AstraZeneca(AZN)

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AZN Q1 Earnings Beat, Stock Down on Soft Sales Performance of Key Drugs
ZACKS· 2025-04-29 14:15
Core Earnings and Revenue Performance - AstraZeneca's first-quarter 2025 core earnings were $1.24 per American depositary share (ADS), exceeding the Zacks Consensus Estimate of $1.10, with core earnings of $2.49 per share reflecting a 21% year-over-year increase at constant exchange rates (CER) [1][2] - Total revenues reached $13.59 billion, a 7% increase on a reported basis and 10% at CER, although this figure fell short of the Zacks Consensus Estimate of $13.68 billion [2] Product Sales and Therapeutic Areas - Product sales increased by 9% to $12.88 billion, driven by strong demand for marketed products [3] - Oncology product sales rose 13%, while Cardiovascular, Renal and Metabolism (CVRM) product sales increased by 12%, and Respiratory & Immunology (R&I) segment sales grew by 11%. However, sales in the Rare Disease segment remained flat, and Vaccines & Immune (V&I) Therapies saw a decline of 30% [4] Collaboration Revenues - Collaboration revenues totaled $74 million, a 64% increase attributed to a sales milestone for Farxiga in Japan, while alliance revenues rose 42% to $639 million, driven by growth from partnered medicines [5][6] Key Drug Performance - Tagrisso sales reached $1.68 billion, up 8%, surpassing estimates [7] - Lynparza sales increased by 5% to $726 million but missed estimates due to soft performance in emerging markets and U.S. headwinds [8][9] - Imfinzi generated $1.26 billion in sales, up 16%, but also missed estimates [9] - Calquence sales rose 8% to $762 million, beating estimates [10] - New drug Truqap recorded $132 million in revenues, down from the previous quarter due to Medicare Part D redesign impacts [11] Segment Performance - In the CVRM segment, Farxiga sales were $2.06 billion, up 16%, benefiting from label expansions [12] - Brilinta/Brilique sales decreased by 4% to $305 million, while new drug Wainua added $39 million in sales [13] - In the R&I segment, Symbicort sales declined by 3% to $723 million, and Pulmicort sales fell by 26% [14] - Fasenra recorded a 19% increase in sales to $418 million, exceeding estimates [15] - In the Rare Disease portfolio, Soliris sales fell 38% to $444 million, while Ultomiris revenues rose 25% to $1.05 billion [17] Cost and Guidance - Core selling, general and administrative expenses increased by 4% to $3.46 billion, while core research and development expenses rose 16% to $3.09 billion [19] - AstraZeneca maintained its 2025 guidance, expecting total revenues to grow by a high single-digit percentage at CER and core EPS to increase by a low double-digit percentage [20] Strategic Updates - AstraZeneca announced the discontinuation of the CAPItello-280 study for Truqap in metastatic castration-resistant prostate cancer [22] - The company received a positive recommendation for a label expansion involving Calquence for CLL treatment [23] - AstraZeneca plans to launch 20 new medicines by 2030, targeting $80 billion in total annual revenues by the end of the decade [29]
阿斯利康一季报:中国区收入18亿美元,ADC药物驱动新增长
