Ad hoc announcement pursuant to Art. 53 LR Mid-term sales guidance upgraded to +6% CAGR 2023-2028 and +5% 2024-2029Strong momentum in the business with 8 in-market brands with USD 3bn+ to USD 8bn+ peak sales potential and 15+ near-term submission-enabling readouts 30+ high-value medicines in the pipeline expected to support continued mid-single digit sales growth beyond 2029 Basel, November 21, 2024 – Today Novartis announced an upgrade to its mid-term guidance, in advance of its Meet Novartis Management ev ...

The Index spotlights Novartis leadership in research and development, and governance of access, with Novartis ranking first in these sub-topics Novartis malaria access plans, widespread registration of products in LMICs, and inclusive business model to improve access to products in multiple countries were all highlighted as Best Practice across the industry Novartis has risen three places to secure the top spot on the 2024 Access to Medicine Index Basel, November 19, 2024 – Novartis has ranked first in the ...

Ratio to receive upfront, and potential milestones and tiered royalty paymentsBOSTON, Nov. 18, 2024 /PRNewswire/ -- Ratio Therapeutics Inc. (Ratio), a pharmaceutical company employing innovative technologies to develop best-in-class radiopharmaceuticals for cancer treatment and monitoring, entered today into an exclusive worldwide license and collaboration agreement with Novartis Pharma AG, a subsidiary of Novartis AG (NYSE: NVS). The collaboration leverages Ratio's radioligand therapy discovery and develop ...

诺华公司股票近期走势 - 诺华公司股票近期面临抛售压力呈下降趋势过去四周下跌10.9% [1] 超卖判定方法 - 可通过相对强弱指数（RSI）判定股票是否超卖RSI在0到100之间波动低于30被视为超卖 [2] - RSI有局限性不应单独用于投资决策 [2] 诺华公司股票可能反弹原因 - 诺华公司股票RSI读数为27.29显示抛售接近尾声趋势可能反转 [3] - 过去30天诺华公司每股收益（EPS）预期增长1.4%盈利预期上调通常会带来近期股价上涨 [3] - 诺华公司目前Zacks排名为2（买入）在4000多只股票中处于前20%这表明近期有潜在反转可能 [3]

The price trend for Novartis (NVS) has been bearish lately and the stock has lost 5.1% over the past two weeks. However, the formation of a hammer chart pattern in its last trading session indicates that the stock could witness a trend reversal soon, as bulls might have gained significant control over the price to help it find support.While the formation of a hammer pattern is a technical indication of nearing a bottom with potential exhaustion of selling pressure, rising optimism among Wall Street analysts ...

Novartis (NVS) has been beaten down lately with too much selling pressure. While the stock has lost 9.7% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.How to Determine if a Stock is OversoldWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that me ...

文章核心观点 - Zacks通过自身系统发现被低估股票 诺华和辉瑞可能被低估是价值型股票 [1][9] 诺华公司相关 - 诺华股票Zacks排名为2（买入）价值等级为A [4] - 诺华公司的预期市盈率为13.33低于行业平均的17.89过去12个月其预期市盈率最高16.06最低12.50中位数为13.82 [4] - 诺华公司的市净率为5.15低于行业平均的8.16过去12个月其市净率最高5.90最低4.17中位数为5.28 [5] - 诺华公司的市现率为9.36低于行业平均的26.54过去12个月其市现率最高14.36最低8.28中位数为9.57 [6] 辉瑞公司相关 - 辉瑞股票是2（买入）股票价值分数为A [7] - 辉瑞公司的预期市盈率为9.67低于行业平均的17.89其PEG比率为0.91低于行业平均的1.40 [7] - 辉瑞公司过去12个月市盈率最高19.41最低8.63中位数为11.02 PEG比率最高2.77最低0.86中位数为1.09 [8] - 辉瑞公司的市净率为1.81低于行业的8.16过去12个月其市净率最高2.02最低1.52中位数为1.76 [8]

