Market Cap 308.75B
Revenue (ttm) 51.72B
Net Income (ttm) 11.94B
EPS (ttm) N/A
PE Ratio 15.86
Forward PE 15.56
Profit Margin 23.09%
Debt to Equity Ratio 0.67
Volume 1,036,300
Avg Vol 1,591,480
Day's Range N/A - N/A
Shares Out 2.11B
Stochastic %K 70%
Beta 0.51
Analysts Sell
Price Target $128.71

Company Profile

Novartis AG researches, develops, manufactures, distributes, markets, and sells pharmaceutical medicines in Switzerland and internationally. The company offers Entresto, an angiotensin receptorneprilysin inhibitor to treat symptomatic chronic heart failure with reduced ejection fraction (HFrEF); Cosentyx to treat plaque psoriasis, pso riatic arthritis, ankylosing spondylitis, and nonradiographic axial spondy loarthritis; Kisqali, a selective oral cyclin dependent inhibitor of kinases 4 and 6 (CD...

Industry: Drug Manufacturers - General
Sector: Healthcare
Phone: 41 61 324 11 11
Fax: 41 61 324 80 01
Address:
Lichtstrasse 35, Basel, Switzerland
Gps_100X_ROI_Potential
Gps_100X_ROI_Potential Jan. 14 at 4:18 PM
$SLS AML-MR is the Highest Unmet Need in all AML and First and Only safe CDK9 Inhibitor. 4X Survival Advantage for the Most Unmet Need in AML, Post Ven HMA treatment failure dying patients who have failed all treatments with a 2.5 month life expectancy. $RHHBY just bought REGOR CDK Phase 1 asset - for $850M +$4B In future Payments $PFE $143B Ibrance - Palbociclib CDKinase Inhibitor $NVS $274B Kisqali - Ribociclib CDKinase Inhibitor $LLY $970B Verzenio - Abemaciclib CDKinase Inhibitor $SLS $.68B Tambiciclib CDKInase Inhibitor SLS009 is in the Class and Category of Many CDK Inhibitor Blockbuster Drugs with House Hold names. - Massively Undervalued Asset.
0 · Reply
Gps_100X_ROI_Potential
Gps_100X_ROI_Potential Jan. 14 at 3:08 PM
$SLS Bottom LINE: TAMBICICLIB Will Be FDA Approved - the Market Has yet to appreciates its value. $PFE Pfizers' Ibrance - palbociclib CDKinase Inhibitor $NVS Novartis' Kisqali -ribociclib CDKinase Inhibitor $LLY Eli Lilly's Verzenio -abemaciclib CDKinase Inhibitor $SLS $680M Tambiciclib CDKInase Inhibitor.
0 · Reply
Quantumup
Quantumup Jan. 13 at 8:45 PM
William Blair reiterated $TERN Outperform/Top Pick. $NVS $ELVN William Blair said in its note: Following the company's presentation last year at the American Society of Hematology (ASH) annual meeting, it is our view that "unprecedented" remains the only suitable adjective to describe the clinical activity of TERN-701 in third-line or later chronic myeloid leukemia (CML). It is rare for an investigational agent to demonstrate unequivocal improvement in both clinical efficacy and safety and concurrently provide patients with better convenience of daily dosing with no food effect. William Blair went on to say: https://x.com/Quantumup1/status/2011175547691548887?s=20
0 · Reply
Quantumup
Quantumup Jan. 12 at 9:19 PM
Raymond James reiterated $COGT Strong Buy-$60, and provided its WW product revenue ests for bezuclasinib in 3 indications for FY27-30, w/ 1 NDA submitted & 2 on deck in 1H26, ahead of competitors conference this week. $SNY - BPMC $NVS $OPHLY GSK $CLDX Raymond James said in its note, Recall, Cogent submitted an NDA for NonAdvSM in December based on positive SUMMIT data presented earlier last year and expects FDA to accept the NDA by the end of February 2026. Moreover, Cogent is on track to submit two more NDAs for GIST and AdvSM in April 2026 and 1H26, respectively. Overall, by Cogent's estimates and our model, bezuclastinib's commercialization is on deck in 2H26 in all three indications, and we model total WW product revenues of $393.4M, $773.6M, $1.35B, and $1.83B for FY27- 30, respectively.
0 · Reply
wwmeinc
wwmeinc Jan. 12 at 7:43 PM
$VKTX ....Maybe think about why $NVS made these 30 or so deals/acquisitions,etc since '24.....Could it be they wanted to stay at or near the very top of the mega-pharma pyramid....Lilly being top dog today :) Science/research advancing for all to continue to advance and succeed up the ladder...Thanks. glta "Novartis has announced more than 30 strategic deals (acquisitions, licensing agreements, and collaborations) between January 2024 and January 2026. "
0 · Reply
Quantumup
Quantumup Jan. 12 at 6:05 PM
