AstraZeneca Plc

AstraZeneca results and presentations

Growth continued in Q2, profitability better but more to be achieved

AstraZeneca reported a healthy Q2 growth, outperforming closer peers like Novartis and Roche. This healthy performance was largely driven by oncology (c.45% of group sales). Moreover, the group is a front-runner in the COVID-19 vaccine race. While there were some profitability improvements as wel ...

AstraZeneca Gilead union is hard to digest

According to market rumours, AstraZeneca informally approached Gilead for a possible merger last month – if the deal goes ahead, it would be the biggest transaction in pharma industry to date. However, the strategic rationale for the deal appears limited – AstraZeneca and Gilead have ...

Euphoric Q1 20 sales growth, despite high Chinese exposure

Despite being China-heavy, AstraZeneca had a superb start to 2020, with Q1 sales CER growth of 17%. While Oncology was once again the key growth driver, reasonable (but possibly transient) support came from ‘Respiratory + Immunology’, and New CVRM. However, a key question is – h ...

SP Angel Healthcare Conditions

Novacyt (NCYT.L): Agreements struck with Bruker and Yourgene | Polarean Imaging (POLX.L): Change of General Meeting Venue | Silence Therapeutics (SLN.L): Strategic collaboration with AstraZeneca (AZN.L)

Q4 (growth) hits a wall; 2019-nCoV overshadows the near term

AstraZeneca’s Q4 results were disappointing, both from a sales growth and profitability perspective. While Oncology and CVRM (to some extent) remain the key growth drivers, growing competition is concerning. Moreover, with the 2019-nCoV scare, near-term business visibility has hit a low. Ho ...