After investing $18.5 billion to partner with Stone Group, AstraZeneca's earnings per share are expected to increase by double digits

On February 10, AstraZeneca expects adjusted earnings per share to achieve double-digit percentage growth by 2026, in line with market expectations. The company stated that the strong sales momentum of its oncology drug business will effectively offset the impact of the patent expiration of core diabetes drugs, supporting continued performance growth. AstraZeneca's fourth-quarter profits and revenues were generally in line with expectations. The company expects full-year revenue to maintain mid-to-high single-digit growth, similar to the 8% increase in 2025. Analysts had previously anticipated that this forecast would leave room for performance upgrades later this year. The company is accelerating its entry into the weight loss drug market and recently reached a potential cooperation agreement with China National Pharmaceutical Group worth up to $18.5 billion. Through this deal, AstraZeneca acquired the long-acting peptide technology platform from the pharmaceutical group, with the potential to develop a next-generation weight loss therapy that requires administration only once a month, aiming to penetrate the GLP-1 drug market currently dominated by Eli Lilly and Novo Nordisk. In addition, AstraZeneca's self-developed oral GLP-1 drug elecoglipron has entered the late-stage clinical trial phase, becoming an important candidate product in its obesity treatment pipeline. Despite recent U.S. drug pricing policies bringing uncertainty to the industry, AstraZeneca has previously secured a three-year tariff exemption through an agreement with the Trump administration. The company is the second pharmaceutical company to reach a drug pricing agreement with Trump. Chief Financial Officer Aradhana Sarin stated that the company is confident in absorbing the related pricing impacts and continuing to advance its long-term goal of achieving $80 billion in revenue by 2030. Currently, the clinical progress of several new drugs in development will be a key test of the company's ability to maintain growth momentum. Continuous Expansion of Oncology Drug Business Under the leadership of CEO Pascal Soriot, AstraZeneca has established its leading position in the field of cancer treatment and has become the second-largest publicly traded company by market capitalization on the London Stock Exchange. Whether the company's previously proposed strategic goal of achieving $80 billion in revenue by 2030 can be realized will face critical validation this year, as multiple new drug clinical data covering key diseases such as lung cancer and chronic obstructive pulmonary disease are set to be released. Despite AstraZeneca's stock price rising over 28% in the past six months, its performance still lags behind that of its UK peer GlaxoSmithKline. The market is closely monitoring the clinical progress of its R&D pipeline to assess its long-term growth momentum.