Stifel⬆️ $ERAS's PT to $10 from $6 and reiterated at a Buy after ERAS announced its pipeline updates and 2026 outlook. $RVMD $DAWN $MRK $NVS Here's what Stifel had to say in its note: The most impactful update was tightening of ERAS-0015 guidance to 1H26 and commentary that PRs have been observed across tumor types with favorable safety/tolerability. We make no change to our Buy Rating and update our target price to $10 (previously $6) to capture today's de-risking commentary and scarcity value of pan-RAS inhibitors. ERAS-0015 uses the same MoA as RVMD's pan-RAS. RVMD is speculated to be in talks with MRK for an acquisition in the $30B+ range centered on the pan-RAS. We believe ERAS recent strength is reflective of this scarcity premium being applied, especially as competitor pan-KRAS inhibitor underwhelms (see here). We believe ERAS is perfectly situated to be a major fast follower to RVMD with a multi-billion potential peak sales making it an attractive BD focus for large pharma.
0 · Reply
Gps_100X_ROI_Potential
Gps_100X_ROI_Potential Jan. 12 at 5:46 PM
$SLS $PFE Pfizers' Ibrance - Palbociclib CDKinase Inhibitor $NVS Novartis' Kisqali -Ribociclib CDKinase Inhibitor $LLY Eli Lilly's Verzenio -Abemaciclib CDKinase Inhibitor $SLS $680M - Tambiciclib CDKInase Inhibitor. - Tambiciclib Will BE FDA APPROVED Like Many other Kinase Inhibitors - like several other CDKinase Inhibitor Blockbusters . - Not 1 DLT, NOT 1 Serious Side EFFECT - 0 Grade 3 or 4 TRAE's We Know 009 only needs 25% response rates for Approval, its 56% in all dose, all AML-MR types, P2a Data Published at ASH: - A MOS more than 4X+ Longer than historical norms - No SIDE EFFECTS AT ALL, Not 1 single patient in the RPD2 cohort reported a Side Effect - SLS is the first ever and only safe CDK9 Inhibitor. Bottom LINE: TAMBICICLIB Will Be FDA Approved - the Market Has yet to appreciates its value. This for the Most Unmet Need in AML, Post VEN HMA treatment failure dying patients who have failed all treatments with a 2.5 month life expectancy.
0 · Reply
HScottMatusow
HScottMatusow Jan. 10 at 10:39 AM
$QURE $NVS $NVS the part about Prassad approving $NVS on historical is a missspeak by me. The trial approved was a p3 , rct sham, full approval. However, for AA, a sham rct being required is absurd, and Prassad doesnt have the final say on this, as well. Never in biotech history has a company pr'd , "we are no longer in alignment with the #FDA without the actual meeting minutes in hand - this is how i know that pr was a sham. Designed to 1, get other potential acquirers off of them, and 2, tank stock so it didnt cause financiar shorts to lose control of the float, causing them margin calls, and, made them a boat load of money by cutting their long shares and warrants in half.
1 · Reply
HScottMatusow
HScottMatusow Jan. 9 at 10:22 PM
Continued from last post; Self-dealing bs is common place in #Biotech. A deal with $NVS grants upper management here cushy options and a position in NVS, whereas #RHHBY and $BIIB would likely only offer an all cash dissolve deal and no future options for $QURE seniors? Again, read the amended change of control/restructure deal approved in June of this year, a long with this year being the first year the company DID NOT AWARD performance incentive option grants (no awards past march) for hitting arguably, the best data ever seen in neurology? And again, out of the last 20 #biotech acquisitions, only 2 has language exactly like $QURE's, AND BOTH WERE ACQUIRED BY $NVS. Coincidence? LOL!! Does anyone out there ever think anymore for themselves. STOP sniffing and kissing $QURE BOD and CEO ass, they are the bad guys, not the #FDA
1 · Reply
HScottMatusow
HScottMatusow Jan. 9 at 10:22 PM
Concerning $QURE again, did it ever occur to you people blaming The #FDA, that the company simply omitted (accidental or purposely), biopsy data for AA BLA, to confirm matched with historical? You don't find it suspect that company was overly nice with The FDA? More #BULLSHIT. Designed to get other companies off of them, so they can execute their self-dealing deal with $NVS in my strongest opinion. What pisses me off is having to read the BS from almost all of you blaming Prasad (whom I agree is a semi-ass), when the man just approved $NVS gene therapy on HISTORICAL matching. All you have to do is look on public directories to see CLINICAL and commercial people are open to new work, some actively seeking new employment. Does a company that needs to run an RCT for AA only not hire new clinical, but see downsizing by attrition?
0 · Reply
Latest News on NVS
Novartis eyes more bolt-on acquisitions, CEO says

