에 대한 최신 뉴스 AstraZeneca (NASDAQ:AZN) 주식

AstraZeneca

A merger between Astra of Sweden and Zeneca Group of the United Kingdom formed AstraZeneca in 1999. The firm sells branded drugs across a number of major therapeutic areas, including oncology (about 40% of total revenue), cardiovascular, renal, and metabolic (25%), rare disease (17%), and respiratory and immunology (15%). The majority of sales comes from international markets, with the United States representing close to one third of its sales.

Stethoscope,Laying,On,Medicine,White,Pills,Money,With,Rx,Prescription

Analyst Color

Biotech

Government

Large Cap

News

Health Care

Analyst Ratings

Movers

Trading Ideas

General

ARGX

GILD

REGN

RHHBY

UCBJF

UCBJY

도널드 트럼프 대통령은 화요일(8일) 외국 의약품에 대한 &#34;주요 관세&#34; 계획을 공개했다.트럼프 대통령은 전국공화당의회위원회(NRCC) 만찬에서 이렇게 말했다. &#34;우리는 곧 의약품에 대한 주요 관세를 발표할 것이다...관세 소식을 들으면 회사들은 중국을 떠날 것이다...대부분 제품이 미국에서 판매되기 때문이다.&#34;

트럼프의 의약품 관세 계획...뱅크오브아메리카에서 제시한 타임라인은?

Markets

AMGN

암젠(NASDAQ:AMGN)은 연구용 체중 감량 주사제인 마리타이드(MariTide)에 대한 중요한 3상 임상시험 2건을 개시했다. 이러한 움직임은 성장하는 비만 치료제 시장에 진출하려는 암젠의 노력에 중요한 발걸음을 내디딘 것이다.

암젠의 체중 감량 약물 &#39;마리타이드&#39;, 3상 2건 개시...오젬픽·젭바운드에 도전

Quantum Computing Stock QUBT Has More Than Doubled While Bitcoin Has Dropped Since Google’s ‘Willow’ Reveal: What Does This Mean?

Long Ideas

Tech

Interview

IONQ

MSFT

NVDA

엔비디아(NASDAQ:NVDA)의 CEO 젠슨 황은 GPU에 모든 것을 걸고 있지만, 아이온큐(NYSE:IONQ)의 CEO 니콜로 데 마시(Niccolo De Masi)는 양자 컴퓨팅이 다음 큰 일이라고 주장하며 물러서지 않고 있다.

아이온큐 CEO, 엔비디아의 젠슨 황에 반박하여 &#34;우리는 여전히 800파운드의 게릴라이다&#34;

AstraZeneca PLC - American Depositary Shares

AstraZeneca PLC

Precidian ETFs Trust AstraZeneca PLC ADRhedged

AZN Capital Corp

PBYI

Puma Biotechnology Presents Clinical Data Of Phase I Trial Of trastuzumab deruxtecan In Combination With Neratinib In Solid Tumors With HER2 Alterations At AACR 2025

SOPH

Sophia Genetics Expands Collaboration With AstraZeneca To Accelerate The Deployment Of MSK-ACCESS Powered With SOPHiA DDM Globally

These eight mid-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol>
<li>Ascentage Pharma Group Internat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPG#NASDAQ">AAPG</a>) stock jumped 38.35%. The company plans to present data from two clinical studies at the 2025 ASCO Annual Meeting, including an oral presentation for its key <a href="https://www.benzinga.com//node/44968495" target="_blank" rel="noreferrer noopener">assets Lisaftoclax and Alrizomadlin</a>.</li>
<li>Ardagh Metal Packaging (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMBP#NYSE">AMBP</a>) shares escalated 38.66% after the company reported a year-over-year increase in first-quarter adjusted EPS results and better-than-expected revenue results. Additionally, the company raised its FY25 <a href="https://www.benzinga.com//node/44975010" target="_blank" rel="noreferrer noopener">adjusted EBITDA guidance</a>.</li>
<li>Bitdeer Technologies Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BTDR#NASDAQ">BTDR</a>) stock gained 38.19% last week. Shares of crypto-related companies have gained amid a rise in the price of Bitcoin. The cryptocurrency continues to face volatility but has decoupled from risk assets this week and has outperformed Gold.</li>
<li>Pegasystems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEGA#NASDAQ">PEGA</a>) shares upped 32.85% after reporting better-than-expected <a href="https://www.benzinga.com//node/44936292" target="_blank" rel="noreferrer noopener">first-quarter financial results</a>. Several analysts raised the <a href="https://www.benzinga.com/quote/pega/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast for the stock.</a></li>
<li>Impinj, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PI#NASDAQ">PI</a>) shares increased 31.58% after the company reported better-than-expected financial results and issued <a href="https://www.benzinga.com//node/44964703" target="_blank" rel="noreferrer noopener">second-quarter guidance above estimates</a>. Several analysts revised the <a href="https://www.benzinga.com/quote/pi/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast for the stock.</a></li>
<li>Lufax Holding Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LU#NYSE">LU</a>) stock grew 30.72%, probably amid overall market strength due to March&#8217;s strong durable goods orders economic data and President Trump&#8217;s announcement that he met with China earlier today.</li>
<li>Tempus AI Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>) shares rocketed 30.09% after the company announced a multi-year collaboration with AstraZeneca PLC <a href="https://www.benzinga.com//node/44960263" target="_blank" rel="noreferrer noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>) and Pathos AI</a>.</li>
<li>Kymera Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KYMR#NASDAQ">KYMR</a>) stock was up 28.00%. The company initiated dosing in the BroADen phase 1B clinical trial evaluating KT-621, a potent degrader of STAT6, in patients <a href="https://www.benzinga.com//node/44918188" target="_blank" rel="noreferrer noopener">with moderate to severe atopic dermatitis</a>.</li>
</ol>
Photo by Piotr Swat via Shutterstock

Equities

Mid Cap

AAPG

AMBP

BTDR

KYMR

PEGA

Bitdeer Tech And Tempus AI Are Among Top 18 Mid-Cap Gainers Last Week (Apr 21-Apr 25): Are The Others In Your Portfolio?

Tempus AI Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>) shares are surging Wednesday after the company announced a multi-year collaboration with AstraZeneca PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>) <a href="https://www.benzinga.com/pressreleases/25/04/b44946320/tempus-signs-expanded-strategic-agreements-with-astrazeneca-and-pathos-to-develop-the-largest-mult">and Pathos AI</a>.
What To Know: Tempus AI announced a multi-year, strategic collaboration with AstraZeneca and Pathos to build a multimodal foundation model in oncology. 
The model, which will be built using Tempus&#8217; de-identified oncology data, is expected to be used for the collection of biological and clinical insights, the discovery of novel drug targets and the development of therapeutics for the oncology community as a whole.
The agreement with AstraZeneca expands on the strategic partnership between the two companies. Tempus said the collaboration includes&nbsp;$200 million&nbsp;in data licensing and model development fees. 
&#8220;Generative AI and the emergence of large multimodal models is the final catalyst needed to usher in precision medicine in oncology at scale,&#8221; said Eric Lefkofsky, founder and CEO of Tempus AI.
&#8220;Tempus has spent the last decade investing billions of dollars into collecting the necessary data needed for a foundation model of this kind to take shape. We look forward to working with AstraZeneca and Pathos to apply AI-enabled solutions to advance therapies in an effort to help patients live longer and healthier lives.&#8221;
Tempus AI shares have seen a rise in popularity among retail investors this year ever since former House Speaker&nbsp;Nancy Pelosi&nbsp;<a href="https://www.benzinga.com/trading-ideas/movers/25/01/43131818/whats-going-on-with-tempus-ai-shares-wednesday">disclosed</a> a position in the company. A regulatory filling from January showed that Pelosi purchased 50 call options in Tempus AI on Jan. 14. The calls have a strike price of $20 and don't expire until Jan. 16, 2026.
See Also: <a href="https://www.benzinga.com/news/global/25/04/44858847/nancy-pelosi-called-us-china-trade-a-job-loser-old-remarks-reemerge-amid-trump-tariff-push">Nancy Pelosi Called US-China Trade &#8216;A Job Loser:&#8217; Old Remarks Reemerge Amid Trump Tariff Push</a>
<h3 class="wp-block-heading">How To Buy TEM Stock</h3>
Besides going to a brokerage platform to purchase a share &#8211; or fractional share &#8211; of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. 
For example, in Tempus AI's case, it is in the Health Care sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
TEM Price Action: <a href="http://benzinga.com/quote/tem">Tempus AI shares</a> were up 16.5% at $50.37 at the time of publication Wednesday. The AI stock is up approximately 46% year-to-date, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Photo: <a href="https://www.shutterstock.com/g/Piotr+Swat">Piotr Swat</a>/Shutterstock.

Contracts

Tempus AI Stock Is Ripping Higher Wednesday: What's Fueling The Move?

Tempus AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>), a technology company leading the adoption of AI to advance precision medicine and patient care, today announced multi-year, strategic collaborations with AstraZeneca (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>) and Pathos AI, Inc., in which the companies will work together to build a multimodal foundation model in oncology which can be used to gather biological and clinical insights, discover novel drug targets, and develop therapeutics for the broader oncology community.
Tempus' de-identified oncology data will be used to build the foundation model. Upon completion, the model will be shared among all three parties to advance their individual efforts to improve patient care. The agreements include $200 million in data licensing and model development fees to Tempus.
The agreement with AstraZeneca expands on the strategic partnership between the two companies announced in 2021 and aims to leverage Tempus' AI-enabled platform and vast repository of multimodal data to advance novel therapeutic programs in oncology on a global scale.

