AstraZeneca has commenced construction of its $4.5bn active pharmaceutical ingredient (API) manufacturing facility in Virginia. The site, which is located near Charlottesville, will produce APIs for medicines across its cardiovascular, obesity, oncology and metabolic disease portfolio. This includes drugs from the company’s mid-to-late-stage pipeline – namely its Eccogene-partnered glucagon-like peptide-1 receptor agonist (GLP-1RA) pill, AZD5004/ ECC-5004, as well as hypertension med baxdrostat and low-d ...

Key Takeaways AstraZeneca reported positive phase III Bax24 data in patients with resistant hypertension.Baxdrostat achieved a significant drop in 24-hour average systolic blood pressure versus placebo.Baxdrostat was well tolerated, and AstraZeneca plans to share results with global regulators.AstraZeneca (AZN) announced positive top-line data from the phase III Bax24 study evaluating the safety, tolerability and efficacy of its investigational candidate, baxdrostat, in patients with resistant hypertension. ...

今日关注 国家外汇管理局公布，中国9月末外汇储备33386.58亿美元，较8月末上升165亿美元；9月末黄金储备为 7406万盎司，环比增加4万盎司，连续第11个月增持黄金。 宏观经济 1、新华社：10月7日，外交部长王毅应约同韩国外长赵显通电话。王毅表示，中韩是重要近邻和紧密合 作伙伴。中方始终重视中韩关系，愿同韩方增进互信，排除干扰，深化合作，相互成就，共同为地区和 平稳定与发展繁荣作出贡献。 4、10月6日（中秋国庆假期第6日），全社会跨区域人员流动量29819.42万人次，环比增长2.4%，同比 增长7%。 5、"双节"假期受免签政策、离境退税、支付便利等利好影响，中外旅客跨境游需求旺盛，根据国家移 民管理局的预测，国庆假期日均出入境旅客将突破200万人次。 6、当地时间10月7日，瑞典皇家科学院决定将2025年诺贝尔物理学奖授予约翰·克拉克等三位科学家， 以表彰他们在量子力学领域的贡献。 投资要闻 1、10月7日纽约期金历史首次站上4000美元/盎司大关，伦敦现货黄金价格也一度涨破3990美元/盎司。 黄金牛市"吹号手"高盛持续唱多，将2026年12月黄金价格预测上调至每盎司4900美元（此前预测为 ...

每经编辑｜张喜威 胡玲 T V 诺贝尔化学奖公布 2 美国8月消费信贷变动数据公布 3 美联储理事巴尔发表讲话 1 四中全会前，人民日报连发八篇钟才文，传递什么信号 党的二十届四中全会将于10月20日至23日在北京召开。9月30日起，《人民日报》连续推出8篇"习近平经济思想指引下的中国经济专论"系列"钟才文"文章， 围绕"经济形势怎么看、经济工作怎么干"，深入系统阐述中国经济长期稳定发展的内在逻辑，以及中国发展之于世界的机遇性和确定性，传递出稳预期、强 信心、促发展的强烈信号。（人民日报经济社会） 2 隔夜市场 当地时间周二，美股三大指数集体收跌，道指跌0.2%，纳指跌0.67%，标普500指数跌0.38%，热门科技股多数下跌，特斯拉跌超4%，谷歌跌超1%，AMD 涨超3%。加密货币概念、半导体设备与材料跌幅居前，Strategy跌超8%，科休半导体跌超7%，科磊跌超4%，阿斯麦跌近4%。纳斯达克中国金龙指数收跌 2.24%，热门中概股普跌，世纪互联跌超6%，万国数据跌超5%，百度跌超4%，阿里巴巴、金山云跌超3%，哔哩哔哩跌近3%，京东、名创优品、理想汽车 跌超2%。 现货黄金涨0.59%，报3984.14 ...

【多家华尔街机构上调AMD股价】受AMD与OpenAI的巨额算力合作协议推动，多家华尔街机构上调了 AMD的目标股价，摩根士丹利将目标价上调至246美元，伯恩斯坦上调至200美元，杰富瑞上调至300美 元。 【纽交所所有者洲际交易所可能投资预测平台Polymarket】纽约证券交易所所有者洲际交易所周二盘前 股价上涨超过4%。有消息称，该公司将投资基于加密货币的预测平台Polymarket，购买后者价值约20亿 美元的股权，该交易最早可能在周二宣布。这也意味着主流证券交易所将进军加密货币领域。 【空客A320超越波音737成历史交付量冠军】英国咨询公司Cirium数据，自1988年投入服务以来，空客 A320系列飞机的总交付量达到12260架，打破了波音数十年来保持的纪录。 【阿斯利康重磅高血压药物达到临床主要终点】阿斯利康10月7日表示，在研高血压药物baxdrostat在一 项针对难治性高血压患者的后期临床试验中达到主要目标，显著降低血压。阿斯利康计划将在年底前递 交baxdrostat的审批，并预计该药物的年销售额最高将超过50亿美元。该药物正在临床研究中的其他适 应证还包括慢性肾病和预防心力衰竭。 公 ...

阿斯利康预计该药物的年销售额最高将超过50亿美元。 10月7日，阿斯利康表示，在研高血压药物baxdrostat在一项针对难治性高血压患者的后期临床试验中达 到主要目标，显著降低血压。阿斯利康计划将在年底前递交baxdrostat的审批，并预计该药物的年销售 额最高将超过50亿美元。该药物正在临床研究中的其他适应证还包括慢性肾病和预防心力衰竭。 ...

