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阿斯利康(AZN.US)与特朗普政府达成协议降低美国药价 换取三年关税豁免期
Zhi Tong Cai Jing· 2025-10-11 06:30
值得一提的是,这是白宫为降低美国民众医疗成本而与制药企业达成的第二项重大协议。美国制药商辉 瑞(PFE.US)上周与特朗普政府也达成了类似的协议,将采取多项措施降低美国药品价格,并获得了三年 的药品关税豁免——前提是该公司需进一步加大在美国本土的生产投资。据悉,辉瑞计划投资700亿美 元,用于回流美国本土的药品生产及研发设施建设。 与特朗普政府同辉瑞达成的协议类似,阿斯利康将大幅下调药品价格,以换取制药业关税的三年豁免 期。该公司在美国推出的所有新药价格将与可比国家中的最低水平保持一致。此外,该公司还将以大幅 折扣价格向针对低收入及残障人士的Medicaid医保项目供应药品。这家英国制药商还将扩大其直销网 站"AstraZeneca Direct"销售的产品,以特朗普口中"大幅降低"的价格进行销售,并将在TrumpRx网站上 提供这些药品。 阿斯利康首席执行官Pascal Soriot表示,作为协议的一部分,该公司将免于制药行业的关税。阿斯利康 今年7月曾表示,到2030年将在美国投资500亿美元。 目前该协议的财务影响尚不明确。由于阿斯利康在美国销售的药品大多在当地生产,因此其受到的关税 威胁相对有限。今年 ...
Trump announces AstraZeneca drug price cuts for tariff reprieve
BusinessLine· 2025-10-11 04:12
Core Points - The Trump administration has reached a deal with AstraZeneca to reduce drug prices for Americans in exchange for tariff relief, marking a significant move to lower healthcare costs [1][3] - AstraZeneca will offer major discounts on its prescription drugs and launch new medicines in the US at the lowest prices available globally [2][3] - The deal follows a similar agreement with Pfizer and is part of a broader strategy to encourage pharmaceutical companies to lower prices and increase domestic production [5][10] Company-Specific Summary - AstraZeneca will provide steep discounts on its medicines, including popular drugs like Farxiga and Airsupra, which could see price reductions of up to 70% [8][9] - The company is expanding its direct-to-consumer sales platform, AstraZeneca Direct, to offer discounted prices directly to patients [4][8] - AstraZeneca's best-selling drug, Farxiga, generated $7.7 billion in sales last year, and its pricing is already set to decrease due to upcoming Medicare negotiations [9] Industry Context - The deal is part of the Trump administration's efforts to implement most-favored nation pricing, which would require US drug prices to be equivalent or lower than those in other countries [13] - Historically, Americans have paid the highest drug prices globally, which has positioned the US as a key market for pharmaceutical innovation [12] - The financial implications of these deals are still uncertain, but initial investor fears regarding the impact of tariffs and pricing rules have lessened as commitments from drugmakers have been perceived as manageable [14]
TrumpRx makes more drug pricing moves and strikes a deal with AstraZeneca
Business Insider· 2025-10-10 22:05
President Donald Trump is moving fast with his direct-to-customer pharmaceutical venture. On Friday, he shared from the Oval Office that he struck a deal with AstraZeneca to offer the US a "most-favored-nation" drug pricing policy that would lower prescription costs.As part of the deal, AstraZeneca has pledged to invest $50 billion in the US over the next five years in research and development of new drugs and onshore manufacturing. The company has also committed to offering prices to Medicaid patients tha ...
AstraZeneca: Oncology Breakthroughs And Farxiga Surge Excite Investors (NASDAQ:AZN)
Seeking Alpha· 2025-09-25 12:45
Group 1 - AstraZeneca's share price has increased by 6% over the past four months since the last analysis [1] - The article highlights AstraZeneca as potentially being one of the most underrated pharmaceutical stocks for 2025 [1] Group 2 - Allka Research has over two decades of experience in investment, focusing on identifying undervalued assets in various sectors including pharmaceuticals [2] - The firm aims to simplify investment strategies and empower both seasoned and novice investors [2] - Allka Research contributes analyses and insights to the Seeking Alpha community, fostering informed investment decisions [2]
PFE vs. AZN: Which Cancer-Focused Drug Giant Is the Better Pick?