Tempus AI Announces Multi-Year, Strategic Collaborations With AstraZeneca And Pathos AI To Develop Largest Multimodal Foundation Model In Oncology

AstraZeneca Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>) on Monday released topline data from the DESTINY-Breast09 Phase 3 trial of&nbsp;Enhertu&nbsp;(5.4mg/kg) either alone or in combination with pertuzumab versus standard of care THP (a taxane [docetaxel or paclitaxel], trastuzumab, and pertuzumab) as a first-line treatment in patients with HER2-positive <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">metastatic breast cancer</a>.
High-level results from a planned interim analysis showed Enhertu pertuzumab combination demonstrated a statistically significant and clinically meaningful improvement in progression-free <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44891999/enhertu-plus-pertuzumab-demonstrated-highly-statistically-significant-and-clinically-meaningful-im" rel="noreferrer noopener">survival (PFS) compared to THP</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44650506/european-drug-regulator-approves-astrazenecas-two-flagship-cancer-drugs-for-breast-and-lung-cance" rel="noreferrer noopener">European Drug Regulator Approves AstraZeneca&#8217;s Two Flagship Cancer Drugs For Breast And Lung Cancer Settings</a>
The PFS improvement was seen across all pre-specified patient subgroups with&nbsp;Enhertu&nbsp;in&nbsp;combination with pertuzumab.
The key secondary endpoint of overall survival (OS) was not mature at this planned interim analysis; however, interim OS data showed an early trend favoring the&nbsp;Enhertu&nbsp;combination compared with&nbsp;THP.
The second arm assessing&nbsp;Enhertu&nbsp;monotherapy versus THP remains blinded to patients and investigators and will continue to the final PFS analysis.
HER2-positive metastatic breast cancer is an aggressive disease driven by overexpression or amplification of HER2, affecting 15-20% of patients with metastatic breast cancer.
While HER2-targeted therapies have improved outcomes, prognosis remains poor, with most patients experiencing disease progression within two years of 1st-line treatment with THP, which has been the standard of care for more than a decade.
Further, approximately one in three patients never go on to receive treatment following 1st-line therapy due to disease progression or death.
The safety profile of&nbsp;Enhertu&nbsp;in combination with pertuzumab was consistent with the known profiles of each therapy.
Enhertu&nbsp;is a specifically engineered HER2-directed DXd antibody-drug conjugate (ADC) discovered by Daiichi Sankyo (OTC:<a class="ticker" href="https://www.benzinga.com/stock/DSNKY#OTC">DSNKY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/DSKYF#OTC">DSKYF</a>) and being jointly developed and commercialized by AstraZeneca and Daiichi Sankyo.
Data from the combination arm of DESTINY-Breast09 will be presented at an upcoming medical meeting and shared with regulatory authorities.
Enhertu is already approved in more than 75 countries as the 2nd-line treatment for patients with HER2-positive breast cancer based on the results from the&nbsp;DESTINY-Breast03&nbsp;trial.
In January, the U.S. Food and Drug Administration (FDA) approved Enhertu&nbsp;for adult patients with breast cancer that has progressed on one or more endocrine therapies <a target="_blank" href="https://www.benzinga.com/general/biotech/25/01/43273643/fda-approves-astrazeneca-daiichi-sankyos-enhertu-for-certain-type-of-breast-cancer-patients" rel="noreferrer noopener">in the metastatic setting</a>.
The FDA <a target="_blank" href="https://www.astrazeneca.com/media-centre/press-releases/2025/enhertu-approved-in-us-for-breast-cancer-post-et.html#!" rel="noreferrer noopener">granted</a> the approval after securing Priority Review and Breakthrough Therapy Designation. It was based on results from the DESTINY-Breast06 Phase 3 trial.
Price Action: AZN stock is up 1.05% at $68.30 during the premarket session at the last check Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44877490/tractor-supply-earnings-outlook-brightens-with-2025-profit-growth-potential-says-analyst" target="_blank" rel="noreferrer noopener">Tractor Supply Earnings Outlook Brightens With 2025 Profit Growth Potential, Says Analyst</a></li>
</ul>
Photo by Piotr Swat Shutterstock

DSKYF

DSNKY

AstraZeneca- Daiichi Sankyo's Multi-Billion Dollar Cancer Drug Shows Superior Efficacy Across Broad HER2 Positive Metastatic Breast Cancer Patients

Interim Analysis Of DESTINY-Breast 09 Phase III Trial Showd ENHERTU Plus Ertuzumab Demonstrated Statistically Significant And Clinically Meaningful Improvement In Progression-free Survival vs Taxane, Trastuzumab And Pertuzumab As  1st-Line Treatment For Patients With Her2-positive Metastatic Breast Cancer.

<ul>
<li>DESTINY-Breast09 phase 3 trial of Daiichi Sankyo and AstraZeneca's ENHERTU is the first trial in more than a decade to demonstrate superior efficacy across a broad HER2 positive metastatic patient population versus current first-line standard of care</li>
<li>Plans for regulatory submissions are underway</li>
</ul>

AstraZeneca And Daiichi Sankyo's ENHERTU Plus Pertuzumab Demonstrates Statistically Significant PFS Benefit In Phase 3 Trial

US President Donald Trump issued a multi-part executive order on Tuesday to lower drug prices and <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">reduce Medicare costs</a>.
Within 60 days, the Secretary of Health and Human Services is instructed to seek guidance for the Medicare Drug Price Negotiation Program for initial price applicability year 2028 and how drugmakers should implement the set prices in 2026, 2027, and 2028.
<ul>
<li>This guidance will focus on greater transparency, selecting high-cost drugs, and safeguarding pharmaceutical innovation.</li>
<li>Additionally, the administration seeks to eliminate a key disparity in how Medicare treats small-molecule drugs compared to biologics, discouraging investment in more affordable treatments.</li>
</ul>
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44724763/pharma-industry-faces-jitters-as-trump-hints-at-historic-tariffs-bofa-outlines-probable-timeline" rel="noreferrer noopener">Pharma Industry Faces Jitters As Trump Hints At Historic Tariffs, BofA Outlines Probable Timeline</a>
The White House is also <a target="_blank" href="https://www.whitehouse.gov/presidential-actions/2025/04/lowering-drug-prices-by-once-again-putting-americans-first/" rel="noreferrer noopener">targeting</a> the rising costs seniors face under Medicare. A new payment model will be tested within a year to obtain better value for high-cost drugs and biologicals, including those not subject to price negotiations.
Further, the administration wants to align Medicare payments with actual hospital acquisition costs through a national survey, with potential reimbursement adjustments following the results.
To reform Medicaid drug pricing, the administration will develop recommendations linking drug payments to their value and ensuring accurate rebate payments from manufacturers. The initiative also aims to assist states in managing spending while promoting innovation in Medicaid reimbursement.
Affordability for life-saving medications is another key focus: Community health centers will be required to offer insulin and epinephrine at or below discounted 340B prices to low-income individuals with high out-of-pocket costs or no insurance, with compliance tied to eligibility for future federal grants..
To address price manipulation in the supply chain, the administration calls for reevaluating middlemen roles, such as pharmacy benefit managers, and seeking transparency in their compensation structures. Within 90 days, recommendations to promote a more efficient pharmaceutical market are expected.
Other planned reforms include accelerating FDA approvals for generics and over-the-counter conversions, streamlining the drug importation program, and ensuring Medicare payments do not incentivize hospital-based care over less costly physician offices.
Lastly, federal agencies will investigate anti-competitive practices by drug manufacturers, with public listening sessions and policy recommendations expected within six months.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44826592/netflix-wants-to-be-the-next-1-trillion-company-analyst-highlights-growth-path" target="_blank" rel="noreferrer noopener">Netflix Wants To Be The Next $1 Trillion Company, Analyst Highlights Growth Path</a></li>
</ul>
Photo by Aria Armoko via Shutterstock

Regulations

ABBV

BIIB

BMRN

VRTX

Trump's New Order Targets Drug Pricing Transparency And Medicare Cost Reduction

<a href="https://www.youtube.com/watch?v=Dt_sprpZXqk">https://www.youtube.com/watch?v=Dt_sprpZXqk</a>
&nbsp;

Global

President Trump Says Will Do Tariffs On Imported Pharmaceuticals; All I Have To Do Is Impose A Tariff; Pharmaceutical Tariffs In Not Too Distant Future

