AZN

Pfizer PFE is one of the world’s leading oncology drugmakers, with a strong presence across breast, genitourinary, thoracic, gastrointestinal and hematologic cancers. The company has built a broad portfolio of marketed cancer therapies and maintains a deep oncology pipeline spanning multiple treatment modalities, including small molecules, antibody-drug conjugates (ADCs) and immuno-oncology biologics. Oncology sales comprise around 27% of its total revenues. Its oncology revenues grew 7% to $3.8 billion in the first quarter of 2026. Investors will be keen to know how its oncology segment performed in the second quarter when the company announces results on Aug. 4. Pfizer’s oncology sales in the second quarter are expected to have been driven by higher sales of key drugs like Padcev, Lorbrena and the Braftovi-Mektovi combination, which should make up for declining sales of drugs like Ibrance and Adcetris. Sales of the new drug, Elrexfio, are also likely to have risen in the quarter. The Zacks Consensus Estimate for Padcev is $661 million, while that for Ibrance is $1.05 billion. Pfizer has ventured into the oncology biosimilars space and markets six biosimilars for cancer. Its oncology biosimilars are expected to have made a significant contribution to sales growth in the second quarter of 2026, similar to the past few quarters. Pfizer is also likely to provide updates on its key oncology candidates on the second-quarter conference call. Several oncology candidates have entered late-stage development, such as atirmociclib and sigvotatug vedotin. A regulatory application seeking approval of sasanlimab is also under review in the EU. Last year, Pfizer entered into a global ex-China in-licensing agreement with China's 3SBio for exclusive rights to PF-08634404, a dual PD-1 and VEGF inhibitor, which it plans to establish as a potential backbone therapy across multiple tumor types. Pfizer plans to start four pivotal studies for PF-08634404 in 2026. An update on PF-08634404 is expected on the second-quarter conference call. Pfizer is one of the largest drugmakers of cancer medicines. Other large players in the oncology space are AstraZeneca AZN, Merck MRK, J&J JNJ and Bristol-Myers. For J&J, the Oncology segment comprises around 29% of total revenues and 45% of its Innovative Medicine segment sales. Its oncology sales rose 17.8% on an operational basis in the first...

UBS expects AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) to report solid second-quarter results later this month, though it sees little room for the drugmaker to raise full-year guidance. The bank reiterated its 'buy' rating on Britain's second most valuable listed company, ahead of results due on 27 July. UBS set a 12-month price target of 17,600p, well above the 12,734.87p at which the shares closed on 10 July. The forecasts sit broadly in line with consensus, running about 1% below on sales and 2% below on core operating profit and earnings for the quarter. The bank expects the sharpest investor focus to fall on AstraZeneca's target of $80 billion in annual revenue by 2030, a goal that has come under scrutiny after the recent failure of Wainua in a form of heart disease. UBS said it still viewed the 2030 target as achievable, pointing to blockbuster trial readouts due in 2027, including an oral cholesterol treatment and a cell therapy for multiple myeloma. The bank was more cautious on nearer-term readouts, flagging higher risk around lung and breast cancer trials expected in the second half. It named late-stage data on the lung cancer treatment tozorakimab in chronic obstructive pulmonary disease as a key September event. UBS forecasts full-year revenue of around $63.3 billion, up from $58.7 billion in 2025. It expects core earnings per share of $9.48, rising to $11.38 in 2027. The bank sees the core operating margin widening to 33.6% this year from 31.5% in 2025. UBS said it did not expect AstraZeneca to lift its full-year guidance, with its own forecasts already sitting solidly within the current range. It described the company as having the broadest late-stage pipeline in the sector, while acknowledging that remaining catalysts this year carried higher risk. UBS makes a market in AstraZeneca securities and holds a long position of 0.5% or more in its shares.

AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) has been kept on a 'buy' rating by Citi, which pointed to a run of late-stage drug trial results in the second half of the year as the key driver for the shares. The Wall Street bank was previewing second-quarter results from the Anglo-Swedish pharmaceuticals group, due on 27 July. Citi forecasts earnings per share of $2.41 for the quarter, a rise of 11% at constant exchange rates, though around 3% below the market consensus on higher spending. The bank expects the company to leave its full-year guidance unchanged, having pencilled in low double-digit growth in earnings per share. Attention on the results call is likely to centre on a series of phase three trial readouts expected in the second half, the final testing stage before regulatory filing. These include studies of the heart drug Wainua, the cancer treatment Datroway and the breast cancer therapy camizestrant. Citi sees a favourable balance of risk and reward given investor caution, noting its downside valuation scenario on a trial failure sits about 15% above the current share price. Its upside scenario on positive data points to a value roughly 40% higher. The broker also flagged around 8% of combined further upside from two other pipeline prospects. The first is detailed data on tozorakimab in chronic obstructive pulmonary disease, a lung condition, which could lift Citi's peak sales estimate to $7 billion against a risk-adjusted consensus of $4 billion. The second is progress on efzimfotase alfa, a treatment for the rare bone disorder hypophosphatasia, where detailed trial data and any filing update could unlock value. That drug accounts for $3 billion of the bank's $4.4 billion peak sales estimate.

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Curious whether AstraZeneca is priced attractively today, or if recent enthusiasm has already been baked into the stock. AstraZeneca shares last closed at £140.62, with returns of 6.9% over 7 days, 0.7% over 30 days, 3.5% year to date, 41.0% over 1 year, 32.9% over 3 years, and 78.7% over 5 years, which gives plenty of data points for anyone thinking about value and risk. Recent coverage around AstraZeneca has kept attention on its role in the global pharmaceuticals sector and how its pipeline and portfolio position it within that space. This context helps frame why the stock's recent performance may be front of mind for investors assessing whether the current price aligns with fundamentals. On Simply Wall St's valuation checks, AstraZeneca has a valuation score of 3 out of 6. This sets up a closer look at traditional approaches like P/E and discounted cash flow, along with a different way of thinking about valuation that will be covered at the end of this article. AstraZeneca delivered 41.0% returns over the last year. See how this stacks up to the rest of the Pharmaceuticals industry. A Discounted Cash Flow, or DCF, model estimates what AstraZeneca might be worth today by taking projections of its future cash flows and discounting them back to a present value. For AstraZeneca, the model used is a 2 Stage Free Cash Flow to Equity approach based on cash flows reported in US$. The company’s latest twelve month free cash flow is about US$9.0b. Analyst estimates and subsequent extrapolations by Simply Wall St project free cash flow of around US$20.3b in 2030, with intermediate yearly projections between 2026 and 2035 reflected in the model’s ten year cash flow table. Aggregating and discounting these projected cash flows produces an estimated intrinsic value of about £231.15 per share. Compared with the recent share price of £140.62, the DCF output implies a discount of roughly 39.2%, which indicates that AstraZeneca stock is trading below this model’s assessment of fair value. Result: UNDERVALUED Our Discounted Cash Flow (DCF) analysis suggests AstraZeneca is undervalued by 39.2%. Track this in your watchlist or portfolio, or discover 8 more high quality undervalued stocks. Head to the Valuation section of our Company Report for more details...

