NVS Novartis AG

$NVS Novartis is paying Abogen $575 million upfront for global rights to ABO2203, an experimental mRNA therapy, with up to $7.2 billion in milestones behind it (Reuters, Friday). The structure is the read. The upfront is only about 7.4% of the $7.8 billion headline. That matters because Novartis is under dealmaking scrutiny: two late-stage failures disclosed in September wiped nearly $30 billion off its market value, and a major shareholder wants tighter board oversight of future acquisitions. The asset is differentiated. ABO2203 is an mRNA-encoded CD19xCD3 T-cell engager designed to reset B cells in autoimmune disease. The mRNA directs the body's own production of the engagers instead of manufacturing them as biologics (PharmExec). Gillian Hollenstein of Point Capital Navigator Fund: "better risk profile, as they pay a smaller amount upfront to secure the rights." Her caveat: Novartis "does need some later stage deals with a higher level of predictability."

$NVS Reported strong results for Q3 2026 Net sales rose 4% cc to $14.5B and core operating income 10% to $6B, with core margin at 41.6% (+2 pts YoY). FY26 core operating income guidance raised to in line to low double-digit growth from a low single-digit decline; sales guide kept at low single-digit growth. Kisqali, Kesimpta, Leqvio, Scemblix and Rhapsido drove strong demand. Q4 sales seen accelerating, core margin lower QoQ Catalysts in play -Remibrutinib FDA filing in Q4 and US MS launch after positive REMODEL data. -Pluvicto HSPC launch accelerating into 2027, mainly Japan, China and Europe. -Ianalumab FDA action by end-2026; Leqvio ORION-4 readout in Q4. Risks in play -Entresto EU generic erosion and Xolair biosimilar pressure. -Pipeline setbacks: pelacarsen failure, $1.9B del-desiran impairment, rap-cel on safety hold. -US Pluvicto flat for four quarters; competition in Kisqali, Kesimpta and MS. -Ianalumab regulatory delay risk and limited 2027 guidance visibility.

$NVS look at GALT today’s start is continuing the upward price movement headed for the conference on November 5th. I’ll try to keep you updated. Bo

$NVS Reported today: EPS of $2.46 vs. $2.25 expected (+9.3%, beat). Revenue of $14.5B vs. $14.5B expected (−0.1%, missed). I used Stock Meadow’s earnings dashboard to review the results.

$NVS Does Novartis's raised 2026 core profit guide outweigh a $1.9B write-down that cut Q3 operating income 61%? 🚀 Novartis, the Swiss maker of Kisqali and Cosentyx, worth about $293.49B at $153.81 a share at 16:00 ET on October 26, 2026, now sees 2026 core operating income flat to up low single digits at constant currency, from a low single-digit decline 🧾 Reported Q3 operating income fell 61% at constant currency to $1.8B, mainly on a $1.9B non-cash write-down of del-desiran, the muscle-disease drug that failed its Phase III HARBOR trial in September 📈 Core results, which leave out such charges, rose: Q3 core operating income grew 10% to $6.0B at a 41.6% margin and core EPS rose 8% to $2.46, all at constant currency 📅 Next: Meet Novartis Management on November 18-19, 2026, then Q4 and full-year 2026 results on February 3, 2027 Source: Novartis Q3 release + SEC 6-K, Oct 27

$NVS Q3 net sales were 14.5 billion dollars, up 4%. Core operating income rose 10% in constant currency to 6.0 billion dollars, core margin was 41.6%, and core EPS was 2.46 dollars. Reported net income fell 70% to 1.2 billion dollars though. That is mostly a 1.9 billion dollar partial impairment on del-desiran after its late stage DM1 readout missed. The growth brands carried sales. Kisqali up 37%, Scemblix up 67%, Leqvio up 63%, Kesimpta up 22%. Management raised the full year core operating income guide to in line to grow low single digit, from decline low single digit before.

$NVS Buy and don’t do shit until 168.56. Then sell. You heard it here first from the sniffer himself. Follow for more actual winners you can tell your degen friends about.

$NVS 🏥 Novartis reports Phase III RMS trial results showing remibrutinib reduced relapses versus teriflunomide to approximately one relapse every 13 years, with T2 lesion activity reductions of 65% and 70% and no liver safety signal. Curated for market relevance

$NVS 🏥 Novartis AG announced six-year NATALEE Phase III follow-up results showing Kisqali plus endocrine therapy reduced risk of death by approximately 20% versus endocrine therapy alone in patients with stage II/III HR+/HER2- early breast cancer at high risk of recurrence. Curated for market relevance

🟢 $NVS 155C Nov 20 💰 $64,400 premium 💵 $0/contract 📊 0.9x Vol/OI 📍 Spot $150.3 🚨 Repeat sweep 🌊 Dark Flow | Options Flow

For people who sometimes go half a year between eye injections for wet AMD, what ideas do you think might help decrease gaps between treatments? #healthcare #eyecare $NVS $ABBV $OTLK $REGN If clinics are open longer hours and on weekends, maybe it becomes more likely family might be more available to provide transportation for some? List your own ideas in the comments please!