Jan 12, 2026, 1:39 PM EST - 3 days ago

Novartis eyes more bolt-on acquisitions, CEO says


Novartis: A Mispriced Hedge In A Crowded Equity Market

Dec 28, 2025, 4:09 AM EST - 18 days ago

Novartis: A Mispriced Hedge In A Crowded Equity Market


Novartis, Roche near US drug price deal, Bloomberg News reports

Dec 17, 2025, 1:14 PM EST - 4 weeks ago

Novartis, Roche near US drug price deal, Bloomberg News reports


Novartis plans to cut up to 550 jobs at Swiss facility

Nov 25, 2025, 4:02 AM EST - 7 weeks ago

Novartis plans to cut up to 550 jobs at Swiss facility


FDA approves Novartis' gene therapy for rare muscle disorder

Nov 24, 2025, 5:26 PM EST - 7 weeks ago

FDA approves Novartis' gene therapy for rare muscle disorder


Novartis AG (NVS) Shareholder/Analyst Call Transcript

Nov 21, 2025, 5:53 PM EST - 7 weeks ago

Novartis AG (NVS) Shareholder/Analyst Call Transcript


Novartis Expects Steady Sales Growth Through 2030

Nov 20, 2025, 1:51 AM EST - 2 months ago

Novartis Expects Steady Sales Growth Through 2030


Novartis opens new plant in California to make cancer drugs

Nov 10, 2025, 9:34 AM EST - 2 months ago

Novartis opens new plant in California to make cancer drugs


3 Investable Laggards In An Overbought Market

Oct 28, 2025, 5:13 PM EDT - 2 months ago

3 Investable Laggards In An Overbought Market

AVDL BMY ETNB MRUS MTSR PAGP RNA


Novartis AG (NVS) Q3 2025 Earnings Call Transcript

Oct 28, 2025, 1:41 PM EDT - 2 months ago

Novartis AG (NVS) Q3 2025 Earnings Call Transcript


Novartis completes acquisition of Tourmaline Bio

Oct 28, 2025, 9:52 AM EDT - 2 months ago

Novartis completes acquisition of Tourmaline Bio

TRML


Novartis CEO: We're never done with M&A

Oct 28, 2025, 8:16 AM EDT - 2 months ago

Novartis CEO: We're never done with M&A


Novartis posts Q3 income beat, reaffirms FY2025 guidance

Oct 28, 2025, 5:47 AM EDT - 2 months ago

Novartis posts Q3 income beat, reaffirms FY2025 guidance


Gps_100X_ROI_Potential
Gps_100X_ROI_Potential Jan. 14 at 4:18 PM
$SLS AML-MR is the Highest Unmet Need in all AML and First and Only safe CDK9 Inhibitor. 4X Survival Advantage for the Most Unmet Need in AML, Post Ven HMA treatment failure dying patients who have failed all treatments with a 2.5 month life expectancy. $RHHBY just bought REGOR CDK Phase 1 asset - for $850M +$4B In future Payments $PFE $143B Ibrance - Palbociclib CDKinase Inhibitor $NVS $274B Kisqali - Ribociclib CDKinase Inhibitor $LLY $970B Verzenio - Abemaciclib CDKinase Inhibitor $SLS $.68B Tambiciclib CDKInase Inhibitor SLS009 is in the Class and Category of Many CDK Inhibitor Blockbuster Drugs with House Hold names. - Massively Undervalued Asset.
0 · Reply
Gps_100X_ROI_Potential
Gps_100X_ROI_Potential Jan. 14 at 3:08 PM
$SLS Bottom LINE: TAMBICICLIB Will Be FDA Approved - the Market Has yet to appreciates its value. $PFE Pfizers' Ibrance - palbociclib CDKinase Inhibitor $NVS Novartis' Kisqali -ribociclib CDKinase Inhibitor $LLY Eli Lilly's Verzenio -abemaciclib CDKinase Inhibitor $SLS $680M Tambiciclib CDKInase Inhibitor.
0 · Reply
Quantumup
Quantumup Jan. 13 at 8:45 PM
William Blair reiterated $TERN Outperform/Top Pick. $NVS $ELVN William Blair said in its note: Following the company's presentation last year at the American Society of Hematology (ASH) annual meeting, it is our view that "unprecedented" remains the only suitable adjective to describe the clinical activity of TERN-701 in third-line or later chronic myeloid leukemia (CML). It is rare for an investigational agent to demonstrate unequivocal improvement in both clinical efficacy and safety and concurrently provide patients with better convenience of daily dosing with no food effect. William Blair went on to say: https://x.com/Quantumup1/status/2011175547691548887?s=20
0 · Reply
Quantumup