Tempest Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TPST#NASDAQ">TPST</a>) said on Thursday it had retained MTS Health Partners as a financial advisor. The company plans to explore strategic alternatives to advance its clinical-stage programs and maximize stockholder value.
Strategic alternatives may include M&amp;A, partnerships, joint ventures, licensing arrangements or <a href="https://www.benzinga.com/pressreleases/25/04/g44723521/tempest-announces-plan-to-explore-strategic-alternatives-to-advance-promising-pipeline-of-clinical" target="_blank" rel="noreferrer noopener">other strategic transactions</a>.
&#8220;Notwithstanding the positive randomized data set from the amezalpat Phase 2 and its blockbuster potential in first-line HCC, as well as the potential of TPST-1495 as it moves towards a Phase 2 in FAP, the capital markets have been unavailable to support the next stage of advancement,&#8221; said Stephen Brady, president and chief executive officer of Tempest.&nbsp;
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/24/08/40401811/why-is-small-cap-tempest-therapeutics-stock-trading-higher-on-thursday" rel="noreferrer noopener">Why Is Small-Cap Tempest Therapeutics Stock Trading Higher On Thursday?</a>
On Thursday, Scotiabank downgraded Tempest Therapeutics from Sector Outperform to Sector Perform while raising the price target from $7 to $9.
In October 2024, the company entered into an agreement with&nbsp;Roche Holdings AG&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>) to advance the evaluation of amezalpat (TPST-1120) in combination with atezolizumab (Tecentriq) and bevacizumab, the current standard of care for unresectable or metastatic hepatocellular carcinoma (HCC), into a Phase 3 trial for the first-line&nbsp;<a target="_blank" href="https://www.benzinga.com/general/biotech/24/10/41271516/why-is-cancer-focused-tempest-therapeutics-stock-trading-higher-on-thursday" rel="noreferrer noopener">treatment of liver cancer</a>.
Under the agreement, Roche will supply atezolizumab globally and Tempest will sponsor and lead the pivotal study.
Analyst George Farmer writes that Roche appears to have no financial interest in the Phase 3 evaluation of amezalpat in combination with atezo/bev, despite the quality of results that Tempest Therapeutics <a target="_blank" href="https://www.benzinga.com/general/biotech/24/06/39412888/whats-going-on-with-cancer-focused-tempest-therapeutics-stock-on-thursday" rel="noreferrer noopener">presented last June</a>.
Other potential partners with deep pockets, like AstraZeneca and Bristol Myers Squibb &amp; Co, with their own cancer immunotherapies, are uninterested.
&#8220;Lack of partner interest in this program, including negligible BD engagement from Roche beyond promise of providing a free Phase 3 supply of atezolizumab, indicates to us that this is probably a broken story that cannot be repaired without additional early-stage clinical exploration,&#8221; Farmer writes.
&#8220;We think the company may ultimately attract a buyer, but we would not expect a significant transaction premium above the current trading range,&#8221; Farmer adds.
HC Wainwright downgraded Tempest Therapeutics from Buy to Neutral while maintaining the price target of $16.
TPST Price Action: Tempest Therapeutics stock is down 6.93% at $6.65 at publication on Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44720941/terawulf-price-forecast-cut-as-analyst-cites-tough-bitcoin-economics-doubts-over-ai-growth-plans" target="_blank" rel="noreferrer noopener">TeraWulf Price Forecast Cut As Analyst Cites Tough Bitcoin Economics, Doubts Over AI Growth Plans</a></li>
</ul>
Photo: Shutterstock

Downgrades

Price Target

Tempest Therapeutics, Inc. - Common Stock

TPST

Tempest Weighs M&A, Analyst Sees A "Broken Story" Despite Phase 2 Liver Cancer Study Success

U.S.&nbsp;President Donald Trump, on Tuesday, disclosed plans for a "major tariff" on <a target="_blank" href="https://www.benzinga.com/topic/tariffs" rel="noreferrer noopener">foreign pharmaceuticals</a>.
"We're&nbsp;going to be announcing very&nbsp;shortly a major tariff on&nbsp;pharmaceuticals… when they hear that&nbsp;they will leave China, they&nbsp;will leave other places because… most of their product&nbsp;is sold here," Trump expressed at&nbsp;a National Republican <a target="_blank" href="https://www.benzinga.com/25/04/44708204/trump-hints-at-major-tariff-on-imported-pharmaceuticals-us-pharma-stocks-tumble-in-wednesday-pre-market" rel="noreferrer noopener">Congressional Committee&nbsp;dinner</a>.
He also told reporters on board his Air Force One plane that "pharma" tariffs would arrive "at a level that you haven't really seen before," saying these would be announced "in the near future," BBC <a target="_blank" href="https://www.bbc.com/news/articles/cedyylj1v32o" rel="noreferrer noopener">report</a> added.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44698325/trump-tariff-strategy-self-inflicted-market-debacle-says-wedbush-analyst" rel="noreferrer noopener">Trump Tariff Strategy Creates ‘Self-Inflicted Market Debacle': Analyst</a>
When President Trump announced tariffs last week, he excluded pharmaceuticals from the new tariffs, likely a relief for the industry under pressure following his prior comments suggesting a 25% tariff&nbsp;<a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44652075/us-tariffs-spare-drugmakers-but-threaten-diabetes-device-industry" rel="noreferrer noopener">on pharmaceutical imports</a>.&nbsp;
On Wednesday, in a surprise announcement from President Donald Trump, a 90-day pause on tariffs for countries that have not retaliated <a target="_blank" href="https://www.benzinga.com/topic/tariffs" rel="noreferrer noopener">against U.S. trade measures.</a>
The news ignited a broad risk-on rally, catapulting major indices to multi-month highs and sending volatility plunging.
Trump's latest Truth Social post slammed China for showing "a lack of respect" and declared an immediate 125% tariff hike on Chinese goods.
"At some point, hopefully in the near future, China will realize that the days of ripping off the U.S.A. and other Countries is no longer sustainable or acceptable," he said.
He praised the over 75 countries that, in his words, "have not, at my strong suggestion, retaliated in any way, shape, or form."
As a reward, those countries would benefit from a temporary 10% reciprocal tariff and a 90-day pause on additional duties.
The biopharma industry has historically been shielded from tariffs, including during Trump's first term.
Although Trump didn't provide many details, his remarks have unsettled buyers, especially those who depend on medicines from India. India provides nearly half of all generic drugs used in the U.S., helping cut billions from healthcare costs.
The U.S. is a major market, buying about a third of India's $13 billion in yearly drug exports.
Indian drug companies warn that if tariffs are added, they'd have to raise prices—which could increase healthcare costs in the U.S.
Even though some companies like Cipla and Dr. Reddy's Laboratories Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDY#NYSE">RDY</a>) have factories in the U.S., most say it's too expensive to move production for low-profit generic drugs.
BofA Securities analyst says if the Trump administration plans to impose tariffs on the pharmaceutical industry, it would likely do so through a "Section 232 investigation" under the Trade Expansion Act of 1962 to determine whether importing certain goods threatens national security.
The typical timeline for a Section 232 investigation is about a year. If the same timeline applied here, tariffs on drug imports likely wouldn't take effect until late in the year—at the earliest.
It's unclear whether the Section 232 investigation into the drug industry is about to start, but based on recent comments from the administration, it seems possible. However, launching an investigation doesn't guarantee that tariffs will follow.
As the first quarter 2025 earnings season starts soon, analyst Tim Anderson says it will be worth watching whether companies discuss potential tariffs during earnings calls.
That said, any actual earnings impact likely wouldn't show up until sometime after 2025, which could leave investors with more questions than answers.
Wedbush analyst Daniel Ives <a target="_blank" href="https://www.benzinga.com/25/04/44698325/trump-tariff-strategy-self-inflicted-market-debacle-says-wedbush-analyst" rel="noreferrer noopener">on Tuesday wrote</a> that "saying we can just make this in the USA" understates how complex the supply chain in Asia really is—and how electronics, chips, semiconductors, hardware, and smartphones have been built for U.S. consumers over the past 30 years."
Shares of major drugmakers such as Gilead Sciences&nbsp;Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), Merck&nbsp;&amp; Co Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>), Eli Lilly&nbsp;And Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>), AstraZeneca&nbsp;Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>), Roche&nbsp;Holdings AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>), Sanofi&nbsp;SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>), Novartis&nbsp;AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), Argenx&nbsp;SE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARGX#NASDAQ">ARGX</a>), UCB&nbsp;SA (OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJY#OTC">UCBJY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJF#OTC">UCBJF</a>), Novo Nordisk&nbsp;A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>), Regeneron Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) GSK Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) and Pfizer Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) fell on Wednesday, only reverse course later after the 90-day tariff pause.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/04/44723376/goldman-sachs-scraps-recession-call-after-trumps-surprise-tariff-pause-as-wall-street-marks-strongest-day-since-2008" target="_blank" rel="noreferrer noopener">Goldman Sachs Scraps Recession Call After Trump's Surprise Tariff Pause As Wall Street Marks Strongest Day Since 2008</a></li>
</ul>
Photo by MargJohnsonVA via Shutterstock

Pharma Industry Faces Jitters As Trump Hints At Historic Tariffs, BofA Outlines Probable Timeline

