Core Viewpoint - Novartis is in advanced discussions to acquire Avidity Biosciences, with an offer expected to exceed $70 per share [2] Company Summary - Novartis is a Swiss pharmaceutical company actively pursuing the acquisition of Avidity Biosciences, a U.S.-based company [2] - The acquisition discussions indicate Novartis's strategy to expand its portfolio and enhance its market position [2] Financial Details - The proposed offer for Avidity Biosciences is reported to be over $70 per share, reflecting a significant valuation for the target company [2]

Novartis AG is nearing a deal to buy biotechnology company Avidity Biosciences Inc., according to a person familiar with the matter https://t.co/7FDQGbuqm0 ...

Novartis AG (NYSE:NVS) is one of the stocks that was recently put under the microscope by Jim Cramer. During the lightning round, a caller asked if they should buy, sell, or hold the stock. In response, Cramer said, “Oh, come on, Vas [CEO Vasant (Vas) Narasimhan] is a winner… I’m a buyer of Novartis.” lucarista/Shutterstock.com Novartis AG (NYSE:NVS) develops, manufactures, and markets prescription medicines across cardiovascular, immunology, neuroscience, oncology, and hematology areas. Loomis Sayles s ...

Core Insights - Novartis is set to present data from 27 abstracts related to its Immunology portfolio at the 2025 ACR Convergence, including pivotal Phase III results for ianalumab in Sjögren's disease and biomarker data for rapcabtagene autoleucel in systemic lupus erythematosus [1][7] Group 1: Ianalumab and Sjögren's Disease - Ianalumab is an investigational therapy that may become the first targeted treatment for Sjögren's disease, which currently lacks FDA-approved options [2] - The NEPTUNUS-1 and NEPTUNUS-2 trials demonstrated significant reductions in disease activity for patients with Sjögren's disease [5][7] - Presentations will include insights into the dual mode of action of ianalumab, focusing on B cell depletion and blockade of B cell activating factor receptor signaling [3][5] Group 2: Rapcabtagene Autoleucel - Rapcabtagene autoleucel is a novel CAR-T cell therapy being evaluated for its potential to reset the immune system in severe refractory systemic lupus erythematosus [3][7] - Biomarker data from an ongoing Phase 1/2 study will be presented, suggesting a reset of the B cell compartment in patients with severe refractory SLE [8] Group 3: Cosentyx Data - Real-world data on Cosentyx (secukinumab) will be shared, particularly in relation to its use in psoriatic arthritis [3][8] - The data will compare the incidence of psoriatic arthritis in patients treated with different interleukin inhibitors [8] Group 4: Investor Engagement - Following the ACR event, Novartis will host a conference call for investors to discuss updates on its Immunology pipeline [4]

Core Insights - Novartis is set to present data from 27 abstracts related to its Immunology portfolio at the 2025 ACR Convergence, including pivotal Phase III results for ianalumab in Sjögren's disease and biomarker data for rapcabtagene autoleucel in systemic lupus erythematosus [1][6] Group 1: Ianalumab and Sjögren's Disease - Ianalumab is an investigational therapy that may become the first targeted treatment for Sjögren's disease, which currently has no FDA-approved therapies [2][5] - The NEPTUNUS-1 and NEPTUNUS-2 trials demonstrated significant reductions in disease activity for patients with Sjögren's disease [5][6] - The dual mode of action of ianalumab involves targeting B cells and blocking B cell activating factor receptor signaling [7] Group 2: Rapcabtagene Autoleucel - Rapcabtagene autoleucel is a novel CAR-T cell therapy being evaluated for its potential to reset the immune system in several refractory autoimmune diseases [3][6] - Biomarker data from a Phase 1/2 study suggests a reset of the B cell compartment in severe refractory systemic lupus erythematosus [6][7] Group 3: Cosentyx Data - Real-world data on Cosentyx (secukinumab) will be presented, focusing on its use in psoriatic arthritis [3][6] - A retrospective study comparing the incidence of psoriatic arthritis in patients treated with different interleukin inhibitors will also be discussed [7] Group 4: Investor Engagement - Following the ACR event, Novartis will host a conference call on October 30, 2025, to update investors on its Immunology pipeline [4][6]

植根中国是诺华在华谋发展的前提。在"深耕中国"展区，诺华将生动回顾自进入中国以来，与这片土地 历时百年的深厚渊源。自2018年以来，诺华与进博会一路相伴同行，进博会也见证诺华迎来在华发展新 阶段。诺华将带来其全新在华愿景，并继续与进博会同频共振，加大在华投资，深化行业互信，推动本 土医药产业发展，为中国创新医药生态作出长期且可持续的贡献。 提升可及是诺华始终为患者的初心。在"医药可及"展区，诺华将多角度展示其在提升医药可及性，造福 更多中国患者方面所做出的努力。该展区将集中呈现诺华与医药生态圈伙伴们的紧密合作，从积极推动 创新药物纳入国家医保目录，到下沉深耕县域市场，共同探索多元化医药可及创新解决方案所取得的成 果。 此外，诺华展台上方的巨型曲面天幕，将在光影交织下带领观众仰望前沿医药技术高度，引发对健康未 来的无尽畅想。同时，展台还设有雇主文化体验区。观众将有机会参与诺华雇主文化互动体验，收获限 定款徽章，为诺华进博展台参观之行留下纪念。 本报讯 （记者金婉霞）10月24日，记者从全球创新药物公司诺华获悉，该公司即将参加第八届中国国 际进口博览会（以下简称"进博会"），这是该公司连续第八次参展。 在本次进博 ...

