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Comparison | ||||||||||||||||||||||||||||
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Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-07-26 | 2024-06 | 0.98 | N/A | N/A | N/A |
2024-04-25 | 2024-03 | 0.95 | 1.03 | 0.08 | 8.42% |
2024-02-08 | 2023-12 | 0.74 | 0.73 | -0.01 | -1.35% |
2023-11-09 | 2023-09 | 0.8 | 0.87 | 0.07 | 8.75% |
2023-07-28 | 2023-06 | 0.97 | 1.08 | 0.11 | 11.34% |
2023-04-27 | 2023-03 | 0.86 | 0.96 | 0.1 | 11.63% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-09-24 | Jefferies | Upgrade | Hold | Buy |
2023-09-07 | Erste Group | Downgrade | Buy | Hold |
2023-07-31 | BMO Capital | Upgrade | Outperform | Outperform |
2023-05-25 | Argus Research | Upgrade | Buy | Buy |
2023-04-12 | Argus Research | Upgrade | Buy | |
2023-01-04 | BMO Capital | Upgrade | Outperform |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2020-12-15 | Ashley (Euan) | 700.00 | Bought | |
2017-09-24 | Bohen (Sean) | 24.77K | Bought | |
2019-04-28 | Eldracher (Deborah DiSanzo) | 1000 | Bought | |
2019-04-28 | McCoy (Sherilyn D) | 2.47K | Bought | |
2021-12-12 | Mok (Tony) | 4.00K | Bought | |
2022-05-04 | Rummelt (Andreas) | 0.00 | Sold |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Price (T.Rowe) Associates Inc | 52.85M | 3.78B | 2.01% |
2023-06-29 | Wellington Management Group, LLP | 49.13M | 3.52B | 1.87% |
2023-06-29 | Primecap Management Company | 44.08M | 3.15B | 1.68% |
2023-06-29 | Capital International Investors | 38.34M | 2.74B | 1.46% |
2023-06-29 | FMR, LLC | 22.82M | 1.63B | 0.87% |
2023-06-29 | Jennison Associates LLC | 21.81M | 1.56B | 0.83% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Vanguard/Primecap Fund | 25.66M | 1.84B | 0.98% |
2023-09-29 | Washington Mutual Investors Fund | 22.46M | 1.52B | 0.86% |
2023-05-30 | Vanguard/Wellington Fund Inc. | 17.32M | 1.27B | 0.66% |
2023-09-29 | American Mutual Fund Inc | 11.35M | 768.66M | 0.43% |
2023-08-30 | Invesco ETF Tr-Invesco QQQ Tr, Series 1 ETF | 10.03M | 680.32M | 0.38% |
2023-06-29 | Price (T.Rowe) Health Sciences Fund | 7.02M | 502.22M | 0.27% |
Dividend | Date |
---|---|
0.985 | 2024-02-22 |
0.465 | 2023-08-10 |
0.965 | 2023-02-23 |
0.455 | 2022-08-11 |
0.965 | 2022-02-24 |
0.44 | 2021-08-12 |
Split | Date |
---|---|
2 : 1 | 2015-07-27 |
3 : 1 | 1998-04-08 |
$SAVA - A second opinion
*
If you have been following Cassava and their Alzheimers drug PTI-125, you will know that 1 of 2 trial endpoints was not recently met, sending the stock down almost 80%. But, I think the exodus was premature. Here is why:
Per the companys press release, one endpoint WAS MET:
A secondary endpoint of CSF levels of IL1-beta, a core biomarker of neuroinflammation from baseline to day 28, was met, Cassava said. The drug was also found to be safe and well-tolerated.
Per NIH, neuro inflammation is the CORE issue with Alzheimers:
Inflammation in Alzheimer's disease (AD) has emerged as a central pathology that likely plays a role in onset and progression of the disease
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6214864/
Cycling back to Cassavas press release, they state:
CSF levels of IL1-beta, a core biomarker of neuroinflammation ... was met
To reiterate the NIH definition, Neuro Inflammation is core to the onset and progression of Alzheimers. At some point, Cassava IS going to cycle back around to the secondary endpoint (neuro inflammation), and realize that ALONE constitutes an ALZHEIMER DRUG THAT WORKS.
In this case, traders were SO tuned into the word miss that they MISSED something EXTREMELY IMPORTANT -> The efficacy of PTI-125 towards Neuro Inflammation, in Alzheimers (ALONE), makes it A BLOCKBUSTER DRUG!
$AZN U.S. gives AstraZeneca $1.2 billion to fund Oxford University coronavirus vaccine — America would get 300 million doses beginning in October https://www.marketwatch.com/story/us-gives-astrazeneca-12-billion-to-fund-oxford-university-coronavirus-vaccine-securing-300-million-doses-for-country-from-october-2020-05-21?reflink=mw_share_
$AZN U.S. government to bankroll human trial of AstraZenecas potential coronavirus vaccine, hoping to get doses in October https://www.wsj.com/articles/u-s-to-invest-1-2-billion-to-secure-potential-coronavirus-vaccine-from-astrazeneca-oxford-university-11590063053 via @
$AZN U.S. government to bankroll human trial of AstraZenecas potential coronavirus vaccine, hoping to get doses in October https://www.wsj.com/articles/u-s-to-invest-1-2-billion-to-secure-potential-coronavirus-vaccine-from-astrazeneca-oxford-university-11590063053 via @
$AZN U.S. government to bankroll human trial of AstraZeneca’s potential coronavirus vaccine, hoping to get doses in October https://www.wsj.com/articles/u-s-to-invest-1-2-billion-to-secure-potential-coronavirus-vaccine-from-astrazeneca-oxford-university-11590063053 via @
AZN AstraZeneca gets more than $1 billion in U.S. funding to develop a Covid-19 vaccine from the University of Oxford https://www.bloomberg.com/news/articles/2020-05-21/astrazeneca-gets-1-billion-from-u-s-to-make-oxford-vaccine via @technol
$AZN AstraZeneca today received support of more than $1bn from the US Biomedical Advanced Research and Development Authority (BARDA) for the development, production and delivery of the vaccine, starting in the fall. The development programme includes a Phase III clinical trial with 30,000 participants and a paediatric trial. In addition, the Company is engaging with international organisations such as the Coalition for Epidemic Preparedness Innovations (CEPI), Gavi the Vaccine Alliance and the World Health Organisation (WHO), for the fair allocation and distribution of the vaccine around the world. AstraZeneca is also in discussions with governments around the world to increase access. Furthermore, AstraZeneca is in discussions with the Serum Institute of India and other potential partners to increase production and distribution.
$AZNPascal Soriot, the drugmaker's chief executive, said the investment showed the US government is "leading for the American people but also the world."
AstraZeneca (AZN) is working with Oxford University to develop a vaccine, with first deliveries potentially starting in September. The $1 billion investment was announced Thursday.