President Donald Trump has declared that his administration is on the brink of imposing a significant tariff on <a href="https://in.benzinga.com/markets/25/04/44627820/trumps-reciprocal-tariffs-on-india-exempt-pharma-easing-mark-cubans-price-hike-concerns">pharmaceuticals imported from foreign countries.</a>
What Happened: President Trump, on Tuesday, disclosed plans for a &#8220;major tariff&#8221; on foreign pharmaceuticals. Trump is hopeful that this move will prompt drug companies to shift their operations to the U.S., <a href="https://www.theguardian.com/australia-news/2025/apr/09/donald-trump-flags-major-tariff-on-pharmaceuticals-as-us-senator-criticises-whack-on-australia">reported</a> The Guardian.
&#8220;We&#8217;re going to be announcing very shortly a major tariff on pharmaceuticals&#8230; when they hear that they will leave China, they will leave other places because&#8230; most of their product is sold here,&#8221; Trump expressed at a National Republican Congressional Committee dinner.
Despite exempting pharmaceuticals from the recent round of reciprocal tariffs, Trump has been hinting for a long time that the drug industry would be a target. The President is of the view that the tariff will drive drug companies to return to the U.S., considering it is a significant market for their products. &#8220;The advantage we have over everybody is that we&#8217;re the big market. So we&#8217;re going to be announcing very shortly a major tariff on pharmaceuticals,&#8221; Trump added.
The President, however, did not divulge any specifics regarding the tariff increase or its potential impact.
Pharmaceutical stocks across the globe, including GlaxoSmithKline, Sanofi and India&#8217;s Teva Pharmaceuticals, tumbled on Wednesday.
In the U.S. pharmaceutical stocks, Pfizer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) declined 3.5%, while Eli Lilly And Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) lost 3.2%. AstraZeneca Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>) fell 1.35%, while Amgen Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>) and Merck &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>) dropped 2.94% and 2.75%, respectively, during the Wednesday pre-market trading session.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/25/04/44706492/trump-predicts-tremendous-thundering-landslide-in-2026-midterms-says-tariffs-will-help-republicans-win-bi" target="_blank" rel="noreferrer noopener">Trump Predicts &#8216;Tremendous, Thundering Landslide&#8217; In 2026 Midterms, Says Tariffs Will Help Republicans Win Big</a>
Why It Matters: The $1.7 trillion revenue prescription drug industry has demonstrated a strong resilience to tariffs. The U.S., being the largest and most profitable market globally for prescription drugs and generic products, imports most of these from overseas. In 2024, drug imports reached $213 billion, more than two and a half times the total 10 years earlier. The proposed tariff could, in theory, help bring business back onshore.
However, companies like&nbsp;AstraZeneca Plc and&nbsp;Pfizer&nbsp;have extensive global manufacturing networks, including Ireland, Germany, Canada, the UK, and the U.S and are not restricted to India and China. Sources told Reuters that it could take up to 10 years to build and equip a factory in the U.S., due to stringent regulatory requirements from the U.S. Food and Drug Administration (FDA). Therefore, Trump&#8217;s tariff might necessitate drugmakers to overhaul a complex, expensive manufacturing system.
Meanwhile, after Trump indicated major tariffs on pharmaceuticals, EU drugmakers have urged European Commission President Ursula von der Leyen to take "rapid and radical action" to address the growing "risk of an exodus" to the U.S., following a meeting in Brussels.
<ul>
<li>READ MORE: <a href="https://benzinga.com/25/04/44705972/ford-motor-general-motors-to-witness-higher-demand-as-american-automotives-reap-the-fruit-of-protectionism-says-e" target="_blank" rel="noreferrer noopener">Ford, GM To Witness &#8216;Higher Demand&#8217; As American Carmakers Set To &#8216;Reap The Fruit Of Protectionism,&#8217; Says Expert: Here&#8217;s A List Of Potential Gainers And Losers From Trump Tariffs</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Trump Hints At 'Major Tariff' On Imported Pharmaceuticals: Pfizer, Eli Lilly, Amgen And Other Stocks Tumble In Wednesday Pre-Market

The European Commission on Friday approved AstraZeneca Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>) and Daiichi Sankyo's&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/DSKNY#OTC">DSKNY</a>) Enhertu (trastuzumab deruxtecan) as a monotherapy for a type of breast cancer.
The approval covers adult patients with unresectable or metastatic hormone receptor (HR)-positive, HER2-low or HER2-ultralow breast cancer who have received at least one endocrine therapy in the metastatic setting and who are not considered suitable for endocrine therapy as the next line of treatment.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44569107/fda-approves-astrazenecas-imfinzi-as-first-perioperative-immunotherapy-for-muscle-invasive-bladder-cancer-patients" rel="noreferrer noopener">FDA Approves AstraZeneca's Imfinzi As First Perioperative Immunotherapy For Muscle-Invasive Bladder Cancer Patients</a>
The <a target="_blank" href="https://www.astrazeneca.com/media-centre/press-releases/2025/enhertu-approved-in-eu-in-post-et-breast-cancer.html" rel="noreferrer noopener">approval</a> is based on results from the DESTINY-Breast06 Phase 3 trial.
In the trial,&nbsp;Enhertu&nbsp;showed a 38% reduction in the risk of disease progression or death versus chemotherapy in patients with chemotherapy-naïve HR-positive, HER2-low metastatic breast cancer with a median progression-free survival (PFS) of 13.2 months versus 8.1 months.
In the overall trial population, the median PFS was 13.2 months in patients randomized to&nbsp;Enhertu&nbsp;compared to 8.1 months in those randomized to chemotherapy.
In an exploratory analysis, results were consistent between patients with HER2-low expression and HER2-ultralow expression.
Following this approval for&nbsp;Enhertu&nbsp;in the EU, AstraZeneca is due to Daiichi Sankyo $125 million as a milestone payment.
The European Commission also <a target="_blank" href="https://www.astrazeneca.com/media-centre/press-releases/2025/imfinzi-approved-in-eu-for-aegean.html" rel="noreferrer noopener">approved</a> AstraZeneca's Imfinzi (durvalumab) in combination with chemotherapy for adults with resectable non-small cell lung cancer (NSCLC) at high risk of recurrence and no epidermal growth factor receptor (EGFR) mutations or anaplastic lymphoma kinase (ALK) rearrangements.
In this regimen, patients are treated with&nbsp;Imfinzi&nbsp;in combination with neoadjuvant chemotherapy before surgery and as adjuvant monotherapy after surgery.
Results from a planned interim analysis of event-free survival (EFS) showed a statistically significant and clinically meaningful 32% reduction in the risk of recurrence, progression events, or death versus neoadjuvant chemotherapy alone in patients treated with the&nbsp;Imfinzi-based perioperative regimen.
In a final analysis of pathologic complete response (pCR), treatment with&nbsp;Imfinzi&nbsp;plus neoadjuvant chemotherapy before surgery resulted in a pCR rate of 17.2% versus 4.3% for patients treated with neoadjuvant chemotherapy alone.
Additionally, interim overall survival (OS) results showed a favorable trend with the&nbsp;Imfinzi-based&nbsp;perioperative regimen. The OS data were not tested for statistical significance in this interim analysis and will continue to be assessed as a key secondary endpoint in the final analysis.
Price Action: AZN stock is down 6.37% at $69.21&nbsp;at the last check on Friday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/asset-sales/25/04/44646240/rogers-scores-5-billion-blackstone-deal-to-cut-debt-unlock-wireless-infrastructure-value" target="_blank" rel="noreferrer noopener">Rogers Scores $5 Billion Blackstone Deal To Cut Debt, Unlock Wireless Infrastructure Value</a></li>
</ul>
Photo by JHVEPhoto via Shutterstock

DSKNY

European Drug Regulator Approves AstraZeneca's Two Flagship Cancer Drugs For Breast And Lung Cancer Settings

<ul>
<li>Based on DESTINY-Breast06 Phase III trial results which showed Enhertu demonstrated superiority vs. chemotherapy with a median progression-free survival of more than one year.</li>
<li>Approval brings AstraZeneca and Daiichi Sankyo's Enhertu earlier in the treatment of HR-positive, HER2-low breast cancer and broadens the eligible patient population to those with HER2-ultralow disease.</li>
</ul>

The European Commission Approves AstraZeneca And Daiichi Sankyo's Enhertu (Trastuzumab Deruxtecan) As Monotherapy For Adult Patients With Unresectable Or Metastatic Hormone Receptor-positive, HER2-low Or HER2-ultralow Breast Cancer Who Have Received At Least One Endocrine Therapy In The Metastatic Setting And Who Are Not Considered Suitable For Endocrine Therapy As The Next Line Of Treatment

In this regimen, patients are treated with Imfinzi in combination with neoadjuvant chemotherapy before surgery and as adjuvant monotherapy after surgery.
&nbsp;

The European Commission Approves AstraZeneca's Imfinzi (Durvalumab) In Combination With Chemotherapy For Adults With Resectable Non-small Cell Lung Cancer At High Risk Of Recurrence And No Epidermal Growth Factor Receptor Mutations Or Anaplastic Lymphoma Kinase Rearrangements

AstraZeneca's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NYSE">AZN</a>) short percent of float has fallen 10.91% since its last report. The company recently reported that it has 15.24 million shares sold short, which is 0.49% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.5 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>AstraZeneca Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743525915_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for AstraZeneca has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing AstraZeneca's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, AstraZeneca's peer group average for short interest as a percentage of float is 4.23%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Peering Into AstraZeneca's Recent Short Interest

The U.S. Food and Drug Administration (FDA) on Monday approved AstraZeneca Plc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>) Imfinzi&nbsp;(durvalumab) in combination with gemcitabine and cisplatin as neoadjuvant treatment, followed by Imfinzi&nbsp;as adjuvant monotherapy&nbsp;after radical cystectomy (surgery to remove the bladder) for adult patients with muscle-<a target="_blank" href="https://www.benzinga.com/general/biotech" rel="noreferrer noopener">invasive bladder cancer (MIBC)</a>.
The FDA approval was based on results from the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44558058/imfinzi-durvalumab-approved-in-the-us-as-first-and-only-perioperative-immunotherapy-for-patients-w" rel="noreferrer noopener">NIAGARA Phase 3 trial</a>.
In a planned interim analysis, the Imfinzi-based&nbsp;perioperative regimen demonstrated a 32% reduction in the risk of disease progression, recurrence, not undergoing surgery, or death versus the comparator arm.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/25/03/44188407/astrazenecas-imfinzi-based-regimen-shows-improved-event-free-survival-in-early-stage-gastric-cancer-patients" rel="noreferrer noopener">AstraZeneca's Imfinzi-Based Regimen Shows Improved Event-Free Survival In Early-Stage Gastric Cancer Patients</a>
The estimated median event-free survival (EFS) has not yet been reached for the Imfinzi arm versus 46.1 months for the comparator arm. An estimated 67.8% of patients treated with the regimen were event-free at two years compared to 59.8% in the comparator arm.
Results from the key secondary endpoint of overall survival (OS) showed that the Imfinzi-based perioperative regimen reduced the risk of death by 25% versus neoadjuvant chemotherapy with radical cystectomy.
Median survival was not yet reached for either arm. An estimated 82.2% of patients treated with the regimen were alive at two years compared to 75.2% in the comparator arm.
Concurrently, AstraZeneca's&nbsp;Calquence&nbsp;(acalabrutinib) in combination with bendamustine and rituximab was <a target="_blank" href="https://www.astrazeneca.com/media-centre/press-releases/2025/calquence-recommended-for-eu-approval-in-1l-mcl.html" rel="noreferrer noopener">recommended</a> for approval in the European Union for adult patients with previously untreated mantle cell lymphoma who are not eligible for autologous hematopoietic stem cell transplantation.
The positive opinion was based on the &nbsp;ECHO Phase 3 trial results.
Calquence&nbsp;plus bendamustine and rituximab reduced the risk of disease progression or death by 27% compared to standard-of-care chemoimmunotherapy.
Median PFS was 66.4 months for patients treated with the Calquence combination versus 49.6 with chemoimmunotherapy alone.
Price Action: AZN stock is down 0.86% at $73.16 at the last check Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/03/44566612/palatin-technologies-obesity-drug-co-administered-with-eli-lillys-blockbuster-drug-shows-44-reduction-in-weight-vs-placebo" target="_blank" rel="noreferrer noopener">Palatin Technologies' Obesity Drug Co-Administered With Eli Lilly's Blockbuster Drug Shows 4.4% Reduction In Weight</a></li>
</ul>
Image by Robert Way via Shutterstock

