Member Info for Phyl

Its existing category of immunology and respiratory will be strengthened, with rare diseases adding another string to its bow. Alexion's pipeline of 11 molecules across more than 20 clinical-development programmes could add further to AstraZeneca’s growing new medicines stable. 

For investors, growth via acquisition brings risks. Only time will tell if Alexion lives up to the price being paid. It also sees the company taking on a $17.5 billion (£13 billion) bridging loan to initially finance the deal. That said, the addition of a rare disease’s category adds diversity to its existing strengthens in Oncology and Cardiovascular, Renal and Metabolism (CVRM) arena of compounds. A maintained dividend payment in recent years and an historic yield of over 2.5% is also not unattractive in the current era of ultra-low interest rates. In all, recent results and ongoing developments look to offer good prospects for growth.

Positives: 

Alexion adds to its diversity of drug treatmentsAttractive dividend

Negatives:

Respiratory & immunology sales retreated by 12% in Q3Other medicine sales including those where patents have expired fell by 5% in Q3

The average rating of stock market analysts:

Buy

Proposed acquisition of US company AlexionTotal consideration to Alexion shareholders of $39 billion (£29 billion), or $175 per shareCombined company is expected to deliver double-digit average annual revenue growth through 2025Expected to deliver accretion to Astra’s core earnings per share (EPS) from the outset
Chief executive Pascal Soriot said:
"Alexion has established itself as a leader in complement biology, bringing life-changing benefits to patients with rare diseases. This acquisition allows us to enhance our presence in immunology. We look forward to welcoming our new colleagues at Alexion so that we can together build on our combined expertise in immunology and precision medicines to drive innovation that delivers life-changing medicines for more patients."
ii round-up:
Drug maker and Covid-19 vaccine developer AstraZeneca (LSE:AZN) today announced a proposed $39 billion purchase of US drugs company Alexion Pharmaceuticals (NASDAQ:ALXN).  
Alexion specialises in drugs to treat rare diseases and the immune system. The potential acquisition will help extend Astra’s own immunology drug portfolio while adding medicines for rare diseases. The purchase marks Astra’s biggest ever deal.
AstraZeneca shares fell by more than 5% in UK trading, leaving them little changed year-to-date. Alexion shares are up around 12% in 2020 and prior to the deal being announced. 
Over 7,000 rare diseases are known of but only around 5% have US Food and Drug Administration-approved treatments. AstraZeneca intends to establish Boston as its headquarters for rare diseases. The global rare disease market is forecasted to grow by a low double-digit percentage in the future.
Astra intends to build on its own geographical footprint and extensive emerging markets presence to accelerate the worldwide expansion of Alexion's portfolio.
The acquisition is expected by management to be immediately core earnings accretive. Alexion revenues grew by 21% year-over-year to $5 billion in 2019. 
Enhanced operating margin and cash flow will enable rapid debt reduction following the proposed purchase. The combined company is expected to maintain a strong, investment-grade credit rating. 
Subject to regulatory clearances and approval by shareholders, the acquisition is expected to close in the third quarter of 2021. 
ii view:
AstraZeneca is a global, science-led biopharmaceutical company. Oncology or cancer drugs at over two-fifths of overall sales provide for its biggest segment. While its Covid vaccine is not intended to generate near-term profits, it does significantly add to its brand status globally.  Its little known separate AZD7442 long-acting antibody Covid-19 therapy has the potential to deliver a significant revenue boost of up to $3 billion (£2.25 billion) next year, according to recent research by broker Morgan Stanley. 
Now, a proposed purchase of Alexion will add to its diversification.

Another brilliant post oldtramp. Whilst I've (personally) seen this it does underline my own post yesterday at 12.12pm. Tim Cornellius is more than expectant that each of the three divisions will hit their respective milestones during the course of 2021. As a reminder to all, SAE has never made a profit in its history. However, their 2019/20 financial year has seen it halve their losses due to the significant progress with regard to tidal. That particular RNS resulted in a substantial increase in the SP (£0.30p+) before dropping back to current levels. Blackwater Dam is set to further help the company toward a break-even point. You can only imagine what this will do to the SP! Blackwater Dam then is a great start to the new year with so much more in the pipeline. It's certainly an exciting time for everyone concerned and no wonder Tim & I hasten to add the SMT at large, are so optimistic. Exciting times for us all. By the way oldtramp, your research continues to be a great source of information, interest & inspiration to me.

Two great finds oldtramp! Enjoyed reading them. Thanks as always for sharing them.

As I write, these are the share trades as defined by LSE:
Trades 90
Vol. Sold 191,194
Sold Value £32.98k
Vol. Bought 524,665
Bought Value £90.50k

This is wholly inaccurate. The differential between the buys & the sells is even greater due to a number of buys showing as sells. This happens regularly so nothing new here and yet, the SP remains as suppressed as I've known it. In fact, dropping lower the more buys there are. Goes against the laws of physics or does it? Could the MM's be mixing their potions & casting their spells here? Quite possibly. If so, I do hope they get bitten by their own bats! My opinion for what it's worth: The RNS has highlighted the fact that the SP is much too reliant on SUP. It shouldn't be. There is much work & advancement going on in the other divisions. Hydro & Tidal. The latter being the very reason I invested in this most innovative company in the first place. The (power) pipeline is looking as healthy as at any time in the company's history. Hydro is gathering apace as is the renewable industry as a whole worldwide not to mention right here in the UK. Carbon reduction will continue to be a popular theme for all countries signed up to the Paris agreement with the USA set to re-join under a Biden administration not to mention large & smaller cap companies across the globe. The 3 divisions of SAE are therefore, BANG ON TREND. A trend likely to continue until carbon is eradicated from the world which means a very long time. Our beloved SAE then is far more likely than not to take full advantage of the opportunities that are ready n waiting. The earth is surrounded by 2/3rds of sea not to mention other tidal streams and hence the enormous power opportunity. You get the picture. The market's have reacted badly to the RNS as per other posts including my own. Utter nonsense. The MM's have taken this opportunity to feather their own nests at the expense of investors hard earned cash. Shame on them. The Uskmouth Project has been delayed but that's all it is. There are sufficient funds to see it through so NO FURTHER FUNDRAISING ACTIONS NEEDED. SUP is alive & kicking and there is no doubt it will deliver all that's expected in due course. Meanwhile, we ALL have very good reason to feel optimistic about 2021 which I feel is set to become transformational for SAE and it's many investors. I took up the opportunity earlier this morning to acquire more shares and despite any rocky rides you might want to consider the same if you are able n willing. Keeping the faith. GLA

