NVSEF News and Press, Novartis Ag Basel Akt From 11/12/20

Fisher’s 13F portfolio value increased from $102.5B to $117.8B in Q3 2020. They increased NextEra Energy, UnitedHealth, 3M Company, and Thermo Fisher Scientific while decreasing Starbucks, Total SA, and Royal Dutch Shell during the quarter. Fisher has a number of small posi...

Kahn Brothers’ 13F portfolio value decreased from $592M to $528M this quarter. Patterson-UTI was increased while reducing Merck, Seaboard, Sterling Bancorp, and Hologic. The portfolio continues to be very concentrated with the top five positions accounting for ~48% of the 1...

Scholar Rock Holding focuses on the discovery of drugs for treating illnesses, in which signaling by protein growth factors is important. SRRK tested a total of 58 employees in Phase 2. I would expect the company to test many more patients in Phase 3. In 2019, SPINRAZA annual sale...

Olema Pharmaceuticals has filed to raise $100 million in an IPO, although the final figure may differ. The firm is advancing its OP-1250 drug to treat various women's cancers as a monotherapy and in combination with other drugs. OLMA has a collaboration deal with Novartis, which i...

Compass Therapeutics has filed to raise $50 million in an IPO. The firm is advancing programs to treat various cancers, including Her2+ breast cancer. CMPX has produced intriguing results in preclinical studies for its lead candidate. For further details see: Compass The...

Catabasis failed a Phase 3 Duchenne Muscular Dystrophy trial. Revolution Medicines reports anti-tumor activity for RMC-4630. Novartis reports positive data for iptacopan in C3 glomerulopathy. For further details see: Catabasis' Catastrophic Failure, And Other News: The G...

Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy,...

Novartis AG (NVS) Q3 2020 Earnings Conference Call October 27, 2020 9:00 am ET Company Participants Vas Narasimham - Chief Executive Officer Richard Sandor - Chief Executive Officer, Sandoz Marie-France Tschudin - President, Novartis Pharmaceuticals Susanne Schaffert - President, Novartis Onc...

The following slide deck was published by Novartis AG in conjunction with their 2020 Q3 earnings call. For further details see: Novartis AG 2020 Q3 - Results - Earnings Call Presentation

Novartis AG (NVS) Q3 2020 Earnings Conference Call October 27, 2020 08:50 AM ET Company Participants Samir Shah - Global Head, Investor Relations Vas Narasimhan - Chief Executive Officer Harry Kirsch - Chief Financial Officer Marie-France Tschudin - President, Novartis Pharmaceuticals Susanne...