AstraZeneca(US:AZN) 智通财经网·2025-09-03 08:46Core Viewpoint - Goldman Sachs recently released a report stating that AstraZeneca (AZN.US) has achieved positive results with Baxdrostat in the Phase III BaxHTN clinical trial, indicating strong potential for hypertension treatment and a multi-billion dollar sales opportunity for the company [1][2]. Group 1: Clinical Trial Results - Baxdrostat demonstrated significant and sustained blood pressure reduction in patients with difficult-to-control hypertension, achieving statistically and clinically meaningful reductions in seated systolic blood pressure (SBP) compared to placebo [2][3]. - The trial results showed that the 2 mg dose of Baxdrostat exhibited long-lasting blood pressure-lowering effects, with nearly three times the rate of patients achieving a systolic pressure of <130 mmHg compared to the placebo group [2][3]. - Overall tolerability of Baxdrostat was good, with no unexpected safety issues reported during the trial [2]. Group 2: Market Potential and Competitive Position - Goldman Sachs has assigned a "Buy" rating to AstraZeneca with a 12-month target price of $99, representing approximately a 23% upside from the stock's closing price of $80.19 [1]. - The Baxdrostat data is expected to generate significant interest among physicians, enhancing its competitive position in the hypertension treatment market [3][4]. - AstraZeneca aims to be the first to market with an aldosterone synthase inhibitor (ASI) antihypertensive drug, with potential approval in the US and Europe expected in the first half of 2026 [3]. Group 3: Future Outlook and Strategic Importance - The strong results from the BaxHTN III trial are seen as a key driver for AstraZeneca's cardiovascular, renal, and metabolic (CVRM) business in the long term [5][6]. - The company is expected to leverage the data to support combination therapy strategies, enhancing market confidence in Baxdrostat's prospects and its potential to contribute to AstraZeneca's goal of reaching $80 billion in revenue by 2030 [5][6].