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Any views on Astrazeneca (AZN)     

Ranjith - 07 Dec 2003 22:31

Got a good line of products, but the share price seem to go down , could it be due to the weak us dollar.

azhar - 20 Dec 2004 21:07 - 2 of 92

CAT leaps on high court victory
Published: 12:57 Monday 20 December 2004


Abbott made an application this morning for permission to appeal, which will not
be heard before late January.

The judgement will come as particularly welcome news for AstraZeneca (AZN), which has had a horrible month due to drug development disappointments. Last month the drug giant announced that the planned purchase of a 20% stake in CAT at 734p per share and a drug discovery joint venture.

Citywire Verdict:

Worries remain about CAT's weak early stage drug pipeline but full royalties from Humira should certainly help investors see the company in a brighter light and have more faith in its financial viability.

http://www.citywire.co.uk/News/NewsArticle.aspx?VersionID=70893&MenuKey=News.Home&NewsPage=2

Velocity - 21 Dec 2004 14:02 - 3 of 92

Ranjith

Go into 'News' on this site and type in the epic. AZN is in pretty bad shape!

azhar - 27 Dec 2004 17:00 - 4 of 92

Council Recommends Approval of CRESTOR in Japan
Monday December 27, 8:25 am ET


WILMINGTON, Del., Dec. 27 /PRNewswire-FirstCall/ -- AstraZeneca (NYSE: AZN - News) announced today that the Pharmaceuticals Affairs Council has recommended that the Japanese Ministry of Health, Labour and Welfare (MHLW) approve CRESTOR (rosuvastatin) in Japan at a dose range of 2.5-20 mg for the treatment of hypercholesterolaemia. The Council's recommendation is contingent on final agreement of a post-marketing surveillance program. The recommended starting dose of 2.5 mg is in line with normal clinical practice in Japan where, compared to the western world, lower dose ranges of drugs, including statins, are made available.
Once pricing and reimbursement have been agreed, AstraZeneca, in partnership with Shionogi, will initiate the marketing of CRESTOR with the agreed post-marketing surveillance program to confirm its benefit-risk profile in the Japanese setting prior to a full-scale launch.

Cardiovascular disease (CVD) is the leading cause of death worldwide, resulting in approximately 15 million deaths globally each year. There are 150,000 deaths annually from CVD in Japan alone and the incidence of dyslipidaemia is increasing in this population.

Elevated LDL-C and low levels of HDL-cholesterol (HDL-C or "good" cholesterol) are established major risk factors for CVD and there is overwhelming evidence that a greater reduction of LDL-C is accompanied by a greater reduction in CV events. However, up to 40 percent of patients with dyslipidaemia in Japan are still not achieving their cholesterol treatment goals described in the Japanese guidelines and remain at an unnecessary risk of CVD.

CRESTOR is the most effective statin at lowering LDL-C, with the added benefit of increasing HDL-C, enabling more patients to reach their LDL-C treatment goals than other available statins.

CRESTOR has now received regulatory approvals in 68 countries, across five continents and has been launched in over 50 countries worldwide, including 19 European markets, the US and Canada. Almost 4 million patients have been prescribed CRESTOR and 14.5 million prescriptions have been written worldwide. Safety data from the post-marketing experience supports the favorable benefit: risk profile of CRESTOR and confirms that the safety profile is in line with other currently marketed statins.

AstraZeneca is a major international healthcare business engaged in the research, development, manufacture and marketing of prescription pharmaceuticals and the supply of healthcare services. It is one of the world's leading pharmaceutical companies with healthcare sales of over $18.8 billion and leading positions in sales of gastrointestinal, oncology, cardiovascular, neuroscience and respiratory products. AstraZeneca is listed in the Dow Jones Sustainability Index (Global) as well as the FTSE4Good Index


http://uk.us.biz.yahoo.com/prnews/041227/phm001_1.html

stubax - 30 Dec 2004 17:03 - 5 of 92

This share is now trading on a PE around 14. It is now much cheaper than Glaxo, for the first time in a long time.

It is very undervalued at present because of the concerns of the safety of Crestor, but sentiment can turn very quickly with this ultra volatile share.

From the chart it is bounce or bust time, but the bounce may have already happened as it hit an intraday low of 1839p just before christmas and closed at 1890p today.

I"m in at this price and, with results due in late january, a new chairman coming and Crestor to be approved in Japan in mid January this looks good short term.

