一场席卷英国的生命科学版图的暴风雨，仍在呼啸着。 9月10日，默沙东宣布关闭伦敦药物研发中心。这已不再是缩减规模或暂缓投资，而是一次彻底的清 场。所有研发业务转移至美国，只留下空壳般的注册存在。 紧随其后，礼来宣布叫停原定在英国的生物技术孵化器项目，声称要"等待生命科学环境更加明朗"。 这还不够，当本土巨头阿斯利康也加入队列，冻结了剑桥研究中心的2亿英镑投资时，信号已异常清 晰：英国正在愈发远离全球制药的舞台中心。 9月15日，法国赛诺菲也公开表态，将对英国采取类似立场，加入撤退阵营。 而这场风暴，或许远未结束…… MNC被迫出逃 站在MNC角度，这波撤退绝非主动选择，而是在英国层层叠叠的税收重压下的被迫出逃。 长期以来，药企在英国开展研发和商业活动，需要面对公司税、研发税以及药品销售返款等多重税收负 担。 提起英国NHS，大概是很多英国人颇为自豪的一项公共事业，常常被视为"免费医疗"的典范。然而，在 老龄化加剧、资金紧张重重困境下，NHS的动作正在变形，压力进一步给到药企身上。 根据英国法定定价方案和"品牌药定价、获取与增长自愿计划"（VPAG），药企必须将一定比例的销售 额返还英国国家医疗服务体系NHS， ...

Astrazeneca (AZN) ended the recent trading session at $76.28, demonstrating a -1.03% change from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily gain of 0.49%. At the same time, the Dow added 0.38%, and the tech-heavy Nasdaq gained 0.72%. The stock of pharmaceutical has fallen by 4.21% in the past month, lagging the Medical sector's gain of 1.93% and the S&P 500's gain of 2.99%.Market participants will be closely following the financial results of Astrazeneca in it ...

Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .Last week, Seeking Alpha posted some takes on potential buyouts in the biotech/biopharma sector. Thursday morning, Roche ( OTCQX:RHHBY ) announced it was acquiring 89bio, Inc ( ETNB ) in a deal that could reach $3.5 billion, which inclu ...

HYOGO, Japan--(BUSINESS WIRE)--JCR announced that is has achieved a key research milestone in one of its collaborative programs with Alexion, AstraZeneca Rare Disease. ...

The Cambridge, UK-based AstraZeneca PLC ( AZN ) was founded in 1999 as an amalgamation of the pharmaceutical companies Zeneca Group, based in Britain, and Astra AB, from Sweden. The company’s primary listing is in the UK (I have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe the key to c ...

肿瘤业务表现 - 辉瑞肿瘤业务收入占总收入超过25% 上半年增长9% [1] - 阿斯利康肿瘤业务收入占总收入约43% 上半年增长16% [2] - 两家公司在肿瘤领域均处于强势领导地位 [1][2] 业务多元化布局 - 辉瑞在炎症与免疫学、罕见病和疫苗领域拥有稳固地位 [1] - 阿斯利康在免疫学、罕见病、疫苗、心血管和呼吸系统领域均有布局 [2] - 两家公司均拥有前景广阔的研发管线 [3] 辉瑞业务亮点 - 2023年收购Seagen显著增强肿瘤业务实力 [4] - 非COVID业务收入改善 主要产品包括Vyndaqel、Padcev和Eliquis [5] - 新上市和收购产品上半年贡献47亿美元收入 同比增长约15% [5] - 成本削减措施预计到2027年底实现77亿美元节约 [6] - 股息收益率达7% [6] - 预计2025-2030年收入复合年增长率约6% [6] 辉瑞面临挑战 - COVID相关产品Paxlovid和Comirnaty销售存在不确定性 [7] - 2026-2030年将面临专利到期冲击 影响产品包括Eliquis、Vyndaqel、Ibrance等 [8] - IRA法案导致2025年上半年销售受损 预计影响约10亿美元 [8] 阿斯利康业务亮点 - 拥有多款年销售额超10亿美元的重磅药物 包括Tagrisso、Fasenra、Farxiga等 [9] - 新药Wainua、Airsupra、Saphnelo等推动2025年收入增长 [10] - 计划到2030年实现800亿美元总收入 [12] - 计划推出20种新药 其中9种已上市/获批 [12] - 预计2026年核心营业利润率达中30%区间 [12] 阿斯利康面临挑战 - Medicare Part D redesign影响Tagrisso和Lynparza销售 [13] - Farxiga可能被纳入中国带量采购计划 [13] - Brilinta和Soliris面临仿制药竞争 [14] - 罕见病部门2025年销售增长预计放缓 [14] 财务预期比较 - 辉瑞2025年销售和EPS预期同比增幅分别为0.3%和1.0% [15] - 阿斯利康2025年销售和EPS预期同比增幅分别为8.4%和11.4% [16] - 过去60天辉瑞2025年EPS预期从3.05美元上调至3.14美元 [15] - 过去60天阿斯利康2025年EPS预期从4.50美元上调至4.58美元 [16] 股价表现与估值 - 辉瑞年初至今下跌9.0% 阿斯利康上涨17.6% [18] - 辉瑞远期市盈率7.79倍 低于行业平均14.83倍 [19] - 阿斯利康远期市盈率15.44倍 略高于行业平均 [19] - 阿斯利康股息收益率2.4% 辉瑞为7.1% [22] - 阿斯利康股本回报率32.8% 高于辉瑞的21.4% [22] 投资前景评估 - 两家公司均获得Zacks第三级(持有)评级 [23] - 阿斯利康增长目标更明确 计划2030年实现800亿美元收入 [12][24] - 辉瑞未来三年因专利到期收入增长有限 但预计EPS增长 [24] - 阿斯利康被认为更安全 盈利效率更高 上行潜力更大 [25]

The Cambridge, UK-based AstraZeneca PLC ( AZN ) was founded in 1999 as an amalgamation of the pharmaceutical companies Zeneca Group, based in Britain, and Astra AB, from Sweden. The company’s primary listing is in the UK (I have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe the key to c ...

 Vancouver, British Columbia - TheNewswire - September 19, 2025:  Inflection Resources Ltd. (CSE: AUCU / OTCQB: AUCUF / FSE: 5VJ) (the "Company" or "Inflection") is pleased to announce the appointment of Mr. David Cross as Chief Financial Officer of the Company effective immediately. Mr. Cross is a Chartered Professional Accountant ("CPA") who brings 28 years of accounting experience, primarily in the mining and mineral exploration sector.  Mr. Cross is a co-founder of Cross Davis & Company, a CPA firm tha ...

 Vancouver, British Columbia – TheNewswire - September 19, 2025: Headwater Gold Inc. (CSE: HWG) (OTCQB: HWAUF) (the "Company" or "Headwater") is pleased to announce the appointment of Mr. David Cross as Chief Financial Officer of the Company effective immediately.Mr. Cross is a Chartered Professional Accountant ("CPA") who brings 28 years of accounting experience, primarily in the mining and mineral exploration sector.  Mr. Cross is a co-founder of Cross Davis & Company, a CPA firm that has focused on prov ...

Ah, the stock market. A bastion of logic, predictability, and calm, right? Not when Donald J. Trump is in the news cycle. As the former (and potentially future) president continues his whirlwind of policy pronouncements, trade threats, and social media musings, Wall Street often finds itself performing a dizzying dance. Forget fundamental analysis; sometimes, it feels like investors need a crystal ball and a very strong stomach to keep up with the Trump effect, which, as recent events demonstrate, remains a ...