AstraZeneca kom 30. april med et fremragende regnskab.
http://www.astrazeneca.com/_mshost3690701/content/resources/media/investors/AZN-Q1-2009/AZN-Q1-results-09-Narrative.pdf
http://www.marketwatch.com/News/Story/Story.aspx?guid={C97E520E-AB19-4013-B3BC-16AA38687BED}&siteid=yhoof2
Indtjeningen for 1. kvartal 2009 var $1,48 pr. aktie sammenlignet med $1,15 i samme kvartal 2008. Desuden fastholdes forventningerne for året på $5,15 til $5,45, hvilket synes lavt i lyset af det fremragende resultat for 1. kvartal. Jeg forventer klart en indtjening i den øvre ende af forventningerne. Forventer faktisk lidt mere.
AstraZeneca ligger historisk med en pay-out rate på omkring 45%. Hurtigt kalkuleret på $5,50 i indtjening for året giver det ca. sek 20 i udbytte for 2009. AstraZeneca handles p.t. omkring sek 294,- i Stockholm og udbyttet vil derfor udgøre ca. 6,8% i forhold til nuværende kursniveau. P/E 6-7.
Teknikken ser også pæn ud.
http://www.netfonds.se/quotes//analysis.php?paper=AZN&exchange=ST&from=20081016&to=20090504&period=&scale=linear&height=350&width=700&BOLLINGER-BANDS=on&BOLLINGER-BANDS-PERIOD=20&BOLLINGER-BANDS-STANDARD-DEVIATION=2&TREND-CHANNEL=on&TREND-CHANNEL-DATE=20090504&TREND-CHANNEL-PERIOD=20
Mener bestemt den er værd a have i den langsigtede portefølje - specielt pga. det årlige udbytte. Mener bestemt også der er upside i aktien. Burde nemt kunne bære en P/E på 8-10 og indtjeningsforventningerne er sat lavt. For mig ser ud som om AstraZeneca er ved at få styr på butikken igen og har købt før regnskabet i sek 295,- og forventer at supplere i løbet af året efterhånden som casen udspiller sig.
http://www.astrazeneca.com/_mshost3690701/content/resources/media/investors/AZN-Q1-2009/AZN-Q1-results-09-Narrative.pdf
http://www.marketwatch.com/News/Story/Story.aspx?guid={C97E520E-AB19-4013-B3BC-16AA38687BED}&siteid=yhoof2
Indtjeningen for 1. kvartal 2009 var $1,48 pr. aktie sammenlignet med $1,15 i samme kvartal 2008. Desuden fastholdes forventningerne for året på $5,15 til $5,45, hvilket synes lavt i lyset af det fremragende resultat for 1. kvartal. Jeg forventer klart en indtjening i den øvre ende af forventningerne. Forventer faktisk lidt mere.
AstraZeneca ligger historisk med en pay-out rate på omkring 45%. Hurtigt kalkuleret på $5,50 i indtjening for året giver det ca. sek 20 i udbytte for 2009. AstraZeneca handles p.t. omkring sek 294,- i Stockholm og udbyttet vil derfor udgøre ca. 6,8% i forhold til nuværende kursniveau. P/E 6-7.
Teknikken ser også pæn ud.
http://www.netfonds.se/quotes//analysis.php?paper=AZN&exchange=ST&from=20081016&to=20090504&period=&scale=linear&height=350&width=700&BOLLINGER-BANDS=on&BOLLINGER-BANDS-PERIOD=20&BOLLINGER-BANDS-STANDARD-DEVIATION=2&TREND-CHANNEL=on&TREND-CHANNEL-DATE=20090504&TREND-CHANNEL-PERIOD=20
Mener bestemt den er værd a have i den langsigtede portefølje - specielt pga. det årlige udbytte. Mener bestemt også der er upside i aktien. Burde nemt kunne bære en P/E på 8-10 og indtjeningsforventningerne er sat lavt. For mig ser ud som om AstraZeneca er ved at få styr på butikken igen og har købt før regnskabet i sek 295,- og forventer at supplere i løbet af året efterhånden som casen udspiller sig.
4/5 2009 17:35 Thure 0
9937 "Pharma: The 10 Most Promising New Drugs"
"Brilinta (AZD6140; Arterial Thrombosis)
AstraZeneca (S&P credit rating, AA-)
Why it's important: During the past two years, AstraZeneca (AZN) has made great progress in its late-stage pipeline, which was thin in 2006. The company achieved improvements both from internal development and externalization. AstraZeneca faces some high-profile patent expirations for existing blockbuster drugs—Casodex in 2009, Arimidex in 2010, and Nexium in 2009-10.
Status: The drug is currently in Phase III of clinical development, targeting a potential launch in the fourth quarter of 2009 in Europe and the U.S.
Profile: Brilinta is an anti-platelet agent and the first reversible oral adenosine diphosphate (ADP) receptor antagonist to prevent more thrombotic events than do currently available thienopyridine therapies in patients afflicted with acute coronary system (ACS). The 11,000-patient trial PLATO has completed recruitment with data to be available in mid-2009. The molecule's reversibility is the key differentiator from competing products Plavix and prasugrel.
