UBS has flagged a fresh risk for European drugmakers after President Trump said pharmaceuticals imported into the US could soon face tariffs of up to 200%. The comments, made earlier this week, revive concerns over protectionist policies targeting medicines not manufactured on American soil.
If you're looking for a solid growth story in the pharma sector, AstraZeneca PLC (LSE:AZN) should be on your radar. Berenberg's latest update paints a bright picture, highlighting some exciting pipeline readouts that haven't yet made their way into the share price.
AstraZeneca AZN is one of the leading drugmakers in the oncology space. Oncology sales (comprising around 41% of AstraZeneca‘s total revenues) rose 13% in the first quarter of 2025, generating $5.6 billion in sales.
AstraZeneca is a classic GARP stock with robust growth, an undervalued share price, and a strong drug pipeline supporting future earnings expansion. Despite a Q1 revenue miss due to currency headwinds, core EPS beat expectations, and key therapy areas like oncology and respiratory are driving double-digit growth. Shares are trading at a 16% discount to fair value, offering 21% upside potential over the next year, with a secure, market-beating 2.3% dividend yield.
Summit Therapeutics is in advanced talks with AstraZeneca for a potential $15B licensing deal for ivonescimab, boosting its cash runway and strategic position. Ivonescimab shows strong PFS data versus Keytruda in NSCLC, but mixed OS results could delay U.S. approval and complicate regulatory pathways. Summit is doubling down on ivonescimab, expanding clinical collaborations and targeting a $90B addressable market beyond NSCLC.
AstraZeneca PLC's (LSE:AZN) cancer drug Imfinzi has been approved in the European Union for use before and after surgery in patients with muscle-invasive bladder cancer, marking a significant step forward in treatment options for the disease. The approval means Imfinzi is now the first and only immunotherapy authorised in Europe for use both before and after surgery, what doctors call “perioperative” treatment, in patients whose cancer has spread into the bladder muscle but is still operable.
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Reliable income stocks are a staple of a balanced portfolio. But according to research from UBS, the UK has only a handful that warrant close attention.
Astrazeneca (AZN) reached $71.46 at the closing of the latest trading day, reflecting a +2.26% change compared to its last close.
AstraZeneca PLC (LSE:AZN) shares spiked higher on Tuesday afternoon on reports that the boss of the UK pharmaceutical giant wants to move the company to the US. CEO Pascal Soriot wants to the FTSE 100's largest company to leave the UK due to his frustration with restrictions on medicines and pricing under the NHS, according to a report in The Times.
AstraZeneca's price performance YTD exceeds the healthcare sector and broader markets, indicating investors are assuaged regarding concerns across geographies. The company has offered greater clarity on why its under investigation in China, and so far there's reason to believe matters are under control. US tariffs are unlikely to affect its financials significantly in 2025 either, with the company assuring that only a minority of treatments are imported into the market.
UBS has maintained its 'buy' recommendation on AstraZeneca PLC (LSE:AZN), setting a 12-month price target of 10,121p, reflecting confidence that a wave of late-stage clinical readouts will provide fresh share-price catalysts after a period dominated by patent expiries and pricing headwinds. Stepping into the third quarter of 2025, AstraZeneca faces what UBS describes as “a busy quarter” of pivotal phase III data releases.