Velocity - 05 Jan 2005 19:55 - 6 of 92

The 18.00 level looks like put up or shut up to me :-)
Will watch patiently....

graph.php?startDate=05%2F01%2F85&period=

joehargan1 - 05 Jan 2005 20:10 - 7 of 92

Should outperform the sector in the next 6 months and one of the picks in the FTSE 100 at this PE and given the likelihood of investor sentiment coming back into pharmas. IMHO it is unquestionably cheap and will be back trading at around 2000 before this month is out.Crestor RNS will confirm Japan licence mid January and then it can concentrate on global - a serious chance of this being a real blockbuster.

hjs - 10 Jan 2005 14:03 - 8 of 92

http://www.delawareonline.com/newsjournal/local/2005/01/08twostudiesoffer.html

stubax - 24 Jan 2005 11:35 - 9 of 92

Results due on thursday, someone bought 7 million this morning and a similiar amount on friday.
It is vulnerable to a takeover bid perhaps ?

hjs - 24 Jan 2005 16:11 - 10 of 92

Stubax
That is what I noticed on Friday and today.7m each time and paid over the offer price. Could this be stakebuilding excercise or somebody is very confident about the outcome of results on thursday. After all who would spend nearly 261m in 2 trading days?
Makes you think!

stubax - 28 Jan 2005 11:22 - 11 of 92

Looks like someone was confident about the outcome of the results. Have sold.

hjs - 07 Feb 2005 16:14 - 12 of 92

worth a read

http://yahoo.businessweek.com/technology/content/feb2005/tc2005027_1171_tc119.htm

Stan - 09 Feb 2005 14:28 - 13 of 92

A share that actually rises on ex. divi day...up 5p so far.

Roro - 09 Feb 2005 14:58 - 14 of 92

analysts have raised their forecasts recently and are looking at a price target of 23

Stan - 09 Feb 2005 15:09 - 15 of 92

Thanks Roro,

In that case I'll stick In there for a bit longer. Now up 10p.

Much obliged.

hjs - 09 Feb 2005 16:29 - 16 of 92

now up (34+18)52p. I think something is cooking here! Ratio of sells to buys is 2:1. We will know at the close if there are some big buy orders are pending to be executed.

Stan - 09 Feb 2005 16:35 - 17 of 92

You may well be right hjs but I've taken the profit just to be on the safe side.

azhar - 15 Mar 2005 07:42 - 18 of 92

FDA clears AstraZeneca's Crestor

AstraZeneca said that the US Food and Drug Administration has formally denied Public Citizen's Health Research Group's (HRG) petition to remove its Crestor cholesterol drug from the market.

The FDA's rejection of HRG's petition was based on an analysis of clinical trial safety data and post-marketing data, the company said.

The response letter from the FDA stated that all of the available evidence indicates that CRESTOR does not pose a risk of muscle toxicity greater than the other approved statins, and that with respect to renal toxicity, there is no convincing evidence that Crestor poses a serious risk of renal injury, AstraZeneca added.

HARRYCAT - 28 Jan 2010 11:39 - 19 of 92

Broker note from Matrix:
"AstraZeneca - we were looking for EPS Q$ US$1.52 AZN delivered US$1.42. Sales showed a decline in Q4 (because of generic competition to Toprol XL). Guidance for EPS full year is US$5.75 to 6.15 (we expected a range of US$6.,0 to 6.20...) there are likely to be downgrades given consensus is on US$6.00 like us but there are uncertainties surrounding further generic competition which is due to arrive this year. Company has guided to a mid single digit revenue decline and has stated that operating margins (pre R&D) are under pressure.
On the positive side - the company is now in a net cash position from net debt of US$7.1bn at the end of 2008

We still have the Stock at 2806 TP with a SELL recommendation. My feeling is a lot of people will be hiding in this stock for yield and with the recent competitor upgrades we could see some adjustment down of estimates from the street down to closer to our levels."

dreamcatcher - 23 Oct 2011 17:37 - 20 of 92

Trading statement due Thursday -
AstraZeneca will update the market on its third-quarter trading. Consensus figures suggest that analysts are expecting revenues of $8.2bn (5.1bn) compared to $7.9bn last time and pre-tax profits of $4bn compared to $2.26bn last time.

The City will be looking for signs of how sales of Astra's key brands such as cholesterol fighting Crestor are holding up.

Analysts will also be interested to hear about progress of the drug maker's new blood-thinning medicine, Brilinta.

JP Morgan Cazenove analysts were not predicting a particularly eventful set of results. They said that discussions are "likely to centre around how much of the AstraTech proceeds would be left for share buybacks in 2012 and Astra's future expectations for Crestor ahead of generic Lipitor in November 2011".

skinny - 26 Apr 2012 08:06 - 21 of 92

1st Quarter Results.


dreamcatcher - 20 Jul 2012 18:22 - 22 of 92

Pharmaceuticals group AstraZeneca will release its second-quarter statement on Thursday. Consensus estimates are for $6,800m of sales and earnings per share (EPS) of $1.40 in the three-month period. "Further cost cutting should support the near-term dividend, however we see a risk of EPS downgrades as AZN diverts money from share buybacks to pay for assets to refill the sales line," said analysts at Credit Suisse

skinny - 02 May 2014 07:18 - 23 of 92

PFIZER SENDS LETTER TO RT HON DAVID CAMERON MP

FIZER SENDS LETTER TO RT HON DAVID CAMERON MP
REGARDING COMMITMENTS IF PROPOSED COMBINATION WITH ASTRAZENECA IS COMPLETED


