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Below is Dolphin Research's Trans of $Salesforce(CRM.US) FY26 Q4 earnings call.For our earnings analysis, cf. 'Salesforce: The AI replacement thesis sweeps the field — has the SaaS leader been cast aside?'Key takeaways recap1) Q1 guidance: revenue of $11.03–11.08bn, implying reported growth of ~12–13%.Management also guides Q1 CRPO to grow ~14% YoY on a reported basis ...

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CRM Trans: Organic rev. growth to re-accelerate in H2 FY

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AstraZeneca and Daiichi Sankyo's Enhertu Approved by FDA for HER2+ Early Breast Cancer

AstraZeneca's Baxfendy Approved in US, Outpacing Mineralys Therapeutics

AstraZeneca and Roche Diagnostics APAC Partner to Develop Advanced Pathology Solutions for Breast and Lung Cancer

Enhertu Approved in US for Two New Indications in HER2+ Early Breast Cancer

Daiichi Sankyo Receives FDA Approval for Enhertu in Early-Stage Breast Cancer, Triggering $155M Milestone Payment from AstraZeneca

JPMorgan and Jefferies Maintain Buy Rating on AstraZeneca, Deutsche Bank Reaffirms Sell

AstraZeneca Late-Stage Trial Shows Imfinzi and enfortumab vedotin Significantly Improve Survival Rates for Muscle-Invasive Bladder Cancer Patients

Owkin Signs Three-Year Licensing Agreement with AstraZeneca to Develop AI Agents

Onco-Innovations and AstraZeneca Partner to Develop AI Models Enhancing Oncology Clinical Outcome Predictions

EMA Approves Baxfendy for Refractory Hypertension

AstraZeneca's ENEBOPARATIDE Meets Primary Endpoint in Phase III Trial

Dapagliflozin Generic Drugs Approved by FDA, Market Enters Full Competition Phase

Benjamin Edwards Inc. Reduces Holdings in Astrazeneca

Bernstein Analyst Reiterates Buy Rating on AstraZeneca with Price Target of 186 Pounds

AstraZeneca's Truqap and Abiraterone Combination Therapy for Prostate Cancer Receives FDA Support

AstraZeneca's Camizestrant Application for Breast Cancer Treatment Split in FDA Vote

Bernstein Downgrades AstraZeneca Target Price

FDA Advisory Panel Opposes Approval Recommendation for AstraZeneca's Breast Cancer Drug But Approves Saphnelo

AstraZeneca's TRUQAP Recommended by FDA Advisory Panel for PTEN-Deficient Prostate Cancer Treatment

Jefferies Analyst Reiterates Buy Rating on AstraZeneca

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AstraZeneca PLC (AZN.US) Q4 2025 Earnings Conference Call

AstraZeneca PLC (AZN.US) Q3 2025 Earnings Conference Call

AstraZeneca PLC (AZN.US) Q2 2025 Earnings Conference Call

AstraZeneca PLC (AZN.US) Q4 2024 Earnings Conference Call

AstraZeneca PLC (AZN.US) Q3 2024 Earnings Conference Call

AstraZeneca has received US approval for Baxfendy, a first-in-class aldosterone synthase inhibitor for adults with uncontrolled hypertension. The approval follows positive phase 3 trial results showing significant reductions in systolic blood pressure. Hypertension affects 1.4 billion globally, with many patients not achieving control despite treatment. Baxfendy targets aldosterone production, offering a new option for the 23 million US patients struggling with hypertension management.

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AstraZeneca wins US approval for first‑in‑class Baxfendy in hypertension

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The FDA has granted breakthrough therapy designation to baxdrostat for uncontrolled hypertension, a significant milestone for patients. Meanwhile, the agency faces instability with leadership departures, raising concerns about regulatory consistency. Additionally, Regeneron has entered a multibillion-dollar collaboration with Parabilis Medicines to develop new therapeutic candidates using AI-driven drug discovery.

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<![CDATA[Pharmaceutical Executive Daily: FDA Approves Baxdrostat]]>

AstraZeneca received FDA approvals for Baxfendy, a hypertension treatment, and Enhertu for early HER2-positive breast cancer. Baxfendy targets uncontrolled hypertension, while Enhertu's approvals cover neoadjuvant and adjuvant settings. These milestones will result in $155 million payments to Daiichi Sankyo. AstraZeneca shares rose 1.56% to $184.42, despite a 9.1% decline over the past month.

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AstraZeneca Scores Key FDA Wins Across Cardiovascular And Oncology Portfolios

The FDA has approved Baxfendy (baxdrostat) for adults with hypertension inadequately controlled on other medications, marking the first aldosterone synthase inhibitor for this condition. The approval is based on the phase 3 BaxHTN trial, showing significant reductions in systolic blood pressure. This innovative treatment targets a root cause of uncontrolled hypertension, potentially transforming clinical practice. AstraZeneca's acquisition of Baxfendy ties it to a broader cardiorenal strategy, with future success dependent on market positioning and long-term outcomes.

<![CDATA[FDA Approves Baxdrostat for Uncontrolled Hypertension in First-in-Class Entry]]>

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Pharmaceutical Technology

FDA approves Enhertu for two HER2-positive early breast cancer indications

The US Supreme Court denied petitions from six major pharmaceutical companies, including AstraZeneca and Johnson & Johnson, challenging the legality of the 'Drug Price Negotiation Program' under the Inflation Reduction Act of 2022. The companies did not comment on the decision. The stock price is currently at 183.25, with a change of +1.67 (+0.92%).

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Big Pharma Firms Denied Certiorari by Supreme Court in Medicare Pricing Case

The US Supreme Court has rejected appeals from major drugmakers against a Medicare program that allows price negotiations for certain drugs, expected to save billions for taxpayers. The decision upholds lower court rulings and follows the 2022 Inflation Reduction Act. Drug companies argue the program violates their rights, but courts have ruled participation in Medicare is voluntary. The first round of negotiations is projected to save $6 billion for the government and reduce costs for seniors.

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Supreme Court rejects big pharma appeals challenging negotiated drug prices in Medicare

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The FDA has expanded the use of Enhertu (trastuzumab deruxtecan) for HER2-positive Stage II and III breast cancer, approving it for neoadjuvant and adjuvant settings. The neoadjuvant approval is based on the DESTINY-Breast11 trial, showing a 67.3% pathologic complete response. The adjuvant approval, based on DESTINY-Breast05, demonstrated a 53% reduction in recurrence risk. These approvals enhance treatment options and have significant financial implications, including $155 million in milestone payments.

<![CDATA[FDA Expands Enhertu in Early HER2-Positive Breast Cancer]]>

AstraZeneca(AZN.US)