Astrazeneca Share Discussion Threads

[philanderer] 16/4/2024 09:57

Deutsche Bank raises AstraZeneca to 'hold' (sell) - price target 10,500 (9,500) pence

Barclays raises AstraZeneca price target to 13,000 (12,500) pence - 'overweight'

[philanderer] 12/4/2024 00:35

AstraZeneca rocked by rebellion over Soriot pay: Over a third of shareholders vote against £19m deal for drug giant boss

[smcni1968] 11/4/2024 11:23

Dividend up 7%

[actomox] 08/4/2024 15:02

(Alliance News) - AstraZeneca PLC on Monday said long-term data in generalised myasthenia gravis will underscore the "vital role" of its Ultomiris and Soliris antibodies in the treatment landscape.

The Cambridge, England-based pharmaceutical company said Ultomiris and Soliris "can transform" patient outcomes in sufferers of rare neurological diseases.

Astra will present data from its rare neurology portfolio at the American Academy of Neurology meeting in Denver, Colorado next week.

(And, as usual, the share price declines on good news)

[wad collector] 08/4/2024 14:47

Really?
Found 22 results:

Blackhorse23 - 08 Apr 2024 - 11:28:43 - 6011 of 6012 AstraZeneca - AZN
Money moved to APH
Blackhorse23 - 05 Apr 2024 - 09:16:44 - 6009 of 6012 AstraZeneca - AZN

Blackhorse23 - 21 Mar 2024 - 08:47:26 - 6002 of 6012 AstraZeneca - AZN
Money moving to APH [LSE] , excellent profitable healthcare company
Blackhorse23 - 21 Feb 2024 - 14:26:56 - 5995 of 6012 AstraZeneca - AZN
Money moving to APH , excellent growth health care company
Blackhorse23 - 12 Feb 2024 - 11:37:36 - 5981 of 6012 AstraZeneca - AZN
Money moving to APH
Blackhorse23 - 29 Jan 2024 - 15:32:08 - 5957 of 6012 AstraZeneca - AZN

Blackhorse23 - 19 Jan 2024 - 11:52:35 - 5956 of 6012 AstraZeneca - AZN
Ha ha hxxps://www.alliancepharmaceuticals.com/
Blackhorse23 - 18 Jan 2024 - 14:23:42 - 5954 of 6012 AstraZeneca - AZN
Bought some APH today
Blackhorse23 - 09 Jan 2024 - 11:01:43 - 5948 of 6012 AstraZeneca - AZN
are they buying APH ??

[blackhorse23] 08/4/2024 11:28

Money moved to APH

[philanderer] 07/4/2024 00:13

AstraZeneca chief's huge payday provokes investor revolt despite stellar record at UK drugs giant

[blackhorse23] 05/4/2024 09:16

https://www.londonstockexchange.com/news-article/APH/full-year-trading-update/16307097

