Astrazeneca Share Discussion Threads

[beckers2008] 24/2/2021 12:23

E,

As I have said, couldn't give a stuff about the vaccine, only to save as many lives as possible and AZN have done that for cost, excellent.
But all the news is about vaccine's and not AZN's fantastic resilient business even in the face of Covid, as evidenced by their FY numbers!

[essentialinvestor] 24/2/2021 12:03

Beakers, take your point re cost. There's new variant effectiveness etc
to be mindful of. Approx 60 Covid-19 vaccines in either Phase 2 or 3 testing atm.

Fwiw would view any direct commercial return as a complete bonus.

Their vaccine is likely to save thousands, perhaps 10's of thousands of lives,
for that we should be very grateful.

[beckers2008] 24/2/2021 11:57

M,

Are you still laughing 'are the boys that brought at 9,200'?
Go back to the GSK BB where you were shown out by your fellow posters Lol!, POS you are for sure.

[montyhedge] 24/2/2021 11:45

6200p next real support level I see.

[beckers2008] 24/2/2021 10:15

E,

AZ have no competition on vaccine price, compared with Western vaccines as well as distribution.
Win, Win.

If the Alexion deal falls through for no fault of AZ (higher bid etc), AZ get a cash payment of $1.2B.
It's a done deal, on the stock price of AZ at the time, another good deal by our CEO!

[demo trader] 24/2/2021 10:06

XD tomorrow of 137.4p

[essentialinvestor] 24/2/2021 09:38

There will be so many competing Covid-19 vaccines that the prospect
of any nice commercial return, let alone one that makes a difference
to a company the size of AZN, is slim to none.


Wrapping up the Alexion deal is the key event for 2021,
besides hopefully pipeline progression.

[beckers2008] 24/2/2021 09:33

The cost price of the AZ vaccine is between $3 to $5. Say $4 per dose at cost for 3 billion doses committed delivery during the pandemic.
Taking AZ Operating margin of circa 20%. It would be fair and reasonable to increase the cost of the vaccine by 20% post pandemic which equates to a 80cent increase per dose making it still by far the cheaper vaccine on the market.
3billion vaccines per annumm will deliver $2.4B straight to the bottom line plus all the tangible assets that various goverments have paid for!

[essentialinvestor] 24/2/2021 08:22

Higher PE is being sold off atm, now AZN is by no means super high PE,
however it does sell at a premium to much of the wider sector.

A couple of recent disappointments in oncology, if it got down to
around £68 type area, as previously mentioned, that looks decent risk/reward
to me fwiw.

[montyhedge] 24/2/2021 08:15

My target is 6200p.

[buywell2] 23/2/2021 19:38

Down in the USA

$49.2538
-1.3162 (-2.60%)
DATA AS OF FEB 23, 2021 2:38 PM ET

[alphorn] 23/2/2021 12:34

Big pharma is by its very nature high risk/reward.

If that is not grasped then a Big Pharma investment is not for you.

[montyhedge] 23/2/2021 11:49

It's the bid for Alexion holding this back.

[anony mous] 23/2/2021 08:27

Wow these drops are relentless.

[barrenwuffet1] 23/2/2021 08:14

They will when the pandemic is declared to be at an end, and everyone starts getting annual jabs.

[beerboy02] 22/2/2021 20:47

This is all about the market and how AZN will be seen in the future.Personally I think it's win win if your long.

[davr0s] 22/2/2021 20:21

Got stopped out today - Great company but ain't going to argue with price action which has been dire for a while. Just a paper cut - not going to wait for something more painful

[bogman1] 22/2/2021 20:11

Not all about money monty. They will be making the plenty when the pandemic is over. For now you should be happy with a fantastic buying opportunity in one of the major drivers to ending this. They will have many a minister in their back pocket when this is over. Lol

[buywell2] 22/2/2021 19:34

USA Market seems unimpressed with AZN

General weakness in America in future months due to another wave of UK variant for example or

The CDC stating that aerosol transmission is the major cause of Covid-19 , which has massive cost implications of circa $ 1 Trillion according to buywell3 see BUY post

$ 1 Trillion in the USA alone that is

Such a statement has not been made by the WHO either as other governments would then be forced to accept the same ruling and address the costs of providing disinfection protection measures of ALL public buildings , transport offices , factories and domestic homes

Such costs involved will hurt all markets imo

But delaying protection measures will cost more long term as 'long covid' cases ramp up and swamp Health budgets

dyor

[philanderer] 22/2/2021 14:26

Superb news :-)

[montyhedge] 22/2/2021 13:58

Brilliant, shame at cost for vaccine they could have made some money.Everyone else has especially if you supplied masks etc to gov.

[loss-leader] 22/2/2021 09:55

Excellent findings on reduction of hospitalizations in Scotland arising from vaccinations. AZ 95% Pfizer 84%. LL

[buywell3] 22/2/2021 08:08

Bad PR from Health professionals imo

European Healthcare Workers Are Refusing AstraZeneca Vaccine Over Efficacy Concerns
European healthcare workers are asking to receive other vaccine doses due to AstraZeneca’s lower efficacy, and reports of ...

Forbes 17hrs ago

[philanderer] 22/2/2021 00:20

The risk of becoming ill with coronavirus falls by 95.8% after the second dose of the Pfizer/BioNTech vaccine, Israel's health ministry has said.

The vaccine was also 98% effective in preventing breathing problems or a fever and 98.9% effective in preventing hospitalisations and death, the ministry added.

It comes only days after a vaccine efficacy study in the country concluded that the Pfizer jab is up to 85% effective after the first dose.