FDA Approves AstraZeneca's Imfinzi As First Perioperative Immunotherapy For Muscle-Invasive Bladder Cancer Patients

Durvalumab (Imfinizi) plus chemotherapy followed by single-agent durvalumab has been approved by the FDA for patients with muscle-invasive bladder cancer after radical cystectomy, according to a press release from the agency.1
The approval was based on results from the <a href="https://www.cancernetwork.com/view/neoadjuvant-durvalumab-chemo-adjuvant-durvalumab-improves-efs-in-cisplatin-eligible-mibc">phase 3 NIAGARA trial (NCT03732677),</a> in which updated results were recently presented at the <a href="https://www.cancernetwork.com/conference/asco-genitourinary-cancer-symposium">2025 ASCO Genitourinary Cancer Symposium</a>.2 Results presented here were focused on efficacy and safety, as well as the impact of pathological complete response (pCR) for patients in the aforementioned population.
Results presented at the <a href="https://www.cancernetwork.com/conference/esmo">2024 European Society of Medical Oncology Congress</a> and subsequently published in the New England Journal of Medicine highlighted that the event-free survival (EFS) was not reached (NR; 95% CI, NR-NR) in the durvalumab arm and 46.1 months (95% CI, 32.23-NR) in the comparator arm (HR, 0.68; 95% CI, 0.56-0.82; P &lt;.0001).3,4 The 12-month EFS rates in either arm included 76.0% vs 69.9%, and the 24-month rates were 67.8% vs 59.8%.

AstraZeneca Announces FDA Approves Adjuvant Durvalumab/Chemo In Muscle-Invasive Bladder Cancer

MRNA

President Trump Says Will Be Announcing Pharma Tariffs Soon

Press Releases

Global Radiotherapy Market Expected to Reach $9.62 Billion By 2030 Realizing Growth Due to Technological Advancements

IMFINZI® (durvalumab) approved in the US as first and only perioperative immunotherapy for patients with muscle-invasive bladder cancer

DESTINY-Gastric05 Phase 3 Trial of ENHERTU® Initiated in Patients with Previously Untreated HER2 Positive Advanced Gastric Cancer

​​AZD0780, a novel oral PCSK9 inhibitor, demonstrated significant LDL cholesterol (LDL-C) reduction in PURSUIT Phase IIb trial

ENHERTU® Plus Pertuzumab Demonstrated Highly Statistically Significant and Clinically Meaningful Improvement in Progression-Free Survival Versus THP as First-Line Therapy for Patients with HER2 Positive Metastatic Breast Cancer

ENHERTU® (fam-trastuzumab deruxtecan-nxki) plus pertuzumab demonstrated highly statistically significant and clinically meaningful improvement in progression-free survival vs. THP as 1st-line therapy for patients with HER2+ metastatic breast cancer

Tempus Signs Expanded Strategic Agreements with AstraZeneca and Pathos to Develop the Largest Multimodal Foundation Model in Oncology

STAAR Surgical Announces Changes to Board of Directors

SOPHiA GENETICS Announces Expanded Collaboration with AstraZeneca to Accelerate Liquid Biopsy Testing Globally from AACR

Puma Biotechnology Presents Clinical Data on Neratinib at the AACR Annual Meeting 2025

ATNM

BAYRY

CRVL

MDRX

QSII

STAA

TYO:4568

Amneal Pharmaceuticals, Inc. - Class A Common Stock

Amneal Pharmaceuticals

Axsome Therapeutics

Bristol-Myers Squibb Company Common Stock

Bristol-Myers Squibb

Corcept Therapeutics Incorporated - Common Stock

Corcept Therapeutics

Elanco Animal Health Incorporated Common Stock

Elanco Animal Health

GSK plc American Depositary Shares (Each representing two Ordinary Shares)

HUTCHMED (China) Limited - American Depositary Shares

HUTCHMED (China)

Haleon plc American Depositary Shares (Each representing two Ordinary Shares)

Haleon

Jazz Pharmaceuticals plc - Ordinary Shares

Jazz Pharmaceuticals

Johnson & Johnson

Eli Lilly

Merck & Co

Novo Nordisk

Novartis

Organon

Prestige Consumer Healthcare Inc. Common Stock

Prestige Consumer

Pfizer

Dr. Reddy's Laboratories Ltd Common Stock

Dr Reddy's Laboratories

Royalty Pharma plc - Class A Ordinary Shares

Royalty Pharma

Sanofi

Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock)

Takeda Pharmaceutical Co

Teva Pharmaceutical Industries Limited American Depositary Shares

Teva Pharmaceutical Indus

Verona Pharma plc - American Depositary Shares

Verona Pharma

Viatris

Zoetis

TD Cowen

Argus Research

Goldman Sachs

BMO Capital

Morgan Stanley

Screenshot 2024-09-30 at 9.13.36 PM

TNXP

The Rush For Non-Addictive Painkillers To Counter The Opioid Crisis Puts Two Companies Closer To FDA Decisions

Screenshot 2024-09-30 at 5.38.54 PM

Movers & Shakers

COSM

Nestle Sponsored representing Registered Shares Series B

NSRGY

VTRS

How Cosmos Health&#39;s Acquisition Of Almost 100-Year-Old Company, Adding To Capabilities Like Contract Manufacturing, Could Generate Over $10 Million In Annual Gross Profit

Screenshot 2024-03-13 at 5.45.52 PM

FDXTF

SHTDY

Nanotechnology&#39;s Promising Role In Fighting Infectious Diseases: Protecting Surfaces With FendX&#39;s Nanotechnology

Screenshot 2023-07-10 at 5.56.06 PM

GNPX

Gene Therapy Company Genprex, Inc. (NASDAQ: GNPX) Receives Fast Track Designation From The FDA For Its Small Cell Lung Cancer Drug Candidate

