Astrazeneca Share Discussion Threads

[beckers2008] 31/12/2020 09:15

BBC News - AZ vaccine is now 1st choice, needing only one jab, given the viral vector, that gives 100% protection against hospitilisation.

IMVHO - as an investor couldn't give a stuff only interested in the core business which is evolving as planned.

[montyhedge] 31/12/2020 09:00

Many a great mistakes have been made in mergers and acquisitions by companies to me this up is one of them.I bet they have to go back with a higher offer.

[gary1966] 31/12/2020 08:56

Analysts think they may have to pay more because the initial price seems to be a very good deal for AZN. Agree with EI that it is the size of the deal and execution risk that is taking the price down.

[essentialinvestor] 31/12/2020 08:47

I dont think it's the price they are paying,

it's the size of the deal - if that makes sense.

A £10-15bn sized acquisition and the market would
have taken a more sanguine view.

[montyhedge] 31/12/2020 08:37

6700p I see for this, paying to much for Alexion.

[thaiger] 30/12/2020 21:53

Share price down due to acquisition of Alexon at too high a price and some analysts said AZN might have to pay more to clinch the deal!??!!

[bountyhunter] 30/12/2020 19:35

The Astra vaccine is well ahead in the economic non mRNA vaccine for the masses race and will probably maintain pole position for some time to come given the not for profit during the pandemic strategy. This is just the beginning, the real benefits for AstraZeneca will be post pandemic.

[essentialinvestor] 30/12/2020 19:30

The market cap is near £100 bn, a not for profit vaccine will make no
short term difference to the P&L. There may be a commercial benefit next year.

The parabolic run to over £100 a share was built on sand.

GSK is one of the largest and most successful vaccine manufacturers globally
and look at their 10 year share price.

There are 18 different vaccines in Phase 3 testing currently,
20 more in Phase 2.

The number of options available will keep prices and margins on this vaccine low imv.

[bountyhunter] 30/12/2020 19:29

It will be a long term benefit post pandemic which will take a while to sink in for some 💉

[davr0s] 30/12/2020 19:26

Am a holder and I had no expectation of a rise. It was what was expected

[jock3636] 30/12/2020 19:17

You guys should not be investing as you don't understand what drives the SP

[bogman1] 30/12/2020 19:12

No idea. Release the best vaccine on the block share price falls. my Novartis shares are way up and this is down. Go figure.

[mariamw] 30/12/2020 18:41

So share price has dropped because...?

[mariamw] 30/12/2020 18:40

So why has the share price fallen this way.

[beerboy02] 30/12/2020 17:54

After listening to the briefing it's obviously the Astra Zeneca is the game changer further world . Well done

[montyhedge] 30/12/2020 14:28

Quite a interesting read.https://fortune.com/2020/12/14/shareholders-adverse-reaction-astrazenecas-alexion-deal/

[bountyhunter] 30/12/2020 14:15

Paying too little in my view, time will tell, this vaccine will be around for years with profits to be made once the pandemic is declared over. Quite likely an annual jab of this or a variant will be required as the virus is not likely to disappear as with the flu virus.

[montyhedge] 30/12/2020 14:04

Brilliant for mankind, well done Astra, but it is this bid hedge funds are focused on. Paying to much in my view.

[bountyhunter] 30/12/2020 13:54

AstraZeneca: ‘Winning’ vaccine formula is 100% effective against severe COVID-19

[fission453] 30/12/2020 13:42

I see under 1000p when it all flops!

[montyhedge] 30/12/2020 13:17

Focus now on the bid, I think they are paying to much, shares diluted. I see under 7000p.

[donald t] 30/12/2020 13:05

Making big moves in the pre market across the Pond