Jefferies upgrades this pharma stock, citing overlooked 'blockbuster' drug opportunities

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Jefferies upgrades this pharma stock, citing overlooked 'blockbuster' drug opportunities
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Analyst Peter Welford said that Astrazeneca's R&D assets outside the oncology pipeline can offer 'significant upside optionality.'

AstraZeneca has a robust pipeline of therapies beyond oncology that investors shouldn't ignore, according to Jefferies. Analyst Peter Welford upgraded the stock to buy from hold. He also increased his price target on U.S.-listed shares to $80 from $66.50, suggesting nearly 18% upside potentially from Friday's closing price of $67.83.

The firm also suggests up to $3.5 billion in sales for AstraZeneca's eplontersen , a drug aimed at treating hereditary transthyretin-mediated amyloid polyneuropathy. The pharmaceutical giant is also poised to be the frontrunner in breast cancer treatments. AstraZeneca's Enhertu therapy, which it is jointly developing with Japan's Daiichi Sankyo, is "rapidly becoming a breast cancer standard-of-care" and on track to reach $14 billion in sales, according to Jefferies.

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