AZNCF News and Press, AstraZeneca Plc From 09/23/22

Summary Europe's economic metrics held up decently in the first half of this year, giving rise to some optimism in regards to the economic fallout from its economic divorce with Russia. Deutsche Bank recently released an estimate for EU 2023 GDP growth of -2.2%. I believe that it ...

Summary Merck's operating income was $5,293 million in Q2 2022, up 37.5% year-over-year. Merck's key medicines have received regulatory approvals from the US and Europe, thereby increasing the number of indications, which will positively affect the company's financial position. ...

Summary Cullinan Oncology's total cash and short-term investment is $611 million, up 94% from the previous quarter. The company's portfolio consists of eight product candidates that can significantly improve the quality of life of patients suffering from various types of cancer. ...

Summary The passing of the Queen has swiftly circled the globe. Now, King Charles holds the torch and has significant power over economies, especially if more hands on than his mother. Interestingly, an initiative already lays out some of the King's favorite holdings and offer...

Summary Viatris's total revenue was $4,116.8 million in Q2 2022, down 10.1% year-on-year. Sales of the company's branded medicines have been declining since the formation of Viatris in 2020. The company has a dividend yield of 5.08%, but dividend payouts are at risk from 2026....

Summary EFV represents a traditional profile of value stocks. It offers high earnings yield and dividend yields, with substantial US financial exposures. The heavy financial exposures work out for the current environment, EFV looks like a decent ETF. The iShares MSCI EAF...

Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron International Growth Fund (the “Fund”) declined 16.18% (Institutional Shares) during the second quart...

Investors and analysts are only now starting to pay serious attention to GSK's potential historical liabilities relating to Zantac (ranitidine). GSK has been named as a defendant in approximately 3,000 filed personal injury cases in federal and state court and numerous other unfiled c...

Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...

The following slide deck was published by AstraZeneca PLC in conjunction with their 2022 Q2 earnings call. For further details see: AstraZeneca PLC 2022 Q2 - Results - Earnings Call Presentation