Astrazeneca Share Discussion Threads

[montyhedge] 23/11/2020 17:27

Astra seems be selling at cost, Pfizer a lot higher price.But Astra vaccine not has good. I'll wait for the Pfizer vaccine.

[williamcooper104] 23/11/2020 17:18

Yes "as soon as pandemic is over" was always an electric concept - have also read "as soon as the crises phase of the pandemic" - so could be profitable from April Its good PR - though they are making an effort to be good corporate citizens too - so unfair to be wholly cynical

[essentialinvestor] 23/11/2020 17:17

Assume they need some more data on the half dose initial jab.

[coxsmn] 23/11/2020 16:59

Other issues with Pfizer's vaccine:

needs to be stored below minus 70C.

expensive £20 versus £2 for AZN.

a leading expert warned that a limited supply of the raw ingredients needed for Covid vaccines such as Pfizer’s risks leaving much of the world’s population unprotected. 

Andrey Zarur, chief executive of GreenLight Biosciences, said that because the jabs are based on new technology, suppliers of the materials needed to make them do not yet have the capacity to churn out the vast quantities required.

The supply chain is just not mature enough. They have existed for laboratory-scale processes, which need nanograms, but they have to go from nanogram scale, to kilogram scale,’ he added.

[bluemango] 23/11/2020 16:47

Has anyone else picked up the fact that Pfizer and Moderna only tested if subjects showed symptoms and therefore they may have missed asymptomatic placebo cases, which in turn means they overstated their apparently better efficacy? Astra/Oxford trial conducted regular swabs, regardless of whether subjects had symptoms.

[williamcooper104] 23/11/2020 16:40

I topped up today - this GSK and BPCR make a nice yield with growth collection of pharma stocks

[bluemango] 23/11/2020 16:36

Getting weary of repeating this, but they ARE making profit from the vaccine, for potentially years to come, from worldwide use (not just UK) - after the pandemic is declared as over, which could be as soon as July.

[coxsmn] 23/11/2020 16:35

AstraZeneca shares slip after analyst says vaccine will struggle to get green light in US – live updateshttps://www.telegraph.co.uk/business/2020/11/23/markets-live-latest-coronavirus-news-pound-euro-ftse-100/

[amt] 23/11/2020 16:30

Don't forget Astrazeneca are not making money from this vaccine. They have received enormous respect from me.
The storage issues of the other 2 are a very significant disadvantage.

[arja] 23/11/2020 16:15

share price hammered today and seems that market does not like the news . AZN is not as resilient as it used to be in recent months

[piedro] 23/11/2020 15:50

Note:
The AZN Oxford vaccine can be kept in a refrigerator
That of Pfizer and another, Moderna (I believe) need -80°C

[coxsmn] 23/11/2020 15:41

British press could have reported it as upto 90% effective.Imho.

[ny boy] 23/11/2020 15:38

Bought in @8000p for a 2-5 yr hold, collect divis and hope for a bit of capital growth, had been looking higher recently, so took the opportunity on this pull back.

[newkid] 23/11/2020 15:37

Non profit making vaccine.

[williamcooper104] 23/11/2020 15:36

Don't blame our media for this (there's plenty to blame them for but not this) The 70 percent average figure came from the AZN press release AZN are playing it down/being cautious - media follows that cue It seems that the sample size for the 1/2 and 1 full dose/90 percent effective result was relativity small - hence AZN are being cautious AZN are not Moderna

[coxsmn] 23/11/2020 15:31

CNBC news in US now reporting AZN vaccine as 70% effective.

British reporting does UK business no favours.

[bogman1] 23/11/2020 15:04

Seems like the best results possible. Badly transmitted but surely does not warrant a 3% drop. This should be hitting the heights.

[coxsmn] 23/11/2020 15:04

GSK could be the dark horse.Offering almost twice the dividend and expecting to produce 1bn doses of Covid 19 vaccine first half of next year.

[gregb] 23/11/2020 14:33

Each to their own Monty. I prefer one built on a more traditional scaffold rather than mRNA

[bountyhunter] 23/11/2020 13:22

Re the AZN Oxford vaccine this is a very important undereported additional result:

"The study, involving more than 24,000 volunteers, showed there were no serious cases among those who received the vaccine, including no hospitalisations, the researchers said."

[bountyhunter] 23/11/2020 13:15

Why shouldn't they be paying a divi, there has been a progressive dividend policy since records began at least based on the Advfn table from 1999. Currently the yield is a healthy 2.9% and I've seen absolutely no suggestion from AZN that anything will change. They could make a fortune on the vaccine from when they declare the 'pandemic' as 'over', not to mention potential increased sales of other products resulting from the global publicity around their world leading vaccine.

[ny boy] 23/11/2020 13:07

Question is, are these a buy at current levels below 8200 at time of posting, are they paying a divi? TIA

[hyper al] 23/11/2020 13:01

BBC New seems to have got the message, now reporting today news as it should be.