규제호재
AZN 방광암 주변기 치료 요법, FDA 우선 검토 지정 받아
IMFINZI와 EV 병용, 근육침습성 방광암 대상, 종양학 파이프라인 확장
첫날 +1.2% · 현재까지 -5.3%
제품호재
AZN's Trixeo Wins EU Approval for Asthma영어 원문
Adds indication backed by phase III lung function data
첫날 -3.0% · 5일 후 -1.1%
규제호재
AZN's Klygefa Gets CHMP Positive Opinion for gMG in EU영어 원문
EU CHMP backs AChR-positive gMG, phase III data support convenient once-weekly dosing
첫날 +1.2% · 5일 후 -1.2%
규제
FDA Grants Priority Review to AZN's Rare Bone Disease Drug영어 원문
Expands HPP treatment opportunity with less frequent dosing
첫날 +0.0% · 5일 후 +0.3%
제품호재
AZN's Enhertu Approved for NHS Use in England영어 원문
Expands UK access after Scotland availability, boosting sales potential
첫날 +2.0% · 5일 후 -1.0%
애널리스트호재
J.P. Morgan Reiterates Overweight; Six Phase III Readouts in 2027 in Focus영어 원문
J.P. Morgan reiterates Overweight, citing six Phase III readouts due in 2027
첫날 +0.6% · 5일 후 +0.3%
애널리스트악재
Zacks Adds AZN to Strong Sell List; EPS Estimates Cut 9.1%영어 원문
Zacks adds AZN to Strong Sell list due to 9.1% downward earnings revision
첫날 -1.2% · 5일 후 +4.0%
제품악재
AZN's Etcamah Fails Phase III in Frontline Breast Cancer영어 원문
SERENA-4 missed PFS primary endpoint; consensus EPS cut 8.49% in 30 days
첫날 -1.2% · 5일 후 +4.0%
›전개 과정 2회
- 2026-09-15 SERENA-4 missed PFS endpoint, contrasting with prior approval in advanced setting
- 2026-09-15 SERENA-4 missed PFS primary endpoint; consensus EPS cut 8.49% in 30 days
제품호재
AZN COPD Data Back Citi's $7B Peak Sales Case영어 원문
Citi backs upside case of at least $7B peak sales, roughly twice consensus, after phase III data
첫날 -1.6% · 5일 후 +1.1%
›전개 과정 2회
- 2026-09-08 Two Phase III wins across broad population; raised peak sales forecast supports $80B 2030 revenue goal
- 2026-09-09 Citi backs upside case of at least $7B peak sales, roughly twice consensus, after phase III data
제품호재
AZN's Etcamah gets FDA accelerated approval; combo cuts progression in breast cancer영어 원문
FDA accelerated approval for camizestrant with CDK4/6 inhibitors in HR+/HER2- advanced breast cancer; reduced progression
첫날 -1.6% · 5일 후 +1.1%
›전개 과정 2회
- 2026-09-07 FDA accelerated approval with 56% risk reduction; Citi sees sentiment boost
- 2026-09-07 FDA accelerated approval for camizestrant with CDK4/6 inhibitors in HR+/HER2- advanced breast cancer; reduced progression
제품호재
AZN Tagrisso Combo Meets PFS Endpoint in 1L NSCLC Phase III영어 원문
Zacks reports positive SANOVO results; Tagrisso plus Orpathys significantly improved PFS
첫날 +0.2% · 5일 후 -3.4%
›전개 과정 3회
- 2026-09-01 AZN reports positive Ph3 data for first-line lung cancer combo, bolstering oncology pipeline
- 2026-09-02 SANOVO study shows Tagrisso+Orpathys significantly improves PFS in 1L EGFR-mutated NSCLC
- 2026-09-02 Zacks reports positive SANOVO results; Tagrisso plus Orpathys significantly improved PFS
제품호재
Tezspire meets all primary, secondary endpoints in Phase III EoE trial영어 원문
Asthma drug hits all endpoints in eosinophilic esophagitis trial, supporting label expansion
첫날 -1.1% · 5일 후 +0.2%
기업악재
AstraZeneca Halts Phase III NSCLC Study for Volrustomig영어 원문
IDMC finds unlikely to meet key survival goals; other lung cancer trials continue
첫날 +0.6% · 5일 후 +0.2%
›전개 과정 6회
- 2026-07-24 Key trial failure hits shares; two law firms launch fraud investigations, drawing market attention
- 2026-07-27 Following earlier trial failures and fraud probes, Ultomiris failed main endpoint in post-transplant complication, adding to 2026 setbacks
- 2026-07-28 Law firm investigates investor claims, extending prior fraud probe narrative
- 2026-08-03 Merger reports compound prior trial failures and investigations; shares fall 7% in biggest one-day drop since 2024 election.
