Trading in AstraZeneca's (AZN 2.26%) American Depositary Shares (ADSes) was lively on Tuesday, on news that its leadership intends to directly list its sock on a U.S. exchange. Investors clearly liked that idea, as they bid those ADSes up by more than 2% that trading session. With that rise, it did better than the S&P 500 (^GSPC -0.11%), which closed the day marginally (0.1%) lower.Bye-bye Britain?That morning, U.K. newspaper The Times published an article stating that AstraZeneca CEO Pascal Soriot aims to ...

据泰晤士报：阿斯利康首席执行官已讨论将上市地点迁往美国。 ...

阿斯利康CEO据悉已经讨论将上市地迁往美国的可能性。 ...

智通财经7月1日电，阿斯利康CEO据悉已经讨论将上市地迁往美国的可能性。 ...

When I last wrote about the oncology focused company, AstraZeneca (NASDAQ: AZN ) in November, a Buy rating appeared contrarian. Following a fraud investigation in China, its price saw a sharp fall. And with no way of knowing when the matter would be resolved, itManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green e ...

Core Insights - AstraZeneca has been deeply rooted in China for over 30 years, emphasizing innovation as the core driver of medical advancement [3] - The company plans to invest $2.5 billion to establish its sixth global strategic R&D center in Beijing by 2025, following the upgrade of its Shanghai R&D center to a major strategic hub [3] - China has become AstraZeneca's second-largest market globally, with projected total revenue of $6.4 billion in 2024, accounting for 12% of the company's global income [5] R&D and Innovation - AstraZeneca's R&D pipeline in China includes over 200 projects, supported by a team of more than 1,000 researchers [3] - The company has formed partnerships with 14 local innovative enterprises since 2023, with a total collaboration amount exceeding $23 billion [3] - AstraZeneca aims to launch 20 global innovative drugs by 2030, having already introduced over 40 innovative medicines in various therapeutic areas [5] Social Responsibility and Environmental Initiatives - AstraZeneca is committed to green development and the green transformation of the industry, implementing measures to reduce environmental impact across all operations [5] - The company actively supports rural revitalization by enhancing access to quality medical resources in 400 cities and 2,800 counties, facilitating early screening and diagnosis [5] - AstraZeneca engages in public welfare activities, including free clinics, to address healthcare gaps in rural areas and improve the professional skills of local medical personnel [5][6] Future Outlook - AstraZeneca will continue to uphold its corporate social responsibility and explore innovations to contribute to the development of healthcare both in China and globally [6]

Core Insights - AstraZeneca announced the approval of the combination therapy of Savolitinib (brand name: Worishe) and Osimertinib (brand name: Taris) by the National Medical Products Administration of China for treating locally advanced or metastatic non-squamous non-small cell lung cancer (NSCLC) patients with EGFR gene mutations and MET amplification after progression on EGFR tyrosine kinase inhibitors (TKIs) [1][2] Group 1 - Savolitinib is the first selective MET inhibitor approved in China, developed in collaboration with Hutchison China MediTech, and is indicated for adult patients with locally advanced or metastatic NSCLC with MET exon 14 alterations [1] - Osimertinib is an irreversible third-generation EGFR-TKI with confirmed clinical activity in treating NSCLC patients, including those with central nervous system metastases [1][2] Group 2 - The approval is based on the SACHI Phase III clinical trial data, which achieved the predefined primary endpoint of progression-free survival (PFS) in a pre-specified interim analysis [2] - The combination therapy was included in the breakthrough therapy designation by the National Medical Products Administration in 2024 and received priority review for its new drug application in 2025 [2] - The approval marks the third indication for Savolitinib in China, highlighting its significance in addressing complex challenges in lung cancer treatment [2]

Group 1 - The Chinese pharmaceutical industry is entering an innovative development phase, providing more motivation and assurance for AstraZeneca's innovation in China [1] - AstraZeneca announced a $2.5 billion investment to establish a global strategic R&D center in Beijing, aiming to enhance "China innovation" for global benefit [1] - AstraZeneca has two of its six global strategic R&D centers located in China, with a total R&D team exceeding 1,000 people, reflecting the company's commitment to the Chinese market [1] Group 2 - AstraZeneca has signed a strategic R&D cooperation agreement with China National Pharmaceutical Group, focusing on AI-driven drug research [2] - The company has established a $550 million fund to invest in local biopharmaceutical companies, having invested in 27 local enterprises [2] - AstraZeneca plans to introduce 20 new global drugs in China by 2030, having already brought over 40 innovative drugs to the market in the past 30 years [2] Group 3 - AstraZeneca is committed to promoting early diagnosis and treatment, addressing challenges faced by patients in rural areas [3] - The company has engaged with approximately 400 cities and 2,800 counties in China to ensure innovative drugs and quality medical resources reach more patients [3]

Core Viewpoint - Astrazeneca (AZN) has an average brokerage recommendation (ABR) of 1.36, indicating a consensus leaning towards Strong Buy, but reliance solely on this metric may not be advisable due to potential biases in brokerage recommendations [2][5][10]. Group 1: Brokerage Recommendations - The current ABR for Astrazeneca is 1.36, with 14 out of 18 recommendations classified as Strong Buy, representing 77.8% of total recommendations [2]. - Brokerage analysts tend to exhibit a strong positive bias in their ratings, issuing five "Strong Buy" recommendations for every "Strong Sell" [6][10]. - The ABR is calculated based on brokerage recommendations, which may not always reflect the actual price movement of the stock [9][10]. Group 2: Zacks Rank Comparison - Zacks Rank categorizes stocks into five groups based on earnings estimate revisions, with a strong correlation to near-term stock price movements [8][11]. - The Zacks Consensus Estimate for Astrazeneca remains unchanged at $4.49, suggesting stable earnings prospects [14]. - Astrazeneca currently holds a Zacks Rank of 3 (Hold), indicating a cautious approach despite the favorable ABR [15].

Core Viewpoint - AstraZeneca's AZD6234 and AZD9550 injections have been approved for clinical trials in China, aimed at long-term weight management for overweight or obese adults with at least one obesity-related comorbidity [2][4]. Group 1: Clinical Trial Details - AZD6234 is a long-acting insulin analog currently undergoing Phase II monotherapy studies for obesity in China and the US, while also being tested in combination with AZD9550 in various countries [4]. - AZD9550 is a dual receptor agonist targeting GLP-1R and GCGR, with indications covering metabolic dysfunction-related fatty liver disease, type 2 diabetes, and obesity, and is also in clinical research [4]. - The ASCEND study is a global, multi-center, randomized, double-blind, placebo-controlled Phase IIb clinical trial, evaluating the efficacy, safety, and tolerability of the combination therapy or monotherapy in overweight/obese adults with obesity-related complications, aiming to enroll 360 participants [4]. Group 2: Product Pipeline - AstraZeneca has three innovative products in its obesity treatment pipeline: AZD5004, AZD6234, and AZD9550, with AZD5004 currently in Phase II monotherapy clinical trials for diabetes and obesity [4].