Onglyza (Saxagliptin; Diabetes)
AstraZeneca and Bristol-Myers Squibb (S&P credit rating, A+)
Why it's important: AstraZeneca has made great progress in its late-stage pipeline during the past two years, but because the company also faces the high-profile patent expirations noted above, it needs to replace potentially lost sales from generic competition. In addition, AstraZeneca's strategy is to build up a sizable diabetes portfolio, and Onglyza's successful launch would mark the inauguration of that ambition. Given the dynamics of the diabetes market, Onglyza's sales prospects are good even in an increasingly crowded competitive environment.
Status: The molecule has been submitted for regulatory approval in Europe and the U.S., with decision dates expected around midyear 2009. The FDA's advisory committee gave a positive recommendation, however, on Apr. 2, 2009, supporting the molecule's new drug application for the treatment of adults with type 2 diabetes.
Profile: Onglyza is a dipeptidyl peptidase-4 (DPP-4) inhibitor for the treatment of type-2 diabetes. Upon approval, the drug will be the third DPP-4 inhibitor after Januvia and Galvus, which is still awaiting FDA approval."
http://www.businessweek.com/investor/content/may2009/pi2009051_087752.htm
"Brilinta (AZD6140; Arterial Thrombosis)
AstraZeneca (S&P credit rating, AA-)
Why it's important: During the past two years, AstraZeneca (AZN) has made great progress in its late-stage pipeline, which was thin in 2006. The company achieved improvements both from internal development and externalization. AstraZeneca faces some high-profile patent expirations for existing blockbuster drugs—Casodex in 2009, Arimidex in 2010, and Nexium in 2009-10.
Status: The drug is currently in Phase III of clinical development, targeting a potential launch in the fourth quarter of 2009 in Europe and the U.S.
Profile: Brilinta is an anti-platelet agent and the first reversible oral adenosine diphosphate (ADP) receptor antagonist to prevent more thrombotic events than do currently available thienopyridine therapies in patients afflicted with acute coronary system (ACS). The 11,000-patient trial PLATO has completed recruitment with data to be available in mid-2009. The molecule's reversibility is the key differentiator from competing products Plavix and prasugrel.
Onglyza (Saxagliptin; Diabetes)
AstraZeneca and Bristol-Myers Squibb (S&P credit rating, A+)
Why it's important: AstraZeneca has made great progress in its late-stage pipeline during the past two years, but because the company also faces the high-profile patent expirations noted above, it needs to replace potentially lost sales from generic competition. In addition, AstraZeneca's strategy is to build up a sizable diabetes portfolio, and Onglyza's successful launch would mark the inauguration of that ambition. Given the dynamics of the diabetes market, Onglyza's sales prospects are good even in an increasingly crowded competitive environment.
Status: The molecule has been submitted for regulatory approval in Europe and the U.S., with decision dates expected around midyear 2009. The FDA's advisory committee gave a positive recommendation, however, on Apr. 2, 2009, supporting the molecule's new drug application for the treatment of adults with type 2 diabetes.
Profile: Onglyza is a dipeptidyl peptidase-4 (DPP-4) inhibitor for the treatment of type-2 diabetes. Upon approval, the drug will be the third DPP-4 inhibitor after Januvia and Galvus, which is still awaiting FDA approval."
http://www.businessweek.com/investor/content/may2009/pi2009051_087752.htm
Kender godt fornemmelsen. Havde en gang både Pfizer og Astra. De var ikke rare og limet til bunden. Men jeg er ret lun på pharma så jeg skal lige have kigget på astra..og dine links...
Godt indlæg iøvrigt. Jeg har givet dig point.
Godt indlæg iøvrigt. Jeg har givet dig point.
4/5 2009 18:17 Thure 09943 Tak for opbakningen .-) Når nu du kigger på AstraZeneca bør du også kigge på Bristol Myers Sqibb. Tror vist også jeg har angivet den herinde et sted. Er selv inde fra $19 her for nylig.
4/5 2009 18:02 collersteen 09941 LavBeta aktier er totalt yt pt. Nu vil vi have noget med knald på.
Før eller siden vil de nok komme på tide igen. Indtil da må man jo så lade sig nøjes med udbyttet..... 6% yield er jo også ganske fint.
Med den yield er det faktisk lige før at den er selvskrevet til min udbytteportefølje i profilen. Det må jeg lige få kigget på.
Før eller siden vil de nok komme på tide igen. Indtil da må man jo så lade sig nøjes med udbyttet..... 6% yield er jo også ganske fint.
Med den yield er det faktisk lige før at den er selvskrevet til min udbytteportefølje i profilen. Det må jeg lige få kigget på.
4/5 2009 18:08 Thure 09942 Det er der mine er indkøbt til, collersteen, den lange portefølje med de høje udbytter. Samtidig ser jeg den som en rebound-case og naturligvis et hedge, såfremt vi p.t. er vidne til et bear market rally og vi skal lidt tilbage til de defensive.
Jeg mener meget taler for den. Risk/reward er for mig at se overkommelig.
Jeg mener meget taler for den. Risk/reward er for mig at se overkommelig.
16/5 2009 15:41 alpehue 011282 Ja den ligger godt i kapløbet for vinderne
http://www.businessweek.com/investor/content/may2009/pi2009051_087752.htm?campaign_id=yhoouk
http://www.businessweek.com/investor/content/may2009/pi2009051_087752.htm?campaign_id=yhoouk