• Establishing the combined company's corporate and tax residence in England
• Substantial R&D innovation hub in Cambridge to be completed
• Key scientific leadership in the UK
• 20% of the combined company's total R&D workforce in the UK going forward
• Substantial commercial manufacturing facilities retained at Macclesfield
• European Business Headquarters and European Regulatory Headquarters to be located in the UK
• At least two AstraZeneca Board Members to join combined company's Board
• Board Meetings to be held in the UK as appropriate and meaningful participation in the UK commercial, economic and social community


Statement re Possible Offer

PFIZER CONFIRMS DELIVERY OF INCREASED PROPOSAL TO ASTRAZENECA

· Proposal represents a substantial premium of 32% for AstraZeneca shareholders[1]
· Proposal represents a 39% premium to the closing price of £35.86 on 3 January 2014, being the trading day immediately prior to the date of Pfizer's January proposal
· AstraZeneca shareholders would receive, for each AstraZeneca share, 1.845 shares in the combined company and 1,598 pence in cash, representing an indicative value of £50.00 ($84.47) per share[2]

HARRYCAT - 02 May 2014 11:45 - 24 of 92

Lots of broker notes around today.
Here's Deutsche Bank:
Pfizer has proposed an offer for AstraZeneca worth £50 per share which includes slightly higher equity and cash elements than the deal initially floated in private talks in January 2014 (the offer now stands at 1.845 Pfizer shares plus £15.98 in cash per AstraZeneca share vs 1.758 Pfizer shares plus £13.98 cash previously). While we expect this to be sufficient for AstraZeneca to enter into a dialogue, we strongly doubt this will gain the requisite AstraZeneca Board recommendation given that the new offer is pitched at just 7% above the January offer (which was dismissed in AstraZeneca’s press release earlier this week as “very significantly” undervaluing the company) … but we think offer needs to be sweetened with higher cash to be successful.
We expect Pfizer ultimately to have to sweeten its offer based on (1) discussions we have had with investors (many citing a price within the £52-55 range and some above this) and (2) our analysis of the EPS accretion for Pfizer which shows relatively limited sensitivity to increasing the cash component of its offer (given the low returns on cash). For example, were Pfizer to retain the equity component of its offer (ie, 1.845 Pfizer shares per AstraZeneca share) but to lift the cash element by £5/share, taking the offer to £55/share (with 38% cash), we calculate that year three accretion would be lowered by just 2% (from between 9-17% to 7-15%, based on hypothetical cost savings in the range of $2-4bn and assuming AstraZeneca’s tax rate applies to the whole group). By our calculations £55/share is roughly the point at which the NPV of the cost savings (taking the mid-point of the hypothetical $2-4bn range mentioned here) and tax benefits would equal the premium paid to the unaffected share price of circa £38/share before the press reports surfaced."

skinny - 02 May 2014 12:12 - 25 of 92

ASTRAZENECA BOARD REJECTS PFIZER PROPOSAL

The Board of AstraZeneca PLC ("AstraZeneca") has met and considered the letter from Pfizer Inc. ("Pfizer") (the "Proposal").

The financial and other terms described in the Proposal are inadequate, substantially undervalue AstraZeneca and are not a basis on which to engage with Pfizer. The large proportion of the consideration payable in Pfizer shares and the tax-driven inversion structure remain unchanged. Accordingly, the Board has rejected the Proposal.

Leif Johansson, Chairman of AstraZeneca, said: "AstraZeneca continues to invest significantly in research, development and manufacturing in the U.K., Sweden and the U.S. We are showing strong momentum as an independent company, in particular with our exciting, rapidly progressing pipeline, which the Board believes will deliver significant value for shareholders. Pfizer's proposal would dramatically dilute AstraZeneca shareholders' exposure to our unique pipeline and would create risks around its delivery. As such, the Board has no hesitation in rejecting the Proposal."

Shareholders are strongly advised to take no action. There can be no certainty that an offer will be made nor as to the terms on which any offer might be made.

A copy of this announcement will be available on AstraZeneca's website at www.astrazeneca.com.

HARRYCAT - 13 May 2014 11:53 - 26 of 92

13 May 2014
The Board of AstraZeneca PLC (“AstraZeneca”) notes the announcement made by Pfizer Inc. (“Pfizer”) earlier today. Pfizer’s announcement contains no new proposal nor substantive new information.

The Board of AstraZeneca believes Pfizer is making an opportunistic attempt to acquire a transformed AstraZeneca, without reflecting the value of its exciting pipeline. This value should accrue fully to AstraZeneca shareholders.

The Board reiterates its confidence in AstraZeneca’s ability to deliver on its prospects as an independent, science led business.

A copy of this announcement will be available on AstraZeneca’s website at www.astrazeneca.com.

HARRYCAT - 19 May 2014 08:43 - 27 of 92

Pfizer's proposals bring uncertainty and risks for AstraZeneca shareholders

The Board of AstraZeneca PLC ("AstraZeneca" or the "Company") notes the announcement by Pfizer Inc. ("Pfizer") of its final proposal (the "Final Proposal"), comprising £24.76 in cash (45%) and 1.747 Pfizer shares (55%) per AstraZeneca share, representing a value of £55.00 per AstraZeneca share (based on the closing price of Pfizer shares on 16 May 2014). This proposal undervalues the Company and its attractive prospects and has been rejected by the Board of AstraZeneca.

