AstraZeneca PLC ADS

  • TickerAZN
  • ISINUS0463531089
  • ExchangeNew York Stock Exchange
  • SectorPharmaceuticals & Biotechnology
  • CountryUnited Kingdom
Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
LONN LONZA GROUP AG (Chemicals)
ROG ROGERS CORP. (Industrial Goods & Services) ... (+12)

Vermilion Int'l Compass: Global Equity Strategy

Mixed Market Environment Continues The Hang Seng, EURO STOXX 50, MSCI ACWI ex-US, and MSCI EAFE display bearish short-term inflections. Additionally, 10-year yields in the US and Germany are breaking down below key support. These deteriorating market dynamics raise concerns of a deeper pullback, however other indicators remain largely positive. As a result, we continue to see a mixed, but overall constructive market. Index Overviews. Some indexes are beginning to deteriorate while others remain constructive. Those deteriorating include (1) the Hang Seng which broke below our 27,400 support l...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
002439 Beijing Venuste... (Oil & Gas)
ERF ENERPLUS (Health Care) ... (+21)

Vermilion Int'l Compass: Global Equity Strategy

Lower High Forming? Major global indexes are showing waning upside momentum and we believe near-term consolidation is likely. This is supported by the charts and the idea that consolidation makes sense following the massive gains off of the March lows. We also believe that the market is in a “wait-and-see” phase as it relates to states and countries re-opening. A resolution of this consolidation period above resistance (bullish) or below support (bearish) will tell us where the major global averages are headed next. · Wedge/Uptrend Breakdowns. Last week we highlighted potential ...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke
002410 Pum Yang Constr... (Chemicals)
SWMA Swedish Match A... (Construction & Materials) ... (+39)

Vermilion Int'l Compass: Global Equity Strategy

Global Rally Losing Upside Momentum The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and EAFE indexes ended up breaking down. Additionally, the aforementioned indexes and major indexes in Europe, Japan, and Hong Kong have been unable to break above longer-term resistance. While we believe global equities remain vulnerable to a pullback, some near-term consolidation is another possibility. For now we believe some consolidation makes sense as we remain in a sort of wait-and-see period as it relates to wha...

Damien Conover
  • Damien Conover
AZN AstraZeneca PLC... (Health Care)

Astra Posts Solid 2Q, Driven by Strong Cancer Drug Sales and Moving Aw...

We don't expect any major changes to our AstraZeneca fair value estimate following second-quarter results that largely fell in line with our expectations and slightly ahead of consensus expectations. Overall, the company is posting leading Big Pharma sales growth with total sales up 18% operationally year over year, led by impressive cancer drug sales growth of 57%. Astra's ability to continue to bring next generation drugs to the market that address unmet medical need (especially in oncology) s...

Damien Conover
  • Damien Conover
AZN AstraZeneca PLC... (Health Care)

Morningstar | Immuno-Oncology Drugs in Adjuvant Lung: The Next Frontie...

Innovation in immuno-oncology drugs has supported the economic moats for Merck, Roche, Bristol-Myers Squibb, and AstraZeneca, and we expect expansion into the adjuvant/neoadjuvant settings to strengthen these moats. We project the lung adjuvant/neoadjuvant market to expand the potential by close to $10 billion in annual sales (not probability-weighted) by 2027, adding to almost $40 billion projected in the late-stage metastatic settings. We estimate an 85% probability of success in this early-treatment setting based on early clinical data and the strength of the drugs in the late-stage setting...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
LONN LONZA GROUP AG (Chemicals)
ROG ROGERS CORP. (Industrial Goods & Services) ... (+12)

Vermilion Int'l Compass: Global Equity Strategy

Mixed Market Environment Continues The Hang Seng, EURO STOXX 50, MSCI ACWI ex-US, and MSCI EAFE display bearish short-term inflections. Additionally, 10-year yields in the US and Germany are breaking down below key support. These deteriorating market dynamics raise concerns of a deeper pullback, however other indicators remain largely positive. As a result, we continue to see a mixed, but overall constructive market. Index Overviews. Some indexes are beginning to deteriorate while others remain constructive. Those deteriorating include (1) the Hang Seng which broke below our 27,400 support l...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
002439 Beijing Venuste... (Oil & Gas)
ERF ENERPLUS (Health Care) ... (+21)

