Added to YB: 2026-08-06
Pitch date: 2026-08-04
AZN.L [neutral]
AstraZeneca PLC
+3.37%
current return
Author Info
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Company Info
AstraZeneca PLC, a biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines.
Market Cap
GBP 239.5B
Pitch Price
GBP 115.62
Price Target
N/A
Dividend
2.08%
EV/EBITDA
13.15
P/E
23.11
EV/Sales
4.35
Sector
Pharmaceuticals
Category
special_situation
AstraZeneca (AZN UK): Merger rumours risk overshadowing one of the sector's strongest organic growth stories
AZN.L (update): BMY merger rumors sparked sell-off on fears deal is 'too much.' Would add ~$50bn rev, lift US sales to ~50%, but raise patent-cliff exposure from ~17% to ~1/3 (BMY's Eliquis/Opdivo). Combined R&D >$23bn; needs $3-5bn synergies. Risk: re-rating from grower to mature pharma. Weakness leaves valuation no longer demanding.
Read full article (2 min)