AstraZeneca

AstraZeneca is a holding company. Through its subsidiaries, Co. operates as a biopharmaceutical company engaged in discovering, developing, manufacturing and commercializing its pipeline of small molecule and biologic prescription medicines, including targeted business development through collaboration, in-licensing and acquisitions. Co. is focused on three main therapy areas: Oncology, Cardiovascular and Metabolic Diseases, and Respiratory. Co. is also selectively active in autoimmunity, infection and neuroscience. In addition, Co. works across small molecules, oligonucleotides and other drug platforms, as well as biologic medicines.
  • TickerAZN
  • ISINGB0009895292
  • ExchangeLondon Stock Exchange
  • SectorPharmaceuticals & Biotechnology
  • CountryUnited Kingdom

Analysts

Sylvain Goyon

Capgemini : ODDO BHF Convictions List. In: AstraZeneca, Capgemini, Eiffage and Thales. Out: Dassault Systèmes, Orange, Talanx

Our ODDO BHF Convictions List has returned a net performance of 14.6% (+17.4% total return) and 0.7% vs Stoxx 600. We are not fundamentally altering our investment philosophy (quality/visibility) but we aim to capitalise on: 1/ the interest-rate environment by strengthening exposure to proxy bonds (Eiffage); 2/ the valuation differential between pharma and agri-food (AstraZeneca); 3/ the technology’s capacity to generate profitable growth at a reasonable valuation (Capgemini) and...

Sylvain Goyon

Capgemini : Liste ODDO BHF Convictions. In: AstraZeneca, Capgemini, Eiffage, Thales. Out: Dassault Systèmes, Orange, Talanx

Notre liste ODDO BHF Convictions affiche depuis son lancement une performance nette de 14.6% (+17.4% total return) et 0.7% vs Stoxx 600. Nous ne modifions pas fondamentalement notre philosophie d’investissement (qualité/visibilité) mais souhaitons exploiter : 1/ l’environnement de taux en renforçant l’exposition aux bond proxy (Eiffage) ; 2/ le différentiel de valorisation entre Pharmacie et Agroalimentaire (AstraZeneca) ; 3/ la capacité de croissance rentable de la Technologie à...

Eric Le Berrigaud

SECTOR | Pharmaceuticals | BG OncoDay 2019: clear upside in early-stage NSCLC

SECTOR | Pharmaceuticals | BG OncoDay 2019: clear upside in early-stage NSCLC At our Annual Oncology Day this year, two KOLs (i) summarized the key learnings from ASCO 2019 and (ii) focused specifically on the advances in lung cancer. Then, out of the five companies presenting, three did so in plenary sessions, and we report here the main messages they conveyed

Eric Le Berrigaud

ASTRAZENECA: Remember Epanova! | NEUTRAL | 6220p

ASTRAZENECA - NEUTRAL | 6220p Remember Epanova! Epanova was acquired in 2013 and approved in 2014 Why are we talking about Epanova today? Is AZ still committed to the drug? Nothing but upside

François Maury ...
  • Georges Dieng
  • Team Pharma

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/28/2019

...

AstraZeneca PLC - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

AstraZeneca PLC: Update to credit analysis following change of outlook to stable

Our credit view of AstraZeneca, reflecting expectations that strong operating leverage over the next 2-3 years will strongly improve current weak credit metrics.

Moody's changes outlook on AstraZeneca's A3 ratings to stable; affirms ratings

Rating Action: Moody's changes outlook on AstraZeneca's A3 ratings to stable; affirms ratings. Global Credit Research- 02 Apr 2019. Paris, April 02, 2019-- Moody's Investors Service has today affirmed AstraZeneca PLC's A3 senior unsecured rating, its A3 senior unsecured medium-term note program rating, its A3 senior unsecured shelf rating and the short-term rating commercial paper at P-2.

AstraZeneca PLC: EBITDA growth to drive strengthening of credit metrics in 2019

Comment on AstraZeneca's full year 2018 results and outlook for 2019

AstraZeneca PLC: Although rapid revenue growth will aid deleveraging, high dividend payouts will weigh on credit quality

AstraZeneca's recently launched products will drive high single-digit revenue growth until 2021. However, free cash flow does not yet cover dividends payouts.

Sylvain Goyon

Capgemini : ODDO BHF Convictions List. In: AstraZeneca, Capgemini, Eiffage and Thales. Out: Dassault Systèmes, Orange, Talanx

Our ODDO BHF Convictions List has returned a net performance of 14.6% (+17.4% total return) and 0.7% vs Stoxx 600. We are not fundamentally altering our investment philosophy (quality/visibility) but we aim to capitalise on: 1/ the interest-rate environment by strengthening exposure to proxy bonds (Eiffage); 2/ the valuation differential between pharma and agri-food (AstraZeneca); 3/ the technology’s capacity to generate profitable growth at a reasonable valuation (Capgemini) and...

