AstraZeneca and Daiichi Sankyo Near UK Pricing Deal for Breast Cancer Drug
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Source: seekingalpha
- Pricing Negotiations: AstraZeneca and Daiichi Sankyo are in discussions with the UK's National Health Service (NHS) to finalize a pricing deal for their breast cancer drug Enhertu, which could benefit nearly 1,000 women, significantly improving drug accessibility.
- Increased Cost-Effectiveness Thresholds: The recent U.S.-UK trade agreement has raised the cost-effectiveness thresholds for new medicines, providing favorable conditions for the pricing negotiations of Enhertu, potentially allowing the NHS to secure a lower price than many other European countries.
- Market Availability: Enhertu is already available in over 20 EU nations, including Germany and France, and a successful deal in the UK would further expand its market reach, enhancing AstraZeneca and Daiichi Sankyo's competitive position in the global breast cancer treatment market.
- Potential Risk Factors: Despite positive negotiation progress, the deal could still fall apart due to anticipated changes in the UK government, and AstraZeneca and Daiichi Sankyo have committed to working with NHS and NICE to provide the drug for patients with low HER2 expression metastatic breast cancer.
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Analyst Views on AZN
Wall Street analysts forecast AZN stock price to rise
14 Analyst Rating
13 Buy
0 Hold
1 Sell
Strong Buy
Current: 190.160
Low
157.61
Averages
213.64
High
252.18
Current: 190.160
Low
157.61
Averages
213.64
High
252.18
About AZN
AstraZeneca PLC is a United Kingdom-based science-led biopharmaceutical company. The Company focuses on the discovery, development, and commercialization of prescription medicines. The Company operates across therapy areas, including Oncology; Cardiovascular, Renal and Metabolism (CVRM); Respiratory and Immunology (R&I); Vaccines and Immune Therapies (V&I), and Rare Disease. In the Oncology area, its key products include Tagrisso, Imfinzi, Calquence, Lynparza, and Enhertu. The key products of CVRM area include Farxiga/Forxiga, Brilinta/Brilique, Crestor, and Lokelma. In the R&I area, the key products are Symbicort, Fasenra, Breztri/Trixeo, and Tezspire. In the V&I Therapies area, the products are Beyfortus and FluMist. The products in the Rare Disease area are Ultomiris, Soliris, Strensiq, and Koselugo. It has about 191 projects in its development pipeline, including 19 new molecular entities (NMEs) in the late-stage pipeline. The Company distributes its products in over 125 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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