도널드 트럼프 대통령은 화요일(8일) <a href="https://www.benzinga.com/topic/tariffs" target="_blank" rel="noopener">외국 의약품</a>에 대한 "주요 관세" 계획을 공개했다.
트럼프 대통령은 <a href="https://www.benzinga.com/25/04/44708204/trump-hints-at-major-tariff-on-imported-pharmaceuticals-us-pharma-stocks-tumble-in-wednesday-pre-market" target="_blank" rel="noopener">전국공화당의회위원회(NRCC) 만찬</a>에서 이렇게 말했다. "우리는 곧 의약품에 대한 주요 관세를 발표할 것이다&#8230;관세 소식을 들으면 회사들은 중국을 떠날 것이다&#8230;대부분 제품이 미국에서 판매되기 때문이다.&#8221;
또한 트럼프는 에어포스원 기내에서 기자들에게 "제약" 관세가 "이전에는 실제로 보지 못했던 수준"에 도달할 것이라며 "가까운 장래에 발표될 것"이라고 말했다고 <a href="https://www.bbc.com/news/articles/cedyylj1v32o" target="_blank" rel="noopener">BBC는 덧붙였다.</a>
트럼프 대통령은 지난주 관세를 발표하면서 의약품을 새로운 관세 대상에서 제외했는데, 이는 <a href="https://www.benzinga.com/general/biotech/25/04/44652075/us-tariffs-spare-drugmakers-but-threaten-diabetes-device-industry" target="_blank" rel="noopener">의약품 수입</a>에 25% 관세를 부과하겠다는 이전 발언 이후 압박을 받던 업계에 안도감을 안겨준 것으로 보인다.
수요일(9일) 트럼프 대통령은 깜짝 발표를 통해 <a href="https://www.benzinga.com/topic/tariffs" target="_blank" rel="noopener">미국의 무역 조치</a>에 보복하지 않은 국가에 대해 90일 동안 관세를 유예한다고 발표했다. 이 소식은 광범위한 리스크온 랠리에 불을 붙였고, 주요 지수는 수개월 만에 최고치를 기록하고 변동성이 급락했다.
트럼프는 최근 트루스 소셜에 올린 글에서 중국이 "존중이 부족하다"고 비난하며 중국산 제품에 대한 즉각적인 125% 관세 인상을 선언했다.
그는 "가까운 시일 내에 중국이 미국과 다른 국가를 상대로 폭리를 취하는 것이 더 이상 지속 가능하지도, 용납될 수도 없다는 것을 깨닫게 되기를 바란다"고 말했다. 그리고 "나의 강력한 제안에도 불구하고 어떤 방식, 형태, 형태로든 보복을 하지 않은" 75개 이상의 국가들을 칭찬했다.
이에 대한 보상으로 이들 국가는 일시적 10% 상호관세와 90일간 추가 관세 유예로부터 혜택을 받게 될 것이다.
바이오제약 산업은 트럼프 대통령의 첫 임기 동안을 포함하여 역사적으로 관세로부터 보호받아왔다.
트럼프 대통령은 자세한 내용을 밝히지 않았지만, 그의 발언은 특히 인도산 의약품에 의존하는 구매자들을 불안하게 만들었다. 인도는 미국에서 사용되는 모든 제네릭 의약품의 거의 절반을 공급하여 수십억 달러의 의료 비용을 절감하는 데 기여하고 있다.
미국은 인도의 연간 의약품 수출액 130억 달러 중 약 3분의 1을 구매하는 주요 시장이다. 인도 제약 회사들은 관세가 추가되면 가격을 인상해야 하며, 이로 인해 미국 내 의료 비용이 증가할 수 있다고 경고한다.
시플라(Cipla)와 닥터 레디스 래버러토리스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDY#NYSE">RDY</a>) 같은 일부 회사는 미국에 공장을 가지고 있지만, 대부분은 수익성이 낮은 제네릭 의약품을 생산하기에는 비용이 너무 많이 든다고 말한다.
뱅크오브아메리카 증권 애널리스트는 트럼프 행정부가 제약 산업에 관세를 부과할 계획이라면 1962년 무역확장법에 따른 &#8216;섹션 232조 조사&#8217;를 통해 특정 상품 수입이 국가 안보를 위협하는지 여부를 결정할 가능성이 높다고 말했다.
232조 조사의 일반적인 일정은 약 1년이다. 여기에 동일한 일정이 적용된다면 의약품 수입에 대한 관세는 빠르면 올해 말에나 발효될 가능성이 높다. 제약 산업에 대한 232조 조사가 곧 시작될지는 확실하지 않지만, 최근 행정부의 발언을 보면 가능성이 있는 것으로 보인다. 하지만 조사를 시작한다고 해서 반드시 관세가 부과된다는 보장은 없다.
애널리스트 팀 앤더슨(Tim Anderson)은 2025년 1분기 실적 시즌이 곧 시작되므로 기업들이 실적 발표에서 잠재적 관세에 대해 논의할지 여부를 지켜볼 필요가 있다고 말한다.
즉, 실제 수익에 미치는 영향은 2025년 이후가 되어야 나타날 가능성이 높기 때문에 투자자들은 답변보다 더 많은 질문을 남길 수 있다.
웨드부시 애널리스트 댄 아이브스는 화요일에 "미국에서 그냥 만들 수 있다고 말하는 것은 아시아의 공급망이 실제로 얼마나 복잡한지, 그리고 지난 30년 동안 미국 소비자를 위해 전자, 칩, 반도체, 하드웨어 및 스마트폰이 어떻게 구축되어 왔는지를 과소평가하는 것"이라고 <a href="https://www.benzinga.com/25/04/44698325/trump-tariff-strategy-self-inflicted-market-debacle-says-wedbush-analyst">썼다</a>.
주요 제약 회사의 주가, 예를 들어 길리어드 사이언스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), 머크 앤 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>), 일라이 릴리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>), 아스트라제네카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>), 로슈 홀딩스(OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>), 사노피(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>), 노바티스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), 아겐스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARGX#NASDAQ">ARGX</a>), UCB SA(OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJY#OTC">UCBJY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJF#OTC">UCBJF</a>), 노보 노디스크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>), 리제네론(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>), GSK(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) 및 화이자(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>)는 수요일에 하락했다가 90일 관세 유예 발표 후 반등했다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%ED%8A%B8%EB%9F%BC%ED%94%84%EC%9D%98-%EA%B9%9C%EC%A7%9D-%EA%B4%80%EC%84%B8-%EC%9C%A0%EC%98%88-%EA%B3%A8%EB%93%9C%EB%A7%8C%EC%82%AD%EC%8A%A4%EB%8A%94-%EA%B2%BD%EA%B8%B0%EC%B9%A8%EC%B2%B4-%EC%A0%84/">트럼프의 깜짝 관세 유예, 골드만삭스는 경기침체 전망 철회…美 증시 2008년 이후 일일 최대 상승</a>
사진 출처: MargJohnsonVA via Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

암젠(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)은 연구용 체중 감량 주사제인 마리타이드(MariTide)에 대한 중요한 3상 임상시험 2건을 개시했다. 이러한 움직임은 성장하는 비만 치료제 시장에 진출하려는 암젠의 노력에 중요한 발걸음을 내디딘 것이다.
무슨 일 있었나: <a href="https://www.cnbc.com/2025/03/05/amgen-weight-loss-drug-maritide-starts-two-phase-three-trials.html" target="_blank" rel="noopener">CNBC</a>에 따르면 암젠의 연구 개발 담당 수석 부사장 제이 브래드너 박사는 수요일(5일) 제45회 연례 TD코웬 헬스케어 컨퍼런스에서 마리타이드의 3상 개발 프로그램인 &#8216;MARITIME 프로그램&#8217;이 놀랍도록 잘 진행되고 있다고 말했다.
마리타이드는 월 1회 주사제로, 기존의 주 1회 체중 감량 주사제인 노보 노디스크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>)의 오젬픽(Ozempic), 웨고비(Wegovy) 그리고 일라이 릴리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)의 젭바운드(Zepbound)에 도전할 것으로 예상된다. 이러한 약물은 GLP-1s라는 호르몬으로, 특정 장 호르몬을 모방하여 식욕과 혈당 수치를 조절한다.
새로운 임상 3상 시리즈의 첫 번째 시험은 비만 또는 과체중이지만 제2형 당뇨병이 없는 약 3,500명의 개인을 대상으로 마리타이드를 평가할 것이다. 두 번째 임상시험에서는 비만 또는 과체중이면서 제2형 당뇨병을 앓고 있는 999명의 환자를 대상으로 마리타이드를 평가할 예정이다. 두 연구 모두 72주 동안의 체중 감량 비율을 측정하는 데 중점을 두고 있다.
11월, 암젠은 2상 임상시험에서 비만 환자가 체중 감소 정체기에 도달하지 않고 1년 동안 평균 최대 20%의 체중을 감량할 수 있었다고 발표했다. 그러나 이러한 결과는 해당 약물에 대한 월가의 높은 기대치를 충족시키지 못했다. 암젠은 올해 마리타이드에 대한 추가 정보를 공개할 예정이다.
왜 중요한가: 모건스탠리 리서치에 따르면 전 세계 체중 감량 약물 시장은 2030년까지 1,050억 달러에 달할 것으로 예상된다. 비만 치료제 시장도 경쟁이 치열한데, 최근 노보 노디스크 같은 회사는 가격을 낮추고 <a href="https://www.benzinga.com/25/03/44143391/novo-nordisk-boosts-wegovy-access-with-lower-pricing-and-home-delivery" target="_blank" rel="noopener">택배 배송을 제공함으로써</a> 체중 감량 치료제인 웨고비에 대한 접근성을 높이고 있다. 암젠이 마리타이드를 통해 체중 감량 약물 시장에 진출하면 현재의 시장 역학 관계에 지각 변동이 일어날 수 있다.
또한, 암젠은 최근 아스트라제네카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>)와 <a href="https://www.benzinga.com/25/03/44083934/amgen-astrazeneca-partnered-asthma-drug-shows-rapid-and-sustained-effect-in-chronic-rhinosinusitis" target="_blank" rel="noopener">제휴한 천식 치료제</a>를 통해 비용종을 동반한 만성부비동염 치료에 성공함으로써 중요한 건강 문제를 해결하기 위한 암젠의 노력을 더욱 강조한 바 있다. 앞으로 진행될 임상시험에서 마리타이드가 성공하면 제약 업계에서 암젠의 입지가 더욱 공고해질 수 있다.
이미지 출처: Shutterstock
면책 조항: 이 콘텐츠는 부분적으로 AI 도구의 도움을 받아 생성되었으며, Benzinga 편집자가 검토하고 게시했습니다.
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

