New facility will enable end‑to‑end discovery across key disease areas and technology platforms, joining existing global research sites including Cambridge, Massachusetts, and Basel, SwitzerlandApproximately 466,000-square-foot site with AI-enabled discovery capabilities, expected to house about 1,000 employees Part of a USD 23 billion US investment to expand R&D and advanced manufacturing to reach more patients East Hanover, February 6, 2026 – Novartis today broke ground on a new, state-of-the-art global B ...

| 受理品种目录浏览 | | 在审品种目录浏览 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 年 | 2026 | ▼ 药品类型: | る部 | ▼ 申请类型: | 못했 | V | | | 受理号: | 请输入受理号 | 药品名称: | 请输入药品名称 | 企业名称: | | 请输入企业名称 | 查询 | | 序号 | 受理号 | 药品名称 | 药品类型 | 申请类型 | 注册分类 | 企业名称 | 承办日期 | | 1 | JXSS2600007 | 伊利尤单抗注射液 | 治疗用生 物制品 | 进口 | 1 | Novartis Pharma Schweiz AG;Novartis Pharma Stein AG;Beijing Novartis Pharma Co., Ltd .; | 2026-02-06 | | 2 | JXSS2600006 | 伊利尤单抗注射液 | 治疗用生 物制品 | 进口 | 1 | Novartis Pharma Schweiz AG;Novartis Pharma Stein AG;Beij ...

（来源：嘉兴日报） 转自：嘉兴日报 ■记者 周伟达 通讯员 缪尔璇 近日，位于海盐同位素产业园的诺华放射性药品生产项目取得甲级辐射安全许可证，标志着诺华可开展 镥-177等放射配体药物的规模化生产。当前，该项目已顺利完成主体竣工，预计将在2026年底前投产。 从核能发电到核电关联产业再到医用同位素，围绕"核"这篇文章，海盐持续创新突破，特别是聚焦"核 药"这一新赛道高标准布局建设了1900亩的同位素产业园区。目前，已引进全球核药龙头瑞士诺华等同 位素链上项目31个、总投资超100亿元，正全力打造全国最大的同位素产业示范基地。 优质项目助力"核药硅谷"崛起 探索"千亩千亿"让百姓用上"救命药" 2025年12月，在海盐举行的核医疗与前沿技术融合创新专场活动中，诺华中国放射配体疗法负责人、副 总裁王子文说："目前全国大约有80家医院已具备镥-177治疗能力，各医院也在积极新增或提升镥-177 的治疗能力。我们希望和各方专家一起走好'最后一公里'，将供应端打开，真正让产品技术应用到医 院，惠及更多患者。" 作为首批入驻海盐的核药研发企业，嘉兴法伯新天医药科技有限公司研发生产基地也已顺利结顶。法伯 新天是专注分子影像 ...

Core Viewpoint - There is a potential opportunity for value investing within the pharmaceutical industry, specifically with Novartis (NVS) stock [1] Company Analysis - Novartis is highlighted as a stock that may be undervalued amidst the current focus on tech and AI companies [1] - The analysis emphasizes the importance of earnings, technological disruption, policy shifts, and capital flows in identifying mispriced opportunities in the market [1] Investment Strategy - The approach combines top-down macroeconomic analysis with bottom-up stock selection and real-time positioning [1] - The analyst shares insights on high-conviction ideas and contrarian views, focusing on both growth and value names [1]

Management also cited the impact of U.S. generic entries, including Entresto, Promacta, and Tasigna, which entered the U.S. market mid-2025. Narasimhan said Q4 sales were also affected by gross-to-net dynamics and Entresto’s loss of exclusivity.In the fourth quarter, sales declined 1% while core operating income rose 1%. Kirsch said results were “a little bit noisy” due to U.S. R&D-related adjustments that had a positive impact in Q4 2024 and a negative impact in Q4 2025, “mostly on generic brands.” Excludi ...

