Citi Research provides a digest of European market trends, highlighting positive clinical trial outlooks for AstraZeneca and GSK, while noting that energy equities are decoupling from commodity price drivers.
Key Takeaways
- 1.Energy equities and commodities act as different assets; investor playbooks for post-Straits of Hormuz crisis should not rely solely on commodity price movements.
- 2.AstraZeneca faces a positive risk-reward scenario ahead of CARDIO-TTRansform trial results, with peak Wainua sales potential up to $9bn.
- 3.AI investment is shifting toward memory constraints as a primary bottleneck in the supply chain.
Table of Contents
- Top Call
- Must Read
- Company
- Industry
- Strategy & Economics
- Fixed Income & FX
- Key Rating and Target Price Changes
- Appendix A-1
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Authors
Alastair R SymeGraham Parry
Securities
AZN.LGSK.LVOD.LADYEN.ASSOIT.PAAMG.ASBASFn.DE
Themes
AI Supply Chain BottlenecksPharmaceutical R&D CatalystsMonetary Policy Anchors
Regions
EuropeGlobalUnited KingdomGermanySweden