AstraZeneca: A Rare Compound Growth Opportunity In Biopharma
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Another Mountain's Rock Investing2.9K FollowersFollow5ShareSavePlay(17min)CommentsSummaryAstraZeneca offers a rare, secular growth profile in biopharma, underpinned by a diversified commercial asset base and layered patent expirations.AZN faces a minor patent cliff, with most key products' loss of exclusivity in the 2030s, and rapidly growing therapies offsetting near-term risks.The pipeline is robust and diversified, targeting 20 new molecular entities by 2030, supporting management's ambition to nearly double revenues to $80B.I rate AZN a Buy for long-term investors, citing strong growth, prudent R&D reinvestment, low leverage, and resilience to industry headwinds. jetcityimage/iStock Editorial via Getty Images Introduction AstraZeneca PLC (AZN) is looking to be the first biopharma to throw off the cloak of cyclicality due to their work in optimizing the commercial and pipeline asset base. Despite being able to leverage experience and economies ofThis article was written byAnother Mountain's Rock Investing2.9K FollowersFollowHello, I am an individual investor with an interest in bringing diversification of viewpoints to stock analysis and investing. This brings to point the Japanese proverb 他山之石 -ta-zan-no-ishi- which translates to "another-mountain's-rock" and denotes the importance of diversifying the sources of your knowledge in order to gain the advantage of multiple perspectives. Further, a rock represents the foundational aspects of the world a mountain supports, signifying the importance of understanding the simple fundamentals in order to succeed. As such, I cover a wide range of assets in order to find the best of every type of investing. Please consider following so we can continue down this path of knowledge together, and hopefully, I am able to provide some novel insights for you with every article. Thanks for reading.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You