ZACKS· 2025-09-19 13:30
Core Insights - Pfizer (PFE) and AstraZeneca (AZN) are leading players in the oncology sector, with significant revenue contributions from this area [1][2] - Pfizer's oncology sales account for over 25% of total revenues, growing by 9% in H1 2025, while AstraZeneca's oncology sales represent around 43% of total revenues, increasing by 16% in the same period [1][2][11] - Both companies have robust R&D pipelines that are expected to drive future growth [3] Pfizer Overview - Pfizer's acquisition of Seagen in 2023 has bolstered its oncology position [4] - Non-COVID operational revenues are improving, with key products generating $4.7 billion in H1 2025, a 15% operational increase year-over-year [5] - Pfizer anticipates $7.7 billion in cost savings by the end of 2027 and projects a revenue CAGR of approximately 6% from 2025 to 2030 [6] - Challenges include potential declines in COVID-related sales and significant patent expirations expected between 2026 and 2030, impacting key products [7][8] AstraZeneca Overview - AstraZeneca's portfolio includes several blockbuster drugs, with sales exceeding $1 billion, contributing to strong revenue growth [9] - The company plans to launch 20 new medicines by 2030, targeting $80 billion in total revenues [12] - AstraZeneca's newer drugs are contributing positively to top-line growth in 2025 [10] - Challenges include the impact of Medicare Part D redesign on key drug sales and competition from generics and biosimilars [13][14] Financial Estimates and Performance - Pfizer's 2025 sales and EPS estimates indicate modest growth of 0.3% and 1.0%, respectively, with EPS estimates rising from $3.05 to $3.14 [15] - AstraZeneca's 2025 sales and EPS estimates suggest stronger growth of 8.4% and 11.4%, with EPS estimates increasing from $4.50 to $4.58 [16] - Year-to-date stock performance shows Pfizer declining by 9.0%, while AstraZeneca has increased by 17.6% [18] Valuation and Dividend Yield - AstraZeneca's shares trade at a forward P/E ratio of 15.44, while Pfizer's are at 7.79, indicating a more attractive valuation for Pfizer [19] - Pfizer offers a higher dividend yield of 7.1% compared to AstraZeneca's 2.4% [22] - AstraZeneca has a higher return on equity at 32.8% versus Pfizer's 21.4% [22] Investment Outlook - Both companies are rated with a Zacks Rank 3 (Hold), making it challenging to determine a clear investment preference [23] - AstraZeneca is viewed as a safer investment due to its efficient profitability and clearer growth targets, despite Pfizer's attractive valuation and dividend yield [25]
Astrazeneca (AZN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-07-29 14:35
Core Insights - AstraZeneca reported revenue of $14.46 billion for the quarter ended June 2025, reflecting an 11.7% increase year-over-year and a surprise of +3.04% over the Zacks Consensus Estimate of $14.03 billion [1] - The company's EPS for the quarter was $1.09, unchanged from the consensus estimate, compared to $0.99 in the same quarter last year [1] Financial Performance Metrics - AstraZeneca's stock has returned +2.8% over the past month, while the Zacks S&P 500 composite increased by +3.6% [3] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] Segment Performance - BioPharmaceuticals - CVRM - Farxiga: $106 million, +2.9% year-over-year, slightly below the average estimate of $106.86 million [4] - BioPharmaceuticals - V&I - Europe: $24 million, +242.9% year-over-year, significantly above the average estimate of $15.81 million [4] - BioPharmaceuticals - CVRM - Lokelma: $37 million, +32.1% year-over-year, above the average estimate of $34.81 million [4] - BioPharmaceuticals - CVRM - Crestor: $32 million, -11.1% year-over-year, below the average estimate of $35.95 million [4] - Oncology - Tagrisso: $209 million, +9.4% year-over-year, slightly below the average estimate of $215.72 million [4] - Oncology - Imfinzi: $174 million, -4.9% year-over-year, below the average estimate of $191.28 million [4] - Oncology - Lynparza: $69 million, +4.6% year-over-year, below the average estimate of $74.14 million [4] - Oncology - Calquence: $42 million, +27.3% year-over-year, above the average estimate of $36.78 million [4] - Overall Oncology: $591 million, +5.4% year-over-year, below the average estimate of $607.27 million [4] - BioPharmaceuticals - R&I - Symbicort: $91 million, +9.6% year-over-year, above the average estimate of $86.31 million [4] - BioPharmaceuticals - R&I - Fasenra: $44 million, +18.9% year-over-year, above the average estimate of $42.25 million [4] - BioPharmaceuticals - R&I - Breztri: $25 million, +31.6% year-over-year, slightly above the average estimate of $24.8 million [4]
