For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Has AbCellera Biologics Inc. (ABCL) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question.AbCellera Biologics Inc. is one of 971 companies in the Medical group. The Medical group currently sits at #2 within the Zacks Sector Rank. The Zacks Sector Rank g ...

AstraZeneca's move to upgrade its listing in the U.S. risks pulling liquidity away from London's stock market and could pave the way for other large companies to follow suit, analysts, investors and a... ...

智通财经APP获悉，摩根大通发布市场策略报告，主要分析了过去几年欧洲投资组合中两个显著落后的 板块：欧股"十一罗汉"Granolas以及法国股市。摩根大通认为，Granolas的风险回报正在改善，法国股 市有望触底回升。 Granolas风险回报正在改善 Granolas已风光不再。Granolas(包括葛兰素史克、罗氏、阿斯麦、雀巢、诺华、诺和诺德、欧莱雅、路 威酩轩、阿斯利康、SAP和赛诺菲等11家欧洲大型公司)曾是市场的佼佼者，但自2024年初以来已显著 跑输欧洲大盘指数约25%，其市值占欧洲整体市值的比例也从去年年初的峰值27%降至20%。 摩根大通认为，法国长期债券收益率不太可能继续上涨，而且在法国政府未通过信任投票后，负面冲击 可能会暂时消退，从反向投资的角度来看，法国股市的投资机会颇具吸引力。 摩根大通表示， 尽管股价表现疲软，但Granolas盈利并未恶化。2025年该组合的每股收益增长率预计为 8%，而欧洲股市整体盈利则基本持平。因此，Granolas估值过高的问题已得到纠正，当前市盈率较过去 10年中位数有6%的折让，已回归合理水平。 摩根大通强调，不确定性仍然很高，法国可能在10月初再次 ...

康泰生物公告，公司与阿斯利康签署了《许可终止协议》，终止ChAdOx1腺病毒载体新冠疫苗的研 发、生产及商业化合作。此次终止合作是基于新冠疫苗流行株及市场环境变化，以及公司资源配置等因 素作出的审慎决策。公司目前拥有近30个在研项目，涵盖多联多价疫苗、创新型疫苗等多个重要品类。 未来公司将集中资源，聚焦多联多价疫苗、成人疫苗、创新疫苗、治疗性疫苗的研发与产业化，提升核 心竞争力。 ...

来源：市场资讯 这是一次重大调整，旨在借助美国资本市场的深度和流动性，扩大投资者基础，提升股票吸引力。此方 案仍需在即将于2025年11月3日召开的普通股东大会上获得批准。 从二级市场反应来看，投资者对该消息表现出谨慎乐观的态度。9月29日，阿斯利康（伦敦交易所上 市）股价收涨0.8%，公司市值约为1710亿英镑。 （来源：求实药社） 据路透社消息，阿斯利康9月29日公布计划，将于2026年2月2日起在纽约证券交易所实现普通股直接上 市，以取代目前的美国存托凭证（ADR）交易模式。 整体来看，阿斯利康此举既体现了对美国资本市场的倚重，也再次重申其英国总部和伦敦上市地位。通 过纽交所直接上市，公司有望获得更广泛的资本关注和更高的市场流动性，而伦敦与斯德哥尔摩的保留 上市则稳固了其多元化布局。这是一场在坚守本土根基与追求全球成长之间的平衡之举。 未来若成功执行，该策略或将成为其他大型英国或欧洲跨国公司在资本市场布局上的参考样板，也可能 对英国资本市场在全球竞争中的地位与结构产生深远影响。 阿斯利康同时表示，将继续保留英国总部与伦敦主要上市地位，并维持在斯德哥尔摩挂牌。作为伦敦市 值最高的制药公司，这一表态缓解了外 ...

直接面向消费者(DTC)的销售模式近期加速发展，礼来(LLY.US)、辉瑞(PFE.US)和阿斯利康(AZN.US)等 药企已陆续上线自有平台。当天，瑞士制药巨头诺华(NOVN.US) 宣布，将于11月1日在美国推出直销平 台，首批产品为抗炎药Cosentyx，现金支付患者可享受55%的价格折扣，并计划未来扩展至更多产品及 直销雇主模式。 此外，PhRMA补充称，制药商已宣布总额5000亿美元 的美国本土生产及基础设施投资，预计将创造1.2 万亿美元的经济产出，并新增10万个以上就业岗位。 智通财经APP获悉，周一，美国制药行业游说组织PhRMA表示，将于2025年1月推出全新网站 AmericasMedicines.com，帮助患者直接从制药商处购买处方药，从而绕过药房福利管理公司(PBMs)等 中间环节，以降低药价并简化购药流程。 PhRMA表示，该网站将允许药企直接列出可购买的药品，并为患者提供更优惠的价格选择和减少获取 药物的障碍。这一举措是在特朗普政府不断施压制药行业降低美国药价背景下推出的。 美国总统特朗普今年7月已向17家大型制药公司发函，要求它们将美国处方药价格降至与其他发达国家 水平一致，并 ...

