Added to YB: 2026-08-06
Pitch date: 2026-08-04
AZN.L [neutral]
AstraZeneca PLC
+5.12%
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 254.1B
Pitch Price
GBP 115.62
Price Target
N/A
Dividend
1.97%
EV/EBITDA
13.87
P/E
24.53
EV/Sales
4.59
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)