J.P. Morgan outlines major European players flagging pricing power issues in earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 16 2024
0mins
Source: earning
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Analyst Views on AZN
Wall Street analysts forecast AZN stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AZN is 102.75 USD with a low forecast of 95.00 USD and a high forecast of 108.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 188.010
Low
95.00
Averages
102.75
High
108.00
Current: 188.010
Low
95.00
Averages
102.75
High
108.00
About AZN
AstraZeneca PLC is a United Kingdom-based science-led biopharmaceutical company. The Company focuses on the discovery, development, and commercialization of prescription medicines. The Company operates across therapy areas, including Oncology; Cardiovascular, Renal and Metabolism (CVRM); Respiratory and Immunology (R&I); Vaccines and Immune Therapies (V&I), and Rare Disease. In the Oncology area, its key products include Tagrisso, Imfinzi, Calquence, Lynparza, and Enhertu. The key products of CVRM area include Farxiga/Forxiga, Brilinta/Brilique, Crestor, and Lokelma. In the R&I area, the key products are Symbicort, Fasenra, Breztri/Trixeo, and Tezspire. In the V&I Therapies area, the products are Beyfortus and FluMist. The products in the Rare Disease area are Ultomiris, Soliris, Strensiq, and Koselugo. It has about 191 projects in its development pipeline, including 19 new molecular entities (NMEs) in the late-stage pipeline. The Company distributes its products in over 125 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Drug Efficacy: Novel serotonergic agonists (NSAs) activate specific serotonin receptors to produce faster and more meaningful results than traditional antidepressants, positioning them to capture a significant share of the $50-60 billion depression and anxiety treatment market, thereby enhancing patient treatment experiences and outcomes.
- Massive Market Potential: The global neuropsychiatric drug market is projected to exceed $150 billion by the end of the decade, and as awareness and acceptance of new serotonin-based therapies increase, NSAs are poised to secure a meaningful slice of this market, driving long-term growth for the company.
- Leadership Transition: Helus Pharma has appointed Michael Cola as CEO, whose extensive experience in neuroscience and global commercialization is expected to accelerate the development of next-generation mental health therapies and expedite the release of clinical data and market entry.
- Intellectual Property Strategy: Helus Pharma has filed over 350 patent applications globally, with more than 100 patents granted, and as the company transitions from early clinical development to later-stage execution, its robust intellectual property portfolio will provide a competitive edge and support future commercialization efforts.
See More
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- Market Potential: The global market for depression and anxiety treatments is projected to exceed $50-60 billion annually, while the broader neuropsychiatric drug market is expected to surpass $150 billion by the end of the decade, highlighting the significant potential of novel serotonergic agonists (NSAs) in the rapidly growing mental health sector.
- Clinical Data Impact: NSAs are designed to act faster than traditional antidepressants, effectively treating complex conditions such as depression, PTSD, anxiety, and addiction, which is anticipated to significantly improve patient outcomes and attract increased investor interest.
- Leadership Change: Helus Pharma has appointed Michael Cola as CEO, who brings over 30 years of experience in neuroscience and specialty pharmaceuticals, expected to drive the company towards key clinical milestones, including the upcoming Phase 2 data for HLP004 and Phase 3 data for HLP003.
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- Future Guidance: The company anticipates total revenue growth in FY 2026 at a mid-to-high single-digit percentage, with core EPS expected to rise by a low double-digit percentage, reflecting optimistic expectations for future market demand.
- Tax Rate Outlook: AstraZeneca projects a core tax rate between 18% and 22%, which will influence future profitability and cash flow management, thereby impacting investor confidence.
- FDA Approval Setback: Despite strong financial results, AstraZeneca faced a setback as the FDA denied approval for the subcutaneous version of its lupus drug, which may exert pressure on its product line and market share.
See More
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- Financial Performance Beat: AstraZeneca reported $15.5 billion in revenue for Q4 2025, reflecting approximately 4% YoY growth and surpassing analyst expectations of $15.46 billion, indicating robust market performance and business resilience.
- Oncology Portfolio Growth: The oncology segment generated $7.0 billion in revenue, marking a ~22% YoY increase, with Tagrisso and Imfinzi contributing $1.9 billion and $1.7 billion respectively, showcasing the company's competitive strength in the cancer drug market.
- Future Growth Outlook: AstraZeneca projects total revenue of $55.6 billion and core EPS of $9.16 for 2025, indicating approximately 9% and 12% YoY growth respectively, reflecting the company's confidence in future performance and effective strategic planning.
- Dividend Increase and New Drug Development: The company announced an increase in its annual dividend to $3.30 per share and the initiation of a Phase 3 trial for its oral GLP-1 drug, elecoglipron, demonstrating a dual commitment to innovation in drug development and shareholder returns.
See More
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- Earnings Report: AstraZeneca presented its Q4 2025 financial results at the 44th Annual J.P. Morgan Healthcare Conference, attracting significant investor interest despite specific figures not being disclosed, indicating market anticipation for its future developments.
- Industry Impact: The timing of this earnings report coincides with the earnings week of other major companies like Coca-Cola and Cisco, underscoring AstraZeneca's pivotal role in the biopharmaceutical sector, which may influence investor sentiment across the industry.
- Investor Focus: The earnings report will provide investors with critical financial metrics to assess the company's operational performance and future growth potential, particularly in the highly competitive pharmaceutical market.
- Market Expectations: With the earnings report release, market expectations for AstraZeneca's future performance are high, especially regarding new drug development and market expansion, which could impact its stock price trajectory.
See More
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- Strong Financial Performance: AstraZeneca reported total revenue of $58.739 billion for FY 2025, an 8% increase driven by demand in oncology, cardiovascular, renal, and rare diseases, indicating robust market performance across multiple therapeutic areas.
- Earnings Per Share Growth: Core EPS rose by 11% to $9.16, reflecting effective cost management and sales growth strategies, which further bolster investor confidence in the company's financial health.
- Pipeline Advancements: The company achieved 16 positive Phase 3 trial results and secured 43 approvals in major regions over the past year, underscoring its leadership in innovative drug development and setting the stage for future revenue growth.
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