销售业绩 - 诺华公司（Novartis AG NVS）第三季度销售额为128.23亿美元 同比增长9%（按固定汇率计算增长10%）超过预期的127.6亿美元[1] - 诺华公司预计全年销售额将实现低双位数增长 之前预计为高个位数到低双位数增长[2] 全年指引 - 诺华公司再次上调2024年全年核心营业收入指引 预计增长“高十几”个百分点 之前预计为“中高十几”个百分点[1] 产品相关 - Pelabresib申报进一步延迟 触发8亿美元减值费用（收购MorphoSys花费29亿美元）[2] - 诺华公司专注于为PSMAFore标签做市场准备 有望使其潜在市场扩大三倍[3] - 在中国和日本以及转移性激素敏感性前列腺癌（mHSPC）和寡转移疾病方面的增长机会 可能使Pluvicto的销售额远高于预计的20亿美元峰值[3] - 诺华公司致力于最大化Pluvicto及其放射性配体疗法（RLT）产品组合的潜力[3] - 对于其他靶向PSMA的放射性制药公司来说 进入该市场可能更具挑战性[4] - 诺华公司强调在多发性硬化症中B细胞抑制的持续强劲增长和发展势头 并看到市场规模增长空间[5] - 诺华公司的Cosentyx由于化脓性汗腺炎的扩张而被广泛采用并持续品牌增长 该市场可容纳多个参与者[7] - 诺华公司称Leqvio的推出进展顺利 且Leqvio持续增长 增速超过整体市场[6] 其他公司相关 - 高盛（Goldman Sachs）指出与MorphoSys相关的减值费用有些不尽人意 引发对公司并购战略的质疑[2] - Truist指出诺华公司强劲的资产负债表使其能够进行更多小规模附加交易和股票回购 近期交易主要涉及10亿美元以下的交易以及一些较大规模的附加收购[5] - Truist分析师将关注Leqvio的采用可能对安进（Amgen Inc）的Repatha和再生元（Regeneron Pharmaceuticals Inc）的Praluent产生的影响[6] 股价表现 - 诺华公司股票（NVS）在周三的最后一次检查中下跌0.48% 至110.00美元[7]

I'm an investment analyst with several years of clinical experience and a Master of Business Administration, now expanding my focus beyond biotech and healthcare into a range of sectors. Since 2017, I've had the privilege of sharing my insights on Seeking Alpha. My work emphasizes financial modeling techniques, such as Discounted Cash Flow (DCF) analysis, to uncover hidden assumptions within stock valuations across multiple industries. By deconstructing metrics like revenue growth rates and cash flow margin ...

文章核心观点 - Scemblix是一种新的一线治疗选择,在III期临床试验中显示出优于所有标准治疗的疗效和良好的安全性及耐受性[1][2][5] - Scemblix治疗组患者的剂量减少和不良反应导致治疗中止的比率都较低[5] - 近一半的慢性髓性白血病(CML)患者无法达到治疗效果里程碑,近四分之一的患者在一年内停药或转换治疗[4] - Scemblix获批用于新诊断和既往治疗的CML,使四倍于之前的患者可获得潜在的新标准治疗[3] 根据目录分别总结 疗效 - Scemblix在48周时的主要分子学反应率(MMR)明显优于其他医生选择的标准一线和二线酪氨酸激酶抑制剂(TKI),包括伊马替尼[2][5] - Scemblix治疗组患者达到更深层次的分子学反应,包括MR4,明显高于其他TKI和伊马替尼[6] 安全性 - Scemblix的安全性与既往研究结果一致,未发现新的安全性问题[6] - Scemblix组患者发生3级及以上不良反应、剂量减少和不良反应导致停药的比率均较其他TKI显著降低[5] 患者获取 - Scemblix获批适用于新诊断和既往治疗的CML患者,使四倍于之前的患者可获得这一潜在新标准治疗[3] - 诺华公司提供患者支持服务,帮助患者了解保险报销和寻找财务援助[14] 公司承诺 - 诺华公司在CML领域有20多年的科研承诺,致力于开发更有针对性和更好耐受性的新药[15] - 公司与马克斯基金会的20多年合作,为低中收入国家的CML患者提供了Gleevec、Tasigna和Scemblix等药物的获取支持[15]