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I don’t understand what’s going on here. The share price has drifted to a large discount v the NAV, which looks conservative to me.
I think the main reason is that AZN has strong oncology pipeline and has added a number of biotech companies to its portfolio. Their main concentration appears to be combo treatments. Assuming that the SAR product is as we hope, it would fit very well into their existing model.
Probably at a reasonable price. Say £1.0bn to £1.5bn.
I agree. A lot of what was said at the AGM could have included in the 'original' RNS. I know these guys are scientists, but they do also have a responsibility to shareholders. The in-house brokers should have reviewed the RNS to issue. The team does, on the face of it, seem very confident of their products. Let's hope the market shares this confidence.
Offers aren’t good enough? Given the huge drop in the share price those offers probably look quite attractive now.
Af. I presume you are attending the AGM tomorrow, given that you are, I assume, heavily invested both from a monetary perspective and mentally.
If you are I look forward to hearing your thoughts at the meeting.
A little incoherent. No need to get wound up. If you guys are right then a positive future awaits us. If you’re wrong then today’s share price fall will accelerate. Some LTH, if they haven’t sold some shares al, could be in for a bi hit. Let’s hope not.