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AstraZeneca PLC - December 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan

Intron Health - AI Impact on Pharma - Thematic (20pgs) - Winners/Loser...

Our Big Pharma AI thesis is the result of ~25 interviews with industry execs & >100hrs of research. We show ~10% of OPEX could be saved by AI within a few years & conclude the recent sector rally is wholly justified & could run further. We assess the winners & losers from AI adoption and discuss in detail some of the short, mid & long-term consequences. We evaluate the various AI use cases and quantify the potential benefit they may have. We break down SG&A & R&D activities & show where AI is im...

Delphine Brault ... (+6)
  • Delphine Brault
  • Emira Sagaama
  • Juan Ros-Padilla
  • Luis de Toledo Heras
  • Marc Lavaud
  • Nathan Mietlicki
Delphine Brault ... (+6)
  • Delphine Brault
  • Emira Sagaama
  • Juan Ros-Padilla
  • Luis de Toledo Heras
  • Marc Lavaud
  • Nathan Mietlicki
Martial Descoutures
  • Martial Descoutures
Martial Descoutures
  • Martial Descoutures
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