In its upcoming report, Novartis (NVS) is predicted by Wall Street analysts to post quarterly earnings of $1.99 per share, reflecting an increase of 0.5% compared to the same period last year. Revenues are forecasted to be $13.72 billion, representing a year-over-year increase of 4.3%.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company reveal ...

Thursday features major reports from Mastercard Incorporated, Caterpillar Inc., and SAP SE ADS pre-market, with tech titans Apple Inc. and Visa Inc. reporting after close. Friday brings energy giants Exxon Mobil Corporation and Chevron Corporation pre-market. Next Wednesday is a busy day for healthcare with Eli Lilly and Company, AbbVie Inc., Novartis AG, and Novo Nordisk A/S reporting, followed by Alphabet Inc. after close. Next Thursday wraps up the week with Amazon.com Inc. after market close. Disclaimer ...

We recently published 14 Stocks on Jim Cramer’s Radar.  Novartis AG (NYSE:NVS) is one of the stocks on Jim Cramer's radar. Pharmaceutical firm Novartis AG (NYSE:NVS)’s shares are up by 44% over the past year and by 7.6% year-to-date. The tail end of 2025 saw several analysts discuss the firm. For instance, Morgan Stanley upgraded the shares to Overweight and increased the share price target to CHF110 from CHF108. The bank pointed out that Novartis AG (NYSE:NVS)’s shares had suffered excessively after the ...

1月28日，诺华制药(NVS.US)宣布其全球首创小干扰RNA降胆固醇药物乐可为(英克司兰钠注射液)获中 国国家药品监督管理局(NMPA)批准，作为饮食的辅助疗法，单药用于成人原发性高胆固醇血症(非家族 性)或混合型血脂异常的患者，以降低低密度脂蛋白胆固醇(LDL-C)。 英克司兰在此前已获批的与他汀类药物、或者与他汀类药物及其他降脂疗法联合用药适应症的基础上， 进一步覆盖了更多有需要的血脂异常患者。作为全球首款也是目前唯一获批的一款靶向PCSK9的小干扰 RNA降胆固醇药物，英克司兰一年两针的给药方式，有望提升治疗依从性及LDL-C的长期达标率，助 力实现血脂的长期规范化管理。 ...

作为靶向PCSK9的小干扰RNA降胆固醇药物，英克司兰钠注射液一年两针的给药方式，有望提升治疗 依从性及LDL-C的长期达标率，助力实现血脂的长期规范化管理。 （诺华公众号） 1月28日，诺华在其公众号宣布，其创新性降胆固醇药物乐可为 （英克司兰钠注射液）获中国国家药品 监督管理局批准，作为饮食的辅助疗法，单药用于成人原发性高胆固醇血症（非家族性）或混合型血脂 异常的患者，以降低低密度脂蛋白胆固醇（LDL-C）。 这意味着英克司兰钠注射液在此前已获批的与他汀类药物、或者与他汀类药物及其他降脂疗法联合用药 适应症的基础上，进一步覆盖了更多有需要的血脂异常患者。 ...

每经AI快讯，据诺华集团官微，诺华公司1月28日宣布，其创新性降胆固醇药物乐可为(英克司兰钠注射 液)获中国国家药品监督管理局批准，作为饮食的辅助疗法，单药用于成人原发性高胆固醇血症(非家族 性)或混合型血脂异常的患者，以降低低密度脂蛋白胆固醇(LDL-C)。 ...

1月28日，诺华公司宣布，其创新性降胆固醇药物乐可为®获中国国家药品监督管理局批准，作为饮食 的辅助疗法，单药用于成人原发性高胆固醇血症或混合型血脂异常的患者，以降低低密度脂蛋白胆固 醇。 ...

（文章来源：每日经济新闻） 每经AI快讯，据诺华集团官微，诺华公司1月28日宣布，其创新性降胆固醇药物乐可为®（英克司兰钠 注射液）获中国国家药品监督管理局批准，作为饮食的辅助疗法，单药用于成人原发性高胆固醇血症 （非家族性）或混合型血脂异常的患者，以降低低密度脂蛋白胆固醇（LDL-C）。 ...

