AZNCF News and Press, AstraZeneca Plc From 11/10/20

The following slide deck was published by AstraZeneca PLC in conjunction with this event. For further details see: AstraZeneca (AZN) Investor Presentation - Slideshow

Clovis Oncology is a higher-risk holding that has significant risk baked into the future outlook, and larger players have better product labels in our view. The company's cash position is tight, and we question the runaway guided by management, plus see evidence of poor liquidity thro...

Compugen has concentrated exposure to immuno-oncology, where it has formed key collaborations with large players in early-stage studies. Shareholders have seen +119% upside YTD; however, accurate valuation is difficult at present due to uncertainty of future cash flows and pipeline co...

Vir Biotechnology has a deep pipeline across many disease segments, reducing concentration risk in the portfolio and expanding commercial reach. The company has key collaborations with large players, providing long-tailed asset returns whilst partners do the heavy lifting in commercia...

AstraZeneca PLC (AZN) Q3 2020 Earnings Conference Call November 05, 2020 6:45 AM ET Company Participants Pascal Soriot – Chief Executive Officer Dave Fredrickson – Executive Vice President of the Oncology Business Unit Ruud Dobber – Executive Vice President of the Biophar...

The truth about COVID vaccine developments is that they are complex and slow; it may not be possible to develop a useful COVID-19 vaccine. Treatments remain elusive, although preventing establishment of infection is gaining attention. Mostly success is about avoiding transmission of i...

Olema Pharmaceuticals has filed to raise $100 million in an IPO, although the final figure may differ. The firm is advancing its OP-1250 drug to treat various women's cancers as a monotherapy and in combination with other drugs. OLMA has a collaboration deal with Novartis, which i...

PFE/BNTX and MRNA remain the front-runners in the race to develop a COVID-19 vaccine. PFE has seen some delays but at least, we haven't passed an interim analysis without success. MRNA has confirmed it expects an interim analysis in November and plans to share the results. AZN...

Emergent BioSolutions has key niche differentiators that strengthen the operating model, with exposure to defence & public health threats. They hold the only FDA approved anthrax vaccine in their portfolio, and ~60% of total revenues are backed by US Government contract agreements...

Compass Therapeutics has filed to raise $50 million in an IPO. The firm is advancing programs to treat various cancers, including Her2+ breast cancer. CMPX has produced intriguing results in preclinical studies for its lead candidate. For further details see: Compass The...