Update shared on17 Sep 2025
Fair value Decreased 1.36%Despite ongoing pipeline successes that support long-term topline growth, the consensus price target for AstraZeneca has been revised slightly lower to £134.64 due to concerns over execution in recent Wainua sales.
Analyst Commentary
- Bullish analysts have raised long-term revenue forecasts for AstraZeneca due to substantial pipeline progress year-to-date, expecting stronger topline growth through 2030.
- Analysts highlight AstraZeneca's pipeline successes as a key factor supporting a higher valuation, with expectations that the market should increasingly price in these achievements.
- Some negative sentiment arose from AstraZeneca's Q2 Wainua sales, which fell short of consensus estimates, raising concerns over execution in specific product launches.
- The Q2 revenue miss for Wainua is viewed as negative from a peer-comparison standpoint, particularly impacting sentiment around similar products from Ionis Pharmaceuticals.
- Overall earnings results are considered neutral for competitive positioning against companies like Moderna, with no material shifts in market share anticipated.
What's in the News
- AstraZeneca has paused its planned $271M investment in its Cambridge research facility, halting the creation of 1,000 jobs amid a retreat from the UK business environment (Reuters, 2025-09-12).
- Trump administration officials are considering linking COVID-19 vaccines—including those developed by AstraZeneca—to child deaths as they debate limiting vaccine use (Washington Post, 2025-09-12).
- New US tariffs targeting pharmaceutical imports are expected to be announced in the coming weeks, with AstraZeneca among the large-cap drugmakers likely affected (Reuters, 2025-08-13).
- The Trump administration is in talks with drugmakers, including AstraZeneca, to raise medicine prices abroad to lower US drug costs, potentially supporting companies in international pricing negotiations (Reuters, 2025-08-08).
- The White House is considering a 1%-5% fee on patent holders’ overall patent value, a move that could significantly increase costs for pharmaceutical companies such as AstraZeneca (Wall Street Journal, 2025-07-28).
Valuation Changes
Summary of Valuation Changes for AstraZeneca
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from £136.49 to £134.64.
- The Future P/E for AstraZeneca has significantly fallen from 24.92x to 18.09x.
- The Net Profit Margin for AstraZeneca remained effectively unchanged, moving only marginally from 20.68% to 20.91%.
Disclaimer
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