AZN Q2 Earnings Meet Estimates, Sales Beat as Key Drugs Outperform
ZACKS· 2025-07-29 14:16
Core Insights - AstraZeneca's second-quarter 2025 core earnings were $1.09 per American depositary share (ADS), aligning with the Zacks Consensus Estimate, while core earnings per share rose 10% year over year on a reported basis and 12% on a constant exchange rate (CER) [1] - Total revenues reached $14.46 billion, marking a 12% increase on a reported basis and 11% at CER, driven by higher product sales and alliance revenues, surpassing the Zacks Consensus Estimate of $14.03 billion [1][10] Product Sales & Alliance Revenues - Product sales increased by 10% to $13.8 billion, with strong demand trends partially offset by new manufacturer discounts under Medicare Part D in the U.S. [4] - Alliance revenues rose 35% to $654 million, driven by continued revenue growth from partnered medicines, including $436 million from Daiichi Sankyo for Enhertu and $155 million from Amgen for Tezspire [4][5] Segment Performance - Oncology revenues grew 18%, with Tagrisso generating $1.81 billion (up 12%), Lynparza at $838 million (up 11%), and Imfinzi at $1.46 billion (up 26%) [3][8][11] - In the CVRM segment, Farxiga sales reached $2.15 billion (up 10%), while Brilinta/Brilique sales fell 38% to $215 million due to generic competition [13] - The R&I segment saw Fasenra sales increase by 18% to $502 million, while Symbicort sales declined by 1% to $715 million [15][16] New Product Contributions - Newly approved drugs like Datroway and Wainua contributed to revenue growth, with Datroway generating $11 million and Wainua $44 million in sales [12][14] - Tezspire recorded total revenues of $261 million (up 65%), and Saphnelo generated $167 million (up 48%) [17][18] Financial Guidance & Future Outlook - 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 [21][25] - The company aims for $80 billion in total revenues by 2030, planning to launch 20 new medicines, with many expected to generate over $5 billion in peak-year revenues [26] Stock Performance - Following the strong quarterly results, AstraZeneca's shares rose approximately 4% in pre-market trading, with a year-to-date increase of 11.1% compared to the industry's 3.1% rise [23]
AstraZeneca(AZN) - 2025 Q2 - Earnings Call Presentation
2025-07-29 13:00
Financial Performance - Total Revenue increased by 11% to $28045 million in H1 2025[9, 21] - Core EPS increased by 17% in H1 2025[9, 22] - Product Sales reached $26670 million in H1 2025, representing 95% of Total Revenue[21, 22] - Alliance Revenue contributed $1293 million to Total Revenue in H1 2025, accounting for 5%[21, 22] - Net cash inflow from operating activities increased by 27% in H1 2025[31] Pipeline and Approvals - 19 new approvals were obtained in key regions[9] - 12 positive Phase III readouts were achieved[9] - First Phase III data was reported for 5 NMEs[9] - Readouts across 2025 represent combined >$10 billion opportunity[14] Segment Performance - Oncology Total Revenue reached $120 billion in H1 2025, a 16% increase[36, 37] - BioPharmaceuticals Total Revenue was $66 billion in H1 2025, up by 10%[47, 48] - Rare Disease Total Revenue amounted to $43 billion in H1 2025, a 3% increase[58, 59] Geographical Distribution - US accounted for 43% of Total Revenue in H1 2025, amounting to $11955 million[12] - Europe contributed 21% of Total Revenue in H1 2025, totaling $5825 million[12] - China represented 13% of Total Revenue in H1 2025, with $3515 million[12]
Will These 5 Pharma/Biotech Bigwigs Surpass Q2 Earnings Forecasts?