[smcni1968] 04/4/2024 09:53

From JP Morgan-Reiterating OW into: 1. Q124 results, 2. May 21st CMD and 3. Enhertu DB06 data, we see significant re-rating potential, placing on Positive Catalyst Watch We place Astra shares on +ve Catalyst Watch into: (1.) Q124 results: April 25th, we expect sequential top-line acceleration of 7pp and sequential Core EBIT margin expansion of 11pp, reassuring, post market concerns at Q423. Our Q1 Revenue/EPS forecasts are 2%/2% ahead of Company cons, and 1%/6% ahead of BBG cons. (2.) CMD on May 21st, JPMe guidance for Revenues to grow at a HSD CAGR 2024-30, implying >30% upside to 2030 BBG consensus. We also expect peak sales guidance for the key pipeline assets driving this very strong growth outlook. (3.) Enhertu DB06 PIII results in Q2, JPMe a good chance of success, broadening Enhertu to an earlier treatment line, and lower HER2 expression, $1bn + upside. Overall, with 3 key upcoming catalysts which we expect to be positive, and with the shares having u/p SXDP by 7pp ytd, we reiterate our OW and place the shares on +ve Catalyst Watch until the end of Q224. • Q124 Results on April 25th: JPMe significant top-line acceleration and EBIT margin expansion, expect Q1 performance to come in ahead of BBG cons. Q423 results disappointed the market, Product sales growth slowing to 6% LC and Core EBIT margin contracting to 23%. JPMe a sharp sequential improvement for Q124, Product sales growth accelerating to 13% LC, Core EBIT margin expanding to 34%. Pre Q1 company consensus is not yet available, but we are 2% ahead of post Q4 Company cons on the top and bottom-line, and our forecasts are 1%/6% ahead of BBG cons on Revenues/ EPS, respectively. We expect FY24 guidance to be reiterated with the update. • CMD on May 21st: We expect a bullish 2030 Revenue guide, as well as peak sales estimates for the key pipeline assets that will drive this growth. In conjunction with the Capital Markets Day we expect Astra to issue a 2030 Revenue guide. The company has previously guided for Revenue growth to be "above industry . We expect this guide to be upgraded, with Astra potentially looking for Revenues to grow at a HSD CAGR from 2024-30, which would imply 2030 Revenues of c.$85bn (assuming a 9% CAGR). We note BBG consensus models Revenues growing at only 4% CAGR, to $64bn, and hence the guide could imply more than 30% upside to consensus estimates. • Q224 Enhertu DB06 PIII trial readout: We await results of the Enhertu DB06 trial in 2L HR+ve Breast cancer with HER2 low or ultra-low status. Full success could de-risk a further c.$1bn of Enhertu sales. • Around Mid-2024 JPMe a Dato-DXd stat sig OS benefit in the TL01 trial.

[philanderer] 03/4/2024 10:34

AstraZeneca PLC (LSE:AZN) is leading the fallers on the main index, down 1.3% and echoing falls seen on Wall Street overnight.

This follows surprise news that federal payment rates to Medicare insurers next year will be lower than analysts predicted.

proactiveinvestors.co.uk

[philanderer] 27/3/2024 15:46

Much more like it today. Plenty of good news lately.

[mattboxy] 21/3/2024 22:16

You're a bit of a one trick pony aren't you!

[blackhorse23] 21/3/2024 08:47

Money moving to APH [LSE] , excellent profitable healthcare company

[geckotheglorious] 19/3/2024 08:50

Wonder how many Fusion Pharm shareholders were relatively new and benefitted from the 97% premium to 18th March close!

Bound to have been plenty of insider dealing stateside, probably in "Options" to leverage the benefit.

Under the terms of the definitive agreement, AstraZeneca, through a subsidiary, will acquire all of Fusion's outstanding shares pursuant to a plan of arrangement for a price of $21.00 per share in cash at closing plus a non-transferable contingent value right of $3.00 per share in cash payable upon the achievement of a specified regulatory milestone. The upfront cash portion of the consideration represents a transaction value of approximately $2bn, a 97% premium to Fusion's closing market price of $10.64 on 18th March 2024 and an 85% premium to the 30-day volume-weighted average price (VWAP) of $11.37 before this announcement.

[1jat] 19/3/2024 07:51

A billion dollar deal last week and a two billion dollar deal today….Mr Soriot is investing for the future….that is where the divi increase is being diverted to.

[andygibb101] 04/3/2024 15:26

They bought one in early phase development in November:

hxxps://www.astrazeneca.com/media-centre/press-releases/2023/agreement-with-eccogene-for-clinical-stage-glp-1ra.html

[montyhedge] 01/3/2024 13:14

It's a shame Astra did not have the fat buster drug, Novo Nordisk and EJ Lily gone through the roof.

[smcni1968] 27/2/2024 08:15

Astra has an IR day in May where they are expected to try to talk up their longer term growth potential

[blackhorse23] 21/2/2024 14:26

Money moving to APH , excellent growth health care company

[mirandaj] 21/2/2024 10:55

philanderer - a suggestion
The link does work if you delete everything after "html" - otherwise it seems to stretch the page.

[philanderer] 21/2/2024 00:19

"The £135m man: That's how much Pascal Soriot has been paid in 12 years at AstraZeneca... with more to come"