Vermilion Int'l Compass: Global Equity Strategy

Lower High Forming? Major global indexes are showing waning upside momentum and we believe near-term consolidation is likely. This is supported by the charts and the idea that consolidation makes sense following the massive gains off of the March lows. We also believe that the market is in a “wait-and-see” phase as it relates to states and countries re-opening. A resolution of this consolidation period above resistance (bullish) or below support (bearish) will tell us where the major global averages are headed next. · Wedge/Uptrend Breakdowns. Last week we highlighted potential ...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke
002410 Pum Yang Constr... (Chemicals)
SWMA Swedish Match A... (Construction & Materials) ... (+39)

Vermilion Int'l Compass: Global Equity Strategy

Global Rally Losing Upside Momentum The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and EAFE indexes ended up breaking down. Additionally, the aforementioned indexes and major indexes in Europe, Japan, and Hong Kong have been unable to break above longer-term resistance. While we believe global equities remain vulnerable to a pullback, some near-term consolidation is another possibility. For now we believe some consolidation makes sense as we remain in a sort of wait-and-see period as it relates to wha...

Damien Conover
  • Damien Conover
AZN AstraZeneca PLC... (Health Care)

Astra Posts Solid 2Q, Driven by Strong Cancer Drug Sales and Moving Aw...

We don't expect any major changes to our AstraZeneca fair value estimate following second-quarter results that largely fell in line with our expectations and slightly ahead of consensus expectations. Overall, the company is posting leading Big Pharma sales growth with total sales up 18% operationally year over year, led by impressive cancer drug sales growth of 57%. Astra's ability to continue to bring next generation drugs to the market that address unmet medical need (especially in oncology) s...

Damien Conover
  • Damien Conover
AZN AstraZeneca PLC... (Health Care)

Morningstar | Immuno-Oncology Drugs in Adjuvant Lung: The Next Frontie...

Innovation in immuno-oncology drugs has supported the economic moats for Merck, Roche, Bristol-Myers Squibb, and AstraZeneca, and we expect expansion into the adjuvant/neoadjuvant settings to strengthen these moats. We project the lung adjuvant/neoadjuvant market to expand the potential by close to $10 billion in annual sales (not probability-weighted) by 2027, adding to almost $40 billion projected in the late-stage metastatic settings. We estimate an 85% probability of success in this early-treatment setting based on early clinical data and the strength of the drugs in the late-stage setting...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
LONN LONZA GROUP AG (Chemicals)
ROG ROGERS CORP. (Industrial Goods & Services) ... (+12)

Vermilion Int'l Compass: Global Equity Strategy

Mixed Market Environment Continues The Hang Seng, EURO STOXX 50, MSCI ACWI ex-US, and MSCI EAFE display bearish short-term inflections. Additionally, 10-year yields in the US and Germany are breaking down below key support. These deteriorating market dynamics raise concerns of a deeper pullback, however other indicators remain largely positive. As a result, we continue to see a mixed, but overall constructive market. Index Overviews. Some indexes are beginning to deteriorate while others remain constructive. Those deteriorating include (1) the Hang Seng which broke below our 27,400 support l...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
002439 Beijing Venuste... (Oil & Gas)
ERF ENERPLUS (Health Care) ... (+21)

Vermilion Int'l Compass: Global Equity Strategy

Lower High Forming? Major global indexes are showing waning upside momentum and we believe near-term consolidation is likely. This is supported by the charts and the idea that consolidation makes sense following the massive gains off of the March lows. We also believe that the market is in a “wait-and-see” phase as it relates to states and countries re-opening. A resolution of this consolidation period above resistance (bullish) or below support (bearish) will tell us where the major global averages are headed next. · Wedge/Uptrend Breakdowns. Last week we highlighted potential ...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke
002410 Pum Yang Constr... (Chemicals)
SWMA Swedish Match A... (Construction & Materials) ... (+39)

Vermilion Int'l Compass: Global Equity Strategy

Global Rally Losing Upside Momentum The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and EAFE indexes ended up breaking down. Additionally, the aforementioned indexes and major indexes in Europe, Japan, and Hong Kong have been unable to break above longer-term resistance. While we believe global equities remain vulnerable to a pullback, some near-term consolidation is another possibility. For now we believe some consolidation makes sense as we remain in a sort of wait-and-see period as it relates to wha...