Leif Johansson, Chairman of AstraZeneca said:

"Pascal Soriot, Marc Dunoyer and I had a lengthy discussion with Pfizer over the weekend about the proposal Pfizer made on Friday evening at a value of £53.50 per share. During this discussion, Pfizer said that it could consider only minor improvements in the financial terms of the Friday Proposal. In response, we indicated, even assuming that other key aspects of any proposal had been satisfactory, that the price at which the Board of AstraZeneca would be prepared to provide a recommendation would have to be more than 10% above the level contained in Pfizer's Friday Proposal. The Final Proposal is a minor improvement which continues to fall short of the Board's view of value and has been rejected."

skinny - 19 May 2014 08:52 - 28 of 92

A single handed knock on the FTSE.

HARRYCAT - 19 May 2014 11:18 - 29 of 92

UBS comment today:
"Pfizer has increased its bid for AZN by ~15% over its May 2 proposal to £55.00 ($92.53) per share, consisting of 2,476 pence/$41.66 (up from ~33% to 45% in cash) and 1.747 shares in the combined company. Pfizer indicated that this is the fourth and final proposal, but CEO Ian Read states in the PR: Following a conversation with AstraZeneca earlier today, we do not believe that the AstraZeneca board is currently prepared to recommend a deal at a reasonable price. We remain ready to engage in a meaningful dialogue but time for constructive engagement is running out.”
Our take: Pfizer wants AZN but doesn’t appear willing to go high enough. Pfizer has indicated that it needs to add critical mass to its 3 business units, ie, to get bigger before moving to get smaller. Pfizer is clearly attracted to the much-hyped IO pipeline for which we still haven't seen much data, so Pfizer would be taking some risk on the data and competitive positioning. It appears that once again AstraZeneca has said NO, but based on the new bid, for what it’s worth, it appears that the deal would be accretive in the mid-single digits in 2016 and 2017.
Thoughts on the stock: PFE probably bounces some on the rejection given that management telegraphed not just the deal but practically the price, we wouldn't expect investors to be very surprised by this new bid. We still believe most of the large pharma deals of the past decade destroyed value and this potential deal probably would as well. However, we get the strategy and rationale for the deal, and investors have already hit the stock quite a bit out of concern Pfizer would keep raising the price to get AstraZeneca to say yes, so along with the arbs unwinding some positions, we would expect the stock to bounce back some. However, many investors believe Pfizer needed this deal and thus will be disappointed if this is the way it all ends. We still believe Pfizer can find more productive use for $116B."

cynic - 19 May 2014 11:20 - 30 of 92

it's also a very good example on why one should be very careful about chasing shares on t/o approaches, let alone rumours of same

rekirkham - 19 May 2014 12:19 - 31 of 92

If the bid is worth £55 per share or could yet be increased to ? £53.50 + 10% = £59 ?, it seems a reasonable gamble to me to buy them at current price of £4220 for a 38% gain.

Any t/o may not complete, but this seems a very narrow price difference that would
persuade the Zenica Board to recommend the offer. If it did not go through then an
equal drop the other way would bring the price to £ 26. ( ie £ 42 - £ 16 )

I not sure about my logic but it does not look unreasonable to me, to buy at current price of about £4220

What does anyone else think ?

cynic - 19 May 2014 16:37 - 32 of 92

wrong logic entirely
the deal is totally dead in the water - and rightly so, as it looked like little more than a tax dodge by pfizer

the price to buy, if at all, is somewhere lower than the level before any bid was tabled

i'm not in any pharma stocks, but i reckon my choice would be SHP

rekirkham - 20 May 2014 07:19 - 33 of 92

It does not matter whether it is a tax dodge or not, we must look at it on the face of current legislation the UK have agreed. We live in a supposedly democracy, and no matter how politicians ply their trade and consequently put one another down to gain their own prestige and votes, and try to show they are concerned about UK research and jobs, it should still be democratic. We do not live in a dictatorship, nor are we a communist country, free trade should negotiable for all, no matter how big or small.

Pfizer are offering good money, and they are not going to say " we may increase", but will say "this is our final offer". This is how I would buy any business. I would "take it to the wire", and I would expect this of Americans. So perhaps we do not need to ask Pfizers motives, or listen to Politicians propaganda, but look at value for money ?

If the price is right - take the cash and run. I understand the Directors have said , that if the price was increased by 10% from £53.50, then they would recommend the offer.
AZ shares have been trading at about £28 for some time previously, and now we have a forecast of, if research is successful, then better times ahead and ? a doubling of the share price to over £55 ??? - I doubt it, and would not be prepared to wait about 4 /5 years to see if it is proven to be correct or not.
I think shareholders should take the good cash offered, and reinvest it elsewhere - it could be a gain for the UK economy, not a loss as protective politicians believe. Buy a Chinese bank or something instead of having AZ ?

