
Getting close to time to sell, and buy back cheaper? |
RSI looking grossly over bought... |
BBC News - AstraZeneca to withdraw Covid vaccinehttps://www.bbc.co.uk/news/health-68977026 |
Most big pharma have GLP-1 agonists on trial. Let's hope AZN's has the least side effects! |
Astra have a little obesity pill that they'll be putting out the phase one results for soon. And at least one other obesity project. I think the plan is to combine the pill with other drugs to treat medical conditions and also sell a cheap version for cosmetic weight loss. |
 Analysts at Berenberg hiked their target price on drugmaker Astrazeneca from 1,200.0p to 1,300.0p on Tuesday, citing the group was "instilling confidence in the revenues of tomorrow".
Berenberg expects Astrazeneca to state a new revenue ambition at its 21 May investor day, highlighting confidence in growth to 2030 from already visible assets. High single-digit growth would equate to a roughly $75.0bn-80.0bn top line and approximately 20% upside to consensus, it noted.
"On our estimates, global large pharma is on track to grow sales at 4% pa for 2026-30 (range -2% to 13%) with an average 2025 P/E of 16.6x (range 7-42x). High single-digit growth would put Astrazeneca at the top end of the non-obesity range and warrant a multiple above 20x, in our view," said Berenberg.
The German bank stated it was raising its price target to reflect "recent, positive pipeline updates", which implies a 2025 price-to-earnings ratio of 19x.
"We reiterate our 'buy' recommendation as positive pipeline momentum through to 2025 has the potential to unlock sales upgrades and share price upside," said Berenberg.
"Astrazeneca offers top-tier sales growth at an attractive valuation, with a P/E of 17.4x 2025E versus an EU sector average of 15.7x and EV/NPV of 1.05x versus an average of 1.01x" |
Berenberg raises AstraZeneca price target to 13,000 (12,000) pence - 'buy' |
Money moving to APH AlliancePharma [APH] has an impressive record of long-term growth & creating sustainable value for our shareholders & stakeholders-DIVIDEND +5% -PORTFOLIO BROADENED THROUGH ACQUISITION |
AstraZeneca overtakes Shell as Britain’s most valuable company |
Quality advice from Deutsche Bank :-) |
So glad I dipped in at £97.70.7 a few weeks ago.
Good results from a solid company. |
Mr buywell, I hope you are fully recovered from your bout of alzheimers and enjoying the set of great results today |
Decent report . |
AlliancePharma [APH] has an impressive record of long-term growth & creating sustainable value for our shareholders & stakeholders-DIVIDEND +5% -PORTFOLIO BROADENED THROUGH ACQUISITION |
Deutsche Bank raises AstraZeneca to 'hold' (sell) - price target 10,500 (9,500) pence
Barclays raises AstraZeneca price target to 13,000 (12,500) pence - 'overweight' |
AstraZeneca rocked by rebellion over Soriot pay: Over a third of shareholders vote against £19m deal for drug giant boss |
Dividend up 7% |
(Alliance News) - AstraZeneca PLC on Monday said long-term data in generalised myasthenia gravis will underscore the "vital role" of its Ultomiris and Soliris antibodies in the treatment landscape.
The Cambridge, England-based pharmaceutical company said Ultomiris and Soliris "can transform" patient outcomes in sufferers of rare neurological diseases.
Astra will present data from its rare neurology portfolio at the American Academy of Neurology meeting in Denver, Colorado next week.
(And, as usual, the share price declines on good news) |
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. |
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