This article first appeared on GuruFocus. Release Date: June 22, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. CelLBxHealth PLC (ANPCF) has established key partnerships, including a master service agreement with AstraZeneca and clinical studies with Advent Health, enhancing its market presence. The company has achieved significant cost savings, reducing annualized cash operating costs by over 6.6 million, and has streamlined operations by consolidating into one site. CelLBxHealth PLC (ANPCF) is well-positioned in the growing market for precision cancer diagnostics, with a projected market opportunity of over 1 billion by 2031. The company has a strong patent portfolio and a validated platform with over 120 peer-reviewed publications, supporting its credibility in the oncology space. CelLBxHealth PLC (ANPCF) has a new management team with strong commercial and clinical experience, focused on delivering revenue and profitability. The company reported a decrease in revenues from 2.9 million in 2024 to 1.4 million in 2025, indicating challenging market conditions and slower commercial conversion. CelLBxHealth PLC (ANPCF) experienced an operating loss of 19.2 million, with significant restructuring costs impacting financial performance. The company faces challenges in generating clinical utility data, which is crucial for establishing the commercial viability of its CTC platform. There is uncertainty regarding the long-term commercial value of the company's biobank samples, as current resources do not support extensive development of proprietary tests. CelLBxHealth PLC (ANPCF) will require additional funding by Q2 2027, highlighting the need for successful revenue generation and strategic partnerships to ensure financial sustainability. Is ANPCF fairly valued? Test your thesis with our free DCF calculator. Q: What is the current status of the Solaris collaboration, and would you resume it? A: The Solaris collaboration is currently on hold. We don't have the bandwidth to drive that program forward as it was part of a previous strategy focused on building tests ourselves. We are now focusing on a partnership approach to drive the business forward. - Peter Collins, CEO Q: How many big pharma companies are you currently in talks with? A: We have good conversations with about half of the top 10 pharma compani...

Compugen (NASDAQ:CGEN) said it remains on track to report interim progression-free survival data in the first quarter of 2027 from its MAIA-ovarian study, as the clinical-stage immuno-oncology company outlined first-quarter 2026 results and updates across its internal and partnered programs. On the company’s first-quarter earnings call, President and Chief Executive Officer Dr. Eran Ophir said 2026 is “shaping up to be a significant year” for Compugen as it advances COM701, its wholly owned antibody targeting PVRIG, and monitors progress on partnered assets with AstraZeneca and Gilead. → 3 Crucial Aerospace Component Makers That Analysts Love Compugen’s lead wholly owned clinical program, COM701, is being evaluated in the MAIA-ovarian adaptive platform trial as maintenance monotherapy compared with placebo in patients with relapsed platinum-sensitive ovarian cancer who responded to their most recent line of chemotherapy. Ophir said the company initiated the study based on prior data presented at ESMO, where pooled clinical data showed COM701, as monotherapy and in combinations, was well-tolerated and produced “consistent, durable responses” in heavily pretreated patients with platinum-resistant ovarian cancer. → 3 Stocks to Own If Gas Prices Keep Rising The company is now testing COM701 in an earlier ovarian cancer setting, with the rationale that patients may have lower tumor burden and a less compromised immune system, potentially improving the likelihood of benefit from COM701’s mechanism of action. Ophir said all clinical sites are open and enrolling across the United States, Israel and France. He said that gives the company confidence in its ability to complete enrollment on schedule for interim median progression-free survival data in the first quarter of 2027. → Peloton Stock Gives Back Gains After Upbeat Earnings Report Chief Medical Officer Dr. Michelle Mahler said during the question-and-answer session that Compugen is not currently commenting on specific enrollment numbers, but remains “on track” for the planned interim analysis. She said the study is stratified by second-line versus third-line treatment, not by PD-L1 status. Ophir added that prior clinical signals with COM701 have been seen in both PD-L1-positive and PD-L1-negative patients, saying PD-L1 stratification may not be the critical factor for the PVRIG-targeting approach. Mahler said t...

