Astrazeneca Share Discussion Threads

[ny boy] 29/12/2020 14:54

I’m a dip buyer, recent pull back was just another opportunity to bag and wait patiently, collecting divis etc.

Nice news out of Japan btw

[bountyhunter] 29/12/2020 13:17

MHRA approval of the Astra vaccine expected imminently will change the course of the pandemic in the UK. The EU will be more dependent on the Pfizer vaccine. Many other parts of the world especially the developing countries will be dependent on the much cheaper easier to distribute Astra vaccine. India of course is already bulking up tens of millions of doses of the Astra vaccine.

[montyhedge] 29/12/2020 13:13

Of course all good news about the vaccine, but for me Astra is a sell paying to much for the bid in my opinion.

[onehanded] 29/12/2020 13:12

Holding on to give the UK the major backer, the first go with all the vaccines. 4 million already made and ready to go to health centres and GP'S for Jan 4th start. Local healthy centre already taking bookings for the elderly from Jan 4th. 1 million a week is expected to be given.

[bountyhunter] 29/12/2020 12:44

Not long to wait now?

The Financial Times reported Sunday that government officials confirmed that the Medicines and Healthcare products Regulatory Agency would imminently approve the vaccine, saying the announcement could come as soon as Tuesday.

[bountyhunter] 29/12/2020 12:12

Freddie, yes Zho is right, although the UK has ordered 100m doses of the Astra vaccine with 40m due to be ready by March. MHRA approval expected any time now with huge global publicity for Astra and potential vaccine profits to be made once the pandemic is declared over. The Astra Oxford vaccine or a variant of it may well be required annually like the flu jab imho.
I agree the investment case is strong anyway ignoring the vaccine however the likely positive global publicity to come re the vaccine and additional profits to be made post pandemic add a potential bonus which could well be very significant. The Astra vaccine is cheap, 100% effective at preventing serious C19 disease and easy to distribute.

[beckers2008] 29/12/2020 10:25

The vaccine is a red herring, for humanities sake, great, as an investment case, you must be mad!
The following announcement is partly what AZN is about.
AstraZeneca PLC Lynparza approved in Japan for three cancers

[hotfinance14] 29/12/2020 08:13

AZN will be up by over 7% today IMHO.

[ny boy] 29/12/2020 07:52

I’m a dip buyer here, in for the long term

[zho] 29/12/2020 07:13

Because we've ordered 100 million doses, but only have 4 million doses ready to go?

[freddie ferret] 29/12/2020 00:14

bountyhunter.

I do not get that headline.
With the AZN vaccine the process will be far faster than with the Pfizer one. Therefore how come the outlook ie 2m vaccinated is the same for both?

[soho2] 28/12/2020 19:24

It is now up by only 1.4% and the trend is down...sadly

[soho2] 28/12/2020 18:05

Heading south I'm afraid :(...

[mercury123] 28/12/2020 13:12

Astra 5% up in the US today. Bodes well for tomorrow's open

[philanderer] 28/12/2020 00:16

Astrazeneca boss damns critics of £29bn deal to buy Alexion, pledging it will propel company to top of FTSE 100

[coxsmn] 27/12/2020 14:01

need to get this approved and rolled out fast.

[turvart] 27/12/2020 11:58

Looking at TA and latest news I think IMO that AZN could see £82 target within a few weeks.

[coxsmn] 27/12/2020 08:20

https://news.sky.com/story/astrazeneca-boss-we-think-weve-figured-out-winning-formula-for-covid-vaccine-12173341

[philanderer] 27/12/2020 00:57

Oxford Covid vaccine is our vital escape route to get out of lockdown


A BREXIT trade deal has been delivered . . . now for the British Covid vaccine.

While the Pfizer jab has given the nation a shot of optimism there is no doubt that the Oxford vaccine will put us into a ­different league altogether.

[thewheeliedealer] 26/12/2020 23:17

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days before Xmas and part of our discussion includes AZN both of us hold. We also chatted about loads of other Stocks and Ideas for research. We discussed the outlook for Markets and the most likely roadmap for the next couple of months, and as usual a fair bit of educational stuff with regards to Investing.

Anyway, if you use Youtube, Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 38) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, not like all the stuffy financial fodder you are probably more used to !!

Season’s Greetings !! WD
@wheeliedealer

[bountyhunter] 26/12/2020 10:02

Thanks again zho.
The above article is well worth reading in full, if you can get to it!

The article suggests that the real winner in the vaccine race may be AstraZeneca. The reasoning behind this re the Astra Oxford vaccine relates to low cost and not for profit until the pandemic is over among other factors. After the pandemic is declared over when profits can be made we may well need this vaccine or a variant of it as regularly as the flu vaccine, with AstraZeneca in pole position in this respect.

[zho] 26/12/2020 09:58

The ESG case for the Oxford/AstraZeneca vaccine

Why it doesn’t pay for pharma companies to profit from the pandemic in the long run.