Damien Conover
  • Damien Conover
AZN AstraZeneca PLC... (Health Care)

Astra Posts Solid 2Q, Driven by Strong Cancer Drug Sales and Moving Aw...

We don't expect any major changes to our AstraZeneca fair value estimate following second-quarter results that largely fell in line with our expectations and slightly ahead of consensus expectations. Overall, the company is posting leading Big Pharma sales growth with total sales up 18% operationally year over year, led by impressive cancer drug sales growth of 57%. Astra's ability to continue to bring next generation drugs to the market that address unmet medical need (especially in oncology) s...

Damien Conover
  • Damien Conover
AZN AstraZeneca PLC... (Health Care)

Morningstar | Immuno-Oncology Drugs in Adjuvant Lung: The Next Frontie...

Innovation in immuno-oncology drugs has supported the economic moats for Merck, Roche, Bristol-Myers Squibb, and AstraZeneca, and we expect expansion into the adjuvant/neoadjuvant settings to strengthen these moats. We project the lung adjuvant/neoadjuvant market to expand the potential by close to $10 billion in annual sales (not probability-weighted) by 2027, adding to almost $40 billion projected in the late-stage metastatic settings. We estimate an 85% probability of success in this early-treatment setting based on early clinical data and the strength of the drugs in the late-stage setting...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
LONN LONZA GROUP AG (Chemicals)
ROG ROGERS CORP. (Industrial Goods & Services) ... (+12)

Vermilion Int'l Compass: Global Equity Strategy

Mixed Market Environment Continues The Hang Seng, EURO STOXX 50, MSCI ACWI ex-US, and MSCI EAFE display bearish short-term inflections. Additionally, 10-year yields in the US and Germany are breaking down below key support. These deteriorating market dynamics raise concerns of a deeper pullback, however other indicators remain largely positive. As a result, we continue to see a mixed, but overall constructive market. Index Overviews. Some indexes are beginning to deteriorate while others remain constructive. Those deteriorating include (1) the Hang Seng which broke below our 27,400 support l...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
002439 Beijing Venuste... (Oil & Gas)
ERF ENERPLUS (Health Care) ... (+21)

Vermilion Int'l Compass: Global Equity Strategy

Lower High Forming? Major global indexes are showing waning upside momentum and we believe near-term consolidation is likely. This is supported by the charts and the idea that consolidation makes sense following the massive gains off of the March lows. We also believe that the market is in a “wait-and-see” phase as it relates to states and countries re-opening. A resolution of this consolidation period above resistance (bullish) or below support (bearish) will tell us where the major global averages are headed next. · Wedge/Uptrend Breakdowns. Last week we highlighted potential ...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke
002410 Pum Yang Constr... (Chemicals)
SWMA Swedish Match A... (Construction & Materials) ... (+39)

Vermilion Int'l Compass: Global Equity Strategy

Global Rally Losing Upside Momentum The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and EAFE indexes ended up breaking down. Additionally, the aforementioned indexes and major indexes in Europe, Japan, and Hong Kong have been unable to break above longer-term resistance. While we believe global equities remain vulnerable to a pullback, some near-term consolidation is another possibility. For now we believe some consolidation makes sense as we remain in a sort of wait-and-see period as it relates to wha...

Damien Conover
  • Damien Conover
AZN AstraZeneca PLC... (Health Care)

Astra Posts Solid 2Q, Driven by Strong Cancer Drug Sales and Moving Aw...

We don't expect any major changes to our AstraZeneca fair value estimate following second-quarter results that largely fell in line with our expectations and slightly ahead of consensus expectations. Overall, the company is posting leading Big Pharma sales growth with total sales up 18% operationally year over year, led by impressive cancer drug sales growth of 57%. Astra's ability to continue to bring next generation drugs to the market that address unmet medical need (especially in oncology) s...

