自1993年进入中国以来，阿斯利康已引进了40余款创新药物，目前在中国生产的药品出口全球70多个国 家和地区，中国已成为其全球第二大市场。"我亲历了中国市场的飞速成长与开放进程。"苏博科表示， 近年来中国在生物科技领域政策支撑和投资力度持续加码，临床试验开展更便利，新产品审批流程更顺 畅，知识产权保护更有力，医保支付体系也不断改善，不仅让中国患者能够更快受益于创新药物与治疗 方案，也为外资企业营造了良好的营商环境。 苏博科强调，"十五五"规划建议清晰描绘了高质量发展、共同繁荣和绿色转型的中国路径。中国在绿色 能源与可持续发展领域的坚定承诺和坚实行动，为阿斯利康实现自身环境目标提供了强大动力和广阔应 用场景。据介绍，阿斯利康设定了到2030年实现核心业务碳中和、2045年实现全价值链净零排放的目 标。"我们在中国积极践行绿色运营理念，已经建设绿色智能工厂，致力于实现供应链脱碳。公司还与 医疗机构合作，探索减少医疗系统碳足迹的创新方案。在医疗行业绿色转型、可再生能源等领域，我们 有望与中国伙伴开辟更广阔的合作空间。" 目前，阿斯利康在华研发管线与全球同步率达100%，中国团队主导着近20项全球临床试验。苏博科 说 ...

Core Insights - AstraZeneca (AZN) is set to report its fourth-quarter and full-year 2025 results on February 10, with a consensus estimate for quarterly sales at $15.71 billion and earnings at $2.18 per share [1][8] Group 1: Sales Drivers - Key medicines, particularly cancer drugs Calquence, Lynparza, Tagrisso, and Imfinzi, along with diabetes medication Farxiga/Forxiga, are expected to significantly contribute to fourth-quarter sales, driven by strong demand [2][8] - The Zacks Consensus Estimates for the key drugs are as follows: Calquence at $916 million, Lynparza at $881 million, Tagrisso at $1.88 billion, Imfinzi at $1.67 billion, and Farxiga/Forxiga at $2.01 billion [2] Group 2: Additional Contributions - Other drugs, including asthma medication Fasenra, COPD treatment Breztri, and lupus drug Saphnelo, are also anticipated to support sales growth, with estimates for Symbicort and Fasenra at $696 million and $544 million, respectively [4] - Sales from AstraZeneca's Rare Disease drugs, particularly Ultomiris and Strensiq, have shown significant growth and are expected to continue this trend in the upcoming quarter [5] Group 3: Financial Performance and Costs - The company is expected to see a rise in core operating costs due to investments in recent product launches and increased expenses for new clinical studies [6] - AstraZeneca has a history of decent performance, beating earnings estimates in three of the last four quarters, with an average surprise of 3.81% [7] Group 4: Earnings Prediction - The current Earnings ESP for AstraZeneca stands at -4.59%, indicating that an earnings beat is not predicted this time [10][11] - The Most Accurate Estimate for earnings is $2.08 per share, while the Zacks Consensus Estimate remains at $2.18 [11]

Key Takeaways FDA granted priority review to AZN's Datroway sBLA for unresectable or metastatic TNBC, with a Q2 2026 target.AZN's Datroway already has approvals in breast and lung cancer and is being studied across multiple cancers.The FDA issued a CRL for AZN's Saphnelo SC. AZN has resubmitted data and expects a U.S. decision in H1 2026.AstraZeneca (AZN) and its Japan-based partner Daiichi Sankyo announced that the FDA has accepted and granted priority review to their supplemental biologics license applica ...

Wednesday kicks off with significant healthcare and financials earnings, including Eli Lilly and Company pre-market, leading into tech giant Alphabet Inc.'s report after close, with over 40 companies reporting. Thursday also sees over 40 reports, highlighted by Amazon.com Inc.'s after-close report, amidst a busy day for energy and financials. Next Monday and Tuesday continue with a strong presence from financials, real estate, and healthcare, featuring Coca-Cola Company and AstraZeneca PLC reporting pre-mar ...

截至2026年2月4日 10:58，中证医药及医疗器械创新指数(931484)成分股方面涨跌互现，东阿阿胶领涨 3.31%，恩华药业上涨1.62%，新和成上涨1.57%；特宝生物领跌。医疗创新ETF(516820)最新报价0.36 元。 从资金净流入方面来看，医疗创新ETF近13天获得连续资金净流入，最高单日获得4182.65万元净流 入，合计"吸金"2.46亿元，日均净流入达1890.95万元。（数据来源：Wind） 消息面上，阿斯利康宣布未来十年在中国投资150亿美元，重点投向细胞治疗与放射性偶联药物 （RDC）两大前沿方向，涵盖北京、上海的战略研发中心建设，以及无锡、泰州、青岛、北京等地生 产基地扩建与新建，并计划将中国高技能员工队伍扩展至超2万人。 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产，但不保证本基金一定盈利，也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则，在做出投资决策后，基金运营状况与基金净值变化引致的投资风险，由投资人自行负担。基金的过 往业绩及其净值高低并不预示其未来业绩表现，基金管理人管理的其他基金的业绩不构成对本 ...

