AstraZeneca's oncology franchise (Tagrisso, Enhertu, Imfinzi) is delivering accelerating growth as combination trials expand label coverage into earlier lines. The 2026 pipeline includes multiple ADC readouts and the Alexion rare-disease platform continues to compound. China headwinds from VBP procurement are stabilizing, and US IRA Medicare negotiation impact is manageable. Trades at a discount to US large-cap pharma despite superior pipeline NPV.
Signals scoped to GB · Company-specific tagging coming soon.