Alexion Pharmaceutical Inc. buy ValueFreak
Startpreis
30.07.20
/
50%
89,92 €
Kursziel
04.11.21
125,00 €
Rendite (%)
44,97 %
Endpreis
21.01.21
130,36 €
Zusammenfassung
Diese Einschätzung wurde am 21.01.21 mit einem Endkurs von 130,36 € beendet. Die BUY Einschätzung von ValueFreak überzeugte mit einer Rendite von 44,97 %. ValueFreak hat 50% Zuversicht bei dieser EinschätzungRendite ohne Dividenden (%)
| Name | 1W | 1M | 1J | 3J |
|---|---|---|---|---|
| Alexion Pharmaceutical Inc. | - | - | - | - |
| iShares Core DAX® | -2,20 % | -0,53 % | 12,49 % | 15,18 % |
| iShares Nasdaq 100 | -0,07 % | 1,84 % | 40,60 % | 43,70 % |
| iShares Nikkei 225® | -2,15 % | -1,11 % | 22,30 % | 3,14 % |
| iShares S&P 500 | -0,50 % | 1,48 % | 28,28 % | 41,94 % |
Was spricht laut ValueFreak für und gegen Alexion Pharmaceutical Inc. in den nächsten Jahren?
Pro
Sehr fähiges Management
Sehr gute Firmenkultur auf allen Ebenen
Führende Rolle bei Innovation
Eventuell sehr lohnenswerte Investition > 20% pro Jahr
Umsatzwachstum > 5% pro Jahr erwartet
EBIT Wachstum > 5% pro Jahr erwartet
Fair bewertet
Gute Bonität
Sehr positiver Cash Flow
Hohe Investitionen ins Wachstum
Starke Alleinstellungsmerkmale
Differenziertes Kunden- und Produktportfolio
Wächst viel stärker als die Konkurrenz
Nachhaltigkeit ist sehr wichtig
Stabiler Ankeraktionär und/oder langfristig orientierte Anleger
Mittlere Risiken
Top 10 in seinem Bereich
Sehr geringe zyklische Abhängigkeiten
Bekannte Marke
Sehr zukunftsorientiertes/wachstumsfähiges Geschäftsmodell
Eigenkapitalrendite größer als 10% pro Jahr
Handhabbare Herausforderung Kredite zu bedienen und neues Kapital zu aquirieren
Kontra
Niedrige Dividendenrendite erwartet
Kommentare von ValueFreak zu dieser Einschätzung
In der Diskussion Alexion Pharmaceutical Inc. diskutieren
Komisch, ich dachte, dass ich hier schon eine Einschätzung gemacht hatte. Nach dem Quartalsbericht setze ich ein Buy. Defensive Werte werden noch gefragt sein für den Rest des Jahres.
Alexion wird von J.P. Morgan Analyst Cory Kasimov mit Kursziel 167 USD empfohlen
https://www.nasdaq.com/articles/j.p.-morgan%3A-these-2-healthcare-stocks-are-must-watch-names-2020-08-05
Auf TipRanks
https://www.tipranks.com/analysts/cory-kasimov
https://www.nasdaq.com/articles/j.p.-morgan%3A-these-2-healthcare-stocks-are-must-watch-names-2020-08-05
Auf TipRanks
https://www.tipranks.com/analysts/cory-kasimov
Alexion wird gleich in 2 Artikeln 3 stocks to buy mit einer positiven Einschätzung versehen
https://www.nasdaq.com/articles/3-stocks-to-buy-when-the-stock-market-crashes-2020-08-11
As a reminder, economic conditions are unlikely to ever phase Alexion. Since it provides unique therapies, it has little issue garnering insurer coverage for its treatments. Likewise, patients usually need ongoing care, which means a recession should have virtually no impact on demand for Alexion's drugs. This is the type of stock you can buy with confidence if and when the stock market plunges.
https://www.nasdaq.com/articles/3-stocks-to-buy-when-the-stock-market-crashes-2020-08-11
As a reminder, economic conditions are unlikely to ever phase Alexion. Since it provides unique therapies, it has little issue garnering insurer coverage for its treatments. Likewise, patients usually need ongoing care, which means a recession should have virtually no impact on demand for Alexion's drugs. This is the type of stock you can buy with confidence if and when the stock market plunges.
https://www.nasdaq.com/articles/3-stocks-to-buy-if-you-think-trump-will-win-the-election-2020-08-12
Even though President Trump signed a number of executive orders on drug pricing just a few weeks ago that would allow for the importation of certain drugs from Canada and require pharmacy-benefit managers to alter how they pass along discounts to Medicare patients, the consensus is that these orders have no teeth. They're either going to take a while to implement or won't be adhered to at all.
In other words, brand-name drug-pricing power should remain hearty for the foreseeable future. That's good news for Alexion, which has developed some of the most expensive therapies in the world. In all fairness, Alexion targets a handful of ultra-rare indications with its therapies, so it's merely trying to recoup its development costs, as well as the expenses tied to failed clinical trials.