Lacutamab TELLOMAK-3 confirmatory Phase 3 trial in cutaneous T-cell lymphoma (CTCL) remains planned for initiation in H2 2026, subject to non-dilutive financing options currently under negotiation, including pharma partnering and royalty structures IPH4502 (Nectin-4 ADC) continues to show preliminary anti-tumor activity with favorable safety profile to date; the maximum tolerated dose has been reached and enrollment in the Phase 1 dose escalation and cohort enrichment is nearing completion PACIFIC-9 Phase 3 trial, which includes monalizumab and is led by AstraZeneca, continues to advance toward a planned H2 2026 data readout IPH5201 (anti-CD39 antibody), developed in collaboration with AstraZeneca, showed encouraging early results presented in a Clinical Trials Plenary Session at AACR 2026, supporting continued investigation in the MATISSE Phase 2 study in non-small cell lung cancer (NSCLC) Cash position of €25.4 million1 as of March 31, 2026, with an anticipated cash runway until the end of Q3 2026 Conference call to be held today at 1:30 p.m. CEST / 7:30 a.m. EDT MARSEILLE, France, May 13, 2026--(BUSINESS WIRE)--Regulatory News: Innate Pharma SA (Euronext Paris: IPH; Nasdaq: IPHA) ("Innate" or the "Company") today reported its business update and consolidated financial results for the quarter ending March 31, 2026. "We have continued to make solid progress across our priority clinical assets during the first quarter. We are approaching completion of enrollment in the Phase 1 dose escalation and backfill cohorts for IPH4502. In parallel, we have advanced the negotiations for non-dilutive financing options to allow initiation of the lacutamab confirmatory Phase 3 TELLOMAK-3 trial in CTCL. Finally, the Phase 3 PACIFIC-9 trial with AstraZeneca is planned for data readout in the second half of 2026. Separately, we were pleased to see encouraging results from the MATISSE Phase 2 trial presented at the AACR Annual Meeting 2026. It is exciting to see the continued advancement of our differentiated immunotherapy pipeline for patients with high unmet medical need," said Jonathan Dickinson, Chief Executive Officer of Innate Pharma. Pipeline highlights: Lacutamab (anti-KIR3DL2 antibody): Cutaneous T-Cell Lymphoma The planned confirmatory Phase 3 TELLOMAK-3 trial is an open-label, multi-center, randomized, comparative study evaluating lacutamab in patients with Sézary...

Image source: The Motley Fool. May 11, 2026 Chief Executive Officer — Thane Wettig Chief Financial Officer — David DeLucia Vice President, Product Development — Carol Gaddum Need a quote from a Motley Fool analyst? Email [email protected] Gaia Vasiliver-Shamis: Good afternoon, everyone, and thank you for joining us today to discuss Kyntra Bio, Inc.’s first quarter 2026 financial and business results. I am Gaia Vasiliver-Shamis from LifeSci Advisors. Joining me on today’s call are Thane Wettig, chief executive officer, David DeLucia, chief financial officer, and Carol Gaddum, vice president of product development. Following the prepared remarks, we will open the call to your questions. I would like to remind you that remarks made on today’s call include forward-looking statements about Kyntra Bio, Inc. Such statements may include, but are not limited to, collaborations with AstraZeneca and Astellas, financial guidance, the initiation, enrollment, design, conduct, and results of clinical trials, regulatory strategies and potential regulatory results, research and development activities, commercial results, and results of operations, risks related to our business, and certain other business matters. Each forward-looking statement is subject to risks and uncertainties that could cause actual results and events to differ materially from those projected in that statement. A more complete description of these and other material risks can be found in Kyntra Bio, Inc.’s filings with the SEC, including our most recent Form 10-K and Form 10-Q. Kyntra Bio, Inc. does not undertake any obligation to update publicly any forward-looking statements, whether as a result of new information, future events, or otherwise. The press release reporting the company’s financial results and business update and a webcast of today’s conference call can be found in the investors section of Kyntra Bio, Inc.’s website at kimtrobio.com. With that, I would like to turn the call over to the CEO, Thane Wettig. Operator: Thane? Thane Wettig: Thank you, Gaia. Good afternoon, everyone, and welcome to our first quarter 2026 earnings call. On today’s call, I will provide an update on the consistent progress we have made across our portfolio, first with FG3246, our potential first-in-class antibody-drug conjugate targeting CD46, and its companion PET imaging agent in metastatic castration-resistant prostat...