Damien Conover
  • Damien Conover
AZN AstraZeneca PLC... (Health Care)

Morningstar | Immuno-Oncology Drugs in Adjuvant Lung: The Next Frontie...

Innovation in immuno-oncology drugs has supported the economic moats for Merck, Roche, Bristol-Myers Squibb, and AstraZeneca, and we expect expansion into the adjuvant/neoadjuvant settings to strengthen these moats. We project the lung adjuvant/neoadjuvant market to expand the potential by close to $10 billion in annual sales (not probability-weighted) by 2027, adding to almost $40 billion projected in the late-stage metastatic settings. We estimate an 85% probability of success in this early-treatment setting based on early clinical data and the strength of the drugs in the late-stage setting...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
LONN LONZA GROUP AG (Chemicals)
ROG ROGERS CORP. (Industrial Goods & Services) ... (+12)

Vermilion Int'l Compass: Global Equity Strategy

Mixed Market Environment Continues The Hang Seng, EURO STOXX 50, MSCI ACWI ex-US, and MSCI EAFE display bearish short-term inflections. Additionally, 10-year yields in the US and Germany are breaking down below key support. These deteriorating market dynamics raise concerns of a deeper pullback, however other indicators remain largely positive. As a result, we continue to see a mixed, but overall constructive market. Index Overviews. Some indexes are beginning to deteriorate while others remain constructive. Those deteriorating include (1) the Hang Seng which broke below our 27,400 support l...

Ross LaDuke ... (+2)
  • Ross LaDuke
  • Dave Nicoski
002439 Beijing Venuste... (Oil & Gas)
ERF ENERPLUS (Health Care) ... (+21)

Vermilion Int'l Compass: Global Equity Strategy

Lower High Forming? Major global indexes are showing waning upside momentum and we believe near-term consolidation is likely. This is supported by the charts and the idea that consolidation makes sense following the massive gains off of the March lows. We also believe that the market is in a “wait-and-see” phase as it relates to states and countries re-opening. A resolution of this consolidation period above resistance (bullish) or below support (bearish) will tell us where the major global averages are headed next. · Wedge/Uptrend Breakdowns. Last week we highlighted potential ...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke
002410 Pum Yang Constr... (Chemicals)
SWMA Swedish Match A... (Construction & Materials) ... (+39)

Vermilion Int'l Compass: Global Equity Strategy

Global Rally Losing Upside Momentum The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and EAFE indexes ended up breaking down. Additionally, the aforementioned indexes and major indexes in Europe, Japan, and Hong Kong have been unable to break above longer-term resistance. While we believe global equities remain vulnerable to a pullback, some near-term consolidation is another possibility. For now we believe some consolidation makes sense as we remain in a sort of wait-and-see period as it relates to wha...

Damien Conover
  • Damien Conover
AZN AstraZeneca PLC... (Health Care)

Astra Posts Solid 2Q, Driven by Strong Cancer Drug Sales and Moving Aw...

We don't expect any major changes to our AstraZeneca fair value estimate following second-quarter results that largely fell in line with our expectations and slightly ahead of consensus expectations. Overall, the company is posting leading Big Pharma sales growth with total sales up 18% operationally year over year, led by impressive cancer drug sales growth of 57%. Astra's ability to continue to bring next generation drugs to the market that address unmet medical need (especially in oncology) s...

Damien Conover
  • Damien Conover
AZN AstraZeneca PLC... (Health Care)

Morningstar | Immuno-Oncology Drugs in Adjuvant Lung: The Next Frontie...

Innovation in immuno-oncology drugs has supported the economic moats for Merck, Roche, Bristol-Myers Squibb, and AstraZeneca, and we expect expansion into the adjuvant/neoadjuvant settings to strengthen these moats. We project the lung adjuvant/neoadjuvant market to expand the potential by close to $10 billion in annual sales (not probability-weighted) by 2027, adding to almost $40 billion projected in the late-stage metastatic settings. We estimate an 85% probability of success in this early-treatment setting based on early clinical data and the strength of the drugs in the late-stage setting...

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