암젠의 체중 감량 약물 '마리타이드', 3상 2건 개시...오젬픽·젭바운드에 도전

엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)의 CEO 젠슨 황은 GPU에 모든 것을 걸고 있지만, 아이온큐(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>)의 CEO 니콜로 데 마시(Niccolo De Masi)는 <a href="https://www.benzinga.com/topic/quantum-computing">양자 컴퓨팅</a>이 다음 큰 일이라고 주장하며 물러서지 않고 있다.
<h2 class="wp-block-heading">양자: 컴퓨팅의 세 번째 다리</h2>
데 마는 CNBC 인터뷰에서 &#8220;10년 전 인텔이 젠슨슨과 엔비디아를 비난하며 GPU는 결코 중요하지 않을 것이라고 말하던 때를 기억한다. 그것이 아이러니하게도 현재 우리의 시장 가치가 10년 전 엔비디아와 비슷하다는 점이다. 이제 젠슨이 당신은 중요하지 않다고 말하고 있다&#8221;고 말했다.
아이온큐의 주식은 2025년에 44% 하락세를 보였지만, 지난 6개월 동안 주가는 246.98% 급등하여 투자자들이 양자 경쟁을 진지하게 받아들이고 있음을 나타냈다.
뎀 마시는 양자 처리 장치(QPU)가 곧 CPU와 GPU와 함께 컴퓨팅의 중추가 될 것이라고 확신하고 있다.
읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%EC%95%84%EC%9D%B4%EC%98%A8%ED%81%90-4%EB%B6%84%EA%B8%B0-%EC%8B%A4%EC%A0%81-%EB%B0%9C%ED%91%9C-%ED%9B%84-%EC%8B%9C%EA%B0%84%EC%99%B8-%EC%A3%BC%EA%B0%80-9-%ED%95%98%EB%9D%BD-eps-%EC%98%88%EC%83%81/" target="_blank" rel="noopener">아이온큐 4분기 EPS 미달, 5억 달러 공모, CEO 임명, 아이디퀀티크 지분 인수: 자세히 보기</a>
<h2 class="wp-block-heading">매출, 파트너십, 양자의 실제 영향</h2>
&#8220;양자 컴퓨팅은 진정으로 유용하려면 많은 큐비트를 필요로 다. 우리는 이미 올해 GAAP 매출을 이끌어내고 있는 유용한 작업을 수행하는 데 약 그 정도가 필요하다고 생각한다&#8221;고 데 마시가 말했다. &#8220;우리는 올해 중간값 기준으로 8,500만 달러의 GAAP 매출을 안내한 유일한 회사이다.&#8221;
아이온큐는 단순한 언급에 그치지 않고, 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), 아스트라제네카 Plc(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>) 그리고 제너럴 다이내믹스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>)와 같은 산업 거대 기업들과 주요 파트너십을 확보하고 있다.
&#8220;우리는 양자 역학의 아름다움 덕분에 다른 누구도 해결할 수 없는 문제를 해결할 것이다&#8221;라고 데 마시가 말했다.
<h2 class="wp-block-heading">양자 컴퓨팅의 800파운드 고릴라</h2>
엔비디아가 인공지능(AI)를 지배하고 마이크로소프트가 애저(Azure)를 통한 양자 컴퓨팅에 대규모 투자를 하고 있는 가운데, 아이온큐는 양자 컴퓨팅의 독립적인 리더로 자리매김하고 있다. &#8220;우리는 최초였다. 우리는 시장에서 가장 잘 자본화된 독립 플레이어였다&#8221;라고 데 마시가 언급했다. &#8220;우리는 여전히 이 범주의 800파운드 고릴라라고 주장할 수 있다.&#8221;
기술 대기업들이 컴퓨팅 스택을 계속 발전시키면서, 양자 컴퓨팅이 중요한지의 여부가 아니라, 언제 필수 불가결해질 것인가가 문제이다. 아이온큐는 그 순간이 대부분 사람들이 예상하는 것보다 더 빨리 올 것이라고 베팅하고 있다.
주가 움직임:  아이온큐의 주식은 금요일 미국 동부 시간 오후 2시 9분에 2.89% 하락한 24.20달러에 거래되었다. 지난 5일 동안 이 주식은 22.44% 하락했다.
다음 읽기: 
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EC%98%A4%ED%94%88ai%EC%9D%98-gpt-4-5-%EC%B6%9C%EC%8B%9C-%EC%83%98-%EC%98%AC%ED%8A%B8%EB%A8%BC-%EC%82%AC%EB%A0%A4-%EA%B9%8A%EC%9D%80-%EC%82%AC%EB%9E%8C%EA%B3%BC-%EB%8C%80%ED%99%94%ED%95%98/" target="_blank" rel="noopener">샘 올트먼이 &#8216;마법&#8217;이라고 부른 오픈AI의 GPT-4.5 출시: &#8216;사려 깊은 사람과 대화하는 기분&#8217;</a></li>
</ul>
사진: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

아이온큐 CEO, 엔비디아의 젠슨 황에 반박하여 "우리는 여전히 800파운드의 게릴라이다"

데이터 클라우드 회사인 스노우플레이크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>)는<a href="https://www.benzinga.com/news/earnings/25/02/43991826/snowflake-beats-q4-estimates-expands-microsoft-partnership-to-include-openai-models"> 4분기 호실적</a>을 발표한 뒤 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)와의 더 깊은 파트너십을 공개했다. 스노우플레이크는 생산성 향상과 데이터 액세스를 위해 새로운 인공지능(AI) 에이전트인 코텍스(Cortex)를 도입했다.
무슨 일 있었나: 스노우플레이크는 마이크로소프트와 파트너십을 확대하여 오픈AI의 모델을 코텍스에 도입한다고 발표했다.
코텍스 에이전트는 스노우플레이크의 새로운 AI 에이전트 클래스로, 정형 및 비정형 데이터를 사용하여 다양한 비즈니스 작업을 수행할 수 있다. 코텍스는 다른 대규모언어모델(LLM)에 의해 구동된다.
스리다르 라마스와미 CEO는 &#8220;앤트로픽의 클로드, 메타 라마, 딥시크를 포함한 다양한 시장을 선도하는 모델을 지원하고 있다&#8221;고 말했다.
또한 &#8220;우리는 마이크로소프트 365 코파일럿과 마이크로소프트 팀에서 코텍스 에이전트를 사용할 수 있도록 함으로써 수백만 명의 사용자에게 원활한 정보 접근과 생산성 향상을 마이크로소프트 플랫폼 내에서 가능하게 하고 있다&#8221;고 덧붙였다.
실적 발표에서 라마스와미는 아스트라제네카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>)가 2030년까지 20개의 신약을 목표로, 신약 발견과 개발을 가속화하기 위해 스노우플레이크의 AI와 머신러닝 기술을 어떻게 활용하고 있는지를 강조했다.
또한 스테이트 스트리트 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STT#NYSE">STT</a>)이 더 나은 투자 결정을 내리기 위해 스노우플레이크 AI를 활용하여 시장 인사이트를 발견한다고 설명했다.
왜 중요한가: 스노우플레이크는 최근 분기 실적에서 애널리스트들의 기대치를 뛰어넘었다. 주당순이익은 애널리스트들이 예측한 주당 17센트를 크게 웃도는 30센트였다. 매출도 9억 8,677만 달러로 예상치인 9억 5,593만 달러를 넘어섰고, 작년 같은 기간의 7억 7,470만 달러보다 크게 증가했다.
강력한 실적에도 불구하고, 스노우플레이크의 미래 전망은 애널리스트들의 기대치에 미치지 못했다. 1분기 매출이 9억 5,500만~9억 6,000만 달러로 추정되며, 이는 예상치 10억 달러에 못 미치는 수치였다. 2026회계연도에 스노우플레이크는 42억 8천만 달러의 매출을 예상하고 있으며, 이는 44억 1천만 달러의 예상치를 밑도는 수준이다.
주가 움직임: 스노우플레이크 주가는 수요일 1.21% 상승했고, 시간외 거래에서 9.06% 급등했다. 주가는 연초 대비 5.51% 상승했고, 1년 동안 28.99% 하락했다.
벤징가는 38명의 애널리스트를 추적하고 있으며, 평균 목표주가는 193.42달러로 "매수" 등급을 반영하고 있다. 목표주가는 121달러에서 235달러까지 다양하다. 로젠블랫, 씨티그룹, 캐너코드 제뉴이티의 최근 목표주가 평균은 218.33달러로, 20.46% 상승 여력이 있음을 시사한다.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/SNOW/analyst-ratings"><img loading="lazy" decoding="async" class="wp-image-800957" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/27025756/SNOW-ANR-1024x381.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/27025756/SNOW-ANR-1024x381.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/27025756/SNOW-ANR-300x112.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/27025756/SNOW-ANR-768x286.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/27025756/SNOW-ANR.png 1059w" alt="" width="1024" height="381" /></a></figure>
사진 출처: Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Earnings

Market Summary

SNOW

스노우플레이크, MS·오픈AI 파트너십 확대: 클로드, 라마, 딥시크 등 다른 모델도 포함될 것

<a href="https://www.benzinga.com/topic/george-soros">억만장자 투자자 조지 소로스</a>는 4분기에 대담한 포트폴리오 조정을 단행하여 방어적 베팅을 완화하고 성장 쪽으로 방향을 전환했다.
소로스 펀드 매니지먼트의 최신 13F 제출서는 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)과 소형주들에 대한 새로운 베팅을 보여주었으며, SPDR S&amp;P 500 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) 풋 포지션을 대폭 줄였다.
한편, 이 펀드는 알리바바 그룹 홀딩(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABAF#NYSE">BABAF</a>)에 대한 지분을 축소하고 오라클(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>)에 대해서는 완전히 매도하여 중국 기술주에 대한 입장을 변화시켰다.
<h2 class="wp-block-heading">알파벳과 소형주에 대한 투자 확대</h2>
알파벳은 소로스의 주요 매수 종목 중 하나로, 이 펀드는 지분을 2.55% 늘렸다.
또한 iShares Russell 2000 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>)에 대한 노출을 확대하여 소형 고성장 기업들에 대한 투자를 강화했다.
이러한 움직임은 소로스가 대형 기술주와 소형주, 변동성이 큰 주식의 지속적인 반등을 예상하고 있음을 시사다.
또한 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%ED%97%A4%EC%A7%80%ED%8E%80%EB%93%9C-%EC%A7%80%EA%B0%81-%EB%B3%80%EB%8F%99-%ED%83%80%EC%9D%B4%EA%B1%B0-%EC%95%84%ED%8C%94%EB%A3%A8%EC%82%AC-%EC%86%8C%EB%A1%9C%EC%8A%A4%EA%B0%80-%EB%B2%84%ED%95%8F/" target="_blank" rel="noopener">헤지펀드 지각 변동: 타이거, 아팔루사, 소로스가 버핏, 아이칸, 애크먼을 능가</a>
<h2 class="wp-block-heading">시장 헤지 축소, 고정 수익 추가</h2>
소로스 펀드는 SPY 풋 포지션을 거의 15% 줄여 전반적인 시장에 대한 비관적 전망을 완화했다.
이 펀드는 The Financial Select Sector SPDR Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLF#NYSE">XLF</a>)와 iShares Core S&amp;P 500 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>)에 대한 보유량도 축소하고, 포드 자동차(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>)의 채권과 iShares 20+ Year Treasury Bond ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>) 콜 옵션에 대한 노출을 증가시켜 채권 전략의 변화를 암시했다.
<h2 class="wp-block-heading">중국 노출 축소 및 BABA 지분 축소</h2>
알리바바 주식은 소로스가 포지션을 축소하면서 4분기에 타격을 입었으며, 이는 다른 투자자들이 중국 기술주를 재평가하는 데 동참한 것이다.
한편, 스머핏 웨스트록 PLC(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SW#NYSE">SW</a>)는 포트폴리오의 5.71%로 펀드의 주요 보유 종목을 유지했으며, 알파벳과 아스트라제네카 PLC(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>)가 상위 3위에 올랐다.
소로스의 최신 움직임은 미국 성장주에 대한 보다 낙관적인 시각을 제시하는 동시에 시장 헤지와 중국 기술주 베팅을 축소하고 있음을 시사한다.
다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/02/43811538/5-top-tech-stocks-hedge-funds-have-been-bullish-on-in-q4-hint-its-not-nvidia"><a href="https://kr.benzinga.com/news/usa/stocks/4%EB%B6%84%EA%B8%B0%EC%97%90-%ED%97%A4%EC%A7%80%ED%8E%80%EB%93%9C%EA%B0%80-%EA%B8%8D%EC%A0%95%EC%A0%81%EC%9C%BC%EB%A1%9C-%ED%8F%89%EA%B0%80%ED%95%9C-%EC%83%81%EC%9C%84-5%EA%B0%9C-%EA%B8%B0%EC%88%A0/" target="_blank" rel="noopener">4분기 헤지펀드가 긍정적으로 평가한 5대 기술 주식 (힌트: 엔비디아가 아님)</a></a></li>
</ul>
이미지 출처: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Hedge Funds

