AstraZeneca Inc (AZN): Dato-DXd Setbacks & Shifts—What’s the Impact on Lung Cancer Pipeline, Growth Outlook & Key Strategic Levers?

$50.00 — or $120.00 / year

AstraZeneca’s Q3 2024 results highlight strong operational execution, with 21% revenue growth and upgraded full-year guidance for high-teen percentage increases in revenue and EPS. Oncology (+22% YTD) remained a standout, driven by Enhertu (+55%), Tagrisso (+17%), and Calquence (+25%), alongside promising data from AMPLIFY, SERENA-6, and DESTINY-Breast09. Biopharma’s respiratory portfolio showed resilience, with Breztri on track to exceed $1 billion in 2024, while Rare Disease saw robust Ultomiris growth (+35%). Emerging markets excluding China grew 30% YTD, offsetting macroeconomic headwinds in China, where Farxiga faces potential VBP-related pricing pressures in 2025. The withdrawal of Dato-DXd’s U.S. application for second-line lung cancer presents a short-term challenge but redirects focus to first-line EGFR-mutated lung cancer with accelerated approval pathways. Pipeline execution remains strong, with six NMEs launched to date and a target of 20+ by 2030. Investments in U.S. R&D and manufacturing ($3.5 billion) aim to bolster innovation and geographic diversification, aligning with the company’s $80 billion 2030 revenue ambition. While generic erosion in Symbicort and Farxiga introduces pressure, near-term catalysts like DESTINY-Breast09 and SERENA-6 remain pivotal. Can AstraZeneca navigate Dato-DXd setbacks and geopolitical risks in China to sustain its momentum and achieve long-term growth ambitions?

Table of Contents :
• Stock Rating & Target Price
• Investment Thesis
• Fundamental Models Used
• Company Description
• Corporate Timeline
• Key Metrics (KPI ) and Recently Reported Earnings Review
• Business Highlights, Strategic Announcements & Outlook
• Quarter-over-Quarter (Q-o-Q) and Year-over-Year (Y-o-Y) Growth Analysis
• Key Catalysts Driving Growth
• Historical Financial Statement Analysis & CAGR Trends
• Quarterly Key Financial Ratios and Performance Metrics
• Annual Financial Performance Analysis: Horizontal and Vertical Financial Analysis, Trends
• Financial Forecasts
• Annual Forecasts: Income Statement
• Annual Forecasts: Cash Flow Statements
• Net Debt Levels
• A Closer Look at DCF: Our Assumptions and Methodology
• Terminal Value Calculation
• Target Price Analysis
• Valuation Multiples
• Supplementary Valuation Analysis: Multiples Approach
• Scenario/Sensitivity Analysis – Base Case , Bull Case ,Bear Case
• Holistic Peer Review & Trading Comps: Financial Data, Operational Metrics, and Valuation Multiples
• Implied Price Per Share
• Ownership Activity/ Insider Trades
• Ownership Summary
• An analysis of ESG Risk Rating
• Key Professionals
• Key Board Members
• Key Risks Considerations
• Analyst Ratings
• Analyst Industry Views
• Disclosures

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