It will be interesting to see what happens over the next few weeks. Remember also we have a Takeover code, and they could come back again after a suitable time lapse.

Let me know what your thought are - in this ( is it free country ) democracy.

skinny - 20 May 2014 07:24 - 34 of 92

PFIZER FINAL PROPOSAL TO ASTRAZENECA

STATEMENT FROM PFIZER INC.

FINAL PROPOSAL TO ASTRAZENECA




This is an announcement of a possible offer falling under Rule 2.4 of the City Code on Takeovers and Mergers (the "Code"). It does not represent a firm intention to make an offer under Rule 2.7 of the Code. Accordingly, there can be no certainty that any offer will ultimately be made.


In response to enquiries from market participants, Pfizer would like to confirm the following in respect of its announcement of 18 May 2014 which set out its final proposal to AstraZeneca (the "Final Proposal Announcement").

In the Final Proposal Announcement, Pfizer announced a possible offer comprising, for each AstraZeneca share, 1.747 shares in the combined entity and 2,476 pence in cash, representing an indicative value of £55.00. Pfizer stated that this proposal is final and cannot be increased except in limited circumstances specified in the Final Proposal Announcement. In addition, Pfizer stated that it will not make a hostile offer and will only announce a firm offer with the recommendation of the AstraZeneca board.

The effect of Pfizer's Final Proposal Announcement under the Takeover Code is that Pfizer will not be permitted to announce a firm offer unless such offer is on terms no higher than those set out in the Final Proposal Announcement (save as set out below) and such offer is recommended by AstraZeneca's board. Pfizer must, by 5.00 p.m. on 26 May 2014 or such later date as the Panel may agree at AstraZeneca's request, announce such a recommended firm offer or make a statement that it does not intend to make an offer for AstraZeneca. If Pfizer states that it does not intend to make an offer, Pfizer will be subject to the restrictions in Rule 2.8 and Note 2 on Rule 2.5 of the Code.


Pursuant to the Code, Pfizer will only be entitled to increase the final proposal in the following limited circumstances:

· If Pfizer's share price and/or the dollar/pound exchange rate changes such that the indicative value of Pfizer's final proposal would be less than £55.00 at the time of any firm offer announcement, then Pfizer has reserved the right to add further cash or Pfizer shares to its proposal in order to restore the indicative value of its offer to £55.00 (but no higher).

· Also, Pfizer has reserved the right to increase its proposal if, prior to the announcement of a firm offer by Pfizer, a third party announces a firm intention to make an offer for AstraZeneca pursuant to Rule 2.7 of the Code which, at the date Pfizer announces a firm offer for AstraZeneca, is valued at a price which is higher than the then indicative value of Pfizer's final proposal.

· If AstraZeneca ultimately decides to recommend Pfizer's final proposal and Pfizer announces a recommended offer on the terms set out in the Final Proposal Announcement, then Pfizer has reserved the right subsequently to increase its offer at any time. However, it is important to note that such right may be exercised only after Pfizer has obtained a recommendation from the AstraZeneca board of the terms set out in the Final Proposal Announcement and announced a recommended firm offer on this basis.

Pfizer has also made statements in the Final Proposal Announcement which reserve Pfizer's right to introduce other forms of consideration, vary the mix of consideration and reduce its proposal in certain circumstances.

A copy of this announcement will be available on Pfizer's website at www.pfizerupdate.com.

HARRYCAT - 26 May 2014 18:39 - 35 of 92

(Reuters) - Pfizer abandoned its attempt to buy AstraZeneca for nearly 70 billion pounds ($118 billion) on Monday as a deadline approached without a last-minute change of heart by the British drugmaker.

The decision ends a month-long public fight between two of the world's biggest pharmaceutical companies that sparked political concerns on both sides of Atlantic over jobs and corporate tax manoeuvres.

British rules now require an enforced cooling-off period. AstraZeneca could reach out to Pfizer after three months and Pfizer could take another run at its smaller British rival in six months time, whether it is invited back or not.

robinhood - 02 Jul 2014 12:25 - 36 of 92

Astrazenica ceo bought £2m of AZN shares yday-if he is so confident then so am I and as a result jumped as a punt on the bandwagon

HARRYCAT - 23 Sep 2014 11:15 - 37 of 92

Down 5% due to the following:
Deutsche Bank "The US Treasury has announced a package of measures designed to stop US companies taking advantage of inversion deals, including "spin-versions". These appear more far-reaching than anticipated (although they are not retroactive for deals already completed). It is unclear whether the moves threaten completion of to-be-consummated deals, given that other benefits (cost savings, pipeline expansion, strategic elements) may still be sufficient to justify such deals proceeding and that the extent to which the Treasury changes impact the financial benefits cannot be quantified externally (we await the first formal response from one of the pending US acquirors). Regarding AstraZeneca, we note that Pfizer never quantified the extent to which tax benefits were important to its evaluation of the company and thus - with other strategic attractions (oncology pipeline, EM expansion etc) - it is unclear to us whether, or to what extent, the overnight news materially diminishes the chance of Pfizer renewing its interest post 26 November."