Quantumup Jan. 12 at 9:19 PM
Raymond James reiterated $COGT Strong Buy-$60, and provided its WW product revenue ests for bezuclasinib in 3 indications for FY27-30, w/ 1 NDA submitted & 2 on deck in 1H26, ahead of competitors conference this week. $SNY - BPMC $NVS $OPHLY GSK $CLDX Raymond James said in its note, Recall, Cogent submitted an NDA for NonAdvSM in December based on positive SUMMIT data presented earlier last year and expects FDA to accept the NDA by the end of February 2026. Moreover, Cogent is on track to submit two more NDAs for GIST and AdvSM in April 2026 and 1H26, respectively. Overall, by Cogent's estimates and our model, bezuclastinib's commercialization is on deck in 2H26 in all three indications, and we model total WW product revenues of $393.4M, $773.6M, $1.35B, and $1.83B for FY27- 30, respectively.
0 · Reply
wwmeinc
wwmeinc Jan. 12 at 7:43 PM
$VKTX ....Maybe think about why $NVS made these 30 or so deals/acquisitions,etc since '24.....Could it be they wanted to stay at or near the very top of the mega-pharma pyramid....Lilly being top dog today :) Science/research advancing for all to continue to advance and succeed up the ladder...Thanks. glta "Novartis has announced more than 30 strategic deals (acquisitions, licensing agreements, and collaborations) between January 2024 and January 2026. "
0 · Reply
Quantumup
Quantumup Jan. 12 at 6:05 PM
Stifel⬆️ $ERAS's PT to $10 from $6 and reiterated at a Buy after ERAS announced its pipeline updates and 2026 outlook. $RVMD $DAWN $MRK $NVS Here's what Stifel had to say in its note: The most impactful update was tightening of ERAS-0015 guidance to 1H26 and commentary that PRs have been observed across tumor types with favorable safety/tolerability. We make no change to our Buy Rating and update our target price to $10 (previously $6) to capture today's de-risking commentary and scarcity value of pan-RAS inhibitors. ERAS-0015 uses the same MoA as RVMD's pan-RAS. RVMD is speculated to be in talks with MRK for an acquisition in the $30B+ range centered on the pan-RAS. We believe ERAS recent strength is reflective of this scarcity premium being applied, especially as competitor pan-KRAS inhibitor underwhelms (see here). We believe ERAS is perfectly situated to be a major fast follower to RVMD with a multi-billion potential peak sales making it an attractive BD focus for large pharma.
0 · Reply
Gps_100X_ROI_Potential
Gps_100X_ROI_Potential Jan. 12 at 5:46 PM
$SLS $PFE Pfizers' Ibrance - Palbociclib CDKinase Inhibitor $NVS Novartis' Kisqali -Ribociclib CDKinase Inhibitor $LLY Eli Lilly's Verzenio -Abemaciclib CDKinase Inhibitor $SLS $680M - Tambiciclib CDKInase Inhibitor. - Tambiciclib Will BE FDA APPROVED Like Many other Kinase Inhibitors - like several other CDKinase Inhibitor Blockbusters . - Not 1 DLT, NOT 1 Serious Side EFFECT - 0 Grade 3 or 4 TRAE's We Know 009 only needs 25% response rates for Approval, its 56% in all dose, all AML-MR types, P2a Data Published at ASH: - A MOS more than 4X+ Longer than historical norms - No SIDE EFFECTS AT ALL, Not 1 single patient in the RPD2 cohort reported a Side Effect - SLS is the first ever and only safe CDK9 Inhibitor. Bottom LINE: TAMBICICLIB Will Be FDA Approved - the Market Has yet to appreciates its value. This for the Most Unmet Need in AML, Post VEN HMA treatment failure dying patients who have failed all treatments with a 2.5 month life expectancy.
0 · Reply
HScottMatusow
HScottMatusow Jan. 10 at 10:39 AM