Recent Share Trades for Simec Atlantis (SAE)
Date Time Trade
11-Dec-20 08:25:29 17.28 50,000 Unknown* 8,640 O

Evening all, as a reminder, the RNS yesterday raised a few questions about the Uskmouth project team assessing further opportunities to deliver project revenue, including the evaluation of the fuel for eligibility under the plant's existing Renewables Obligation accreditation and investigation of grid support and ancillary services.” Just to let you know that I have spoken with SAE & my contact there has since agreed to raise the matter directly with the project team which is good news. Hopefully, I can post a further update in the next few days or it may well come by way of a further RNS. Either way, I am confident this further detail will help provide us retail investors with further optimism for 2021. Please keep a watchful eye on LSE.

@PhilipT44344985

Evening oldtramp, must admit, the same crossed my mind when I read the RNS for myself earlier this morning. I've just emailed SAE to ask if it's possible if the SAE leadership team can elaborate on this? I'm sure they can & will provide a further post once I receive a reply.

Some great posts here today whether you agree with them or not. Don't you just love this forum!

Completely agree donotpanic. We have experienced this type of over-reaction before. As previously, the SP will no doubt invariably bounce back even perhaps stronger than before. Great moment for existing & new investors to take advantage of the low price. I would myself but already in deep as an ocean so will continue to be patient & play the waiting game.

Talk about the "mother of all over-reactions" to this latest RNS. The SP has plummeted. Wher's the suprise? Uskmouth EP decision delay was absolutely expected. We've written & acknowledged this numerous times on this very forum. As a reminder, this is a world first application of it's type so inevitable the project will be a learning curve for all parties and hence a time consuming one. NRW will, understandably want to make sure they leave no stone unturned. However, as I'm being reliably advised by SAE themselves, dialogue continues to progress as well as can be so, ultimately, I for one am confident the EP will be granted. Otherwise, I'd join the "great sell off" that's taking place as we speak. I've said in a recent post that patience & nerve will be needed. In so far as tidal is concerned, lots to get excited about here. Same for Hydrogen. As Tim says, 2021 is set to be a very good year for the company. Keeping the faith.

Yep, me too. Interesting. Minister committed to broaching the treasury but mentioned that a critical pathway to bringing down the cost was probably going to be fundamental to any (excl CFD) government support. Great this is finally being debated with what appears to be some positive momentum behind it to actually bring about a successful resolution. A step in the right direction is what I would call it.

We're certainly experiencing some volatility right now OHS that's for sure. People (non long termers) simply selling their investment to pay for Xmas? Might settle down/stabilise a tad in the new year save for the NRW EP decision? Be good to hear other views. SP now £0.2150.

Oldtramp, your research holds no bounds! I don't know how you do it. Potentially exciting debate that could pave the way for the much needed investment for the future of tidal energy in the UK. After all, as an island, there are few countries in a better position to take full advantage of it's natural resources!

Hi oldtramp, yep, saw that on the 1st link but no mention or confirmation on the 2nd link unless I'm missing something?

Thanks oldtramp. Really interesting link. (Again) Be good to understand if SAE was one such company involved? (I thought I was full up to the brim with data but perhaps I've got a little more room!)

Morning OHS/All. This forum is my no1 come to place for research thanks to its numerous postees willingness to share information & other data but even though I have an insatiable appetite for such matters even I am full to the brim! (only joking) The SP has slipped mainly due, I think, to investors selling to raise cash for other means. (Xmas/other worthwhile investments etc) In a nutshell, the tidal & Hydrogen pipeline is so strong that will more than likely than not look after itself. Next year, I would expect, this division alone, result in a profit break even situation. You would rightly be forgiven for expecting the SP to bounce on this news. I say this with a modicum of rationale as losses, this year have been halved which is great news in itself. It's no guarantee of course but the positive noises coming from SAE on Tidal not to mention media, suggest tidal is becoming a more important form of renewable energy to the world at large as we go forward hence attracting more & more investment. Then, as you rightly say OHS there's Uskmouth. A game-changer for any business if ever there was one. As I've mentioned in previous posts, everything appears to be progressing well. We know the leadership team are working hard to fully deliver the project with NRW continuing to remain fully engaged. Sean Parsons at SAE has advised us of this of course only last week. As a keen follower of SAE and fellow investor I would expect to hear something of a positive nature in January. In the meantime, I believe patience & strong nerve will be the key to monetary reward.

A frustrating £0.090p drop in SP today probably due to people selling up to help pay for Xmas. If only they could have hung on until next year...then they could pay for all their Xmas's! Ho ho ho

Hi OHS, been attending a personal function today but just arrived home to find the SP has dropped today making any pop-up investment even better value. Whilst already heavily invested I'm giving a top-up to 1/2m holding some serious consideration as we speak.