Sylvain Goyon

Capgemini : Liste ODDO BHF Convictions. In: AstraZeneca, Capgemini, Eiffage, Thales. Out: Dassault Systèmes, Orange, Talanx

Notre liste ODDO BHF Convictions affiche depuis son lancement une performance nette de 14.6% (+17.4% total return) et 0.7% vs Stoxx 600. Nous ne modifions pas fondamentalement notre philosophie d’investissement (qualité/visibilité) mais souhaitons exploiter : 1/ l’environnement de taux en renforçant l’exposition aux bond proxy (Eiffage) ; 2/ le différentiel de valorisation entre Pharmacie et Agroalimentaire (AstraZeneca) ; 3/ la capacité de croissance rentable de la Technologie à...

Eric Le Berrigaud

ASTRAZENECA: Remember Epanova! | NEUTRAL | 6220p

ASTRAZENECA - NEUTRAL | 6220p Remember Epanova! Epanova was acquired in 2013 and approved in 2014 Why are we talking about Epanova today? Is AZ still committed to the drug? Nothing but upside

Team Pharma

ODDO : Feedback from lunch with expert: 2019 ASCO General Meeting

>2019 ASCO General Meeting: No real breakthrough and take-off of targeted oncology - Yesterday, as every year, we invited Professor Morere (head of the oncology and haematology units at the Paul Brousse Hospital in Villejuif) to present his feedback on the 2019 ASCO (American Society of Clinical Oncology) General Meeting, which was held in early June in Chicago. Professor Morere reviewed the main advances and innovations in the world of oncology. Even though this year...

Team Pharma

ODDO : Feedback Déjeuner Expert : ASCO 2019

>ASCO 2019 : édition sans breakthrough et essor de la targeted oncology - Hier, nous avions invité, comme chaque année, le Pr Morere (Responsable des unités Oncologie et Hématologie de l’Hôpital Paul Brousse de Villejuif) afin qu’il nous présente son feedback de l’ASCO 2019 qui s’est tenu début juin dernier à Chicago. Le Professeur a passé en revue les principales avancées et innovations dans le monde de l’oncologie. Même si cette édition a vu moins d’annonces breakth...

1 director bought

A director at AstraZeneca bought 8,500 shares at 5,800p and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board memb...

François Maury ...
  • Georges Dieng
  • Team Pharma

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/28/2019

...

François Maury ...
  • Georges Dieng
  • Team Pharma

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/06/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Emira Sagaama
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Laurence Hofmann
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/26/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Florent Laroche-Joubert
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Laurence Hofmann
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/04/2019

...

Antoine Boivin-Champeaux ...
  • Christophe-Raphaël Ganet
  • Martial Descoutures
  • Olfa Taamallah
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/26/2019

The acquisition of SABMiller has not delivered on its initial promises, due to the challenges of absorbing the debt quickly and a problematic geographic mix. However, the group still boasts growth potential which adjustments to its debt and asset arbitration could bring to light, particularly in the context of the shift in the ZBB (zero based budgeting) model. We simulate a partial divestment of the Asian assets and the buyout of 78% of the JVs with Castel in Africa. This would offer ...

Nurhayati Wan

AstraZeneca

ASTRAZENECA PLC. sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of ASTRAZENECA PLC. (GB), a company active in the Pharmaceuticals industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date March 22, 2019, the closing price was GBp 6,351.00 and its potential was estimated at GBp 6,780.73.

Nurhayati Wan

AstraZeneca

Nurhayati Wan

AstraZeneca

Nurhayati Wan

AstraZeneca

Tougher Sledding: Stocks Reach First Major Hurdles (GMR Weekly Notes -21 Jan 2019)

Markets This Week: Stocks: ConocoPhillips (COP); Apple (AAPL); AbbVie (ABBV); Nokia (NOK); AstraZeneca (AZN); Aurora Cannabis (ACB); General Electric (GE) Forex: EURCHF; USDRUB; AUDNZD Rates: EDZ9; 2s/10s; Bunds (GDBR10)

The 'Trap-Door'' and Other Formations; Stocks Point Lower Into Dec (GMR Weekly Notes - 26 Nov 2018)

Markets This Week: Stocks: S&P500 (SPX); DJIA (INDU); Financial Sector ETF (XLF); Goldman Sachs (GS); Dish Network (DISH); Palo Alto Networks (PANW); Microsoft (MSFT); AstraZeneca (AZN) Forex: Dollar Index (DXY); USDCNH; USDBRL Rates: 2s/5s/10s Fly (BF0205010); 5s/30s

