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Research Alert: CFRA Adds Shares Of Astrazeneca Plc To The Total Return Portfolio

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We add shares of AstraZeneca Plc (AZN) to the Total Return portfolio, replacing Medtronic (MDT). In our view, AZN's pipeline, one of the strongest vs. peers, provides a compelling long-term growth story. Late-stage pipeline execution remains robust, with four positive high-value Phase 3 readouts and 14 regulatory approvals achieved so far in 2026. More than 20 Phase 3 trial readouts are expected in 2026, offering multiple near-term catalysts. We think the near-term patent expirations (Farxiga, April 2026, and Soliris, 2027) are well-managed through a robust pipeline and successful lifecycle management. In our view, the solid oncology segment remains a primary growth contributor. AZN has built a strong oncology portfolio, with key drugs like Enhertu, Tagrisso, and Imfinzi that are protected well into the 2030s. Q1 2026 demonstrated sustained momentum, with the oncology segment leading revenue growth (+16% CER, with Enhertu +34% CER based on continued global demand).

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