Astrazeneca Share Discussion Threads

[montyhedge] 13/4/2021 15:36

Seems J&J and Astra used the same vaccine technology.Interesting article.

[montyhedge] 13/4/2021 15:34

https://www.theguardian.com/world/2021/apr/13/johnson-johnson-covid-vaccine-blood-clots

[coxsmn] 13/4/2021 14:31

Official figures show exports to the EU jumped by 46.6%, £3.7bn, to £11.6bn, following January's 42% slump when firms struggled with new trade rules.

[essentialinvestor] 13/4/2021 14:30

Tempted to buy back some, thinking sub £70 - which may not be available.

[dudishes] 13/4/2021 12:58

Guess that is the idea, but have no magic wand.

[essentialinvestor] 13/4/2021 12:58

The share count increase in more than exceeded by EPS accretion in FY 1
post acquisition closure.

Analysts are currently modelling at an approx 9% annualised EPS accretion
net.

[clinton baptiste] 13/4/2021 12:57

US regulators have called for the rollout of Johnson & Johnson’s single-dose jab to be paused after six vaccinated women developed blood clots

[smcni1968] 13/4/2021 12:54

Wrong- more shares outstanding but an even bigger increase in profits from including Alexion so earnings per share will be higher

[montyhedge] 13/4/2021 10:20

When the Alexion finally completes second half of this year, I'm I right 15% dilution in Astra shares, has part of the deal. Is that right or wrong ?

[action] 13/4/2021 09:30

Should go up as b3 appears on board.LOL.

[imastu pidgitaswell] 12/4/2021 07:46

It really did make you wonder when you saw the recent England cricket matches taking place in stadiums with a crowd rammed in - what were they thinking?

[buywell3] 12/4/2021 05:58

India is now in a terrible state with Covid cases rising exponentially 150k plus a day

100M have been vaccinated

They need more than 1 Billion doses just to try to look after their own

Another 1 Billion for the second dose
The Serum Institute of India ( world biggest vaccine maker) , is trying to fill orders from all over , but will politicians in India now put India first ?

It has been reported that there are now 800 variants of concern in India and since it took circa 80 days to reach 100M --- and with current vaccine shortages in many states --- India looks set to take over the world number one spot from the USA within the next couple of months.

India now has all three coronavirus fast-spreading variants that are worrying the global medical community -- B117, first detected in the UK; B1351, now dominant in South Africa; and Brazil’s P1. And now a “double-mutant” variant found in India. Because of a severe lack of genome-sequencing labs, we have little idea of how fast and to what extent these variants are spreading across the country.

Meantime Australia is halting their vaccine roll-out in the light of AZN developments and seem to be going the Pfizer route .

One wonders if the SA variant might get established whilst they get sorted

The UK does seem to be out in front for now , what the next couple of months holds with easing of restrictions and schools open remains to be seen . Especially if International travelers start arriving in numbers

[blusteradjuster] 11/4/2021 19:02

Worth reading behind the headlines.



6. We think that this reduced effectiveness occurs only in a short window of time (no B.1.351 cases 14+ days post 2nd dose), and that the S.A. variant does not spread efficiently. Thus, even more of a reason to get vaccinated and drive down cases to zero!

[philanderer] 11/4/2021 19:01

COVID-19: Former AstraZeneca board member defends firm over its handling of vaccine rollout


Professor Dame Nancy Rothwell said she expects those inside the company are feeling they have "had a bit of a hard time".

[blusteradjuster] 10/4/2021 09:34

Apparently, the N501Y mutation, seen in all variants of concern, is a main driver of stronger binding between Coronavirus spike and the ACE-2 receptor on our cells.

If that stronger-binding increases the chance of entry to the cell (and its ribosomes - the production-line for viral replication) then naturally, replication will be improved.

So, there will be more virus to overwhelm our defences (increased lethality), more virus escaping us (entropy - the more inside there is, the more there is to escape into the air around us). More virus coming out of us means more to infect others (increased transmission) and finally that stronger-binding means a lower average threshold (amount of virus getting into next ‘victim’) needed to seed a new infection (again, increased transmission).

It’s all a numbers game ... but have we seen the best the virus can give?

[blusteradjuster] 10/4/2021 09:15

Prior infection strongly protects against the British variant at least.

Do the Brazil & South African reduce naturally/vaccine acquired protection?

Possibly but increased transmissibility is likely the main component of increased spread.

Think of England (particularly London/SE) late 2020: Rt went above 1 even in lockdown late-November and went further above 1 .. until Jan 5th.

That wasn’t vaccine-escape (no vaccines) or reinfection from B.1.1.7 (see link below).

It was just the simple fact that:

Rt < 1 —> better days
Rt > 1 —> worse days

[essentialinvestor] 09/4/2021 17:50

Still no herd immunity in Manaus Brazil, eventhough it was suggested that
milestone had been reached late last year - so either wanning immunity, reinfections
with a new variant (P1) or an overestimating of the numbers who would be immune
by late 2020 - perhaps an element of all 3.

Israel data looks very positive as does the UK, vaccination clearly working.
The key is can we prevent mass new variant reinfections and if people get
reinfected could previous infection/existing vaccines mitigate more serious cases.

Even If millions get reinfected, but with mild or asymptomatic cases, then
we can still pretty much return to normal.


BMJ article on Brazil:

[blusteradjuster] 09/4/2021 16:55

It'll take forever to reach herd immunity that way, EI.

Why they don't they go door to door..?

[essentialinvestor] 09/4/2021 16:02

* Human trials at the Royal Free in Hampstead where healthy volunteers are
intentionally infected with the virus.

It was cleared by the ethics committee back in February so may now be underway.

[blusteradjuster] 09/4/2021 15:53

Don't know why the EMA don't just approve a blast of SARS-CoV-2 up the nose and be done with it.

[raydxx] 09/4/2021 15:38

Have the Americans been hiding their data?

[minerve 2] 09/4/2021 15:34

J&J uses the same delivery mechanism as the AZN vaccine I read somewhere. I also read there are Pfizer cases too. Lots of noise. Lots of lobbying going on.