AstraZeneca is poised for significant financial growth, projecting an 8% top-line increase and 11% core EPS growth in 2025, with total revenues expected to reach $80 billion by 2030. The company plans to launch 20 new medicines, underscoring its commitment to oncology, which currently accounts for 44% of its revenues and continues to demonstrate robust performance. Despite facing challenges such as pricing pressures and regulatory hurdles, AstraZeneca is regarded as a safer investment option compared to Pfizer, with its shares trading at a notable discount to intrinsic value.
“These drugs drove AstraZeneca’s 8% top-line growth and 11% core EPS growth in 2025, backed by increasing demand trends.”
“AstraZeneca has set itself some visible targets for the next few years. It expects to generate $80 billion in total revenues by 2030.”
“By the said time frame, AstraZeneca plans to launch 20 new medicines, with around half of these already launched/approved.”
“The company is also on track to achieve a mid-30s percentage core operating margin by 2026.”
“We believe that AstraZeneca is a safer bet than Pfizer despite the latter’s cheaper valuation and better dividend yield.”
“For AstraZeneca, oncology sales now comprise around 44% of total revenues. Sales in its oncology segment rose 14% at constant exchange rate (CER) in 2025. AstraZeneca’s strong oncology performance was driven by medicines such as Tagrisso, Lynparza, Imfinzi, Calquence and Enhertu (in partnership with Daiichi Sankyo).”
“Eculizumab (Soliris) is a monoclonal antibody that binds C5 and blocks its proteolytic activation. It was approved in 2007 for paroxysmal nocturnal hemoglobinuria (PNH), becoming the first complement inhibitor available to patients. With annual sales of more than US$ 6.53 bln in 2024, first and second generation C5 inhibitor antibodies Soliris and Ultomiris from AstraZeneca (acquired Alexion Pharmaceuticals) and Piasky have set the stage for next generation biosuperiors as well as biosimilars of a commercially successful and clinically effective treatment of complement C5 mediated diseases.”
“AstraZeneca’s CALQUENCE® (acalabrutinib) in combination with venetoclax has been approved in the US as the first all-oral, fixed-duration regimen for the treatment of adult patients with chronic lymphocytic leukemia (CLL) and small lymphocytic lymphoma (SLL).”
“Today’s approval delivers the first all-oral, fixed-duration BTK inhibitor-based regimen in the US for the treatment of chronic lymphocytic leukemia. This CALQUENCE combination has the potential to meaningfully change 1st-line chronic lymphocytic leukemia treatment decisions...”
“AstraZeneca is pushing the boundaries of science to redefine care in hematology. Our goal is to help transform the lives of patients living with malignant, rare and other related hematologic diseases through innovative medicines and approaches that are shaped by insights from patients, caregivers and physicians.”
“In addition to our marketed products, we are spearheading the development of novel therapies designed to target underlying drivers of disease across multiple scientific platforms. Our acquisitions of Alexion, with expertise in rare, non-malignant blood disorders, and Gracell Biotechnologies Inc., pioneers of autologous cell therapies, expand our hematology pipeline and enable us to reach more patients with high unmet needs through the end-to-end discovery, development and delivery of novel therapies.”
“AstraZeneca is leading a revolution in oncology with the ambition to provide cures for cancer in every form, following the science to understand cancer and all its complexities to discover, develop and deliver life-changing medicines to patients.”