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-29 10:00
Core Insights - AstraZeneca reported Q1 2025 revenue of $13.588 billion, a 10% year-over-year increase, with product sales reaching $12.875 billion, up 9% [1] - The company’s R&D investment was $3.159 billion, reflecting a 15% increase [1] - The U.S. market contributed $5.646 billion, a 10% increase, while China contributed $1.805 billion, a 5% increase, making China the third-largest market for AstraZeneca [1] Financial Performance - Revenue by disease area: Oncology contributed $5.643 billion (up 13%), CVRM (Cardiovascular, Renal, and Metabolic diseases) contributed $3.322 billion (up 13%), R&I (Respiratory and Immunology) contributed $2.084 billion (up 13%), V&I (Vaccines and Immune Therapies) contributed $0.225 billion, and Rare Diseases contributed $2.042 billion [3] - Top-selling products: Farxiga (Dapagliflozin) generated $2.057 billion, Tagrisso (Osimertinib) generated $1.679 billion (up 8%), and ADC drug, Trastuzumab deruxtecan, generated $1.086 billion [3] Market Dynamics - The ADC market in China is highly competitive, with significant growth expected; the HER2 ADC market is projected to grow from $0.6 billion in 2022 to $8.4 billion by 2030, with a CAGR of 39% [5] - Trastuzumab deruxtecan has rapidly expanded its indications since its approval in China in February 2023, benefiting from policy support for innovative drugs [4][5] Strategic Initiatives - AstraZeneca is focusing on innovation and local partnerships to navigate the challenges in the Chinese pharmaceutical market, including collaborations with local companies for clinical research [7][8] - The company is diversifying its pipeline to mitigate risks associated with single products, particularly in the ADC space [6][9] Future Outlook - AstraZeneca's ability to convert its clinical pipeline into sustainable revenue will be crucial for its growth in the coming years, especially in light of increasing competition and market pressures [9]
阿斯利康(AZN.US)一季度利润超预期 关税冲击下维持全年业绩指引
智通财经网· 2025-04-29 07:23
该意见中提到的进口税与其乳腺癌药物Enhertu有关。阿斯利康早先估计,由于涉嫌未缴纳另外两种抗 癌药物 Imfinzi 和 Imjudo 的进口税,该公司可能仅被罚款 450 万美元,这让分析师们感到安心。 尽管拥有强大的产品线,但阿斯利康在其最大的两个市场——美国和中国——正面临逆风:在中国的丑 闻、美国可能对医药产品征收关税,以及双方之间的关税。 业绩指引 阿斯利康重申了2025财年的总收入和核心每股收益指导。总收入预计将以较高的个位数百分比增长;核 心每股收益预计将以两位数的百分比增长。 这家英国制药商确认了其今年的业绩预期,并表示在制药业准备应对关税之际,公司致力于在美国投资 和发展。药品未被纳入特朗普政府最近对各种进口产品征收的关税范围。 智通财经APP获悉,阿斯利康(AZN.US)公布的2025年第一季度利润超出预期,并重申其全年业绩指 引。财报显示,阿斯利康一季度总营收135.9亿美元,不及市场预期;核心每股收益为 2.49 美元,同比 增长21%,超过分析师预期。 受肿瘤和生物制药业务两位数增长的推动,阿斯利康一季度总营收同比增长10%(以固定汇率计算), 达到135.9亿美元。该公司第一季 ...
SOPHiA GENETICS Announces Expanded Collaboration with AstraZeneca to Accelerate Liquid Biopsy Testing Globally from AACR
Prnewswire· 2025-04-28 16:00
BOSTON and ROLLE, Switzerland, April 28, 2025 /PRNewswire/ -- SOPHiA GENETICS (Nasdaq: SOPH), a cloud-native healthcare technology company and global leader in data-driven medicine, today announced the expansion of its ongoing collaboration with AstraZeneca (LSE/STO/Nasdaq: AZN) to accelerate the deployment of MSK-ACCESS® powered with SOPHiA DDM™ globally. Building on the initial collaboration announced in October 2024, this new phase will extend the test's reach to a total of 30 clinical institutions world ...
