Astrazeneca Share Discussion Threads

[buywell3] 24/3/2021 09:31

the uk is in a better place at the moment than the eu or us

buywell keyed with a glass of red in his hand

purely for medicinal reasons

the south african variant is what we need the azn vaccine tweaking for

that is going to be the next wave variant to dominate

[games] 24/3/2021 09:16

Useful



This for excess deaths.

A lot of ranges can be altered for a more in depth look.
Weekly is imo more useful than cumulative.

[games] 24/3/2021 09:13

EU has a very good info compared to us. Also, elsewhere, looking at excess deaths throughout europe... it is hard to find a broad 3rd wave, in fact most have hardly had a 2nd wave. It is just imo UK propaganda.

EU weekly summary

[essentialinvestor] 24/3/2021 08:53

UK should pass 30 Million people vaccinated with one dose in the next few days.


Covid situation in mainland Europe rapidly worsening with multiple further
restrictions announced yesterday.

[essentialinvestor] 24/3/2021 01:05

I'm guessing you are well over 40 so that won't apply to you.

[games] 24/3/2021 01:02

Will vaccines kill more under 40s who have no pre-existing medical conditions over the next 12 months, than who died of covid over the last 12 months.

First we will need the vaccinations to start for the above cohort.

The numbers of deaths are available for the above cohort from the NHS

Personally I hope they will be tweaking the vaccine to counteract the blood platelets issue, clot. And hopefully the above cohort will not suffer. This in part may explain the delay.

If not I expect vaccine deaths to surpass covid deaths in the above cohort, if uptake is high.

Interestingly platelets are also a problem with covid, and deaths.

Research from Canada in January highlighted this. With the vaccine mimicking covid, this no doubt will have been looked at, on going

Canada was reportedly also going to issue the clot warning for azn.

[philanderer] 23/3/2021 18:37

Heard on BBC4 radio news that AZN hoping to rejig their US report within 48 hours.

[essentialinvestor] 23/3/2021 15:28

My better half was due to get the second Pfizer jab this week,
clinic has been postponed now until at least next week.
May be the start of some vaccination delays beginning to show up.

[smcni1968] 23/3/2021 15:07

There is also another proposal to force drug price cuts in the US which isn't helping today

[montyhedge] 23/3/2021 14:59

Alexion paid to much.

[essentialinvestor] 23/3/2021 14:27

In terms of AZN, sweet spot for buying £66-68, attractive under £71, imv obvs

If you want to trade it while the vaccine news dominates,
sell a few a good news day, buy back on a bad.


However, there is less than 0 vaccine premium in the AZN SP,
these are sentiment moves only.

What's relevant to the share price is Alexion acquisition news and pipeline progression/approvals.

[essentialinvestor] 23/3/2021 14:20

The UK does not have short term access to 50 million JnJ vaccines.

What we have is a highly effective option at preventing serious Covid-19 cases
and that is key to managing the pandemic.

Reduction in hospital numbers means a resumption in normal life.

Within 6- 12 months we can pick and choose between multiple options
with increased vaccine availability.

[philanderer] 23/3/2021 14:06

That's gone down well ;-)

[smcni1968] 23/3/2021 12:47

Press release out from AZN

[alphorn] 23/3/2021 11:54

#478. J&J is a single jab that can be stored in a fridge. That is the easiest.

[jbsalmon64] 23/3/2021 11:31

How to slow down the competition to Big Pharma! A cheaper vaccine that can be stored much more easily would be very inconvenient for Pfizer et al. Might also reduce political support and tax revenue.

[bluemango] 23/3/2021 11:10

Always worth keeping in mind, the not insignificant element of international politics in all this (just look at the shenanigans we've already seen before this, with EU!). Lots of potential for mischievous game-playing, sadly. Only takes a bit of subtle, behind-the-scenes leaning on 'influencers'.

Having said that, there's of course an obligation on AstraZeneca to be squeaky clean in all their data submissions, to not leave any room for such gamesmanship. They would be crazy to be at all slack with this, and one would hope they haven't been.

[alphorn] 23/3/2021 11:09

#475. Extraordinary, if true.

You would triple check the submission after the previous issues.

[caradog] 23/3/2021 07:39

To quote from the NYT:

In a highly unusual statement released after midnight, the National Institute of Allergy and Infectious Diseases said that the data and safety monitoring board, an independent panel of medical experts under the National Institutes of Health that has been helping to oversee AstraZeneca’s U.S. trial, had notified government agencies and AstraZeneca late Monday that it was “concernedR21; by information the drugmaker had released that morning.

[caradog] 23/3/2021 07:31

This is troubling:



NIH not happy with the efficacy statement from AZN.