NVSEF News and Press, Novartis Ag Basel Akt From 08/11/22

Kahn Brothers' 13F portfolio value decreased from ~$788M to ~$743M this quarter. New York Community Bancorp, Citigroup, VOXX International, and ViewRay were increased while decreasing Patterson-UTI Energy during the quarter. The portfolio continues to be very concentrated with the...

Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...

Reproxalap seems poised for FDA approval for dry eye disease. Therapy has clear practical advantages over Restasis and Xiidra. Monetization event seems likely. Insider buying resumes. In June 2021, I authored the article, Aldeyra Therapeutics : A New Approach To Ocul...

Viatris is down 40% since the spin-off. Financial metrics are positively increasing as one-time costs of the merger are decreasing. Safe and high dividend yield combined with exceptional free cash flow yield offer a great margin of safety. The restructuring of the company offers a...

Novartis AG (NVS) Q2 2022 Results Conference Call July 19, 2022 08:00 AM ET Company Participants Samir Shah - Global Head, IR Vas Narasimhan - CEO Harry Kirsch - CFO Conference Call Participants Matthew Weston - Credit Suisse Tim Anderson - Wolfe ...

Novartis today reported results for HY 2022. Sales in the Innovative Medicines segment continue to grow strongly, and Novartis has several promising blockbuster drugs for a broad range of indications. Share buybacks, enabled through the sale of Novartis' stake in Roche, will likely re...

Q2 performance is in line with analyst estimates. The company delivered a good set of numbers. Sandoz's strategic review is ongoing and the generic division is also delivering better results. Novartis reaffirms 2022 guidance, and we confirm our buy rating. When we init...

The following slide deck was published by Novartis AG in conjunction with their 2022 Q2 earnings call. For further details see: Novartis AG 2022 Q2 - Results - Earnings Call Presentation

The street consensus anticipates 10.10% net profit and 6.77% free cash flow CAGR for Roche over the next 5 years. Ocrevus holds 20% of the global multiple sclerosis market share. An advantageous risk-reward profile is limiting the downside, while my valuation model values the Roch...

AlphaFold is a leading open-source AI program that aids researchers in visualizing protein structures. Applications are diverse and reduce research time across the healthcare industry and academia. The program certainly is a gift to our future health, but the open source nature an...