AZNCF News and Press, AstraZeneca Plc From 12/01/20

Healthcare experienced a significant risk-diminishing event as the Affordable Care Act appears more secure. Biotechs continue to lead healthcare as vaccine progress and key approvals draw significant attention. Drug pricing remains a dormant issue for now although key moves last w...

A new week brings updates from both NVAX and MRNA. Detailed numbers from MRNA's COVE study confirm the value of MRNA's vaccine, but is the company's pipeline validated? There may be some delays for NVAX in the US, but how bad is the problem? I see NVAX as a potential long here...

Viraleze antiviral could be effective against SAS-CoV-2 and RSV. Boston Consulting Group is involved in positioning and marketing this preventative/early stage infection product. Viraleze has a fast-track to market in Europe based on antiviral activity, not efficacy of preventing COVI...

Vaccine makers are in the spotlight, and several of them pay high dividend yields. But which is the right choice for YOUR dividend portfolio? We looked at PFE, JNJ, and AZN to see how they compare on factors like Dividend Safety, Growth, Yield, and Consistency. For further d...

Olema Pharmaceuticals intends to raise $170 million in a U.S. IPO of its common stock. The firm is developing treatments for women's cancers, most particularly various breast cancers. It has a collaboration with major pharma firm Novartis and I value its focus on breast cancer tre...

AstraZeneca's COVID-19 programme is going well, and the pipeline generally is decent. Its Q3 results were strong. However, its price already factors in a lot of expected success. I don't see real value at current prices. For further details see: AstraZeneca: Not Just A C...

Silverback Therapeutics has filed to raise $100 million in an IPO, although the final figure may differ. The firm is developing treatments for various cancers and Hepatitis B. SBTX may have had positive response rates in early trials for its lead candidate. For further detai...

Pfizer reported encouraging interim data for its COVID-19 vaccine with a 90% efficacy rate, which makes us hopeful for other read-outs. This is the big catalyst for sentiment in value stocks, which have not been this cheap compared to growth stocks in 20 years, to improve. In this...

Fisher’s 13F portfolio value increased from $102.5B to $117.8B in Q3 2020. They increased NextEra Energy, UnitedHealth, 3M Company, and Thermo Fisher Scientific while decreasing Starbucks, Total SA, and Royal Dutch Shell during the quarter. Fisher has a number of small posi...

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