Novartis (NVS) reported $11.83 billion in revenue for the quarter ended March 2024, representing a year-over- year decline of 8.7%. EPS of $1.80 for the same period compares to $1.71 a year ago. The reported revenue represents a surprise of +2.85% over the Zacks Consensus Estimate of $11.5 billion. With the consensus EPS estimate being $1.73, the EPS surprise was +4.05%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

诺华2024年第一季度业绩 - 诺华的核心收益超出预期，每股盈利为1.80美元，高于分析师预期的1.73美元[1] - 诺华的营收达到118亿美元，同比增长10%，在恒定汇率基础上增长11%[2] 诺华2024年展望 - 诺华的2024年指导预期提高，预计净销售额将以高个位数至低两位数增长[18] - 核心运营收入预计将以低两位数至中两位数增长[18]

业绩总结 - 2024年第一季度，净销售额同比增长11%[21] - 核心运营收入同比增长22%[21] - 核心每股收益同比增长23%[21] - 预计2024年净销售额和核心运营收入将实现高个位数至低两位数增长[22] - 到2027年核心运营收入利润率将达到40%以上[27] 产品业绩 - Entresto在2024年第一季度实现了36%的增长[5] - Cosentyx在2024年第一季度增长了25%[7] - Kisqali在乳腺癌领域增长了54%[9] - Pluvicto在Q1表现强劲，增长了47%[10] - Leqvio在美国市场持续增长，超过先进的降脂药市场[12] - Scemblix在Q1增长了83%，主要受到3L+ CML核心适应症需求的推动[13] - Fabhalta在美国PNH市场推出表现积极[14] 研发进展 - Novartis创新管道中有21个处于第二阶段的主导指标[32] - Novartis创新管道中有8个处于第三阶段的主导指标[33] - Novartis创新管道中有177Lu-dotatate处于注册阶段[34] - Iptacopan的Ph3 APPLAUSE-IgAN研究显示相对于安慰剂，蛋白尿减少了38%[15] - Remibrutinib的REMIX研究在CSU患者中展示了长达52周的强效和安全性[16] 财务信息 - 公司中期销售复合年增长率(CAGR)预期为5%[23] - 公司计划继续进行高达150亿美元的股票回购[24] - 净债务增加56亿美元，主要是由于年度股息支付[37] - 2023年主要股息支付为76亿美元，瑞士扣缴税24亿美元[37]

诺华公司业绩表现 - 瑞士药企诺华股价在好于预期的第一季度业绩后上涨4.8%[2] - 诺华公司调高了全年指引，预计2024年净销售额将增长高个位数至低两位数百分比，较之前的中个位数增长预期有所提升[3] - 公司还调整了核心营业收入的预期，现在预计将增长低两位数至中高两位数百分比，较之前的高个位数增长预期有所提升[4]

Novartis AG (NVS) , a Swiss pharma giant, is scheduled to report first-quarter 2024 results on Apr 23. The company’s earnings surpassed estimates in three of the last four quarters and missed in the remaining one, the average surprise being 3.72%. In the last reported quarter, NVS’ earnings missed estimates by 6.71%. Let's see how things might have shaped up prior to the announcement. Factors Driving Growth With the successful spin-off of the Sandoz business in October 2023, Novartis operates as a single gl ...

Analysts on Wall Street project that Novartis (NVS) will announce quarterly earnings of $1.73 per share in its forthcoming report, representing an increase of 1.2% year over year. Revenues are projected to reach $11.5 billion, declining 11.2% from the same quarter last year. The consensus EPS estimate for the quarter has undergone a downward revision of 1.1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates d ...

诺华公司发布Fabhalta的APPLAUSE-IgAN研究结果 - 诺华公司发布了Fabhalta (iptacopan)的APPLAUSE-IgAN研究的阶段III的预定中期分析结果[1] - Fabhalta是一种口服的因子B抑制剂，已经获得FDA批准用于治疗罕见的血液疾病夜间血红蛋白尿症的成年患者[2] - 诺华公司希望扩大该药物的适应症，用于治疗免疫球蛋白A肾病(IgAN)，这是一种多样性、进展性、罕见的肾脏疾病[3] - APPLAUSE-IgAN是一项阶段III多中心、随机、双盲、安慰剂对照、平行组研究，旨在评估每日口服Fabhalta (200毫克)对518名IgAN成年患者的疗效和安全性[4]

Novartis (NVS) entered into an exclusive strategic license agreement with a clinical-stage biotechnology company, Arvinas, Inc. (ARVN) , for the worldwide development and commercialization of the latter’s pipeline candidate ARV-766. Shares of ARVN were up on the news. The deal also includes an asset purchase agreement for the sale of Arvinas’ preclinical AR-V7 program to Novartis. Per the terms of the deal, Novartis will be responsible for the global development and commercialization of ARV-766. NVS will al ...

裁员计划 - 诺华计划裁员680人，其中440人在瑞士，240人在美国[1],[2] - 这次裁员计划是独立于之前宣布的重组计划的，重组计划将裁员总全球员工数的8,000人[3] 研发部门情况 - 目前公司在研发部门约有12,500名员工，他们负责处理药品监管、分析和质量保证等支持功能，以及设计药品生产流程[4]

Novartis (NYSE:NVS) layoffs are in the news Wednesday after the healthcare company announced plans to cut jobs in the U.S. and Switzerland. Starting with its U.S. jobs, the company intends to reduce its headcount by 240 workers. Employees in its product development division will be the ones hit by these cuts. The same is true for the Novartis layoffs in Switzerland, which will affect 440 workers. Both the U.S. and Swiss layoffs are set to take place over the next two to three years. A spokesperson for Novar ...