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AstraZeneca
AZN · NASDAQ / LSEPharmaceuticals
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Inputs &supplyAPIs, bioprocess, compone…Discovery &trialsR&D, partners, regulatorsManufacturingDrug substance, fill-fini…ProductsMedicines, therapies, dev…Payers &distributionWholesalers, PBMs, health…Providers &patientsHospitals, surgeons, pati…TMOThermo FisherDHRDanaher (Cytiva)LZALonzaAPIAPI & input suppliersR&DAstraZeneca R&DDSDaiichi SankyoREGFDA / EMA / MHRAAZNAstraZenecaALXNAlexionONCOncology portfolioCVRMCVRM medicinesR&IRespiratory & ImmunologyRARERare-disease therapiesWHLDrug wholesalersPAYPayers & governmentsHOSPHospitals & oncologistsPTPatients
Company details
Market cap
~$240B
P/E ratio
~33×
Div yield
~2.1%
EPS (TTM)
~$4.40
Profit margin
~13%
Rev. growth
+8%
Revenue
~$59B
R&D spend
~$14B
In plain English
AstraZeneca is a UK-headquartered global biopharma whose growth engine is oncology — blockbuster cancer medicines like Tagrisso, Imfinzi and the Daiichi Sankyo-partnered antibody-drug conjugates Enhertu and Datroway — alongside big cardiovascular/renal/metabolic and respiratory franchises and, since the ~$39B Alexion takeover, a rare-disease business. It runs a pipeline-driven model: heavy R&D and a string of bolt-on biotech acquisitions feed a portfolio sold to payers, hospitals and patients worldwide.
In simple terms
What AstraZeneca really sells
AstraZeneca is a UK-headquartered global biopharma whose growth engine is oncology — blockbuster cancer medicines like Tagrisso, Imfinzi and the Daiichi Sankyo-partnered antibody-drug conjugates Enhertu and Datroway — alongside big cardiovascular/renal/metabolic and respiratory franchises and, since the ~$39B Alexion takeover, a rare-disease business. It runs a pipeline-driven model: heavy R&D and a string of bolt-on biotech acquisitions feed a portfolio sold to payers, hospitals and patients worldwide.
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Risk read
Moderate
SteadierMore speculative
Why this rating?