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Old news. Was reported a few weeks ago already. Let us know when the SA variant become dominant. Like the flu vaccine this will be adjusted seasonally to the dominant strain, and the vaccine currently works against the majority of strains.
The US deal is actually for the COVID antibody mixture so not the vaccine as I read it. Also it is true the divestment news and the deal will not affect financial forecast this year but it is a future potential revenue.
MRNA is proving more efficacious but there will always be a place for vaccines with traditional therapy, especially with cost and having to supply the entire world.
The US is indeed hoarding some vaccines but the fact that they won't give away the AZN vaccines at the moment to the EU or Mexico probably is a good sign FDA approval will come next month as scheduled.
https://www.proactiveinvestors.co.uk/companies/news/943814/astrazeneca-defends-coronavirus-vaccine-after-new-suspensions-in-netherlands-republic-of-ireland-943814.html
Even your stockbrokers explain this more scientfically correct than many people suprisingly.
Erm uncommon incidence rate in the BNF is 1 in 100 to 1 in 1000. Thrombocytopenia is definitely very rare and can't be rated as "uncommom". If its 1 in 100 to 1 in 1000 you would find 10s of 1000s with that so you're wrong to label it uncommon when in fact it's very rare.
Inflammatory response yes I agree that could happen and as you said that's rare. Also rightly pointed out all the vaccines provoke an immune response but should not cause increases coagulaphathy as seen in COVID otherwise other vaccines will suffer the same fate. There were some cases of the opposite (thrombocytopenia) which makes no sense either.
Anyways we will see over the next week or so what the EMA and WHO final conclusions are. Also will be interesting with the trial results in the US coming next few weeks and if FDA grants it approval.
https://www.bbc.co.uk/news/health-56360646
This summarises it nicely. The EU is not even listening to its own medicines agency or the WHO. Scientifically there's no logic for a vaccine to cause blood clots. The bias against the AZN vaccine from the EU will cost lives ( see their increasing cases).
There are restrictions in EU countries and their cases are going up still. Yes the UK is opening up and there will be more cases but with the majority of the vulnerable vaccinated the hospitals will be fine and levels can be controlled.
Again look up the incidence of oral contraceptives and hormone therapy for blood clots. The stats for the AZN vaccine is actually less than the average for blood clots.
This basically sums it up well. Though the BoD will come under fire and lose the goodwill if they start charging early. I wouldn't underestimate goodwill. The takeover of Alexion has also driven the share price down too. The financials are healthy though, view the vaccine as an extra.
Dont think too much about it. Seriously the FTSE big caps are at the moment is not attractive. With the strong pound, and recovery stocks, the focus will not be on AZN. Money goes where there is opportunity. AZN is not in the short term (esp the vaccine hype is gone), view it as a long term holding and forward look for a few years time.
Strength of the pound is sapping the share price today as well. Look at Unilever, BATs and other multinationals reporting in dollars today. FTSE 250, banks, financials and recovery plays taking the stage for now. AZN will have its day once it all settles.
Yep and it's not only AZN. BATs turned as soon as US opened and my tech stocks dropped too after they went up like crazy yesterday. I think more 80ish end of year but agree it might be Q2 or Q3 till we see sustained upward movement. Planning to top up next month when so I can get the dips on those tech stocks now.
The Alexion deal is really putting a lid on the share price I feel. But concur once it concludes this year plus when vaccines is chargeable (with a good Q1 and Q2 report) by the end of the year it will be back around 80. Theres nothing wrong with the balance sheet, even Apple and Tesla has gone through 10% drops or more last month.
Well do you know the price they got it? Do you know the price they sold it? Do you know the initial stake? I presume the answer is no for all of that so "80% discount" is just wrong. 1 post history, trolling the board. Please have some facts.
And again your scientific knowledge is wrong. They don't have to go "all phase" trials if they want to test for variants. Phase 1 is for chemical entities which may not work. It may have to do another Phase 3 for variants. Look up definitions for Phase 1 to Phase 3 please
It never "failed" trials in the US. Its trial design did not meet the FDA criteria which they amended and will most likely get approval in April to get more data. The trials showed enough data for most of the world, and if you still don't see the Scottish data or the UK rates dropping dramatically you must be blind. Even Germany may now change their stance on the vaccine but the EU shot themselves in the foot on that. Real world data is there so there's nothing to doubt.
I disagree, the data from Scotland and Britain is for all to see. Also the J&J jab also has a lower efficacy and no ones complaining. J&J and AZN jabs will always have the advantage due to storage, logistics and cost. It works equally as well and better than the flu vaccine which everyone has.