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Jefferies names AstraZeneca a top pick ahead of key heart drug trial readout in 2026

Analyst Insights
26 Jun 2026
Proactive Investors
View Source
Bullish
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Jefferies has reaffirmed its 'buy' rating on AstraZeneca, highlighting the upcoming late-stage trial results for its heart drug eplontersen (Wainua) as a major catalyst. The CARDIO-TTRansform phase III study targets transthyretin amyloidosis, with data expected in the second half of 2026. A positive outcome could unlock around $5 billion in future sales and boost AstraZeneca's valuation. Jefferies also notes AstraZeneca's broader pipeline and forecasts steady growth driven by innovative therapies in an underdiagnosed market.

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Over 20 pharma firms actively develop 25+ drugs for acute kidney injury treatment, signaling strong pipeline growth.

Over 20 pharma firms actively develop 25+ drugs for acute kidney injury treatment, signaling strong pipeline growth.

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The iShares Core MSCI EAFE ETF has gained about 10.5% year to date and 24% over the past year, benefiting from a weaker U.S. dollar and strong holdings in European and Japanese megacaps like ASML and major pharma companies. The fund's performance is ...

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The 16th annual PODD conference on drug delivery innovation will be held in Boston this October.

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Others
Bullish
3 days ago
FTSE 100 edges up as tech stocks fall and miners drag; UK PMI shows economic slowdown.

FTSE 100 edges up as tech stocks fall and miners drag; UK PMI shows economic slowdown.

The FTSE 100 rose modestly by 21 points to 10,459, supported by consumer defensive stocks like Bunzl and AstraZeneca, despite heavy losses in miners and tech funds. US and Asian tech stocks, including AI and semiconductor firms, sold off sharply, wit...

Market News
Neutral
3 days ago
Cutaneous lupus erythematosus market to grow 8% CAGR by 2036 with new therapies and rising healthcare focus

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4 days ago
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