BABA

BABAF

GOOGL

ORCL

조지 소로스가 알파벳과 소형주들에 새로운 베팅: SPY 풋 옵션과 알리바바는 어떻게?

아킬레스 테라퓨틱스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACHL#NASDAQ">ACHL</a>)의 주식은 회사가 아스트라제네카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>)와 1,200만 달러 규모의 계약을 발표하고, <a href="https://www.benzinga.com/pressreleases/24/12/g42669546/achilles-therapeutics-announces-sale-of-technology-assets-to-astrazeneca" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">일자리 감축 계획</a>을 밝힌 후 화요일 16% 이상 급등했다.
이번 계약은 아킬레스의 TRACERx 비소세포폐암(NSCLC) 연구로부터 데이터와 종양 샘플에 대한 상업적 라이선스 이전을 아스트라제네카에 허용하는 내용을 포함하고 있다.
이 백만 달러 규모의 거래는 아킬레스의 전략적 검토 결정을 마무리짓는 신호로, 이는 2024년 9월에 발표된 바 있다.
거래 완료 후 아킬레스는 직원 수를 줄이고 이사회의 규모를 축소할 계획을 밝혔으며, 이는 나스닥 및 미 증권거래위원회(SEC) 요구사항을 준수하는 범위 내에서 진행된다.
<div class="ticker-wrapper">
<div class="sc-icgYrN gsJcQM ticker-box-wrapper">
<div class="sc-hZlppA ddOBfh get-report-button flex">
<div> </div>
</div>
</div>
</div>
&#8220;아킬레스는 이제 추가 조치를 취할 계획이며, 여기에는 직원 수의 추가 감소와 이사회의 규모 축소가 포함된다. 이는 나스닥 및 SEC 요구사항을 준수하는 범위 내에서 이루어질 것이다&#8221;고 이 회사가 언급했다.
추가 읽기: <a href="https://www.benzinga.com/news/large-cap/24/12/42668623/american-airlines-resolves-nationwide-flight-grounding-on-christmas-eve-shares-rebound-after-brief-selloff">아메리칸 항공, 크리스마스 이브 비행 중단 해제, 주가 반등</a>
TRACERx 연구는 런던 대학교(UCL)의 찰스 스완튼(Charles Swanton) 교수의 주도로 진행되었으며, 800명 이상의 폐암 환자로부터 3,200개 이상의 종양 샘플에서 광범위한 유전적 데이터를 수집했다.
이 다지역, 다시간점 시퀀싱 연구는 암의 진화와 치료 반응에 대한 깊은 통찰력을 제공한다.
계약의 일환으로 아스트라제네카는 또한 아킬레스의 물질 획득 플랫폼(MAP)을 인수하게 되며, 이 플랫폼은 폐암, 흑색종, 유방암 등 다양한 고형 종양 적응증에서 수집된 거의 300명의 암 환자 종양 샘플과 데이터를 포함하고 있다.
&#8220;종양학 분야의 선두주자인 아스트라제네카가 우리의 TRACERx와 MAP 자산의 과학적 가치를 인정해 주셔서 기쁘다&#8221;라고 이라지 알리 박사(Dr. Iraj Ali), 아킬레스 테라퓨틱스의 CEO가 말했다.
이 회사는 이러한 자산들이 개선된 암 치료제 개발에 상당한 잠재력을 가지고 있다고 믿고 있다.
가격 동향: ACHL 주식은 화요일16.17% 승승한 $1.14로 마감했다. 이후 시간외 거래에서 1.75% 추가 상승했다.
 
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42660092/microstrategy-sinks-after-nasdaq-100-inclusion-bitcoin-bet-under-fire" target="_blank" rel="noreferrer noopener">마이크로스트레티지, 나스닥 100 포함 후 하락: 비트코인 베팅 논란?</a></li>
</ul>
사진 출처: Johaehn from Pixabay


Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

ACHL

아킬레스 테라퓨틱스: $1,200만 아스트라제네카와의 계약 발표, 직원 감축 발표 후 주가 급등

지난주 카멀라 해리스가 2024년 미국 대선에서 패배하면서 다음 10개의 대형 주식이 가장 저조한 성과를 보였다.
1. 모더나(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>)는 3분기 실적이 예상치를 상회했음에도 불구하고 백신 수요 감소로 인한 부진으로 12.53% 하락했다. 여러 <a href="https://www.benzinga.com//node/41854205" target="_blank" rel="noreferrer noopener">애널리스트들이 목표주가를 하향 조정</a>했다.
2. 혼다 모터 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>)는 상반기 이익 감소와 연간 수익 전망 하향 조정으로 11.46% 하락했다.
3. 아카마이 테크놀로지스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AKAM#NASDAQ">AKAM</a>)는 <a href="https://www.benzinga.com//node/41823455" target="_blank" rel="noreferrer noopener">2024회계연도 가이던스를 수정</a>한 후 주가가 10.67% 하락했다.
4. 어드밴스트 드레이니지 시스템즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMS#NYSE">WMS</a>)는 2분기 실적이 예상보다 저조하게 나타나고 2025회계연도 <a href="https://www.benzinga.com//node/41839671" target="_blank" rel="noreferrer noopener">순매출 전망을 하향 조정</a>한 후 10.53% 하락했다.
5. 아스트라제네카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>)는 회사의 보험 사기에 <a href="https://www.benzinga.com//node/41754167" target="_blank" rel="noreferrer noopener">중국 고위 임원 관련 연루 소식</a>이 보도된 후 9.72% 하락했다.
6. 핀터레스트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>)는 3분기 실적을 발표하고 여러 애널리스트들이 <a href="https://www.benzinga.com//node/41850902" target="_blank" rel="noreferrer noopener">목표주가를 하향 조정</a>한 후 9.60% 하락했다.
7. 메르카도리브레(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>)는 3분기 재무 실적을 발표한 후 9.29% 하락했다.
8. 퍼스트 솔라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>)는 아마도 도널드 트럼프의 대선 승리 소식 때문인지 8.64% 하락했다. 투자자들이 트럼프의 <a href="https://www.benzinga.com//node/41778433" target="_blank" rel="noreferrer noopener">태양광 및 재생 에너지 정책</a>을 평가하고 있을 수 있다.
9. 포스코 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PKX#NYSE">PKX</a>)는 8.42% 하락했다.
10. 플로어 앤 데코 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FND#NYSE">FND</a>)는 8.22% 하락했다.
더 읽기:
<ul>
<li><a style="font-size: revert; font-weight: revert;" href="https://kr.benzinga.com/news/usa/stocks/%EB%8F%84%EB%84%90%EB%93%9C-%ED%8A%B8%EB%9F%BC%ED%94%84-%EC%8A%B9%EB%A6%AC-%EC%A3%BC11%EC%9B%94-4%EC%9D%BC-8%EC%9D%BC-%EC%9D%B4%EB%93%A4-10%EA%B0%9C-%EB%8C%80%ED%98%95%EC%A3%BC%EB%8A%94-%EA%B0%80/" target="_blank" rel="noopener">도널드 트럼프 승리 주(11월 4일-8일): 이들 10개 대형주는 가장 큰 폭의 상승 기</a><a href="https://www.benzinga.com/news/large-cap/24/11/41886058/donald-trump-victory-week-nov-4-8-these-large-cap-stocks-were-biggest-gainers" target="_blank" rel="noreferrer noopener">록</a> 
</li>
</ul>
이미지 출처: Shutterstock
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스 기사를 이용하면 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Comments

AstraZeneca

뉴스

에 대한 최신 뉴스 AstraZeneca (NASDAQ:AZN) 주식

목요일, 4월 10, 2025

목요일, 3월 06, 2025

금요일, 2월 28, 2025

목요일, 2월 27, 2025

수요일, 2월 19, 2025

수요일, 12월 25, 2024

월요일, 11월 11, 2024

화요일, 8월 20, 2024

목요일, 7월 25, 2024

일요일, 7월 21, 2024

일요일, 4월 07, 2024

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