- 2026-08-17 Multiple sources confirm trial discontinuation and two successes, showing mixed pipeline results.
- 2026-08-18 IDMC finds unlikely to meet key survival goals; other lung cancer trials continue
기업호재
AstraZeneca in talks with Bristol Myers Squibb on ~$400B merger영어 원문
Reuters cites senior source denying merger talks, saying never a deal, ending prior speculation.
첫날 -6.9% · 5일 후 +2.5%
›전개 과정 3회
- 2026-08-03 Multiple outlets report merger talks; deal could create one of largest drugmakers, drawing negative market reaction.
- 2026-08-03 Multiple sources confirm talks; shares drop 7%, analysts puzzled
- 2026-08-05 Reuters cites senior source denying merger talks, saying never a deal, ending prior speculation.
기업악재
AstraZeneca, Bristol Myers Squibb in talks on $400 billion deal; AZN falls as much as 7%영어 원문
Preliminary merger discussions could create one of the largest drugmakers ever, with antitrust scrutiny and strategy questions in focus.
첫날 -6.9% · 5일 후 +2.5%
실적호재
AstraZeneca Q2 profit beats, reaffirms guidance영어 원문
Citi lifts PT to 17,800p while Deutsche repeats sell at 11,500p, showing pipeline divergence
첫날 +0.2% · 5일 후 -6.9%
›전개 과정 3회
- 2026-07-27 Multiple sources confirm Q2 earnings beat on oncology/rare disease strength, revenue slightly missed, outlook held
- 2026-07-27 Revenue grew, driven by oncology and rare diseases, but slightly missed estimates.
- 2026-07-28 Citi lifts PT to 17,800p while Deutsche repeats sell at 11,500p, showing pipeline divergence
실적
실적 발표
첫날 +0.2% · 5일 후 -6.9%
기업
AstraZeneca Adjusts Pricing Strategy in Response to Trump Policy영어 원문
Executive says new drug pricing adapting to US most-favored-nation policy, impacting future pricing.
첫날 +0.2% · 5일 후 -6.9%
제품호재
AstraZeneca's Breast Cancer Drug Wins EU Approval, US Review Ongoing영어 원문
EU clears Etcamah in combination with a CDK4/6 inhibitor for first-line advanced ER-positive breast cancer
첫날 -0.9% · 5일 후 +1.8%
›전개 과정 3회
- 2026-07-23 EU approval for camizestrant opens major market, US review continues
- 2026-07-23 EU approval for camizestrant, U.S. review ongoing, but trial failure and investigations weigh
- 2026-07-24 EU clears Etcamah in combination with a CDK4/6 inhibitor for first-line advanced ER-positive breast cancer
M&A·자금조달
Royalty Pharma Acquires Royalty Interest in AstraZeneca's Cliramitug영어 원문
Up to $425M deal for Neurimmune's royalty interest
첫날 +0.2% · 5일 후 +2.1%
M&A·자금조달
Multiple Institutions Adjust AstraZeneca Holdings영어 원문
Baader Bank opens new position, Andra AP fonden buys $46.6M, DekaBank boosts, Boston Common trims
첫날 +2.9% · 5일 후 +1.9%
M&A·자금조달호재
AstraZeneca inks exclusive license deal with Dizal for lung cancer drug영어 원문
New today: $600M upfront, up to $1.5B total, global rights.
첫날 -2.9% · 5일 후 +2.9%
›전개 과정 2회
- 2026-07-14 Deal worth up to $1.5B with $600M upfront for worldwide rights
- 2026-07-14 New today: $600M upfront, up to $1.5B total, global rights.