AstraZeneca laid out plans on Monday to switch to a direct listing of its shares in the United States, as the drugmaker seeks to maximise gains from a booming U.S. stock market, even as it said it was... ...

Group 1: Leadership Transition - Luke Miels has been appointed as the new CEO of GSK, set to take over at the start of next year, succeeding Emma Walmsley [1][2] - Miels has been with GSK since 2017 and previously oversaw the global medicines and vaccines business [2][3] - Walmsley highlighted Miels as a key partner in defining GSK's strategy and improving operating performance during her tenure [3] Group 2: Company Performance and Strategy - GSK's main challenges will include delivering blockbuster drugs and lifting the share price, which has lagged behind AstraZeneca's during Walmsley's leadership [2][4] - Under Walmsley's leadership, GSK invested heavily in vaccines, expanded its HIV business, and re-entered the oncology market, while also spinning off its consumer-health unit, Haleon Plc [3][4] - Despite these changes, GSK's shares have fallen about 10% during Walmsley's tenure, contrasting with AstraZeneca's market value, which has more than doubled [4] Group 3: Future Outlook - Analysts believe Miels is well-positioned to achieve GSK's 2031 sales target of over £40 billion ($53.7 billion) due to the groundwork laid by Walmsley [5] - Miels is expected to focus on executing the existing strategy rather than making drastic changes [5] - Some analysts express caution regarding GSK's ability to deliver new drugs before the patent expiry of its HIV medicine dolutegravir at the end of the decade [6]

AstraZeneca (NASDAQ:AZN) announced plans to directly list its shares in the U.S., while confirming it will not leave London Stock Exchange. The company will list on the New York Stock Exchange, moving away from depositary receipts, with trading set to begin on ...

Core Insights - The article highlights the dual challenges faced by rare disease patients, including difficulties in diagnosis and lack of effective treatments, with over 90% of known rare diseases lacking any therapeutic options [1][2] - China is evolving from a participant to a "breakthrough engine" in the global rare disease research landscape, leveraging its unique advantages in clinical trial efficiency, technological innovation, and disease data accumulation [1][3] Diagnosis Challenges - The number of known rare diseases has increased from 7,000 to over 10,000 due to advancements in gene sequencing, yet approximately 90% still lack treatment [2] - 80% of rare diseases are genetic and often manifest in childhood, making pediatric rare disease drug development a pressing and complex task [2] - Variations in the definition of rare diseases across countries complicate research efforts, with China lacking a clear regulatory list of rare diseases [2] China's Role in Rare Disease Research - China is recognized for its leading clinical trial speed and quality, with many Phase III trials involving Chinese participants [3] - The country is at the forefront of technological innovations in cell and gene therapies, which can accelerate local research and provide global insights [3] - China's healthcare system allows for efficient disease data collection, crucial for understanding disease progression and treatment endpoints [3] Collaborations and Partnerships - AstraZeneca has established collaborations with top Chinese hospitals to create disease excellence centers focusing on rare kidney and neurological diseases [4] - The company has engaged in acquisitions and partnerships with 14 Chinese biotech firms to enhance its rare disease research capabilities [5] Strategic Focus on Rare Diseases - AstraZeneca's commitment to rare disease research is driven by the potential for transformative therapies that meet significant unmet needs, despite the high costs and small patient populations [5][6] - The company has developed drugs that can significantly reduce mortality rates in conditions like hemolytic uremic syndrome, emphasizing the clinical value of these treatments [6] Pipeline and Future Outlook - AstraZeneca has seven approved rare disease drugs and ten ongoing Phase III clinical trials across various therapeutic areas [6] - The year 2025 is anticipated to be significant for the release of numerous rare disease research outcomes [7] Patient-Centric Approach - AstraZeneca involves patients and caregivers early in the research process to ensure that clinical trials address the most critical disease improvement metrics [8] - The company collaborates with global patient associations to enhance patient engagement and communication with regulatory bodies [8] Accessibility and Affordability - AstraZeneca has three innovative rare disease drugs approved in China, with some included in the national medical insurance catalog, improving patient access [9] - The company advocates for the establishment of rare disease-specific funding to alleviate patient financial burdens, recognizing that insurance alone cannot cover all costs [9] - Optimism is expressed regarding the commercial prospects in China as policies improve and more rare disease drugs are included in insurance coverage [9]