midknight - 24 Oct 2014 13:01 - 38 of 92

Green light in Europe for AZN ovarian cancer drug

midknight - 24 Oct 2014 13:08 - 39 of 92

Also: News

midknight - 05 Feb 2015 15:45 - 40 of 92

,Results and news

Feb 5:

Berenberg: Hold - TP: 4800p
Jefferies: Buy - TP: 5600p,
Liberum Capital: Buy - TP: 5800p
Shore Capital: Buy

midknight - 06 Feb 2015 10:10 - 41 of 92

Feb 6:
Panmure Gordon: Buy - TP: 5000p
Beaufort Securities: Hold - TP: N/A
Deutsche Bank: Hold - TP: 4800p

midknight - 06 Feb 2015 10:49 - 42 of 92

Questor/Telegraph says Hold/Solid long term investment

midknight - 09 Feb 2015 10:29 - 43 of 92

Feb 9: Citigroup: Buy - TP: 5400p

midknight - 10 Feb 2015 10:02 - 45 of 92

Feb 10: Barclays: Underweight - TP: 4400p

midknight - 13 Feb 2015 12:56 - 46 of 92

Feb 13: Credit Suisse -Neutral - TP: 4670p

midknight - 16 Feb 2015 10:32 - 47 of 92

AZN Airways

midknight - 17 Feb 2015 10:47 - 49 of 92

Astra considering appeal

midknight - 20 Feb 2015 09:52 - 50 of 92

Feb 20: Jefferies: Buy - TP: 5600p

midknight - 24 Feb 2015 09:56 - 51 of 92

Feb 24:

Kepler Cheuvreux: Reduce - TP: 3700p
Credit Suisse: Neutral - TP: 4670p

midknight - 25 Feb 2015 10:39 - 52 of 92

Feb 25:
Citigroup: Buy - TP: 5400p
JP Morgan: Neutral - TP: 4300p

midknight - 10 Mar 2015 10:33 - 53 of 92

Mar 10:
Jefferies:: Buy - TP: 5600p
JP Morgan: Neutral - TP: 4300p



midknight - 11 Mar 2015 09:59 - 54 of 92

Mar 11; Citigroup: Buy - TP: 5400p

midknight - 16 Mar 2015 10:04 - 55 of 92

Mar 16:

Credit Suisse: Neutral - TP: 4320p
Kepler Cheuvreux: Reduce - TP: 3700p
Jefferies: Buy - TP: 5600p
Deutsche Bank: Hold - TP: 4800p

midknight - 17 Mar 2015 10:18 - 56 of 92

Mar 17:
Exane BNP : Outperform - TP: 5400p
Beaufort: Hold
JP Morgan: Neutral

midknight - 01 Apr 2015 10:06 - 57 of 92

Apr 1; Barclays; Underweight - TP: 4770p

midknight - 13 Apr 2015 10:04 - 58 of 92

Apr 13: Jefferies: Buy - TP: 5800p

midknight - 15 Apr 2015 11:31 - 59 of 92

Apr 15:
Kepler Cheuvreaux: Reduce - TP: 3700p
Deutsche Bank: Hold - TP: 4800p

midknight - 15 Apr 2015 12:30 - 60 of 92

FDA grants orphan drug designation for cancer treatment

midknight - 16 Apr 2015 10:11 - 61 of 92

Apr 16
Liberum Capital: Buy - TP: 5800p
Barclays..: Underweight - TP: 4770p
Credit Suisse: Neutral - TP: 4320p
Citigroup: Buy - TP: 5400p
Beaufort Securities: Hol

midknight - 17 Apr 2015 10:25 - 62 of 92

FDA grants another orphan drug designation

17 Apr; Deutsche Bank - Hold - TP up from 4800p to 4850p

midknight - 17 Apr 2015 13:22 - 63 of 92

Apr 17: Societe Generale: Buy - TP: 6600p

midknight - 21 Apr 2015 10:53 - 64 of 92

Apr 21: Barclays retains Underweight - TP up from 4770p to 4850p

midknight - 24 Apr 2015 10:22 - 65 of 92

AZN 1st quarter results

midknight - 24 Apr 2015 11:32 - 66 of 92

Apr 24:
Jefferies: Buy - TP: 5800p
Berenberg: Hold - TP: 4800p

midknight - 29 Apr 2015 11:00 - 67 of 92

Apr 29: Citigroup: Buy - TP: 5400p

midknight - 21 May 2015 10:12 - 68 of 92

May 21: Jefferies; Buy - TP: 5600p

midknight - 26 May 2015 10:50 - 69 of 92

May 26:
Barclays: Underweight. TP down from 4850p on 14 May to 4400p
Deutsche: Hold - TP: 4850p

midknight - 27 May 2015 11:33 - 70 of 92

AZN revenue ambitions hit by psoriasis drug setback

midknight - 01 Jun 2015 11:23 - 71 of 92

AZN news

June 1:
Deutsche Bank : Hold - TP: 4850p
Jefferies: Buy - TP: 5600p

midknight - 02 Jun 2015 10:13 - 72 of 92

June 2:
Jun Kepler Cheuvreeaux: Reduce - TP: 3700p
Exane BNP.: Outperform - TP: .5800p
JP Morgan: Neutral - TP: 4300p

