Key Takeaways AstraZeneca posted Q4 core EPS of $2.12 and revenues of $15.5B, missing consensus estimates on both lines.AZN saw strong oncology demand, with Tagrisso up 10% and Imfinzi surging 37%, helping offset pricing.AstraZeneca guided 2026 mid-to-high single-digit revenue growth and low double-digit core EPS growth.AstraZeneca (AZN) reported fourth-quarter 2025 core earnings of $2.12 per share, which missed the Zacks Consensus Estimate of $2.18 per share. Earnings rose 1% year over year on a reported b ...

AstraZeneca (NasdaqGS:AZN) Q4 2025 Earnings call February 10, 2026 06:45 AM ET Company ParticipantsAndy Barnett - Head of Investor RelationsAradhana Sarin - CFODave Fredrickson - EVP, Oncology Business UnitGraham Parry - Head of Healthcare Equity ResearchIskra Reic - EVP, Europe & CanadaMarc Dunoyer - CEO, AlexionPascal Soriot - CEORajan Sharma - Executive Director, Pharma and Biotech Equity ResearchRuud Dobber - EVP, BioPharmaceuticals Business UnitSharon Barr - EVP, BioPharmaceuticals R&DSusan Galbraith - ...

AstraZeneca (NasdaqGS:AZN) Q4 2025 Earnings call February 10, 2026 06:45 AM ET Company ParticipantsAndy Barnett - Head of Investor RelationsAradhana Sarin - CFODave Fredrickson - EVP, Oncology Business UnitGraham Parry - Head of Healthcare Equity ResearchIskra Reic - EVP, Europe & CanadaMarc Dunoyer - CEO, AlexionPascal Soriot - CEORajan Sharma - Executive Director, Pharma and Biotech Equity ResearchRuud Dobber - EVP, BioPharmaceuticals Business UnitSharon Barr - EVP, BioPharmaceuticals R&DSusan Galbraith - ...

AstraZeneca (NasdaqGS:AZN) Q4 2025 Earnings call February 10, 2026 06:45 AM ET Speaker6Good morning to those joining from the U.K. and the U.S. Good afternoon to those in Central Europe, and good evening to those listening in Asia. Welcome, ladies and gentlemen, to AstraZeneca's full-year and Q4 2025 results conference call for investors and analysts. Before I hand over to AstraZeneca, I'd like to read the Safe Harbor statement. The company intends to utilize the Safe Harbor provisions of the United States ...

Conference call agenda FY and Q4 2025 Results Conference call and webcast for investors and analysts 10 February 2026 Cautionary statements regarding forward-looking statements In order, among other things, to utilise the 'safe harbour' provisions of the US Private Securities Litigation Reform Act of 1995, AstraZeneca (hereafter 'the Group') provides the following cautionary statement: This document contains certain forward-looking statements with respect to the operations, performance and financial conditi ...

Key Takeaways AZN will report Q4 results on Feb. 10, with cancer and diabetes drugs expected to drive quarterly sales.INCY and VRTX's Q4 results to be supported by Jakafi growth and CF drug demand, respectively.GILD and MRNA look to product portfolio strength as vaccine and liver disease sales shape results.The fourth-quarter earnings season continues to be in full swing this week, with many large drugmakers like AstraZeneca (AZN) , Incyte (INCY) , Gilead Sciences (GILD) , Vertex Pharmaceuticals (VRTX) and ...

Key Takeaways AZN will report Q4 results on Feb. 10, with consensus estimates of $15.71B in sales and $2.18 EPS.Key oncology drugs Calquence, Lynparza, Tagrisso and Imfinzi, plus Farxiga, are expected to lead sales.AZN's rare disease portfolio and alliance revenues are seen supporting growth, even as operating costs rise.AstraZeneca (AZN) is scheduled to report fourth-quarter and full-year 2025 results on Feb. 10, before the opening bell. In the last reported quarter, the company delivered an earnings surpr ...

