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What smart money is saying about AstraZeneca PLCUnited Kingdom flag

AZN · Healthcare · Drug Manufacturers - General · Market cap $291.72B

2 funds in our archive have pitched AstraZeneca PLC — most recently Oakmark International Fund in December 2025.

Company profile

AstraZeneca PLC, a biopharmaceutical company, focuses on the discovery, development, manufacture, and commercialization of prescription medicines. The company's marketed products include Tagrisso, Imfinzi, Lynparza, Calquence, Enhertu, Orpathys, Truqap, Zoladex, Faslodex, Farxiga, Brilinta, Lokelma, Roxadustat, Andexxa, Crestor, Seloken, Onglyza, Bydureon, Fasenra, Breztri, Symbicort, Saphnelo, Tezspire, Pulmicort, Bevespi, and Daliresp for cardiovascular, renal, metabolism, and oncology. Its marketed products also comprise Vaxzevria, Beyfortus, Synagis, FluMist, Soliris, Ultomiris, Strensiq, Koselugo, and Kanuma for covid-19 and rare disease. The company serves primary care and specialty care physicians through distributors and local representative offices in the United Kingdom, rest of Europe, the Americas, Asia, Africa, and Australasia. It has a collaboration agreement with Neurimmune AG to develop and commercialize NI006; BenevolentAI for drug discovery for systemic lupus erythematosus; Lunit for developing AI-Powered Digital Pathology Risk Assessment Tools for NSCLC; and Absci Corporation for AI-driven drug discovery against an oncology target. The company was formerly known as Zeneca Group PLC and changed its name to AstraZeneca PLC in April 1999. AstraZeneca PLC was incorporated in 1992 and is headquartered in Cambridge, the United Kingdom.

Fund coverage · 2 theses

  • Oakmark International Fund
    December 2025

    AstraZeneca PLC is a global pharma leader with a strong on-market portfolio, best-in-class late-stage pipeline, and exceptional management trading below intrinsic value.

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  • Parnassus Value Equity Fund
    December 2024

    AstraZeneca is well-positioned for growth due to its strong R&D capabilities, extensive pipeline, and effective leadership, presenting a buying opportunity after a recent sell-off.

    Read the full thesis

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