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

Eric Le Berrigaud

ASTRAZENECA: Blurred vision at this point into safety data with roxadustat | NEUTRAL | 6220p(+7%)

ASTRAZENECA - NEUTRAL | 6220p(+7%) Blurred vision at this point into safety data with roxadustat Pooled data with roxa are out but not as helpful as hoped Different populations and heterogenous data across them The full data package still looks convincing but … Some kind of uncertainty around roxa will now persist

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...

Team Pharma

ODDO : Favour innovation and refocusing on pharma

The wave of medical innovation is accelerating at a dizzying pace. Sector players are thus refocusing on the pharma business, which is enjoying strong growth. The groups’ metrics have improved: the EPS CAGR growth over the 2014-2018 period was 3.5%, while we expect +8.5% over the 2018-2022e period. Against this backdrop, we favour AstraZeneca (Top Pick), which boasts EPS growth twice that of the sector over this period (17.5%), Novartis, which will benefit from Alcon's exit, its ...

Team Pharma

ODDO : Favoriser l’innovation et le recentrage Pharma

La vague d’innovation médicale connait une accélération fulgurante. Les groupes se refocalisent ainsi sur l’activité Pharma qui profite d’une forte croissance. Les métriques des groupes s’en trouvent améliorés : le TMVA des BPA sur 2014/2018 ressortait à 3.5% alors que nous anticipons +8.5% sur la période 2018/2022. Dans ce contexte, nous privilégions AZN (top pick) qui présente une hausse de ses BPA 2x supérieure à celle du secteur sur cette période (17.5%), Novartis qui profite...

Team Pharma

ODDO : Favour innovation and refocusing on pharma

The wave of medical innovation is accelerating at a dizzying pace. Sector players are thus refocusing on the pharma business, which is enjoying strong growth. The groups’ metrics have improved: EPS growth over the 2014-2018 period was 3.5%, while we expect +8.5% over the 2018-2022e period. Against this backdrop, we favour AstraZeneca (Top Pick), which boasts EPS growth twice that of the sector over this period (17.5%), Novartis, which will benefit from Alcon's exit, its promising...

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.

Eric Le Berrigaud

ASTRAZENECA: Blurred vision at this point into safety data with roxadustat | NEUTRAL | 6220p(+7%)

ASTRAZENECA - NEUTRAL | 6220p(+7%) Blurred vision at this point into safety data with roxadustat Pooled data with roxa are out but not as helpful as hoped Different populations and heterogenous data across them The full data package still looks convincing but … Some kind of uncertainty around roxa will now persist

Team Pharma

ODDO : Favour innovation and refocusing on pharma

The wave of medical innovation is accelerating at a dizzying pace. Sector players are thus refocusing on the pharma business, which is enjoying strong growth. The groups’ metrics have improved: the EPS CAGR growth over the 2014-2018 period was 3.5%, while we expect +8.5% over the 2018-2022e period. Against this backdrop, we favour AstraZeneca (Top Pick), which boasts EPS growth twice that of the sector over this period (17.5%), Novartis, which will benefit from Alcon's exit, its ...

Team Pharma

ODDO : Favoriser l’innovation et le recentrage Pharma

La vague d’innovation médicale connait une accélération fulgurante. Les groupes se refocalisent ainsi sur l’activité Pharma qui profite d’une forte croissance. Les métriques des groupes s’en trouvent améliorés : le TMVA des BPA sur 2014/2018 ressortait à 3.5% alors que nous anticipons +8.5% sur la période 2018/2022. Dans ce contexte, nous privilégions AZN (top pick) qui présente une hausse de ses BPA 2x supérieure à celle du secteur sur cette période (17.5%), Novartis qui profite...

Team Pharma

ODDO : Favour innovation and refocusing on pharma

The wave of medical innovation is accelerating at a dizzying pace. Sector players are thus refocusing on the pharma business, which is enjoying strong growth. The groups’ metrics have improved: EPS growth over the 2014-2018 period was 3.5%, while we expect +8.5% over the 2018-2022e period. Against this backdrop, we favour AstraZeneca (Top Pick), which boasts EPS growth twice that of the sector over this period (17.5%), Novartis, which will benefit from Alcon's exit, its promising...

Team Pharma

ODDO : Favoriser l’innovation et le recentrage Pharma

La vague d’innovation médicale connait une accélération fulgurante. Les groupes se refocalisent ainsi sur l’activité Pharma qui profite d’une forte croissance. Les métriques des groupes s’en trouvent améliorés : la croissance des BPA sur 2014/2018 ressortait à 3.5% alors que nous anticipons +8.5% sur la période 2018/2022. Dans ce contexte, nous privilégions AZN (top pick) qui présente une hausse de ses BPA 2x supérieure à celle du secteur sur cette période (17.5%), Novartis qui p...

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...

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 ...

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

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/02/2019

Même si le rachat de SABMiller n’a pas répondu aux promesses initiales en raison d’un endettement difficile à résorber rapidement et d’un mix géographique contraignant, le groupe recèle encore un potentiel de croissance que le réaménagement de la dette et un arbitrage entre les actifs pourraient mettre en lumière, notamment dans le contexte de mutation du modèle ZBB (zero based budgeting). Aussi, nous simulons une cession partielle des actifs asiatiques et le rachat des 78% des JV ave...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean Sassus
  • Louis Boujard
  • Martial Descoutures
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Corby
  • Pierre Tegner
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/14/2019

...

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

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

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...

MarketLine Department

F. Hoffmann-La Roche Ltd - Strategy, SWOT and Corporate Finance Report

F. Hoffmann-La Roche Ltd - Strategy, SWOT and Corporate Finance Report Summary F. Hoffmann-La Roche Ltd - 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 F. Hoffmann-La Roche Ltd (Roche or 'the company') is one of the leading research-focused healthcare groups in the world. It is involved in the discovery, development and commercialization of innovative therapeut...

MarketLine Department

F. Hoffmann-La Roche Ltd - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's F. Hoffmann-La Roche Ltd Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by F. Hoffmann-La Roche Ltd since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive a...

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