Rumors of an alleged merger between $BMY (-2,53%) and $AZN (-0,73%)

Both companies are in the oncology industry .

A merger of the two companies would create a company with a market value of $400 billion . This would also make it the 4th largest pharmaceutical manufacturer.

• Bristol Myers is facing impending patent expirations for blockbuster drugs such as Eliquis and Opdivo. A merger would significantly strengthen the pipeline of cancer therapies strengthen.

• 
  Skepticism at Astrashareholders: Many analysts are wondering whether AstraZeneca can handle this huge and complex undertaking at all, both financially and strategically.

At the moment, nothing is set in stone , but discussions are underway.

What is your opinion of Bristol and AstraZeneca shareholders?

Monday, July 27

10:00 a.m.: Germany Ifo Business Climate Index (Germany’s most important economic barometer)

2:30 p.m.: U.S. Durable Goods Orders

4:00 p.m.: U.S. Dallas Fed Index (Manufacturing)

Tuesday, July 28

4:00 p.m.: US CB Consumer Confidence (July)

4:00 p.m.: US JOLTS (Job Openings—important for the US labor market)

Wednesday, July 29

8:00 p.m.: US Fed Interest Rate Decision 🌶

8:30 p.m.: US Fed Press Conference

Thursday, July 30

10:00 a.m.: DE Gross Domestic Product (Q2)

2:00 p.m.: German inflation rate (July) 🌶

2:30 p.m.: U.S. core PCE (Fed’s preferred inflation indicator) & initial jobless claims 🌶

Friday, July 31

11:00 a.m.: EU inflation rate & GDP (Q2) 🌶

3:45 p.m.: US Chicago Purchasing Managers’ Index

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As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.

Also as a video:

https://youtube.com/shorts/45X4AF8Hg3Q?is=FqId21576f3wE8Y_

Tuesday:

With $AZN (-0,73%) AstraZeneca is the first pharmaceutical company to threaten to stop bringing new drugs to Germany after the planned SHI reform. This is partly due to the manufacturer discounts planned in the new savings package.

https://www.handelsblatt.com/unternehmen/industrie/pharma-astra-zeneca-droht-mit-stopp-neuer-medikamente-in-deutschland/100216722.html

Wednesday:

After a four billion euro investment by $FRA (-1,52%) Fraport, the new Terminal 3 at Frankfurt Airport opens today. This will increase capacity by 25 million passengers. The many new advertising spaces are therefore particularly exciting for Fraport.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/luftfahrt-t3-in-frankfurt-ein-terminal-wird-zum-werbekanal/100216737.html

Friday:

The German business climate fell more sharply than expected in April. The ifo business climate index fell to 84.4 points. A decline to 85.5 points had been expected.

https://de.marketscreener.com/boerse-nachrichten/deutsches-geschaeftsklima-sinkt-im-april-staerker-als-erwartet-laut-ifo-umfrage-ce7f59dfd98cf526

$INTC (+8,79%) Intel appears to have achieved a turnaround. The company is back in the profit zone and expects further growth. Chips for data centers in particular appear to be in demand.

https://www.finanzen.net/nachricht/aktien/quartalsbilanz-intel-aktie-springt-zweistellig-an-rueckkehr-in-die-gewinnzone-gelungen-umsatz-ueberzeugt-15626279

The most important dates for the coming week:

Tuesday: 05:00 Interest rate decision (Japan)

Wednesday: 14:00 Inflation data (DE)

Thursday: 14:00 Interest rate decision (ECB)

Can you think of any other dates?

$4568 (-3,16%) together with $AZN (-0,73%) is currently developing the drug Datroway (breast cancer). Sales revenues of around € 6 billion are expected by 2030:

https://www.fiercepharma.com/marketing/top-10-most-anticipated-drug-launches-2025#:~:text=It's%20already%20off%20to%20a,out%20last%20year's%20roundup%20here.

What do you think of the share? There is still a dividend and the share price has been down 30% for a year. Irritates me a little. Any opinions?

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The $C (+2,66%) currently recommends the FTSE 100, as it is well suited as a hedge against the risk in the Middle East. This is illustrated by 3 factors.

• The FTSE 100 is driven by energy companies such as $SHEL (-1,53%) and $BP. (-4,13%) dominated. These benefit from geopolitical tensions and thus provide a natural hedge.
• The FTSE has a high weighting in defensive sectors such as pharmaceuticals, such as $AZN (-0,73%) and consumer goods, such as $ULVR (-0,84%) as. These sectors are historically resilient to geopolitical problems.
• Many companies in the FTSE 100 generate the majority of their sales outside the UK. This makes them less vulnerable to domestic risks and more resilient to global uncertainties.

𝖢𝗂𝗍𝗂𝗀𝗋𝗈𝗎𝗉 𝗌𝗂𝖾𝗁𝗍 𝖻𝗋𝗂𝗍𝗂𝗌𝖼𝗁𝖾 & 𝖲𝖼𝗁𝗐𝖾𝗂𝗓𝖾𝗋 𝖠𝗄𝗍𝗂𝖾𝗇 𝗌𝗈𝗐𝗂𝖾 𝖤𝗇𝖾𝗋𝗀𝗒 𝗎𝗇𝖽 𝖽𝖾𝖿𝖾𝗇𝗌𝗂𝗏𝖾 𝖲𝖾𝗄𝗍𝗈𝗋𝖾𝗇 𝖺𝗅𝗌 𝗉𝗈𝗍𝖾𝗇𝗓𝗂𝖾𝗅𝗅𝖾 𝖮𝗎𝗍𝗉𝖾𝗋𝖿𝗈𝗋𝗆𝖾𝗋, 𝖿𝖺𝗅𝗅𝗌 𝖽𝗂𝖾 𝗀𝗅𝗈𝖻𝖺𝗅𝖾𝗇 𝖱𝗂𝗌𝗂𝗄𝖾𝗇 𝗐𝖾𝗂𝗍𝖾𝗋 𝗌𝗍𝖾𝗂𝗀𝖾𝗇.