GMR Weekly Notes - Week of 21 May 2018

Markets This Week: Stocks: Nvidia (NVDA); JD.com (JD); Charter Comm (CHTR); Facebook (FB); XLP; AstraZeneca (AZN) Rates: Gilts (GUKG10); US 10s/30s; EDZ9 FX: USDMXN; USDINT; USDZAR

Eric Le Berrigaud

SECTOR | Pharmaceuticals | BG OncoDay 2019: clear upside in early-stage NSCLC

SECTOR | Pharmaceuticals | BG OncoDay 2019: clear upside in early-stage NSCLC At our Annual Oncology Day this year, two KOLs (i) summarized the key learnings from ASCO 2019 and (ii) focused specifically on the advances in lung cancer. Then, out of the five companies presenting, three did so in plenary sessions, and we report here the main messages they conveyed

MarketLine Department

Novo Nordisk A/S - Strategy, SWOT and Corporate Finance Report

Summary Novo Nordisk A/S - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Novo Nordisk AS (Novo Nordisk or 'the company') is a pharmaceutical company that manufactures and develops biological medicines primarily focused on diabetes including both Type 1 and Type 2. Other therapy areas covered by the company include obesity, Atherosclerosis, Non-alcoholic steatoh...

MarketLine Department

H. Lundbeck A/S - Strategy, SWOT and Corporate Finance Report

H. Lundbeck A/S - Strategy, SWOT and Corporate Finance Report Summary H. Lundbeck A/S - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights H. Lundbeck A/S (Lundbeck or 'the company') is a specialty pharmaceutical company primarily focusing on brain diseases. The company’s products are focused on treating depression/anxiety, Alzheimer’s disease, schizophrenia, alcoho...

MarketLine Department

Bayer AG - Strategy, SWOT and Corporate Finance Report

Bayer AG - Strategy, SWOT and Corporate Finance Report Summary Bayer AG - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Bayer (or 'the group') is a Germany-based global chemical and pharmaceutical business group. It operates in Asia Pacific, Europe, North America, Latin America, Africa, and the Middle East. Bayer is headquartered in Leverkusen, Germany. Scope ...

MarketLine Department

Regeneron Pharmaceuticals, Inc. - Strategy, SWOT and Corporate Finance Report

Regeneron Pharmaceuticals, Inc. - Strategy, SWOT and Corporate Finance Report Summary Regeneron Pharmaceuticals, Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Regeneron Pharmaceuticals, Inc (Regeneron or 'the company') is a pharmaceutical company that discovers, invents, develops, manufactures and commercializes medicines for the treatment of serious dis...

Expert Corporate Governance Service (ECGS)

AstraZeneca - AGM 26 April 2019

Item 2: Declare a Dividend  The proposed dividend is the same as that of the previous fiscal year. It has remained unchanged at $2.80 per share since 2015.  The Board maintains a progressive dividend policy and has the intention to maintain or grow the dividend each year with the aim of striking a balance between the interest of the business, financial creditors and shareholders. However, in the current year the dividend is not covered by earnings or free cash flow.  In fact, free cash flow has not been able to cover the dividend for five years in a row.  We recommend shareholders oppose.  I...

Astrazeneca PLC – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Dave Nicoski ...
  • Ross LaDuke

Global Equity Strategy

Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Investors' primary sources of angst continue to revolve around concerns of (1) the global shift toward tighter monetary policy and the potential for perceived policy missteps, (2) trade and tariffs, and (3) the potential negative effects both (1) and (2) may have on global growth. Comments from Fed Chair Powell that interest rates are “just below” the neutral rate and the 90-day tariff ceasefire agreement between the U.S. and China have not been able to calm the markets. In Europe, ...

Jérôme VINERIER

Analyse court terme - ASTRAZENECA : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. Le MACD est positif, il confirme cette tendance. Le mouvement peut se poursuivre. Les objectifs suivants sont à 6 145,00 p et 6 502,00 p. La tendance serait invalidée sous le support à 5 100,00 p.

Jérôme VINERIER

Short term view - ASTRAZENECA : The background trend is clearly bullish.

The background trend is clearly bullish. The MACD is positive, it confirms that trend. The movement can go on. The following targets are at 6,145.00 p and 6,502.00 p. The trend would be invalidated below the support at 5,100.00 p.

Jérôme VINERIER

Analyse court terme - ASTRAZENECA : Les cours progressent encore.

La tendance de fond est clairement orientée à la hausse. Les cours progressent encore, mais le mouvement montre moins de puissance. La prochaine résistance est à 6 145,00 p. La rupture du support à 5 100,00 p invaliderait cette tendance.

Jérôme VINERIER

Short term view - ASTRAZENECA : Prices are still making progress

The background trend is clearly bullish. Prices are still making progress but there is less power in the movement. The next resistance is at 6,145.00 p. Breaking below the support at 5,100.00 p would invalidate the trend.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch