Economic Indicators - US MBA mortgage applications fell by -12.7% in the week ended September 26, with the purchase mortgage sub-index down -1.0% and the refinancing sub-index down -20.6% [1] - The September ISM manufacturing index rose +0.4 to a 7-month high of 49.1, exceeding expectations of 49.0 [6] - The September ADP employment change unexpectedly fell by -32,000, marking the largest decline in 2.5 years, while August was revised lower to -3,000 from +54,000 [5] Market Reactions - Stocks initially moved lower due to the US government shutdown, but later recovered, with the S&P 500 and Nasdaq 100 reaching new all-time highs [2][4] - The dollar index fell to a one-week low, while gold prices climbed to a record high amid risk-off sentiment [2] - Rising corporate earnings expectations are a bullish backdrop for stocks, with over 22% of S&P 500 companies providing guidance for Q3 earnings that are expected to beat analysts' expectations [8] Sector Performance - Pharmaceutical stocks rallied, with AstraZeneca closing up more than +9% and Eli Lilly up more than +8%, driven by hopes from Pfizer's deal with the US government [15] - Chipmakers and AI-infrastructure stocks also saw gains, with Super Micro Computer closing up more than +9% and Micron Technology up more than +8% [16] - Grocery retailers declined after Amazon announced a new private-label food brand, leading to Dollar Tree and Dollar General closing down more than -4% and -3% respectively [22] Upcoming Economic Data - Weekly initial unemployment claims are expected to increase by +7,000 to 225,000, and August factory orders are expected to rise by +1.4% month-over-month [9] - September nonfarm payrolls are anticipated to increase by +51,000, with the unemployment rate expected to remain unchanged at 4.3% [9]

Core Insights - Thermo Fisher Scientific has announced a new R&D partnership with AstraZeneca BioVentureHub to enhance innovation in the life sciences sector [1][2][3] Partnership Details - The collaboration will focus on areas such as chromatography, molecular genomics, and proteomics, with a dedicated team from Thermo Fisher co-locating with AstraZeneca scientists [2][3] - This partnership aims to create exceptional conditions for breakthrough discoveries and progress in drug and analytical development [3] Strategic Location - The AstraZeneca BioVentureHub is situated in Gothenburg, Sweden, and is part of a growing innovation ecosystem that includes the GoCo Health Innovation City [4] - Thermo Fisher's new bioanalytical laboratory, expected to begin operations in March 2026, will support pharmaceutical and biotech customers globally [4][5] Company Background - Thermo Fisher Scientific is a leading company in the life sciences sector, with annual revenues exceeding $40 billion [6] - The company operates a global network of laboratories, including GMP and bioanalytical facilities in various locations worldwide [5][6] AstraZeneca BioVentureHub Overview - The BioVentureHub serves as an open innovation platform, providing access to AstraZeneca's scientific expertise and infrastructure for emerging life science companies and academia [8][9] - The hub promotes collaboration and innovation without AstraZeneca holding ownership or innovation rights over the participating companies [9]

AstraZeneca shares rallied on Wednesday after the U.K. giant and its Japanese partner said the Food and Drug Administration was reviewing one of its drugs to treat breast cancer. ...

每经AI快讯，10月1日，美股医药股逆势上涨，阿斯利康涨超6%，赛诺菲安万特、葛兰素史克涨近 4%，礼来、渤健公司、诺和诺德、默沙东涨近3%，辉瑞涨超2%。 ...

格隆汇10月1日｜美股医药股逆势上涨，阿斯利康涨超6%，赛诺菲安万特、葛兰素史克涨近4%，礼 来、渤健公司、诺和诺德、默沙东涨近3%，辉瑞涨超2%。 ...

美股医药股延续涨势，阿斯利康涨超6%，赛诺菲安万特、葛兰素史克涨近4%。 来源：滚动播报 ...

(Reuters) -Global drugmakers are scrambling to shore up their U.S. manufacturing capacity and domestic inventory as the Trump administration moves ahead with a 100% tariff on imported branded and patented drugs, starting October 1. The sweeping measure has triggered a flurry of activity across the industry, including fast-tracking U.S. manufacturing projects, price cuts and direct-to-consumer sales. Here's what drugmakers are doing to mitigate supply-chain risks and reassure investors: Pfizer Pfizer re ...

白宫推出药品购买网站后，阿斯利康股价上涨3.6%。 来源：滚动播报 ...

Core Viewpoint - GSK is transitioning from American Depositary Receipts (ADRs) on Nasdaq to a direct listing of ordinary shares on the New York Stock Exchange, coinciding with the departure of CEO Emma Walmsley and the appointment of Luke Miels as her successor [1][3]. Company Developments - GSK's CEO Emma Walmsley will leave at the end of the year after nine years, having led the company through its demerger, which resulted in the formation of Haleon as a separate entity [1]. - Luke Miels, the current chief commercial officer, will take over as CEO, having previously been with AstraZeneca (AZ) [1]. Market Reactions - The announcement of GSK's move was positively received by investors, resulting in a 0.8% increase in shares on the following Monday [3]. - The shift to a direct listing is expected to attract new U.S. investors, particularly if AZ gains membership in the S&P 500 [3]. Industry Trends - There is a growing trend of UK-listed companies moving their primary listings to the U.S., with several notable companies, including BHP Group, Ferguson, and CRH, having made similar transitions recently [6][7][8][9]. - The movement of companies away from the London Stock Exchange (LSE) has raised concerns about the future of the UK market, especially as major firms like Flutter Entertainment and Arm Holdings have opted for U.S. listings [10][11][12]. Implications for AstraZeneca - AstraZeneca's potential move to the U.S. market has been a topic of discussion, with CEO Pascal Soriot expressing interest in relocating the company's stock market listing [4][5]. - Despite concerns, AZ emphasized that its status as a UK-listed company would remain unchanged, aiming to attract a broader mix of global investors [15]. - AZ's current price-to-earnings ratio is competitive compared to both European and U.S. peers, indicating that the move is not necessarily driven by a desire for a higher stock rating [16].

从全球市场的角度来看，美国始终是阿斯利康最大的单一市场，并且贡献了公司超过40%的营收。公司 计划通过上市结构的调整以及在美投资的加码，争取到2030年实现年营收800亿美元的目标，以进一步 巩固其在全球生物制药行业中的领导地位。 近来，阿斯利康宣布计划在纽约证券交易所直接挂牌上市，以取代其目前在纳斯达克交易的美国存托凭 证（ADR）。这一举措标志着阿斯利康将目光投向了美国这个全球最大公开市场的深度与流动性，希 望通过直接上市的形式，吸引更多来自世界各地的投资者。公司强调，虽然股权上市架构有所调整，但 其作为英国上市公司和伦敦总部的地位不会改变，这无疑缓解了外界对其可能"脱英赴美"的担忧。 阿斯利康的战略调整正逢多家大型欧洲企业选择加强其在美国市场的曝光度。除了在股市上作出布局， 阿斯利康还计划截至2030年在美国投入500亿美元用于制造与研发，以期在仿制药竞争日趋激烈的背景 下，继续保持其在美国市场的领先地位。与此相辅相成的是，公司在英投资的步伐却有所放缓，暂停了 一些重要项目，反映了英国商业环境带来的挑战。 来源：市场资讯 （来源：美股情报站） 9月30日，阿斯利康（AZN）股票在市场上表现出色，连续第三 ...