NVSEF News and Press, Novartis Ag Basel Akt From 02/01/23

Summary Novartis reported Q4 results that missed the consensus revenue estimate. The underlying performance was good, however, as currency-neutral revenue and profit grew. The outlook for 2023 is positive, and the company offers nice shareholder returns. Article Thesis ...

The following slide deck was published by Novartis AG in conjunction with their 2022 Q4 earnings call. For further details see: Novartis AG 2022 Q4 - Results - Earnings Call Presentation

Summary Veeva Systems is a cloud-based software solution provider for the pharmaceutical and life sciences industries. Veeva is valued at over $20 billion and is considered a top player in the industry, providing its services to hundreds of pharmaceutical and life sciences companies wor...

Summary Aerovate is a SMID-cap biotech developing an inhaled imatinib for pulmonary arterial hypertension. AV-101's Phase 2b PAH data is expected in 4Q 2023 or 1Q 2024, which we believe will be positive. We believe the data will be positive based on imatinib's robust efficacy data (...

Summary According to the financial report of Johnson & Johnson, a partner of AbbVie, sales of Imbruvica decreased in the 4th quarter of 2022 due to increased competition. In less than six months, Humira's biosimilars will go on sale in the United States. Botox Cosmetic sales wer...

Summary Wall Street has gone downgrade happy on Pfizer in January, loudly complaining the end of the pandemic has arrived. What brokerage analysts are failing to appreciate is Pfizer now has the strongest balance sheet and free cash flow setup in Big Pharma. If you like cash holding...

Summary DC-806 is the lead drug for the company, which is being developed as an oral IL-17 drug for psoriasis and other immunological disorders. Proof of concept established with use of DC-806 for patients with psoriasis in a phase 1 study compared to a placebo; Phase 2b study expected ...

Summary Healthcare significantly outperformed the broader market last year, after two years of underperforming the S&P 500. When the end to restrictive policy is in sight, then the sector is likely to witness a group rotation to more growth-oriented stocks. Groups like medical d...

Summary Novartis is one of the world’s most successful pharma companies and it is undergoing a major change to become a pure-play innovative medicines company. Part of this also involves Novartis pursuing a “US-First mindset”, which might prefer money at the expense...

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...