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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
AstraZeneca
AstraZeneca (AZN) investor relations material
AstraZeneca 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Commercial and financial performance
Achieved 11% total revenue growth and 15% core EPS growth in the first nine months of 2025, with strong performance across all regions and five focus therapeutic areas, especially the U.S. and emerging markets outside China.
Oncology contributed 43% of total revenue, with significant growth in CVRM, BioPharmaceuticals, and Rare Disease.
Revenue growth was broad-based geographically, with the US accounting for 43% and China 12% of total revenue.
Booked over $800 million in sales-based milestones in Q4 2024; full-year results to be reported February 10th.
Remain confident in reaching the $80 billion revenue ambition by 2030, with consensus estimates now aligned and the ambition risk-adjusted, not dependent on future M&A.
Pipeline and R&D strategy
Delivered 16 positive Phase 3 readouts since fiscal 2024, spanning oncology, CVRM, respiratory, immunology, and rare diseases, with a robust late-stage pipeline and 104 ongoing Phase 3 studies.
Pipeline includes 272 trials, with 104 in Phase I and II, and disciplined R&D investment expected at the upper end of low 20% of total revenue in FY'26.
FDA approvals for Imfinzi in perioperative gastric cancer and Enhertu in first-line HER2-positive breast cancer; baxdrostat accepted for priority review in hypertension.
Late-stage pipeline value and average peak revenue per indication have increased, with a focus on transformative technologies like ADCs, radioconjugates, and cell therapies.
AI is integrated across discovery, development, manufacturing, and operations, with the acquisition of Modela AI to enhance oncology diagnostics and therapeutics.
Transformative technologies and future growth
Advancing next-generation technologies: ADCs, radioconjugates, cell therapy, T-cell engagers, gene therapy, and IO bispecifics.
Expanding leadership in ADCs, with eight wholly owned assets in the clinic and a $45bn+ global market opportunity by 2030.
Multiple Phase III trials ongoing or planned for weight management, CV risk, and oncology assets, with key readouts expected through 2027.
Notable assets include laroprovstat (oral PCSK9i), elecoglipron, AZD6234, and surovatamig, with pivotal data expected in 2026–2027.
Baxdrostat showed significant efficacy in hard-to-control hypertension and is under FDA priority review with a PDUFA date in Q2'26.
What drives the $80bn 2030 revenue ambition
AI's impact on drug development efficiency
Identify key Phase III readouts for 2026
AZD0120's non-oncology expansion potential
AZ's obesity pipeline segmentation strategy
Modela AI acquisition's strategic value
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Next AstraZeneca earnings date
Q4 202510 Feb, 2026
AstraZeneca
Next AstraZeneca earnings date
Q4 202510 Feb, 2026
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Frequently asked questions
Anglo-Swedish Pharmaceuticals
AstraZeneca is a multinational biopharmaceutical company established in 1999 through the merger of Astra AB of Sweden and Zeneca Group PLC of the UK. Headquartered in Cambridge, UK, the firm operates globally, specializing in the research, development, manufacturing, and commercialization of prescription medications. It focuses on a range of therapeutic areas including oncology, cardiovascular, renal, metabolism, and respiratory diseases. AstraZeneca's products cater to a diverse set of medical needs and are distributed in numerous countries worldwide. The company is a major player in the global pharmaceutical industry, maintaining a strong commitment to scientific research and the development of new medicines.
A Successful Merger
As previously mentioned, AstraZeneca came to be following the merger of two established pharmaceutical companies. Astra AB, with roots dating back to 1913, had a notable history in pharmaceutical production, introducing various medicines to the market over the decades. Zeneca on the other hand traces its roots back to 1993 after separating from Imperial Chemical Industries. The British half of the modern-day company had a footprint in both therapeutic products and agrochemicals, although it eventually divested from the latter. The merger of these two entities aimed to consolidate resources, streamline research and development processes, and enhance their presence in the global pharmaceutical market. The combined company, now known as AstraZeneca, has since played a significant role in the industry, building upon the foundational knowledge and experience of the two merged parties.
Research and Development
AstraZeneca primarily focuses on the discovery, development, and commercialization of prescription medicines. Their core areas of activity encompass a range of medical conditions, including respiratory, cardiovascular, renal, metabolic, oncology, and autoimmune diseases. The company also engages in significant research and development efforts, with research centers in the UK, Sweden, and the USA. This focus AstraZeneca was one of the pharmaceutical companies heavily involved with the global effort of finding a suitable vaccine during the Covid-19 pandemic. This is an effort they succeeded in, and together with companies like Pfizer and Moderna, they were a key player in the global vaccination effort.
Serving Patients Worldwide
As is common with large pharmaceutical companies, AstraZeneca has a presence in all corners of the world and the company operates in over 100 countries. It has manufacturing and commercial operations distributed across major markets including North America, Europe, Asia, and emerging economies.
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