midknight - 04 Jun 2015 10:24 - 73 of 92

Questor/Telegraph: Hold

midknight - 25 Jun 2015 10:07 - 74 of 92

JP Morgan: Neutral - TP up from 4300p to 4400p

midknight - 26 Jun 2015 11:24 - 75 of 92

June 26: HSBC new coverage: Hold - TP: 4640p

midknight - 06 Jul 2015 11:21 - 76 of 92

Questor/Telegraph: Buy

July 6: Jefferies: Buy - TP: 5600p

midknight - 07 Jul 2015 12:10 - 77 of 92

July 7: Oddo Securities - new coverage: Reduce - TP: 4400p

midknight - 13 Jul 2015 09:49 - 78 of 92

July 13: Jefferies Buy - TP down from 5600p to 5400p

midknight - 14 Jul 2015 09:54 - 79 of 92

FDA approves lung cancer treatment

HARRYCAT - 30 Jul 2015 08:36 - 80 of 92


StockMarketWire.com
AstraZeneca's core operating profits fell to $3,618m in the first half - 4% down 4% at constant exchange rates.

Total revenues were up 1% at constant rates at $12,364m and reported operating profits rose by 1% at constant rates to $1,856m.

The group said its robust top-line performance, supported by externalisation, underpins accelerated investment in R&D to progress pipeline, up 24% in H1.

Highlights:
· Core SG&A efficiency programme - early progress: Core SG&A 35% of Q2 Total Revenue (Q4 2014: 44%) - Sales & marketing effectiveness, centralisation of functions, process improvements, third-party spend, further efficiencies across support areas, footprint optimisation

· Core H1 EPS stable, up 3% in Q2, enhanced by one-off tax benefit

· FY 2015 Total Revenue guidance at CER improved: Now expected to decline by low single-digit percent (prior guidance - mid single-digit). Core EPS guidance at CER is unchanged: Expected to increase by low single-digit percent, reflecting the continued accelerated investment in R&D

· The Board recommends an unchanged first interim dividend of $0.90

Chief executive Pascal Soriot said: "We made good progress in the period, delivering a robust underlying business performance. This represents six successive quarters of top-line growth. The initiatives introduced to increase efficiency are starting to reduce SG&A costs, supporting our continued strategic investment in science and the acceleration of our pipeline which has positive momentum across all key areas.

"I'm particularly pleased by the pace of progress in Oncology, with new approvals for both Iressa and Faslodex accompanied by regulatory submissions for AZD9291 and cediranib. The strong performance of the growth platforms and the subsequent upgrade to top-line guidance, together with increased R&D productivity reaffirm the confidence we have in our ability to navigate the final impacts from the loss of exclusivity and meet our revenue targets."

midknight - 30 Jul 2015 10:01 - 81 of 92

July 30:
Barclays: Underweight - TP: 4400p
Jefferies: Buy - TP: 5400p

HARRYCAT - 30 Jul 2015 10:39 - 82 of 92

Chart.aspx?Provider=EODIntra&Code=AZN&Si

midknight - 10 Aug 2015 15:53 - 83 of 92

Aug 10: Citigroup: Buy - TP: 5400p

midknight - 18 Aug 2015 10:17 - 84 of 92

Aug 18:
Credit Suisse: Neutral - TP: 4320p
JP Morgan: Neutral - TP: 4400p

hangon - 24 Aug 2016 11:36 - 85 of 92

With their older drugs and delivery system effectively in the hands of Generics, AZN has at last found a drug that's potentially a Blockbuster ( So I read in IC ). This prob. explains why the sp has rocketed recently - "All Hope" - but it's still too much at £50-a pop for me. +Good-Luck to all who sail in her....

Fred1new - 28 Feb 2017 09:19 - 86 of 92

For some may be worth a review.

Present price 4671p


Target price

Date Broker New target Recomm.
28 Feb Bryan Garnier 5,400.00 Buy
27 Feb Exane BNP... 5,300.00 Neutral
22 Feb Berenberg 5,450.00 Buy

-=-=-==


"TIDMAZN

RNS Number : 0243Y

AstraZeneca PLC

28 February 2017

This announcement contains inside information

28 February 2017 07:00 GMT

FDA APPROVES ONCE-DAILY QTERN (DAPAGLIFLOZIN AND SAXAGLIPTIN) TABLETS FOR ADULTS WITH TYPE-2 DIABETES

Qtern fixed-dose combination will provide an additional oral medicine option for patients taking Farxiga (dapagliflozin) to improve blood sugar level"



-=-=-=--=-=


TIDMAZN

RNS Number : 8210X

AstraZeneca PLC

24 February 2017

This announcement contains inside information

"24 February 2017 12:30 GMT

ZS-9 (sodium zirconium cyclosilicate) RECEIVES POSITIVE CHMP OPINION FOR THE TREATMENT OF HYPERKALAEMIA

AstraZeneca today announced that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has issued a positive opinion recommending the approval of ZS-9 (sodium zirconium cyclosilicate) for the treatment of hyperkalaemia, a serious condition characterised by high potassium levels in the blood serum caused by cardiovascular, renal and metabolic diseases."

