AstraZeneca plc diskutieren

Die Pille von AstraZeneca mit dem Namen Lynparza hat sich zu einem der Topseller des Unternehmens entwickelt und erzielte im vergangenen Jahr einen Umsatz von 1,8 Milliarden Dollar. Der Konkurrent Glaxosmithkline plc zahlte 2019 mehr als 5 Milliarden Dollar, um den Hersteller eines anderen sogenannten PARP-Hemmers, Tesaro, zu übernehmen. Lynparza hat einen US-Listenpreis von etwa 14.449 Dollar pro Patient und Monat. AstraZeneca plant, die Daten bei den Behörden einzureichen und die Zulassung von Lynparza für BRCA-Brustkrebs im Frühstadium zu beantragen.

Key highlights

• Total revenue +18%, incl. 9% from the pandemic COVID 19 1 vaccine. Total revenue excl. vaccine +9%
• Q2 growth 12% excl. vaccine Growth
• Oncology +15% and New CVRM 2 +16%. Respiratory & Immunology +6%, Emerging markets +21% 
• Core operating profit +20%, supported by core OOI (+115%)
• Core EPS $2.53 (+27%), incl. 14% tax rate. 
• Impact of pandemic vaccine $(0.04)
• Pipeline news accelerated, incl. close to market opportunities
• ESG: large boost in pandemic vaccine; about one billion doses released for supply as of today across the network of collaborators
• Alexion acquisition now closed; consolidation well underway
• 2021 guidance updated: total revenue is expected to increase by a low twenties percentage, accompanied by a faster growth in core EPS to $5.05 to $5.40

Javier Cortes, from the International Breast Cancer Centre in Barcelona, said patients with previously treated HER2-positive metastatic breast cancer will typically experience disease progression in less than a year with available HER2-directed treatments.
He said the the "high and consistent benefit" seen across efficacy endpoints and key subgroups of patients receiving Enhertu is "remarkable and supports the potential of Enhertu to become the new standard of care for those who have previously been treated for HER2-positive metastatic breast cancer".

Im Fokus der Partnerschaft steht die sogenannte selbstverstärkende RNA-Technologie. Sie funktioniert ähnlich wie die der Boten-RNA-(mRNA)-Impfstoffe von BioNTech/Pfizer und Moderna. Ein selbstverstärkender RNA-Impfstoff enthält jedoch nicht nur den genetischen Code, der es Zellen erlaubt, zielgerichtet Proteine herzustellen. Er erstellt auch viele Kopien der RNA, die diese Anweisungen enthält, weshalb die Dosen kleiner und günstiger sein könnten.

The drug, a combination of two antibodies called AZD7442, reduced the risk of severe COVID-19 or death by 50% in non-hospitalised patients who have had symptoms for seven days or less, the Anglo-Swedish drugmaker said on Monday.

YTD 2022 Financial performance (growth numbers and commentary at CER5)

• Total Revenue increased 37% to $33,144m, with growth coming from all disease areas, and from the addition of Alexion, which was incorporated into the Group’s results from 21 July 2021
• Oncology Total Revenue increased 24%, inclusive of milestone payments from MSD for Lynparza. Oncology Product Sales increased 20%. Total Revenue from R&I increased 4%, CVRM8 increased 19% and Rare Disease increased 10%
• Core Gross Margin of 81%, up six percentage points at CER, reflecting the lower revenue from initial Vaxzevria contracts and the increased share of specialty care medicines
• Core Total Operating Expense increased 26%, reflecting the addition of Alexion, continued investment in new launches and the pipeline, to deliver sustainable long-term growth
• Core Operating Margin of 32%, up six percentage points at CER, benefitting from favourable phasing and product mix
• Core EPS increased 52% to $5.28
• FY 2022 Core EPS at constant exchange rates now expected to increase by a high twenties to low thirties percentage, vs previous guidance of a mid-to-high twenties increase. At actual exchange rates, FY 2022 Core EPS growth is anticipated to be impacted by a currency headwind of a mid-to-high single-digit percentage, versus previous guidance of a mid single-digit headwind

The Company updates its Total Revenue and Core EPS guidance for FY 2023 at CER, based on the average
foreign exchange rates through 2022.Total Revenue is expected to increase by a mid single-digit percentage (previously low-to-mid single-digit).

• Excluding COVID-19 medicines, Total Revenue is expected to increase by a low-teens percentage

(previously low double-digit).

• Core EPS is expected to increase by a low double-digit to low-teens percentage

(previously high single-digit to low double-digit).

An der Börse scheint der Bericht positiv anzukommen. 
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