Swiss pharmaceutical Novartis AG (NYSE:NVS) reported fourth-quarter 2025 results on Wednesday.The company's net sales rose 1% year over year to $13.34 billion, missing Wall Street's consensus estimate of $13.78 billion. On a constant-currency (cc) basis, sales were down 1%.Generic competition had a negative impact of 15 percentage points, including a negative impact of 3 percentage points from revenue deduction adjustments in the U.S., mainly related to Entresto and Promacta.Pricing had a negative impact of ...

Pre-market futures are off their lows from the very early morning, with fresh Q4 earnings reports and private-sector jobs numbers giving something of a jolt to market indexes. Interestingly, this jolt has sent the small-cap Russell 2000 up but the tech-heavy Nasdaq down. The Dow is +142 points, the S&P 500 +10, the Nasdaq -66 and the Russell +12 points.Private Sector Payrolls Only Half of EstimatesPrivate-sector payrolls for January have been reported this morning by Automated Data Processing (ADP) , just l ...

Key Takeaways ADP Private-Sector Payrolls Brought Only 22K New JobsNon-farm Payrolls Friday Are Expected 60K (If They Come Out)LLY, ABBV, NVS and PSX All Report Good Q4 EarningsWednesday, February 4th, 2026Pre-market futures are off their lows from the very early morning, with fresh Q4 earnings reports and private-sector jobs numbers giving something of a jolt to market indexes. Interestingly, this jolt has sent the small-cap Russell 2000 up but the tech-heavy Nasdaq down. The Dow is +142 points, the S&P 50 ...

Core Insights - Novartis AG reported fourth-quarter core earnings per share of $2.03, exceeding the Zacks Consensus Estimate of $1.99 and up from $1.98 a year ago [1][7] - Core net income decreased by 1% to $3.9 billion, while revenues of $13.3 billion fell short of the Zacks Consensus Estimate of $13.7 billion, despite a 1% year-over-year increase [2][7] - The company faced revenue pressure from generic competition for key drugs Entresto and Promacta, leading to a 1% decline in sales on a constant currency basis [2][26] Financial Performance - Core operating income improved by 1% to $4.9 billion, supported by higher government grant income and lower SG&A expenses, although offset by increased R&D expenses [19] - For 2025, Novartis reported sales growth of 8% to $54.53 billion, surpassing the Zacks Consensus Estimate, with core EPS increasing by 17% to $8.98 [20] - Guidance for 2026 indicates low single-digit growth in net sales on a constant currency basis, with core operating income expected to decline in low single digits [21] Drug Performance - Cosentyx sales rose 11% to $1.8 billion, driven by strong demand across all regions [5] - Kisqali sales surged 44% to $1.32 billion, although it missed estimates, with underlying global growth at 54% [6][8] - Entresto sales plummeted 45% to $1.2 billion due to generic competition, while Promacta sales fell 63% to $226 million [8][13] - Pluvicto sales increased by 70% to $605 million, driven by strong demand following recent approvals [11] - Kesimpta sales grew 27% to $1.2 billion, while Jakavi sales increased by 8% to $555 million [10][12] Strategic Updates - Novartis announced plans to acquire Avidity Biosciences for $12 billion to enhance its late-stage neuroscience pipeline [22][23] - The acquisition aims to strengthen the company's position in addressing genetic neuromuscular diseases [28] - A collaboration agreement with the U.S. government was established to reduce drug prices while supporting ongoing investments in manufacturing and R&D [25] Market Position - Novartis shares have gained 42.1% over the past year, outperforming the industry growth of 19% [2] - The company is navigating significant patent expirations, with a focus on key growth drivers such as Kisqali, Kesimpta, Pluvicto, and Scemblix [26][27]

Novartis (NYSE:NVS) Q4 2025 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsGraham Parry - Managing DirectorHarry Kirsch - CFOJames Gordon - DirectorJames Quigley - Executive DirectorMatthew Weston - Managing Director of Pharmaceutical ResearchMichael Leuchten - Managing DirectorMukul Mehta - CFO DesignatePeter Vardult - Managing Director of Pharmaceuticals Equity ResearchRichard Vosser - Managing DirectorSachin Jain - VPSeamus Fernandez - Senior Managing DirectorSimon Baker - Partner and He ...