Ironwood Pharmaceuticals IRWD reported adjusted earnings of 24 cents per share for the first quarter of 2026, surpassing the Zacks Consensus Estimate of 7 cents. The company had reported an adjusted loss of 14 cents per share in the year-ago quarter. Total revenues in the first quarter were $106.5 million, which comprehensively beat the Zacks Consensus Estimate of $74 million. Revenues surged by around 159% year over year. Despite the better-than-expected results, shares of Ironwood were down 13.6% yesterday following the announcement of the news. The stock has risen 23.7% in the year-to-date period compared with the industry’s rise of 0.9%. Image Source: Zacks Investment Research As reported by its partner AbbVie ABBV, Ironwood’s sole marketed product, Linzess (linaclotide), generated net sales of $272.5 million in the United States, up 97% year over year. Linzess sales were boosted by higher demand and better pricing, helped by the removal of inflation-related rebates and the favorable timing of rebate adjustments. Total prescription demand for Linzess increased 5% year over year during the reported quarter. IRWD and ABBV share Linzess’ brand collaboration profits and losses equally. Ironwood’s share of net profit from sales of Linzess in the United States (included in collaborative revenues) totaled $104.2 million, reflecting a 169% year-over-year increase. Ironwood also has agreements with two partners, Astellas Pharma and AstraZeneca AZN, related to the development and commercialization of Linzess in Japan and China, respectively. Astellas and AstraZeneca have exclusive rights to develop and market the drug in their respective territories. Both companies are liable to pay royalties to Ironwood on net Linzess revenues earned in their regions. Ironwood's royalties and other revenues were $2.3 million in the first quarter of 2026, flat year over year. Total cost and expenses (including research and development expenses, selling, general and administrative expenses and restructuring expenses) in the first quarter were $33.9 million, down 51.8% from the year-ago quarter. Ironwood recorded adjusted EBITDA of $76.7 million in the first quarter. As of March 31, 2026, Ironwood had cash and cash equivalents worth $220.5 million compared with $215.5 million as of Dec. 31, 2025. Ironwood reiterated its full-year 2026 revenue guidance, which it had provided earlier...

Q1 revenue of $21.7M (+22% YoY) with record platform usage — ~108,000 genomic analyses in the quarter (including >40,000 patients in March) and a growing core customer base of 537 with net dollar retention of 117%. Commercial momentum driven by rising U.S. decentralized testing and faster adoption of newer applications — 100 customers signed for MSK-IMPACT/MSK-ACCESS (with ~3,000 liquid biopsy analyses in Q1, +100% YoY) and early biopharma deals with names like AstraZeneca and Johnson & Johnson. Solid unit economics and a clear path to profitability: adjusted gross margin ~75.4%, operating loss $17.3M and cash of $65.4M (plus a $25M expanded credit facility), while management reaffirmed 2026 revenue guidance of $92–$94M and expects to approach adjusted EBITDA breakeven by end-2026 and turn positive in H2 2027. Interested in SOPHiA GENETICS SA? Here are five stocks we like better. SOPHiA GENETICS (NASDAQ:SOPH) reported first-quarter 2026 revenue of $21.7 million, up 22% from $17.8 million in the prior-year period, as demand increased for its SOPHiA DDM analytics platform and the company expanded its installed base of clinical customers and applications. Co-founder and CEO Dr. Jurgi Camblong said the company “delivered revenue growth of 22% year-over-year” and completed a record 108,000 genomic analyses during the quarter. He said SOPHiA also set a monthly record in March with “more than 40,000 patients analyzed in a single month.” → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook Chief Financial Officer George Cardoza said platform analysis volume was approximately 108,000 in Q1, up from 93,000 in the first quarter of 2025, representing 16% growth. Cardoza noted that year-over-year revenue growth “would have been slightly stronger” absent a one-time customer true-up benefit in the prior-year quarter. The company ended the quarter with 537 core genomic customers as of March 31, up from 490 a year earlier. Cardoza said annualized revenue churn remained “less than 1% in Q1,” while net dollar retention rose to 117% from 103% in the prior-year period. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches President Ross Muken described three themes for the quarter, starting with increased U.S. momentum tied to growing acceptance of decentralized testing. Muken said that over the last 12 months, demand for decentralized testing...