ZACKS· 2025-07-28 15:31
Industry Overview - The second-quarter 2025 reporting cycle for the Medical sector is commencing, with most firms expected to release earnings results in the next two weeks, primarily consisting of pharma/biotech and medical device companies [1] - The earnings season for the drug and biotech sector began in mid-July, highlighted by Johnson & Johnson's strong performance, which exceeded earnings and sales estimates, leading to raised revenue and earnings expectations for the year [1] Company Performance - Novartis surpassed second-quarter earnings and revenue estimates, driven by a year-over-year increase in sales of key drugs, prompting an upward revision of its annual guidance for core operating income [2] - Roche experienced solid growth in the first half of 2025, with high demand for key drugs offsetting declines in legacy drug sales [2] - As of July 23, 15% of companies in the Medical sector, representing 27.2% of the sector's market capitalization, reported quarterly earnings, with 88.9% outperforming earnings estimates and 100% beating revenue estimates [3] - Overall, second-quarter earnings for the Medical sector are projected to increase by 0.9%, while sales are expected to rise by 7.9% compared to the previous year [3] Upcoming Earnings Reports - Merck, AstraZeneca, Bristol Myers, AbbVie, and Moderna are scheduled to release their quarterly results this week [4] - Merck has a strong earnings track record, beating estimates in the last four quarters with an average surprise of 3.82% [5] - AstraZeneca has a mixed earnings history, beating estimates in three of the last four quarters, with an average surprise of 4.24% [8] - Bristol Myers has consistently beaten earnings estimates, with an average surprise of 20.16% over the last four quarters [11] - AbbVie has also maintained a strong track record, beating estimates in the last four quarters with an average surprise of 2.55% [13] - Moderna has an excellent earnings history, with an average surprise of 31.60% in the last four quarters [15] Sales Drivers - Merck's growth in the second quarter is likely attributed to increased sales of its cancer drug Keytruda, driven by additional indications and patient demand [7] - AstraZeneca's sales are expected to be bolstered by strong demand for its cancer and diabetes medications [10] - Bristol Myers' revenue may be impacted by declines in legacy drug sales, but growth products are expected to partially offset this decline [12] - AbbVie's revenue is anticipated to be driven by strong sales of key drugs and contributions from newer products [14] - Moderna's revenues are expected to be influenced by sales of its COVID-19 vaccine, Spikevax, while the focus is shifting to updates on its broader pipeline [16]
阿斯利康(AZN.US)重申关税影响有限及盈利目标 高盛上看97美元
智通财经网· 2025-06-11 10:24
Core Viewpoint - Goldman Sachs provided key insights on AstraZeneca at its 46th Global Healthcare Conference, highlighting the company's management's reaffirmation of limited impact from potential drug tariffs and a clearer path to achieving $80 billion in revenue by 2030, alongside a target operating profit margin of around 35% [1] Group 1: Financial Outlook - AstraZeneca aims for an operating profit margin of approximately 35% while acknowledging uncertainties such as the inclusion of Farxiga in China's volume-based procurement in late 2025 and potential price reductions in the U.S. due to the Inflation Reduction Act (IRA) [2] - The company expects revenue growth and cost control to jointly drive profit margin improvements, with a projected impact of a few percentage points on total revenue from the redesign of the Medicare Part D program in 2025 [2] - Goldman Sachs maintains a "Buy" rating on AstraZeneca with a 12-month price target of $97, indicating nearly a 33% upside from the stock's closing price on June 9 [1] Group 2: Drug Development and Pipeline - AstraZeneca is optimistic about the Phase 3 trial of baxdrostat, learning from previous Phase 2 trials, and expects peak sales of $5 billion, with half from monotherapy and half from combination therapy with dapagliflozin [3] - The company emphasizes the importance of initiating cardiovascular, renal, and metabolic disease (CVRM) drug trials early to gather sufficient data for reimbursement purposes, despite these trials not being required for regulatory approval [3] - AstraZeneca is confident in the prospects of Enhertu for first-line treatment in HER2-positive breast cancer, reporting about a 50% complete response rate in metastatic patients [4] Group 3: Regulatory and Market Considerations - AstraZeneca's management noted uncertainties regarding the implementation of Most Favored Nation clauses and the IRA's role in lowering drug prices, while supporting increased healthcare budgets in European countries to foster innovation [2] - The company is increasing its investment in biologics while continuing to invest in small molecule drugs, such as oral GLP-1 and PCSK9 inhibitors [2] - AstraZeneca does not foresee ESR1 mutation testing as a barrier to the promotion of camizestrant, citing several operational advantages and prior experience with BRCA testing [3]