美股前瞻 | 三大股指期货齐跌 科技巨头财报携非农数据重磅来袭
智通财经网· 2025-04-28 11:48
Market Overview - US stock index futures are all down before the market opens, with Dow futures down 0.06%, S&P 500 futures down 0.12%, and Nasdaq futures down 0.07% [1] - Major European indices show positive performance, with Germany's DAX up 0.52%, UK's FTSE 100 up 0.11%, France's CAC40 up 0.72%, and the Euro Stoxx 50 up 0.50% [2][3] - WTI crude oil is down 0.33% at $62.81 per barrel, while Brent crude oil is down 0.36% at $65.56 per barrel [3][4] Economic Data and Corporate Earnings - The upcoming week is significant for economic data and corporate earnings, with the April non-farm payroll report and Q1 inflation data being key focuses [5] - 180 S&P 500 companies are set to report quarterly earnings, with major companies like Apple, Amazon, Coca-Cola, Eli Lilly, Meta, Microsoft, and Chevron in the spotlight [5] Corporate Actions - Spirit AeroSystems has reached an agreement with Airbus for the acquisition of certain assets, with Boeing repurchasing its previously divested business for $4.7 billion in stock [8] - Merck has announced a $3.9 billion acquisition of SpringWorks Therapeutics to enhance its oncology drug portfolio, with the deal valued at approximately $3.4 billion in enterprise value [9] - Amazon has seen prices of nearly 1,000 products rise by an average of 30% due to the impact of tariffs, affecting various categories from electronics to clothing [10] Earnings Forecast - Upcoming earnings reports include companies such as NXP Semiconductors, AstraZeneca, BP, Novartis, Deutsche Bank, HSBC, Coca-Cola, Pfizer, UPS, General Motors, Daqo New Energy, and JinkoSolar [11]
关税战下的医药政策:全球最大的创新药市场正在剧变
新财富· 2025-04-28 07:31
本文约 2 5 0 0 字,推荐阅读时长 1 5 分钟,欢迎关注新财富公众号。 1 引言 4月14日,美国商务部宣布启动对进口药品的国家安全调查。这一调查覆盖了所有进口药品,包括成 品仿制药、原研药以及用于生产这些药品的关键药用成分。此举属于特朗普政府根据1962年《贸易扩 展法》第232条对多个行业进行的关税调查的一部分。虽然调查尚未结束,预计结果将在270天内公 布,但业内普遍认为,这将赋予特朗普政府对进口药品和原料药征收关税的权力。特别是对中国等主 要药品出口国的影响,可能会带来严重的供应链中断及成本上升。 事实上,美国每年从中国进口药品总额约60亿美元,其中大量为抗生素、抗病毒及心血管药物等基础 药物。一旦关税进一步扩大实施,这些进口药品的成本预计将明显上升,对美国本土药品生产商带来 直接冲击。为应对这种风险,特朗普政府提出多项措施推动产业本土化。 分析师预计,如果对来自中国的API征收10%的关税,仿制药企业的利润将下跌2%-3%,创新药利润 下跌可能更严重。 2 美国关税筑墙, 中概股 跌宕 自2025年特朗普重新执政以来,美国政府出台了一系列针对生物医药产业的重要政策,核心目标是强 化美国医药产 ...
Tempus AI Stock Sees 21% Gain in 3 Days: Is it a Buy After AZN Deal?
ZACKS· 2025-04-24 20:00
Core Viewpoint - Tempus AI has experienced a significant stock increase of 21% over three days, driven by a $200 million partnership with AstraZeneca and Pathos AI to develop an AI-driven foundation model for oncology [1][2][6] Group 1: Partnership and Financial Impact - The $200 million multi-year collaboration includes data licensing and model development fees, utilizing Tempus AI's de-identified oncology dataset [6] - This partnership is expected to match Tempus AI's fourth-quarter 2024 revenues, indicating a major milestone for the company [7] Group 2: Market Performance - In the last three days, Tempus AI's stock outperformed the Medical Info Systems industry (2.3%), the Medical sector (2%), and the S&P 500 (2.5%) [3] - Compared to other health infotech companies, Tempus AI has outperformed iRhythm Technologies (4.1%) and SOPHiA GENETICS (10.1%) during the same period [3] Group 3: Strategic Acquisitions and Innovations - Tempus AI's stock has risen nearly 47% in 2025, largely due to the acquisition of Deep 6 AI, enhancing its clinical trial matching capabilities [8] - The acquisition of Ambry Genetics has expanded Tempus AI's genomics capabilities, while a five-year extension with Google ensures cost-efficient cloud infrastructure [9] - The launch of the xT CDx in vitro diagnostic device and the Olivia health concierge app adds to Tempus AI's portfolio of diagnostic tools [10] Group 4: Valuation and Earnings Outlook - Tempus AI trades at a forward price-to-sales (P/S) ratio of 6.4, which is a premium compared to peers but below its one-year median of 8.31, suggesting cautious optimism [11] - EPS revisions have trended downward, with a projected loss of 58 cents per share for 2025, and rising operating costs may impact short-term earnings sentiment [12] Group 5: Long-term Positioning - The AstraZeneca deal positions Tempus AI as a foundational player in oncology, supported by strategic alliances and the CMS reimbursement approval for its ECG-AF algorithm [15] - Despite rising operational costs and a focus on long-term investments, the company has yet to report positive earnings, which may limit near-term gains [16]
Unveiling Astrazeneca (AZN) Q1 Outlook: Wall Street Estimates for Key Metrics
ZACKS· 2025-04-24 14:20
Core Insights - Astrazeneca (AZN) is projected to report quarterly earnings of $1.10 per share, a 6.8% increase year-over-year, with revenues expected to reach $13.68 billion, reflecting a 7.9% year-over-year growth [1] Earnings Projections - There have been no revisions in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [1] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [2] Key Metrics Estimates - Analysts predict 'BioPharmaceuticals- CVRM- Crestor- World' will reach $294.03 million, a -1% change year-over-year [4] - The estimate for 'BioPharmaceuticals- CVRM- Seloken/Toprol-XL- World' is $154.45 million, indicating a -6.4% change [4] - 'Oncology- Zoladex- World' is estimated at $268.24 million, reflecting a -2.8% change [4] Additional Product Estimates - 'Oncology- Tagrisso- World' is expected to reach $1.67 billion, a +4.6% change year-over-year [5] - The consensus for 'BioPharmaceuticals- CVRM- Crestor- U.S.' stands at $8.31 million, indicating a -16.9% change [5] - 'Other Medicines- Nexium- U.S.' is projected at $19.28 million, suggesting a -12.4% change [5] Further Product Insights - 'BioPharmaceuticals- R&I- Fasenra- U.S.' is forecasted to reach $220.22 million, a +4.9% change [6] - 'BioPharmaceuticals- CVRM- Brilinta- U.S.' is estimated at $133.59 million, indicating an -18% change [6] - 'Oncology- Lynparza- U.S.' is projected at $302.67 million, reflecting a +5.1% change [6] Oncology Product Forecasts - 'Oncology- Imfinzi- U.S.' is expected to come in at $719.14 million, a +23.6% change year-over-year [7] - 'Oncology- Calquence- U.S.' is projected at $493.39 million, indicating a -0.1% change [7] - 'BioPharmaceuticals- CVRM- Farxiga- U.S.' is estimated to reach $489.15 million, reflecting a +3% change [7] Stock Performance - Astrazeneca shares have decreased by -5.8% over the past month, compared to a -5.1% change in the Zacks S&P 500 composite [8] - With a Zacks Rank 3 (Hold), AZN is expected to perform in line with the overall market in the near future [8]
Tempus AI shares jump on new oncology AI partnerships with AstraZeneca, Pathos
Proactiveinvestors NA· 2025-04-23 15:41
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance its content creation and workflow processes [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]
卡匹色替联合疗法国内获批上市,治疗特定生物标志物改变的乳腺癌
Xin Jing Bao· 2025-04-23 00:48
新京报讯(记者王卡拉)4月22日,阿斯利康宣布,国家药品监督管理局近日批准卡匹色替片(中文商品 名:荃科得)联合氟维司群治疗方案,用于转移性阶段至少接受过一种内分泌治疗后疾病进展,或在辅 助治疗期间或完成辅助治疗后12个月内复发的激素受体(HR)阳性、人表皮生长因子受体2(HER2)阴性, 且伴有一种或多种PIK3CA/AKT1/PTEN基因改变的局部晚期或转移性乳腺癌成人患者,成为首个且唯 一在中国获批用于该适应症的AKT抑制剂。 此次在华获批是基于早前发表在《新英格兰医学杂志》上的CAPItello-291全球Ⅲ期研究的积极结果, 2023年欧洲肿瘤内科学会亚洲年会(ESMO Asia)上公布的中国队列的积极结果与全球研究结果一致,也 支持了本次获批。 内分泌治疗联合CDK4/6抑制剂在晚期乳腺癌患者的初始治疗中被广泛使用,但肿瘤仍会对这些疗法产 生耐药,尤其是当肿瘤携带PIK3CA、AKT1或PTEN改变时,因此亟须更多基于内分泌治疗的联合用药 方案以优化内分泌治疗的获益时间和疗效。复旦大学附属肿瘤医院大内科首席、CAPItello-291中国牵头 研究者胡夕春教授表示,晚期HR阳性乳腺癌患者往往在一线 ...