$QURE $NVS $NVS the part about Prassad approving $NVS on historical is a missspeak by me. The trial approved was a p3 , rct sham, full approval. However, for AA, a sham rct being required is absurd, and Prassad doesnt have the final say on this, as well. Never in biotech history has a company pr'd , "we are no longer in alignment with the #FDA without the actual meeting minutes in hand - this is how i know that pr was a sham. Designed to 1, get other potential acquirers off of them, and 2, tank stock so it didnt cause financiar shorts to lose control of the float, causing them margin calls, and, made them a boat load of money by cutting their long shares and warrants in half.
1 · Reply
HScottMatusow
HScottMatusow Jan. 9 at 10:22 PM
Continued from last post; Self-dealing bs is common place in #Biotech. A deal with $NVS grants upper management here cushy options and a position in NVS, whereas #RHHBY and $BIIB would likely only offer an all cash dissolve deal and no future options for $QURE seniors? Again, read the amended change of control/restructure deal approved in June of this year, a long with this year being the first year the company DID NOT AWARD performance incentive option grants (no awards past march) for hitting arguably, the best data ever seen in neurology? And again, out of the last 20 #biotech acquisitions, only 2 has language exactly like $QURE's, AND BOTH WERE ACQUIRED BY $NVS. Coincidence? LOL!! Does anyone out there ever think anymore for themselves. STOP sniffing and kissing $QURE BOD and CEO ass, they are the bad guys, not the #FDA
1 · Reply
HScottMatusow
HScottMatusow Jan. 9 at 10:22 PM
Concerning $QURE again, did it ever occur to you people blaming The #FDA, that the company simply omitted (accidental or purposely), biopsy data for AA BLA, to confirm matched with historical? You don't find it suspect that company was overly nice with The FDA? More #BULLSHIT. Designed to get other companies off of them, so they can execute their self-dealing deal with $NVS in my strongest opinion. What pisses me off is having to read the BS from almost all of you blaming Prasad (whom I agree is a semi-ass), when the man just approved $NVS gene therapy on HISTORICAL matching. All you have to do is look on public directories to see CLINICAL and commercial people are open to new work, some actively seeking new employment. Does a company that needs to run an RCT for AA only not hire new clinical, but see downsizing by attrition?
0 · Reply
HScottMatusow
HScottMatusow Jan. 9 at 5:40 PM
Btw, first time since being a pub company, that $QURE granted no performance based options to senior management - no option awards since March, 2025 (look it up on form 4). So, producing the best data in company history is not worthy of option grants? #BULLSHIT, it ties into their amended change of control, refer to post below that shows that in the last 20 biotech acquisitions, language exact like $QURE's amendment (Parent company decides option grant, strong spec that handshake with NVS here) occurred twice, both times, $NVS was the buyer. #JPM this week, pr drop today about Type A meeting; IMO, acquisition next week.
0 · Reply
GJ_Rockabilt
GJ_Rockabilt Jan. 9 at 10:18 AM
$NVS With all the good free advertising I provide Novartis, you would think I get paid by The Company in Shares or Cash. I don't. Also, I don't Own Novartis, as I specialize in Small Caps Biotech by choice, for right now. I've already mentioned that I think Novartis should work out a Buyout Deal with $SLS and $TPST . I have one more for The Company to take a look at. $RNXT has the capacity to change Radiology for Cancer Treatments as The World knows it. They released an Abstract on fighting Pancreatic Cancer, yesterday, for a Symposium Show that continues TODAY. I hope Novartis reads it, and Stocktwits Posts on it's Company. Maybe someday I'll actually write a Letter to CEO, but in what language?
0 · Reply
nostic
nostic Jan. 9 at 12:36 AM
$NVS $GLUE dang... got in here around 6.50. I didn't hold nearly long enough, but was eventually proven right. Haha, follow me for more "way too early" plays, sigh.
0 · Reply
