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Price · 1Y
$163.33
Thesis
AstraZeneca is a diversified large-cap pharma with one of the deepest oncology pipelines in the industry — Tagrisso in lung cancer, the Enhertu antibody-drug conjugate partnered with Daiichi Sankyo, and Imfinzi in immuno-oncology — alongside a major cardio-renal-metabolic franchise led by Farxiga. That breadth across oncology, CRM, respiratory, and rare disease (Alexion) gives unusually durable, broad-based growth.
The metabolic franchise and an emerging obesity / oral-GLP-1 program add a forward leg to a company already compounding. As a high-quality, well-positioned name, the key swings are pipeline-trial outcomes, the pace of its stated revenue-growth ambition, and exposure to China and drug-pricing policy.
Catalysts
- Oncology pipeline readouts (Enhertu, Tagrisso, Imfinzi)
- Cardio-renal-metabolic and obesity program progress
- Revenue-growth ambition execution
- China demand and pricing-policy developments
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Sep 23RegulatorySEC
Trixeo approved in EU for asthma per 6-K filing.
- Sep 21RegulatorySEC
Klygefa recommended for EU approval by CHMP
- Sep 21RegulatorySEC
ENHERTU recommended for approval in EU for early breast cancer
- Sep 14Trial readoutSEC
6-K filing provides update on SERENA-4 Phase III trial.
- Sep 8Trial readoutSEC
6-K reports Imfinzi + Imdelltra improved OS in small cell lung cancer trial
- Sep 8RegulatorySEC
6-K reports US approval of ETCAMAH for HR+ breast cancer
- Sep 1Trial readoutSEC
6-K reports TAGRISSO + ORPATHYS improved PFS in 1L EGFRm lung cancer.
- Sep 1Securities offeringSEC
6-K reports admission to trading for EUR2.55 billion bond offering.