Core Insights - AstraZeneca PLC is positioned as a leading healthcare stock for 2026, with a significant $15 billion investment in China aimed at expanding manufacturing and R&D capabilities by 2030 [1][2] Investment and Expansion - The investment will enhance AstraZeneca's capabilities in cell therapy and radioconjugates, while also fostering deeper healthcare collaborations between China and the UK [1][2] - The company plans to grow its workforce in China to over 20,000 and expand facilities in Wuxi, Taizhou, Qingdao, and Beijing, with additional sites planned [2] Financial Performance Expectations - Guggenheim has reiterated a Buy rating for AstraZeneca, anticipating strong fourth-quarter and 2025 financial results, with expectations of high single-digit revenue growth around $58.5 billion and double-digit EPS growth reaching $9.15 per share [3] - AstraZeneca is expected to guide for mid-single-digit revenue growth, surpassing consensus estimates, and project low double-digit earnings growth against forecasts of 10-12% [4] Pipeline and Future Outlook - Confidence in AstraZeneca's 2030 outlook is increasing as the company advances its pipeline to mitigate the impact of upcoming patent expirations for key products like Imfinzi and Tagrisso [4] - Investors are closely monitoring updates on several candidates, including oral GLP-1 candidate AZD5004 and amylin AZD6234, to strengthen its cardiovascular and metabolic portfolio [4]

Core Insights - A significant portion of AbbVie's revenues is derived from its oncology franchise, which has expanded from blood cancer drugs to include therapies for solid tumors, contributing over 11% to total revenues in the first nine months of 2025 with a year-over-year growth of 3% [1][7] Oncology Segment Performance - Fourth-quarter 2025 sales for AbbVie's oncology segment are estimated at $1.75 billion, reflecting nearly 4% year-over-year growth, driven by Venclexta, Epkinly, and Elahere, although this growth may be partially offset by declining sales of Imbruvica due to increased competition [2][7] - AbbVie's oncology portfolio includes five therapies, with the latest additions being Epkinly, Elahere, and Emrelis, which was approved in May 2025 [1][2] Competitive Landscape - Major competitors in the oncology space include AstraZeneca, Merck, and Pfizer, with AstraZeneca's oncology sales accounting for 43% of total revenues and growing 16% year-over-year in the first nine months of 2025 [4] - Merck's Keytruda accounted for approximately 48% of its total revenues, while Pfizer's oncology revenues grew by 7%, driven by several key drugs [5] Investor Focus and Valuation - Investor attention is primarily on AbbVie's immunology franchise, which includes Humira, Rinvoq, and Skyrizi, as the company prepares to report fourth-quarter and full-year 2025 results [3][7] - AbbVie is currently trading at a price/earnings (P/E) ratio of 15.19, which is below the industry average of 17.56, indicating a potential valuation opportunity [8]

Core Insights - Amgen has acquired Dark Blue Therapeutics for approximately $840 million, enhancing its oncology pipeline [1][8] - The acquisition adds a preclinical small-molecule degrader targeting MLLT1/3 proteins associated with specific types of acute myeloid leukemia (AML) [2][8] - Amgen currently does not market any therapies for AML but has Blincyto approved for acute lymphoblastic leukemia (ALL) and is developing bispecific T-cell engagers for AML [3][8] Amgen's Oncology Pipeline - Amgen has a diverse oncology portfolio, including drugs like Blincyto, Imdelltra, Lumakras, Vectibix, Kyprolis, Nplate, and Xgeva [6] - Key candidates in its late-stage oncology pipeline include bemarituzumab for gastric cancer and xaluritamig for metastatic castrate-resistant prostate cancer [6] - Ongoing phase III studies are evaluating Imdelltra in small cell lung cancer and biosimilars for Opdivo, Keytruda, and Ocrevus [6] Competitive Landscape - Major competitors in the oncology space include Pfizer, AstraZeneca, Merck, Johnson & Johnson, and Bristol-Myers [9] - Pfizer's oncology sales account for about 28% of total revenues, with a 7% increase in the first nine months of 2025 [10] - AstraZeneca's oncology segment comprises around 43% of total revenues, with a 16% increase in sales during the same period [11] - Merck's Keytruda, a key oncology drug, generated $23.3 billion in sales in the first nine months of 2025, up 8% year over year [12] - Bristol-Myers' Opdivo accounts for approximately 20% of its total revenues, with sales rising 8% to $7.54 billion [13] - Johnson & Johnson's oncology sales represent around 27% of total revenues, with a 20.6% operational increase in the first nine months of 2025 [14]