AstraZeneca PLC (LSE:AZN, NASDAQ:AZN), the FTSE 100 pharmaceuticals giant, faces no material risk from its Japanese partner Daiichi Sankyo's decision to delay its full-year 2025 results, according to Citi, which maintains a 'buy' rating on the stock. Daiichi Sankyo, which partners with AstraZeneca on cancer treatments Enhertu and Datroway, has pushed its results publication back from 27 April to 11 May to allow additional time to estimate loss provisions linked to contract manufacturers, citing a review of supply plans across its oncology portfolio in light of rapidly changing business conditions.
Astrazeneca (AZN) concluded the recent trading session at $192.3, signifying a -1.29% move from its prior day's close.
AZN's Ultomiris hits key goal in IgAN study, showing early proteinuria reduction as it eyes accelerated approval in major markets.
A third consecutive phase III success for AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) tozorakimab in chronic obstructive pulmonary disease (COPD) has reinforced Citi's conviction in the drug's blockbuster potential, though the bank's analysts flagged a minor but notable change in tone from the company's own announcement. The MIRANDA trial tested a higher-dose, fortnightly regimen of the interleukin-33 (IL-33) inhibitor.
AstraZeneca PLC's (LSE:AZN, NASDAQ:AZN) Ultomiris has met its primary endpoint in a phase III trial targeting immunoglobulin A nephropathy (IgAN), a rare inflammatory kidney disease that can progress to kidney failure. The results showed a statistically significant reduction in proteinuria, the presence of excess protein in urine that indicates kidney damage.
AstraZeneca said on Tuesday its rare blood disorder drug Ultomiris met the main goal of a late stage trial, showing a reduction in protein found in the urine of patients with a rare kidney disease.
Astrazeneca (AZN) reached $201.21 at the closing of the latest trading day, reflecting a -1.55% change compared to its last close.
Here is how Astrazeneca (AZN) and ArriVent BioPharma, Inc. (AVBP) have performed compared to their sector so far this year.
UBS and Citi both maintain 'buy' ratings on the Anglo-Swedish drugmaker ahead of its first-quarter results, with a rich pipeline of clinical catalysts adding to the investment case. AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) reports first-quarter 2026 results on 29 April, with UBS flagging several moving parts that investors will watch closely when the numbers land.
Though both dominate oncology, a stronger growth outlook and clearer targets may give AstraZeneca an edge over Merck.
A positive phase three trial result in a hard-to-treat cancer adds fresh momentum to one of AstraZeneca's most important growth drivers. Liver cancer is one of the most difficult cancers to treat, and for patients whose tumours cannot be surgically removed, options have historically been limited.
AstraZeneca remains a long-term buy, driven by a diversified portfolio, robust R&D, and strong FCF, despite a current valuation that is slightly stretched. AZN's 2025 results showed 8% revenue and 11% EPS growth, with oncology (44% of revenue) and rare diseases as key growth engines. Patent expirations for Farxiga and price pressures in China pose near-term headwinds, but pipeline innovation and emerging market growth underpin future prospects.