Fred1new - 31 Mar 2017 10:08 - 87 of 92

AZ lung cancer drug gets US approval

StockMarketWire.com

AstraZeneca's lung cancer drug Tagrisso has been granted full approval by the US Food and Drug Administration.

AstraZeneca's said the FDA had approved Tagrisso (osimertinib) 80mg once-daily tablets, for the treatment of patients with metastatic epidermal growth factor receptor (EGFR) T790M mutation-positive non-small cell lung cancer (NSCLC), as detected by an FDA-approved test, whose disease has progressed on or after an EGFR tyrosine kinase inhibitor (TKI) therapy.


Chart.aspx?Provider=EODIntra&Code=AZN&Si

HARRYCAT - 27 Jul 2017 08:11 - 88 of 92

StockMarketWire.com
AstraZeneca has reiterated its full-year guidance following a first half performance in line with forecasts.

The group said the residual effects of the Crestor and Seroquel XR loss of exclusivity in the US had an impact on product sales which fell to $9,783m - down 11% at actual exchange rates.

Total revenues of $10,456m were down 11% at actual exchange rates and 10% at constant currencies.

Reported operating profit rose to $1,842m - up 37% at actual exchange rates and 22% at constant currencies.

Core operating profits of $3,215m wer eup 7% at actual exchange rates and 3% at constant currencies.

The first half dividend is maintained at $0.90 per share.

Chief executive Pascal Soriot said: "Our performance in the first half was in line with expectations as we experience the loss of exclusivity of Crestor and Seroquel XR in the US.

"We continued to deliver transformative science across the pipeline, particularly in Oncology.

"Imfinzi was launched in bladder cancer while we published practice-changing data in breast cancer for Lynparza, our first-in-class PARP inhibitor.

"In lung cancer, we strengthened our unique portfolio focused on both the genetic drivers of disease and immunotherapy. In the first half, we shared positive results for Imfinzi in the PACIFIC trial and reported more encouraging data for Tagrisso in patients with central nervous system metastases.

"I'm excited about our pipeline-driven transformation as we continue to deliver for shareholders on our strategy to return to sustainable long-term growth.

"In a pivotal year for AstraZeneca, we remain focused on realising the potential of our pipeline, growing our new launch medicines and bringing our strong science to patients."

hangon - 27 Jul 2017 13:26 - 89 of 92

HARRYCAT, you forgot to mention the Drug-failure...hit sp 16%
Q. Is this a Buying Opportunity (Yield ~4%)....or wait and see if it falls further....as the lower TO on existing products is factored-in. This must be a grim time for LT investors have seen the Stock rise from £40 to ~£50 since only Dec.2016( That's +25% in 8 Months !).
- Presumably in the hope that replacement Drug-products will offset the loss of Patent-protection, due to expiry. Now it's not-so there could be further fall from £43 to £40....
EDIT ( 28July2017)- cynic....it's always been "too expensive" for me... and recent fall hardly changes that..... Maybe at £20 I would want some, for the LT revenue, assuming some drug-replacement will occur in time. Ut's human nature for Div-Chiefs to praise themselves for current products....whereas they should be attentive to 10-years on....

cynic - 27 Jul 2017 17:12 - 90 of 92

this is just one of the drugs in AZN's pipeline
though it's not a stock i have followed, today's fall looks more like a buying opp than the time to jump ship

Fred1new - 19 Apr 2018 10:00 - 91 of 92

19/04/2018

Interesting

--=-=-=

AstraZeneca lung cancer drug Tagrisso gets FDA approval
StockMarketWire.com
AstraZeneca said Thursday the US Food and Drug Administration approved its lung cancer treatment Tagrisso for the first-line treatment of patients with metastatic non-small cell lung cancer.

The approval comes after the results of the phase III FLAURA trial, showed Tagrisso met the primary endpoint.

'Today's FDA approval of Tagrisso in the 1st-line setting is an exciting milestone for patients and our company. Tagrisso delivered unprecedented medianprogression-free survival data across all pre-specified patient subgroups, including patients with or without CNS metastases, and could prolong the lives of more patients without their tumours growing or spreading,' said Dave Fredrickson, Executive Vice President, Head of the Oncology Business Unit at AstraZeneca.

Fred1new - 07 Sep 2018 17:54 - 92 of 92

Broker Forecast - Jefferies International issues a broker note on AstraZeneca PLC
BFN
Jefferies International today downgrades its investment rating on AstraZeneca PLC (LON:AZN) to hold (from buy) and cut its price target to 5975p (from 6200p).

Story provided by StockMarketWire.com

Broker Forecasts data provided by www.sharesmagazine.co.uk

-=-=-=-=-=

And the price goes down.

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