SuperGreenToday
SuperGreenToday Jan. 8 at 9:38 PM
$NVS Share Price: $141.44 Contract Selected: Apr 17, 2026 $140 Calls Buy Zone: $5.61 – $6.93 Target Zone: $9.93 – $12.13 Potential Upside: 67% ROI Time to Expiration: 98 Days | Updates via https://fxcapta.com/stockinfo/
0 · Reply
HScottMatusow
HScottMatusow Jan. 8 at 10:12 AM
$QURE , Lol, absolute sandbagging, self dealers. One of MANY hints - read their amended restructure, change of control deal. Only 2 other times has the market seen such language - both times, $NVS acquired the companies who had the exact same language. Yes, it's my opinion shareholders will win nicely here. However, how many HD patients on, in my STRONGEST OPINION, with that bunk Nov 4th PR, took their own lives out of hopelessness? Why was it bunk, and why don't I believe it, and believe co is lying? Because I've seen it before (there's a lot more, come to my Discord, info in my profile). $IMMU leaked a fake FDA delay story right after hot breast-cancer data, stock crashed from the $80S to the $30S, then $GILD announced a $21 B buyout at $88 cash a few months later. You think I'm short, nope, long, but mark this post, you'll see I'm right, sadly. I'll make you a deal; when u see I'm right here, will you be willing to hear me out on Jesus, the good news & real truth about Him?
0 · Reply
Fingerlickengood
Fingerlickengood Jan. 7 at 2:25 PM
$CDXS may be $LGC.X next acqusition! $MRK $NVS https://www.genengnews.com/topics/drug-discovery/lgc-snaps-up-axolabs-adding-to-tna-capabilities/
0 · Reply
Trader1141
Trader1141 Jan. 7 at 12:57 PM
$GLUE Maybe they’ll announce an update from partner $NVS 😎
0 · Reply
KimOrourke360
KimOrourke360 Jan. 6 at 5:30 PM
$GS $HSBC $CAT $NVS $MRK Well said
0 · Reply
Fingerlickengood
Fingerlickengood Jan. 6 at 3:57 PM
$CDXS $MRK $BCHMF $NVS https://themedicinemaker.com/issues/2026/articles/january/building-the-future-of-rna-manufacturing/
0 · Reply
Cornerstone_Marketing
Cornerstone_Marketing Jan. 6 at 3:10 PM
$BIOV.CSE Game-changer alert: BioVaxys Technology Corp. (CSE: $BIOV.CN FR: $5LB OTCQB: $BVAXF) MVP-S + letrozole combo slashed cancer cell growth by 50%+ in Phase 1 for HR+/HER2- breast cancer, boosting immune responses 8x! 🌟 The DPX platform’s “no-release” magic delivers sustained T-cell attacks worldwide, outpacing traditional vaccines. With the $14.4B HER2-negative market exploding to $21.5B by 2030, this could redefine treatment—less chemo misery, more lives saved. Watch out $NVS (Femara makers) & $PFE —innovation incoming! #CancerBreakthrough #DPXPlatform #BiotechBoom
0 · Reply
Quantumup
Quantumup Jan. 5 at 3:22 PM
Stifel reiterated $CRNX Buy-$75 and said, CRNX reported solid updates across the Palsonify and atumelnant franchises. $NBIX $CORT $SRRK $NVS Stifel additionally said, On atumelnant, Cohort 4 and OLE data from the Ph2 CAH study yielded clean safety and supportive evidence for the ongoing Ph3 adult study which features a primary endpoint of both A4 normalization and achievement of physiologic GC doses. Cohort 4 achieved a 67% A4 reduction, in-line with the prior 80mg cohort (70%) despite morning dosing and GC titration. Additionally, patients in the OLE maintained A4 reductions despite GC titration out to at least week 12. Bottom line, Ns are small (8 Cohort 4, 7 OLE), but overall the data support the Ph3 thesis: 2/8 cohort 4 patients achieved both A4 and GC control per management with pre-morning GC A4 measurement (higher bar vs. postGC Ph3 measure). On Palsonify, the 4Q25 pre-report featured a beat >$5MM vs. $3MM and >200 PSFs which should drive 2026 consensus higher, in our view.
0 · Reply
theflynews
theflynews Jan. 2 at 7:16 PM
Trump Weekly: Furniture tariffs delayed, drugmakers hike prices - $NVS - https://thefly.com/permalinks/entry.php/NVSid4263315?1767380687C38
0 · Reply