Even though President Trump signed a number of executive orders on drug pricing just a few weeks ago that would allow for the importation of certain drugs from Canada and require pharmacy-benefit managers to alter how they pass along discounts to Medicare patients, the consensus is that these orders have no teeth. They're either going to take a while to implement or won't be adhered to at all.
In other words, brand-name drug-pricing power should remain hearty for the foreseeable future. That's good news for Alexion, which has developed some of the most expensive therapies in the world. In all fairness, Alexion targets a handful of ultra-rare indications with its therapies, so it's merely trying to recoup its development costs, as well as the expenses tied to failed clinical trials.
Alexion heute an der NASDAQ mit 8% im Plus ohne erkennbaren Newsflow
Virtual Investor Day bei Alexion
https://ir.alexion.com/news-releases/news-release-details/alexion-highlights-promising-pipeline-distinguished-rare-disease
Mehr als 100 schwer verdauliche Seiten Präsentation - ich beneide nicht die Teilnehmer
https://ir.alexion.com/static-files/ebdf1262-b96e-4d3b-a4e8-0d0c04ebae77
Aber es gibt ein paar leicht verständliche Highlights
https://ir.alexion.com/news-releases/news-release-details/alexion-highlights-promising-pipeline-distinguished-rare-disease
Mehr als 100 schwer verdauliche Seiten Präsentation - ich beneide nicht die Teilnehmer
https://ir.alexion.com/static-files/ebdf1262-b96e-4d3b-a4e8-0d0c04ebae77
Aber es gibt ein paar leicht verständliche Highlights
- Robust pipeline of 20+ development programs across 7 rare disease franchises with future plans to continue growing pipeline with >5 novel INDs by 2025
- Increasing depth and breadth of growth opportunities expected to generate 2025 global revenues of $9-10 billion & >10% revenue CAGR through 2025 and beyond
- Expect to raise 2020 full-year revenue guidance by >$200 million
- Robust share repurchase commitment expected to return ~$3 billion cash to shareholders through 2023
Das sieht mir nach Kursgewinnen in der nahen Zukunft aus.
Alexion mit guten Quartalsergebnissen
https://ir.alexion.com/news-releases/news-release-details/alexion-reports-third-quarter-2020-results
https://ir.alexion.com/news-releases/news-release-details/alexion-reports-third-quarter-2020-results
- 3Q20 total revenues of $1,588.7 million, a 26% increase over 3Q19
- GAAP diluted EPS was $2.62, compared to $2.08 in the third quarter of 2019
- Non-GAAP diluted EPS was $3.24, compared to $2.79 in the third quarter of 2019.
- Received Japanese approval for ULTOMIRIS® (ravulizumab) in atypical hemolytic uremic syndrome (aHUS)
- Received U.S. approval & positive CHMP opinion for ULTOMIRIS 100 mg/mL higher concentration formulation in paroxysmal nocturnal hemoglobinuria (PNH) & aHUS
- Established ULTOMIRIS as new standard of care in PNH ahead of set goal, with more than 70% patient conversion from SOLIRIS® (eculizumab) in 3 largest markets - U.S., Germany & Japan
- Initiated Phase 3 program for CAEL-101 in AL amyloidosis in collaboration with Caelum Biosciences
- Raised full year guidance, driven by increased revenue guidance of $350 million
AstraZeneca will Alexion übernehmen
https://www.wsj.com/articles/astrazeneca-agrees-to-buy-alexion-for-39-billion-11607778687
https://www.wsj.com/articles/astrazeneca-agrees-to-buy-alexion-for-39-billion-11607778687
AstraZeneca said its cash-and-stock agreement amounts to $175 per Alexion share, based on the one-month average value of AstraZeneca’s U.S.-traded American depositary receipts. The offer is split between $60 in cash and 2.1243 American depositary shares. That represents a 40% premium over Alexion’s one-month share-price average, AstraZeneca said. Alexion’s shares closed Friday at $120.98.
Zweifel an der Fairness des AstraZeneca Angebotes
https://finance.yahoo.com/news/alexion-merger-investigation-halper-sadeh-140700893.html
Mir kommt der Preis, den AstraZeneca zahlen will, auch zu niedrig vor angesichts der Wachstumsdynamik von Alexion.
https://finance.yahoo.com/news/alexion-merger-investigation-halper-sadeh-140700893.html
Mir kommt der Preis, den AstraZeneca zahlen will, auch zu niedrig vor angesichts der Wachstumsdynamik von Alexion.
Einschätzung beendet - ich sehe jetzt größeres Potential bei AstraZeneca.
Beendete Einschätzungen von ValueFreak zu Alexion Pharmaceutical Inc.
Alexion Pharmaceutical Inc.
Startkurs
Kursziel
Rendite (%)
81,44 €
31.03.20
31.03.20
95,00 €
08.04.20
08.04.20
10,79 %
08.04.20
08.04.20
Sehr fähiges Management
Sehr gute Firmenkultur auf allen Ebenen
Führende Rolle bei Innovation
Eventuell sehr lohnenswerte Investition > 20% pro Jahr