Core Insights - AstraZeneca PLC (NASDAQ:AZN) is recognized as one of the top-performing European stocks, particularly following the positive Phase 3 trial results for baxdrostat [1] - Goldman Sachs has reaffirmed its Conviction Buy rating for AstraZeneca after the Phase 3 BaxHTN trial demonstrated that baxdrostat effectively reduced seated systolic blood pressure in a dose-dependent manner [1] - The safety data from the trial indicated that moderate to severe hyperkalemia occurred at rates of 1.1% for both the 2 mg and 1 mg doses, compared to 0% for the placebo [2] - Discontinuation due to adverse reactions was higher for the 2 mg dose at 4.5% and 2.7% for the 1 mg dose, compared to 1.9% for the placebo [2] - AstraZeneca's management highlighted that baxdrostat showed no clinically significant drug-drug interactions, which is crucial for its potential use in clinical trials [3] - The company has a strong reputation in the pharmaceutical sector, particularly in rare disease and cancer treatments, bolstered by its history of medical advancements [3]

Core Viewpoint - The healthcare sector is experiencing significant stock price increases, with some stocks more than doubling in value since the end of July, indicating potential for further gains despite recent surges [1][2]. Group 1: Precigen - Precigen's shares increased by 155% from the end of July to September 5, following FDA approval for its first treatment, Papzimeos, which is aimed at recurrent respiratory papillomatosis (RRP) [4][5]. - Papzimeos is the first and only FDA-approved treatment for approximately 27,000 patients with RRP, with a notable response rate in clinical trials where 18 out of 35 patients avoided surgery for at least 12 months post-treatment [5][6]. - Analysts, including Swayampakula Ramakanth from HC Wainwright, have set a price target of $8.50 for Precigen, suggesting a potential 95% increase in the next year [6]. Group 2: Mineralys Therapeutics - Mineralys Therapeutics saw a 146% rise in stock price from the end of July to September 5, driven by a successful funding round for the development of its lead candidate, lorundrostat [7][8]. - The company raised $287.5 million through a secondary offering, which followed the suspension of an at-the-money equity offering [8]. - In a phase 3 trial, lorundrostat demonstrated a significant reduction in systolic pressure, outperforming a placebo [9]. - Following AstraZeneca's less favorable data for a competing product, Bank of America analyst Greg Harrison raised the target price for Mineralys to $43 per share, indicating a potential 24% gain [11]. - Despite the positive outlook, the company ended June with $325 million in cash, sufficient to last until 2027, raising concerns about the urgency of submitting for approval [12]. - Mineralys has a market cap of $2.7 billion, which could be affected by the timing of lorundrostat's approval compared to competitors [14]. Group 3: Market Potential - Precigen's market cap is approximately $1.3 billion, with expectations for Papzimeos potentially underestimated, as it is set to launch in a niche market without competition [15]. - Papzimeos could generate over $1 billion in annual sales at peak pricing, with a list price exceeding $200,000 per patient per year [16].

AstraZeneca Ambition & Strategy - AstraZeneca aims to achieve $80 billion in total revenue by 2030, driven by its existing portfolio and the launch of new medicines [7, 8] - The 2030 total revenue ambition is not dependent on future mergers and acquisitions [8] - Cardiometabolic diseases are a key area of focus, with the goal of transforming care and addressing unmet needs [17] Baxdrostat Clinical Trial (BaxHTN) Results - The Phase III BaxHTN trial demonstrated that baxdrostat, at 1mg and 2mg doses, led to placebo-adjusted reductions in seated systolic blood pressure (SBP) of 8.7 mmHg and 9.8 mmHg respectively after 12 weeks in patients with uncontrolled or resistant hypertension [63] - In the BaxHTN trial, 73% of participants had resistant hypertension, while 27% had uncontrolled hypertension [43] - Serum aldosterone concentration decreased from baseline to Week 12 with baxdrostat 1mg by 60% (from 7.9 to 3.2 ng/dL) and with baxdrostat 2mg by 65% (from 7.2 to 2.5 ng/dL) [55] - In the BaxHTN trial, rates of confirmed serum potassium >6.0 mmol/L were low, at 1% in both baxdrostat groups [63] Baxdrostat Market Opportunity - Baxdrostat has a potential of $5 billion+ across monotherapy and combination opportunities [69] - There are over 75 million uncontrolled 2L+ hypertension patients ex-US and over 20 million in the US [68]

Core Insights - AstraZeneca (AZN) has announced a $50 billion investment plan in the United States, aimed for completion by 2030, which is expected to create skilled jobs and support advanced therapies development [1][7] - The investment aligns with AstraZeneca's strategy to enhance domestic production in response to tariff pressures, thereby aiming to lower healthcare costs in the U.S. [2] - A significant part of the investment includes a multi-billion-dollar manufacturing facility in Virginia, focusing on drug substances for weight management and metabolic therapies [3][7] Investment Details - The Virginia facility represents AstraZeneca's largest single investment in a facility to date and will utilize advanced technologies such as AI and automation [3] - The overall investment will also support the expansion of R&D and manufacturing hubs in various states, including Maryland, Massachusetts, Indiana, and Texas [8] - AstraZeneca aims to achieve $80 billion in total revenues by 2030, with 50% expected from the U.S. market, which currently accounts for 42% of its total revenues [9] Industry Context - The investment comes amid ongoing tariff threats from President Trump, which are pushing pharmaceutical companies to relocate production back to the U.S. [10] - Other pharmaceutical companies, such as Eli Lilly and Johnson & Johnson, have also announced significant investments in U.S. manufacturing, indicating a broader trend in the industry [11][12][14]