NVSEF News and Press, Novartis Ag Basel Akt From 03/15/22

Pharma/biotech is undervalued by about 14% relative to 11-year averages. Life science tools and healthcare equipment are overvalued by over 25%. Focus on IXJ: a more diversified alternative to XLV. 10 stocks cheaper than their peers in March. For further details see: ...

DTH invests in high yield stocks of developed countries excluding North America. More than half of asset value is in Japan, the U.K. and Australia. It is heavy in financials, materials and communication. Inflation-adjusted total return after tax since inception is close to fla...

PTAB turned the CRISPR industry upside down, with sleepy biotechs becoming market favorites overnight and leading companies dropping by double-digit rates. NTLA management will likely talk down the effects of the patent ruling, but given the new dynamics, this speculative trade has be...

Carlisle Companies is a solid hyper-growth aristocrat bargain today. If CSL grows as expected and returns to historical fair value by 2023, that could amount to 41% total returns or 21% annually. Its skilled management team, proven wide-moat business model, and $112 trillion globa...

I wanted to highlight the four reasons why it's a potentially great time to add this Ultra SWAN quality dividend king to your portfolio. Reason One: Market is likely overreacting to 3M's legal liability risk. Reason Two: One of the highest quality dividend stocks in the world. ...

No matter how long is the time you dedicate to look at/hold AbbVie, it's a "movie" with a happy ending, with a second-to-none acting performance. In spite of near-future growth concerns, and even if the stock might be (technically/optically) looking fully valued, we believe that there...

Biotechs struggled in 2021 as indexes lagged the broader market. So far in 2022, biotechs have dropped sharply as interest rate uncertainty has created a risk-off market. A rising interest rate environment remains the biggest risk for biotechs. With the S&P 500 biotech index h...

Investing in the biotech industry is an art, not a science. While the potential for gains from groundbreaking therapies exists, the majority fail. By utilizing statistics, careful selection, and net present value calculations, it is quite easy to find a basket that fulfills your p...

Founded in 1984 in the Netherlands, ASML is an industry leader in chip-making technology. ASML is the world-leader in the technology of the future when it comes to computer chip manufacturing. ASML stock is trading at the upper end of its historical fair value range, and I estimat...

The following slide deck was published by Novartis AG in conjunction with their 2021 Q4 earnings call. For further details see: Novartis AG 2021 Q4 - Results - Earnings Call Presentation