Company Overview - Astrazeneca's recent trading session ended at $184.32, reflecting a -2.17% change from the previous day's closing price, which is lower than the S&P 500's daily loss of 0.84% [1] - Over the past month, Astrazeneca's shares have gained 0%, underperforming the Medical sector's gain of 0.16% and the S&P 500's gain of 1.8% [1] Earnings Expectations - The upcoming earnings release on February 10, 2026, is anticipated to show earnings of $2.18 per share, indicating a year-over-year growth of 107.62% [2] - The consensus estimate for revenue is projected at $15.71 billion, representing a 5.48% increase compared to the same quarter of the previous year [2] Full-Year Estimates - The Zacks Consensus Estimates for the full year predict earnings of $9.17 per share and revenue of $58.61 billion, which would reflect year-over-year changes of +123.11% for earnings and 0% for revenue [3] - Recent changes to analyst estimates for Astrazeneca are important as they reflect short-term business trends, with positive revisions indicating analyst optimism [3] Zacks Rank and Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a strong track record, with 1 rated stocks delivering an average annual return of +25% since 1988 [5] - Currently, Astrazeneca holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate moving 0.44% lower over the last 30 days [5] Industry Context - Astrazeneca operates within the Medical - Biomedical and Genetics industry, which has a Zacks Industry Rank of 94, placing it in the top 39% of over 250 industries [6] - The Zacks Industry Rank measures the strength of individual industry groups, indicating that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Walmart became the first retailer ‍everto hit $1 trillion in ​market valuation on Tuesday, riding ‌on ayear-long ​rally that has seen its shares rise nearly 26%.The latest milestone for the company came just two weeksafter Walmart replaced British ​drugmaker AstraZenecain the tech-focused ⁠Nasdaq-100 Index, home to themost valuable non-financial companies listed on ​the index.The ⁠Bentonville, Arkansas-based chain has cashed in onwealthier consumers choosing the convenience of ‌fasterdeliveries and flocking ...

AstraZeneca PLC (NASDAQ:AZN) is one of the stocks Jim Cramer shed light on recently. When a caller mentioned that they are thinking of selling their position in the stock for profit and buying ABBV shares, Cramer remarked: I like AstraZeneca very much. And that cancer franchise turned out to be a lot stronger than I thought. I think you should hold onto that. AbbVie reports this week. I expect a very good quarter. I like the dividend, but I think AstraZeneca has got a better portfolio at this very moment. ...

每周 一 景 ：甘孜藏族自治州四川省贡嘎雪山 点击右上角菜单，收听朗读版 【基金 】 国泰海通证券2月基金投资策略 基金投资策略 股混基金： 从基金投资的角度来看，在成长主线下，价值和成长风格中均具备结构性投资机会的市场格局或将延续，因此我们建议后续基金配置在整体维持 均衡风格的前提下，适度偏向成长，并且关注基金经理的选股和风控能力，重视主投科技领域基金，兼顾周期、金融等资产。 指数主题基金： 我们从基本面景气度、超预期水平、量价水平和资金流强度四个维度出发，构建行业轮动模型，2月最新高景气度行业分别为基础化工、建筑 材料、环保、石油石化、通信和钢铁，结合ETF产品的流动性和相关性，我们构建的ETF行业轮动投资组合。 债券基金： 从基金投资角度来看，建议关注久期灵活的利率债和重配高流动性信用债的产品。此外，随着权益市场回暖，我们认为固收+基金同样具备一定配 置价值，建议持续关注。 QDII和商品型基金： 全球地缘政治局势的不确定性上升以及各国央行持续购金有利于支撑长期金价中枢，从长期投资和避险投资的角度来看，我们认为可适 当配置黄金ETF，但趋势配置者短期需要谨慎。美国经济韧性较强，内生性通胀粘性逐渐减弱，投 ...

Core Insights - AstraZeneca announced a plan to invest $15 billion in China, primarily focused on cell therapy and radiolabeled conjugates during the visit of the UK Prime Minister [1][2] - This investment aims to leverage China's scientific capabilities and advanced manufacturing to provide cutting-edge treatment solutions for patients globally [1] Investment Details - The $15 billion investment will significantly enhance AstraZeneca's capabilities in cell therapy and radiolabeled conjugates, addressing cancer, blood diseases, and autoimmune diseases [2] - The investment will cover the entire value chain from drug discovery to clinical development and manufacturing, with collaborations with leading biotech companies to bring Chinese innovations to the world [2] - Specific uses of the investment include: 1. Establishing global strategic R&D centers in Beijing and Shanghai 2. Expanding existing manufacturing bases in Wuxi, Taizhou, Qingdao, and Beijing, along with setting up new facilities 3. Increasing the skilled workforce in China to over 20,000 employees [2] Market Implications - This investment reflects multinational corporations' growing interest and recognition of local R&D capabilities and the Chinese market, driven by the ongoing validation of China's engineering talent and biopharmaceutical capabilities [3]