NVSEF News and Press, Novartis Ag Basel Akt From 01/18/23

Summary While foreign competitors Novartis and Roche scored better than Bristol Myers in my recent pipeline analysis, BMY is the best US option. This article will revisit the metrics that allowed BMY to beat competitors such as Pfizer and Merck. With a combination of a slow prior fi...

Summary The pipeline is the heart of a drug discovery company. As such, analyzing the health of a pipeline can lead to suggestions about future performance. This article will analyze the 10 largest pharmaceuticals and determine where the strongest pipelines lie. Introducti...

Novartis AG (NVS) 41st Annual J.P. Morgan Healthcare Conference Call January 09, 2023 11:15 AM ET Company Participants Vasant Narasimhan - Chief Executive Officer Conference Call Participants Richard Vosser - JPMorgan Chase & Co. Presentation Rich...

Summary Federal Reserve interest rate policy to again remain the market focus this year and create a chaotic first half. Biotechnology should be favorably positioned relative to the market if the economy slips into a recession. Biotech fortunes near term are to be determined by the ...

Summary GLPG is setting to transform its business after a slew of failures. The new CEO is a global expert at this, and I don't see him failing. They have a huge cash stockpile. I haven’t covered Galapagos ( GLPG ) in a while. My last coverage of t...

Summary We share data on over 50 big-yield healthcare investments, including individual stocks, REITs, closed-end funds ("CEFs") and bonds. We dive deeper into three specific attractive big-yield opportunities that also have healthy upside potential. We begin with a special focus on...

Summary On Monday, Madrigal Pharmaceuticals announced a best-case dataset from its phase 3 trial in NASH. This opens up a Huge market for the company. Madrigal Pharmaceuticals stock is up 4x: what you should do now. I have been bullish on Madrigal ( MDGL ) since 20...

Summary I recently raised the cash level in my personal portfolio to 25%. In a related article, I proposed that we were in "the 5th inning," to borrow a baseball metaphor. In that article, I featured the importance of diversification, and shared a recent Vanguard outlook that suggested ...

Summary In-vivo CRISPR/Cas9 knock out gene editing treatments NTLA-2002 and NTLA-2001 have established proof of concept in treating patients with HAE and ATTR, respectively. Company has already gained the interest from big pharma for its CRISPR/Cas9 knock out gene editing technology pla...

Summary Humira's international sales were $603 million in Q3 2022, down 25.7% year-over-year, and this is mainly due to increased competition from biosimilars in Europe. AbbVie's EBITDA was $7,235 million in Q3 2022, up 2.8% year-on-year. The largest contribution to the company's re...