Q3 2025 AstraZeneca PLC Earnings Call Transcript

Nov 06, 2025 / 01:00PM GMT

Release Date Price: MXN1550 (+2.79%)

Transcript

Key Points

Positve

AstraZeneca PLC (AZN) reported a strong revenue growth of 11% for the first nine months of 2025, driven by demand for innovative medicines.
The company achieved 31 regulatory approvals across key regions, accelerating the pace of bringing new medicines to patients.
AstraZeneca's oncology franchise grew by 16%, reflecting strong global demand for its medicines.
The company announced positive results from 16 Phase III trials, showcasing its robust pipeline.
AstraZeneca PLC (AZN) has a strategic agreement with the US government, providing clarity on pricing and a three-year exemption from tariffs.

Negative

The core gross margin is anticipated to decrease slightly for the full year due to Medicare Part D reform and increased profit sharing from partnered products.
R&D expenses increased by 16% in the first nine months, driven by high activity and significant investments in pipeline opportunities.
The company faces challenges in Europe regarding innovation funding and pricing pressures.
AstraZeneca PLC (AZN) anticipates a sequential step-up in both R&D and SG&A expenses in the fourth quarter.
The loss of exclusivity for certain mature brands, including Brilinta, impacted revenue growth in the CVR therapy area.

Operator

Good afternoon, and welcome to AstraZeneca's nine months and Q3 2025 webinar for investors and analysts. Before I hand over to AstraZeneca, I'd like to read the Safe Harbor statement. The company intends to utilize the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. Participants on this call may make forward-looking statements with respect to the operations and financial performance of AstraZeneca.

Although we believe our expectations are based on reasonable assumptions, by their very nature, forward-looking statements involve risks and uncertainties and may be influenced by factors that could cause actual results to differ materially from those expressed or implied by these forward-looking statements. Any forward-looking statements made on this call reflect the knowledge and information available at the time of this call. The company undertakes no obligation to update forward-looking statements. Please carefully review the forward-looking statements disclaimer in the slide deck that accompanies this presentation and webcast. There will be an

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