NVSEF News and Press, Novartis Ag Basel Akt From 05/19/20

Pharma is well-known as an extremely high margin business, capable of generating substantial incremental shareholder value due to its capacity to leverage the economics of patents and its relatively low incremental investment rates. Indeed, the profitability of Pharma has made it a political t...

This article is part of a series that provides an ongoing analysis of the changes made to Kahn Brothers' 13F stock portfolio on a quarterly basis. It is based on Kahn Brothers' regulatory 13F Form filed on 05/11/2020. Please visit our Tracking Kahn Brothers Portfolio series to get an idea ...

Quick Take ADC Therapeutics ( ADCT ) intends to raise $125 million from the sale of its common stock, per an amended registration statement . The company is advancing a pipeline of drug candidates for the treatment of blood cancers and solid tumors. ADCT is making a new attempt to go pu...

Background Regeneron (REGN) more than doubled from its depressed $272 early-October lows, initially because of risk-on sentiment returning to the market (SPY). The surge above $400 - which was my rough estimate of fair value as of Q4 last year - in Q1 was likely almost all due to its partici...

Quick Take Ayala Pharmaceuticals ( AYLA ) intends to raise $50 million from an IPO of its common stock, according to an amended registration statement . The company is advancing a pipeline of drug candidates for the treatment of various cancer conditions. AYLA has produced promising res...

Novartis AG (NVS) Q1 2020 Earnings Conference Call April 28, 2020, 07:00 ET Company Participants Samir Shah - Global Head, IR Vasant Narasimhan - CEO Marie-France Tschudin - President, Novartis Pharmaceuticals Susanne Schaffert - President, Novartis Oncology Harry Kirsch - CF...

Novartis AG (NYSE: NVS ) has bounced back nicely after COVID-19 sell-off. However, should the market cool off again, we could see the stock back to late March levels. Below we explain why, despite stellar Q1 results, we currently rate Novartis a Sell. Novartis is one of the largest Biopharma...

The following slide deck was published by Novartis AG in conjunction with their 2020 Q1 earnings Read more ...

Market Pulse The COVID-19 pandemic has thrust biopharma to the forefront in the search for a solution. And biotechs will remain at the investing forefront as the quest for anti-viral treatments and vaccines continues to be the race for the holy grail that can restore economic activity around...

The broader markets are on a path to recovery for more than a week now, even though the fate of the economy hangs in the balance. Most of the country is still in shutdown mode, and it's likely to cost trillions of dollars when all is said and done. Some estimates are as high as $10 trillion....