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here. Baron Health Care Fund (the Fund) declined 6.97% (Institutional Shares) in the quarter, compared to the 4.88% decline for the Russell 3000 Health Care Index (the Benchmark) and the 3.96% decline for the Russell 3000 Index (the Index). The Fund appreciated 9.39% on an annualized basis since its inception, compared to the 8.97% gain for the Benchmark and the 13.26% gain for the Index. The disappointing stock selection drove the Fund’s underperformance in the quarter. Despite recent challenges, the Fund believes the long-term outlook for health care remains positive due to factors including an aging population, rising chronic disease rates, advances in biotechnology, and increased health care spending. In addition, please check the Fund’s top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Baron Health Care Fund highlighted AstraZeneca PLC (NYSE:AZN). AstraZeneca PLC (NYSE:AZN) is a biopharmaceutical company that engages in the discovery and development of prescription medicines. On May 1, 2026, AstraZeneca PLC (NYSE:AZN) closed at $184.74 per share. One-month return of AstraZeneca PLC (NYSE:AZN) was -8.92%, and its shares gained 26.57% over the past 52 weeks. AstraZeneca PLC (NYSE:AZN) has a market capitalization of $286.4 billion. Baron Health Care Fund stated the following regarding AstraZeneca PLC (NYSE:AZN) in its Q1 2026 investor letter: AstraZeneca PLC (NYSE:AZN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 52 hedge fund portfolios held AstraZeneca PLC (NYSE:AZN) at the end of the fourth quarter, compared to 54 in the previous quarter. While we acknowledge the potential of AstraZeneca PLC (NYSE:AZN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered AstraZeneca PLC (NYSE:AZN) and shared the list of best stem cell therapy stocks to buy. In addition, please check out our hedge fund investor letters Q1 2...

Amgen AMGN reported first-quarter adjusted earnings of $5.15 per share, which beat the Zacks Consensus Estimate of $4.73 per share. Earnings rose 5% year over year as higher revenues were partially offset by higher operating costs. Total revenues of $8.62 billion beat the Zacks Consensus Estimate of $8.47 billion. Total revenues rose 6% year over year, in line with the company’s expectation of growth in a mid-single-digit range. Total product revenues increased 4% from the year-ago quarter to $8.23 billion as volume growth was partially offset by continued price declines and lower inventory levels. Volumes rose 9% in the quarter, backed by strong demand trends for Amgen’s drugs globally. Volume growth was partially offset by a 2% negative impact of pricing. Evenity recorded sales of $562 million in the quarter, up 27% year over year, driven by solid volume growth. Evenity sales missed the Zacks Consensus Estimate of $567 million. Repatha generated revenues of $876 million, up 34% year over year, driven by higher volume growth and favorable changes to estimated sales deductions, partially offset by lower selling prices. Repatha sales beat the Zacks Consensus Estimate of $820 million. Prolia revenues came in at $727 million, down 34% from the year-ago quarter due to lower pricing and decreased volume. Prolia sales missed the Zacks Consensus Estimate of $832 million. Xgeva delivered revenues of $411 million, down 27% year over year, primarily due to lower volume. Xgeva sales beat the Zacks Consensus Estimate of $390 million. Patents for Prolia and Xgeva expired in February 2025 in the United States and in some European countries in November 2025. Sales of these best-selling drugs are eroding significantly in 2026 as several biosimilars have been launched globally. In oncology, the key revenue driver was Blincyto, which generated $415 million in sales, rising 12% from the year-ago period, driven by volume growth partially offset by unfavorable changes to estimated sales deductions. Blincyto sales beat the Zacks Consensus Estimate of $410 million. Sales of Otezla were $431 million in the quarter, down 1% year over year. Otezla sales beat the Zacks Consensus Estimate of $420 million. Enbrel revenues of $320 million declined 37% year over year due to lower selling prices (including the impact from increased 340B program mix and Medicare Part D redesign) as well as...