中金研究 特朗普自2025年1月再次就任美国总统以来多次表示将采取措施推动美国药价降低，其多项举措与药企直接相关。根据ICER的报告，相比于2022年， 2024年经通胀调整后的新药标价（中位数）提高了24%，新药净价（中位数）提高了51%，药企的定价权依旧强势。总的来讲，我们认为，美国的高药 价与医保支付体系、PBM盈利机制，以及药企的定价权等因素密切相关，当前各方利益博弈之下，特朗普政府药价政策的实际效果与推进节奏存在不 确定性，影响相对有限。 点击小程序查看报告原文 美国医保体系的发展历程及现状 医疗服务成本高，医保覆盖率偏低 美国作为一个没有建立全民公共医保的发达国家，其以私人医疗保险为主体，市场力量为主导的医疗体系是一把双刃剑：一方面，通过市场竞争，将资金 与科技优势转化为医疗技术的发展，进而实现医疗产业的升级；另一方面，也导致当前美国医疗体系呈现出医疗服务成本高，医保覆盖面偏低，且医疗服 务效率有待提高的问题。 图表1：美国总医疗支出及其占GDP比重（1960-2023） 资料来源：CMS，中金公司研究部 ► 医疗服务成本： 在美国医疗总支出中，个人健康护理支出占绝对比重，其中，医院护理、专业医疗 ...

Core Insights - The small nucleic acid drug sector is experiencing a significant surge, marking the beginning of a golden era driven by technological breakthroughs and capital enthusiasm [2][11][22] Industry Developments - On January 5, 2026, Sanofi's APOC3 siRNA drug Plozasiran was approved for domestic market use to treat hyperlipidemia [1] - On January 9, 2026, Rebio Biotech, known as "China's first small nucleic acid stock," successfully listed on the Hong Kong Stock Exchange, with its stock price soaring by 40% on the first day, leading to a market capitalization exceeding 13 billion HKD [1] - China National Pharmaceutical Group announced a 1.2 billion CNY acquisition of Hegia Biotech, securing the world's first clinically validated liver-targeted delivery platform capable of annual dosing [1] Market Trends - The global small nucleic acid drug market has seen nearly 100 business development (BD) collaborations in the past three years, with transaction numbers and amounts increasing annually, reaching over 30 BD deals in 2025 totaling nearly 30 billion USD [4][9] - Notable transactions in 2025 included Novartis acquiring Avidity Biosciences for 12 billion USD and multiple other significant deals involving RNA therapies [7][9] Clinical Advancements - Ionis's APOC3 ASO drug Olezarsen showed promising results in reducing triglyceride levels by up to 72% in patients with severe hypertriglyceridemia, leading to an increase in peak annual sales forecast from 1.5 billion USD to 2.5 billion USD [12] - GSK's ASO therapy Bepirovirsen is expected to be the first drug to achieve functional cure for chronic hepatitis B, with a peak annual sales potential of 2 billion USD [12] Emerging Opportunities - The small nucleic acid drugs are expanding into various therapeutic areas, including obesity and kidney diseases, with promising results from clinical trials demonstrating significant weight loss and metabolic health improvements [13][15] - The number of small nucleic acid drugs in development globally has surpassed 1,200, with siRNA and ASO therapies being the most prominent [17] Strategic Collaborations - Domestic companies are increasingly recognized for their innovative value in small nucleic acid drugs, with active BD transactions, including significant collaborations by Rebio Biotech and other firms [18][21] - Companies like Saintin Biotech are forming strategic partnerships with major pharmaceutical firms to advance their small nucleic acid drug pipelines [19] Conclusion - The convergence of technological advancements, capital influx, and successful clinical outcomes is propelling small nucleic acid drugs into a pivotal position within the pharmaceutical industry, with China poised to become a global innovation hub [22]