Astrazeneca Share Discussion Threads

[montyhedge] 16/2/2021 10:17

Could do, if your trading Astra, but like GSK why go in for a 6% yield, when you lost 32% of you capital from their 12 month high if you bought then. Unless your long term, dividends tax free in an isa, compounding dividends eight wonder of the world.

[action] 16/2/2021 10:08

Would it not go back to 7500+ due to divi next week?

[montyhedge] 16/2/2021 09:53

The Alexion bid, will be a drag on the shareprice, it's going nowhere in my view.

[dudishes] 15/2/2021 15:29

7382, not a bad deal then?

[montyhedge] 15/2/2021 15:13

That's a good deal.

[philanderer] 15/2/2021 15:12

ii view:

The development and approval of its Covid-19 vaccine in conjunction with Oxford University clearly headed events for AstraZeneca during 2020. The making and supply of millions of doses of the non-profit vaccine to both the UK and other governments now provides its top priority during 2021.

The ongoing development of its drug pipeline and the acquisition of US company Alexion add to the required juggling act by management. Alexion will both strengthen Astra's immunology and respiratory product portfolio and add the treatment of rare diseases to its prospects.

But despite some headwinds from Covid-19 during 2020, disrupting other treatments, full-year results did still match previous 2020 management guidance. Accompanying management forecasts or guidance for 2021 point to further growth in revenues and earnings. This also excludes any potential tailwinds from both its Covid developments and the pending purchase of Alexion.

For investors, time spent developing and rolling out its coronavirus vaccine is time away from its core business. The purchase of Alexion at what many analysts consider to be a full price is yet to justified.

However, its Covid vaccine has raised its global profile significantly, and Alexion and the addition of rare disease treatments brings into focus over 7,000 known conditions of which only around 5% currently have US Food and Drug Administration-approved medicines.

And a maintained dividend payment and historic yield of over 2.5% is also not unattractive in the current era of ultra-low interest rates. In all, and given both vaccine and other new drug successes over recent years, innovation clearly remains high, which is arguably the core ingredient for long-term pharmaceutical company success.

Positives:

New medicines accounted for 52% of 2020 total revenues

Alexion adds to its diversity of drug treatments

Negatives:

Respiratory & immunology sales retreated by 1% over 2020

Other medicine sales including those where patents have expired fell by 4% over 2020
The average rating of stock market analysts:

Strong buy

ii.co.uk

[essentialinvestor] 15/2/2021 14:59

Yup $1,2 bn, nice bit of compensation if the deal does not proceed.

[gregb] 15/2/2021 14:53

Monty, if Alexion holders don't vote for it, Alexion have to pay AZN $1.2 billion in compensation :-)

[montyhedge] 15/2/2021 14:00

Have the Alexion shareholders voted on it yet?

[philanderer] 15/2/2021 13:50

Won't use Astrazeneca COVID vaccine for elderly, says South Korea

[gregb] 15/2/2021 13:26

Monty, read the offer document ;-)

[essentialinvestor] 15/2/2021 13:04

There is no counter offer and Alexion holders are still Up over 30%
pre bid.

Easy to exit if they don't want to hold AZN.

[montyhedge] 15/2/2021 12:59

But they are offering some shares for the bid, shareprice fallen since announcement so what happens then, offer more shares or more cash ?

[gregb] 15/2/2021 12:34

That should read £1.374

[gregb] 15/2/2021 12:31

£137.40 per share paid on 29th March.

[gregb] 15/2/2021 12:29

Exchange rates used to convert dividend payments are based on the rates on the day prior to the dividend announcement.

[montyhedge] 15/2/2021 12:18

Ah yes its the dividend that will be smaller once converted.

[gregb] 15/2/2021 12:16

Monty, earnings are in $ and paying in $.

[montyhedge] 15/2/2021 12:04

I suppose with the strong pound and falling shareprice, the bid will cost more, is that right?

[philanderer] 15/2/2021 12:01

LIBERUM CUTS ASTRAZENECA PRICE TARGET TO 9,060 (9,600) PENCE - 'BUY'

[smcni1968] 15/2/2021 11:58

That's another thing not helping

[philanderer] 15/2/2021 11:29

Pound hits 33-month high over $1.39

[mike24] 15/2/2021 10:22

We need ALL the az jabs available to get the UK
dose gap down below 12wks imho
but the government sets the limit

Ugur Sahin believes its not good to go beyond a 6wk gap
for second dose, he cautioned one dose may only provide
limited protection, Pfizer has 3wk interval in trials
nai

[imastu pidgitaswell] 15/2/2021 09:41

And the two that I've just added to and bought for the first time (in recent years) respetively.

[philanderer] 15/2/2021 09:35

Just AZN and GSK in the red in my thirty this morning.