A director at AstraZeneca bought 700 shares at 143.310USD and the significance rating of the trade was 59/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...
Q1 sales beat our forecast by 5% and adj. EBITA outperformed by 8%. Overall, we believe the highlight in the report was the stronger haemophilia result than expected, with solid growth in Altuvoct and a smaller decline for Elocta than forecast. The weak spot was Vonjo sales, which missed our estimate by 28% and consensus by 29%, with management citing stocking issues. We reiterate our BUY and SEK365 target price.
Egetis reported Q1 with an operating loss of SEK 62.9m and a cash position of SEK273m. Regarding the US phase 3 trial, it is tracking slowly where 12 patients have now completed the randomization phase (vs 11 previously), 1 is currently in the randomization phase and 1 which is in the run-in period
Lung Cancer Cough (LCC) is an under-served, perhaps unserved therapeutic subsegment of the Lung Cancer/Oncology market. 57-65% of early diagnosis lung cancer patients suffer from LCC, it is a highly debilitating condition. The US lung cancer therapeutics market consensus values range from ~USD 29.9bn in 2023 to ~USD 71.3bn in 2034, suggesting a compound annual growth rate (CAGR) of 8.2% over our 10 year forecast period. LCC is a prevalent symptom among lung cancer patients, and its management is...
A recent publication in Nature Communications (Groeneweg, van Geest et al. 2025) highlights the broad therapeutic applicability of Emcitate across the heterogeneity of the MCT8 deficient target group and supporting its uniform treatment eligibility across a genetically diverse patient population. I
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