Earnings Reports Overview - Next Wednesday and Thursday are significant earnings days with over 39 reports each [1] - Major tech companies reporting next Wednesday include Microsoft Corporation, Alphabet Inc., and Meta Platforms Inc. after market close [1] - On Thursday, Apple Inc. and Amazon.com Inc. are expected to be major market movers, alongside pre-market reports from Eli Lilly and Company and Merck & Company Inc. [1] - Next Friday, energy companies Exxon Mobil Corporation and Chevron Corporation will report before market open [1] - Major healthcare companies UnitedHealth Group Incorporated and Novartis AG will report pre-market next Tuesday, while Visa Inc. will report after market close [1]

Core Viewpoint - Analysts project Novartis (NVS) will report quarterly earnings of $2.26 per share, reflecting a 9.7% year-over-year increase, with revenues expected to reach $13.9 billion, an 8.4% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [1][2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [2]. Revenue Projections - Analysts expect 'Revenues- Oncology- Tafinlar + Mekinist- Total' to be $555.75 million, a 4.1% increase year-over-year [4]. - 'Revenues- Net sales to third parties' are projected to reach $14.07 billion, indicating a 9.8% year-over-year change [4]. - 'Revenues- Oncology- Kisqali- Total' is estimated at $1.29 billion, reflecting a significant 64.2% year-over-year increase [4]. Specific Revenue Metrics - 'Revenues- Immunology- Cosentyx- Total' is expected to reach $1.72 billion, a 1.9% increase from the prior year [5]. - 'Revenues- Oncology- Tasigna- US' is projected at $119.43 million, showing a decline of 47.2% year-over-year [5]. - 'Revenues- Oncology- Promacta/Revolade- US' is estimated at $180.08 million, indicating a 41.2% decrease from the year-ago quarter [5]. Additional Revenue Insights - 'Revenues- Immunology- Cosentyx- US' is expected to be $990.42 million, a slight decrease of 0.3% year-over-year [6]. - 'Revenues- Cardiovascular- Entresto- US' is projected at $927.94 million, reflecting a 1.8% increase from the previous year [6]. - 'Revenues- Oncology- Tasigna- ROW' is estimated at $149.03 million, indicating a 22.8% decline year-over-year [7]. - 'Revenues- Oncology- Tafinlar + Mekinist- ROW' is expected to reach $320.55 million, a 4.4% increase year-over-year [7]. - 'Revenues- Oncology- Promacta/Revolade- ROW' is projected at $267.72 million, reflecting a 1.8% increase [7]. - 'Revenues- Immunology- Cosentyx- ROW' is expected to be $734.58 million, indicating a 4.9% increase from the prior year [8]. Stock Performance - Novartis shares have increased by 6.9% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.2% increase [8].

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Core Insights - Novartis announced that Cosentyx® (secukinumab) achieved significant results in the Phase III REPLENISH trial for treating polymyalgia rheumatica (PMR), meeting both primary and secondary endpoints [1][7] - The trial demonstrated that Cosentyx provided sustained remission compared to placebo at Week 52, indicating its potential as a novel treatment option for PMR [1][7] Company Overview - Novartis is an innovative medicines company focused on improving and extending patients' lives through advanced therapies, reaching nearly 300 million people globally [9] Product Information - Cosentyx is a fully human biologic that inhibits interleukin-17A, a key cytokine in various immune-mediated inflammatory diseases, and is already approved for multiple conditions including psoriatic arthritis and ankylosing spondylitis [4] - Since its launch in 2015, Cosentyx has treated over 1.8 million patients worldwide and is approved in more than 100 countries [4] Clinical Trial Details - The REPLENISH trial was a global Phase III, multicenter, randomized, double-blind, placebo-controlled study conducted in 27 countries, assessing the efficacy and safety of Cosentyx in PMR patients [3] - The primary endpoint was to determine if secukinumab 300mg plus a steroid taper was superior to placebo plus a steroid taper in achieving sustained remission at Week 52 [3] Disease Context - Polymyalgia rheumatica is the second most common inflammatory rheumatic disease in adults aged 50 and older, characterized by significant pain and stiffness, which can severely impact quality of life [5] - Long-term steroid use, the standard treatment, poses risks such as osteoporosis and diabetes, highlighting the need for effective alternatives like Cosentyx [5]