Menu
Microsoft strongly encourages users to switch to a different browser than Internet Explorer as it no longer meets modern web and security standards. Therefore we cannot guarantee that our site fully works in Internet Explorer. You can use Chrome or Firefox instead.

Alexion Pharmaceutical Inc. buy ValueFreak

Start price
€89.92
30.07.20 / 50%
Target price
€125.00
04.11.21
Performance (%)
44.97%
End price
€130.36
21.01.21
Summary
This prediction ended on 21.01.21 with a price of €130.36. The BUY prediction by ValueFreak for Alexion Pharmaceutical Inc. saw massive gains of 44.97%. ValueFreak has 50% into this prediction
Performance without dividends (%)
Name 1w 1m 1y 3y
Alexion Pharmaceutical Inc. - - - -
iShares Core DAX® 1.804% -0.748% 13.168% 16.408%
iShares Nasdaq 100 -0.182% -3.412% 39.976% 43.502%
iShares Nikkei 225® 0.413% -7.381% 18.776% 2.874%
iShares S&P 500 0.664% -1.941% 28.141% 42.155%

According to ValueFreak what are the pros and cons of Alexion Pharmaceutical Inc. for the foreseeable future?

Pros
Very capable Management
Very good company culture
Leading role in innovation
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Good rating
Very positive Cash Flow expected
High Investments for future growth
Strong uniques
Differentiated customer and product portfolio
Growths much faster than the competition
Sustainability is very important
Stable Large shareholder and/or long term investor
Medium risks for its business
Top 10 in its market
Very small cyclical dependencies
Known brand
Very Future proof/growth oriented business model
ROE higher than 10% per year
Normal challenges to pay loans and raise capital
Cons
Low dividend yield expected

Comments by ValueFreak for this prediction

In the thread Alexion Pharmaceutical Inc. diskutieren
Prediction Buy
Perf. (%) 44.97%
Target price 125.000
Change
Ends at 04.11.21

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 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-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.

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
  • 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.

  • 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 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.

Prediction Buy
Perf. (%) 44.97%
Target price 125.000
Change
Ends at 04.11.21

Einschätzung beendet - ich sehe jetzt größeres Potential bei AstraZeneca.

Stopped prediction by ValueFreak for Alexion Pharmaceutical Inc.

buy
Alexion Pharmaceutical Inc.

Start price
Target price
Perf. (%)
€81.44
31.03.20
€95.00
08.04.20
10.79%
08.04.20

Very capable Management
Very good company culture
Leading role in innovation
Could be very worthwhile Investment >20% year