Hints and tips:
...What’s more, there is a clear divide between the mRNA vaccines and Oxford/AZN in terms of distribution....
...Gilead needs a pipeline (which AZN has) and AZN could be looking for cash, not least to cover its dividend....
...to AZN platform or vector....
...Buy: AstraZeneca (AZN) Encouragingly, new medicines — representing half of total sales — rose by 45 per cent on a like-for-like basis, writes Harriet Clarfelt....
...BUY: AstraZeneca (AZN) AstraZeneca’s growth rates are moving in the right direction and the dividend assurance on offer is increasingly rare, writes Harriet Clarfelt....
...A: AZN reported 1Q’20 total revenues of $6,354m (+7% vs cons) with low-to-mid single digit % benefit from COVID-19 related stocking effects and longer scripts....
...Top Pharma picks are ROG SW, NOVOB DC and AZN LN....
...Sell: AstraZeneca (AZN) At around 6,380p the shares trade on an enterprise/cash profit multiple of 15.4....
...Sell: AstraZeneca (AZN) Astra has asked the market to take part in what appears to be a part-acquisition fundraising, part-refinancing, writes Harriet Russell....
...Buy: AstraZeneca (AZN) Despite poor operational performance, Astra’s shares have done well in the past few years and now trade at a premium to the global pharma sector, writes Megan Boxall....
...Before adding in a second: I would add that this will shine the spotlight again on a host of regional currencies, including AZN, GEL, AMD [amended], even UAH and the RUB again, which will likely be under...
...Markets: European stocks retreated after climbing for five straight weeks, as a slump in AstraZeneca (AZN) Plc led health-care shares lower....
...“As we’ve seen from recent mergers, confirmation of interest forces other possible bidders into action, so the spotlight is firmly on AZN and investors can expect increased support for the stock over the...
...Assuming 100 per cent of FRX’s cash is available to AZN, the net transaction price of $11bn seems both reasonable and achievable for AZN. So that’s one view....
...As Citibank argued: “Investors should not interpret the appointment of Simon Lowth as … indicative that AZN will further intensify its cash distribution policy....
...In a research note, Morgan Stanley maintained an “overweight” rating on AstraZeneca, saying: “We continue to believe AZN will surprise on earnings and cash flow through 2011.”...
...Tim Anderson, analyst with Bernstein Research, said: “We don’t see enough in AZN’s late-stage pipeline to effectively overcome its future scheduled generic losses.”...
...Bernstein said: “We currently don’t see enough in AZN’s late-stage pipeline to overcome its future scheduled generic losses....
...AZN was down 4.2 per cent at £25.10 after the US Food and Drug Administration, the world's most powerful pharmaceutical regulator, raised concerns on its website about Exanta, AZN's new anti-clotting drug...
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