Hints and tips:
...AstraZeneca has also sought to justify the changes by saying it is competing with US rivals. Like many European pharmaceutical companies, it makes a large proportion of sales in the US....
...UK’s AstraZeneca, German software company SAP and French healthcare firm Sanofi....
...Goldman Sachs gave it a go with the ‘Granolas’ or, more accurately, GRANNNLLASS: GSK, Roche, ASML, Nestlé, Novartis, Novo Nordisk, L’Oréal, LVMH, AstraZeneca, SAP, and Sanofi....
...Q4, British American Tobacco FY, CMC Markets trading update and revised outlook for 2024, ConocoPhillips Q4, Compass Group Q1 trading update and AGM, Crédit Agricole FY, Honda Q3, Kering FY, L’Oreal FY,...
...One of my first jobs at the Financial Times was writing about pharmaceuticals....
...The US has its “Magnificent Seven” tech stocks, Japan has its “Seven Samurai” and Europe has the “Granolas”: GSK, Roche, ASML, Nestlé, Novartis, Novo Nordisk, L’Oréal, LVMH, AstraZeneca, SAP and Sanofi....
...UK bank HSBC, pharmaceutical company AstraZeneca, consumer group Unilever and publisher Pearson are among those that have raised their leaders’ pay or are lobbying investors for support to do so....
...AstraZeneca’s $1.8bn cash acquisition of CinCor should provide a bit of a pick-me-up for biotech investors. The sector has swooned in the past year, with the S&P Biotechnology index down by a fifth....
...These are the components of the Granolas: GSK, Roche, ASML, Nestlé, Novartis, Novo Nordisk, L’Oréal, LVMH, AstraZeneca, SAP, Sanofi. Trips off the tongue, right? Granolas....
...The S&P index of smaller biotech companies tumbled 19 per cent last year after investors cut back on riskier bets as central banks raised interest rates....
...After a glut of early stage companies went public in 2020 and 2021, biotech markets have slumped, with the S&P XBI index of smaller biotech companies down 50 per cent since a peak in February 2021....
...Monday France, Germany, Italy, Japan, UK, US: S&P Global/Cips/HCOB manufacturing and services purchasing managers’ index (PMI) data Germany: monthly retail sales figures Results: Cranswick Q1 trading...
...Even after the rebound, it is only on 10 times 2022 earnings, according to S&P Global. That is about half the multiple of AstraZeneca, which is admittedly growing faster....
..., AstraZeneca, SAP, Sanofi....
...The list starts well enough — pharmaceuticals powerhouse AstraZeneca sits around the top of the list with its £168bn valuation, and it is hard to argue against the innovative muscle of drugs companies in...
...This should add to pressure on an equity story that we see beset by; 1) skepticism on mid-term growth rate, 2) earnings risks from an already well optimized P&L, 3) overhang from potential disposal by major...
...Monday EU, December retail sales figures Germany, December factory orders UK, S&P Global/Cips construction purchasing managers’ index (PMI) data Results: Activision Blizzard Q4, Anima FY, JFE Holdings...
...The new guidance puts AstraZeneca on track to hit a $40bn revenue target a year ahead of schedule....
...A: Chicken Run A family-owned business wins the exclusive contract to operate a pharmaceutical production concession....
...WPP signed global deals with Coca-Cola and Google during the period and won assignments from clients including AstraZeneca, L’Oréal and J Sainsbury....
...The letter was sent to the boards of Pfizer, Moderna, AstraZeneca and Johnson & Johnson....
...It has even underperformed the S&P 500, and by a considerable margin....
...This week, the ICCR unveiled a suite of shareholder proposals that its members will put to Pfizer and other major pharmaceutical companies next year....
...While some of the froth has blown off valuations in the past two months, the S&P Biotechnology Select Industry Index is still up 70 per cent over the past year....
...Anyway, here are names and links — we’ll let you make your own mind up: Liquid 2 Venture Fund III L.P . . . . Lake Nona Fund / LN Sports & Health Tech Fund I, LP . . ....
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