AZNCF News and Press, AstraZeneca Plc From 02/08/21

AstraZeneca (OTCMKTS: AZNCF) , Swedish drugmaker’s, Covid-19 vaccine proved to be as little as 10% effective against South Africa’s new coronavirus variant, according to a study. The country has now suspended the distribution of the shot within its vaccination progra...

Fisher’s 13F portfolio value increased from $117.8B to $133.5B in Q4 2020. They increased Alphabet and Total SA during the quarter. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ken Fisher's Fisher Asset Management ...

Adagene has filed to raise $132 million in a U.S. IPO. The firm is advancing antibody-based treatment candidates for various cancers. ADAG has a capable CEO but the firm is still ultra early stage and the IPO is priced well above the typical range for life science firms. I'll ...

Bolt Biotherapeutics has filed proposed terms for a $150 million IPO. The firm is developing antibody conjugate treatments for various cancers. BOLT has produced early efficacy results for its lead program and has an impressive investor syndicate, so the IPO is worth consideration...

The moment of truth arrived. NVAX reported 89% efficacy for its COVID-19 vaccine. The stock shot up over 60% on the news. I expect Emergency Use Authorization soon. NVAX's supply chain could allow it to take market share from competitors. NVAX trades at 3.7x expected 2021 COVID-19...

Risk and disruption ruled in 2020 as we experienced the first modern day pandemic. We changed the way we live and the way we work. Portfolio performance was greatly affected by pandemic preparedness. In 2020, only a handful of sectors performed well. One needed to be in tech, cons...

The public tete-a-tete between AZN and the EU could result in the EU restricting supply of AZN's COVID-19 vaccine outside the EU. The vaccination rollout has been slow in the U.S. as well. PFE or MRNA could capitalize on any AZN supply constraints. If the efficacy of AZN's vaccine...

Some cash is king, Covid-19 plays, Green renewable energy & EVs led by Biden, Digital payments & fintech innovation will be new habits, Buy quality SPACs as early as possible. Other 2021 investment trends include Space tourism (and point to point travel), Cybersecurity, Artifi...

The company's vaccine is being rolled out at scale. It has a fairly low price and a lot of the stock may be profit-free. There will be a sizeable revenue bump, but the profit benefit will be smaller and short-lived on my assessment. The vaccine doesn't change the fundamentals ...

Veeva is building the Industry Cloud for the global life sciences industry with solutions including a CRM suite, content and data management, and AI-powered data analytics. In Q3, Veeva reported a revenue growth rate of 34% y/y (acceleration) and a healthy gross margin of 72% (q/q imp...