Novartis(NVS)
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The Wall Street Journal· 2025-10-27 12:35
Novartis is acquiring Avidity Biosciences in a $12 billion deal that the Swiss drugmaker said would further boost its long-term focus on treating neuromuscular disorders https://t.co/FG0e6e6tso ...
Novartis AG (NVS) Avidity Biosciences, Inc., - M&A Call - Slideshow (NYSE:NVS) 2025-10-27
Seeking Alpha· 2025-10-27 12:31
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Novartis (NYSE:NVS) Earnings Call Presentation
2025-10-27 12:00
Transaction Overview - Novartis will acquire all outstanding shares of Avidity for USD 7200 per share in cash, representing a 46% premium to the October 24 closing price[8] - The total transaction value is USD 12 billion on a fully diluted basis, representing an enterprise value of approximately USD 11 billion at the expected closing date[80] - The transaction is expected to close in H1 2026, pending SpinCo separation and customary conditions[8,80] Strategic Rationale - The acquisition strengthens the Neuroscience franchise by adding three late-stage neuromuscular programs[14] - It enhances the mid-to-long-term growth profile, with substantial sales and profit growth expected through the 2040s, and LOEs not before 2042 and IRA-exempt[14] - Avidity raises Novartis' expected 2024-2029 sales CAGR from +5% to +6%, bolstering mid-single-digit long-term growth[21,80] Avidity's Core Value Drivers - Del-desiran is on track to be the first approved drug for DM1, targeting approximately 80,000 patients in the US and Europe[28,29] - Del-brax is on track to be the first approved drug for FSHD, targeting approximately 45,000-87,000 patients in the US and Europe[28,44] - Del-zota in DMD44 targets approximately 900 patients in the US, with an FDA submission expected in 2026[28,58,63]
Wall Street Breakfast Podcast: Novartis Puts $12B On Table
Seeking Alpha· 2025-10-27 10:54
Getty Images Listen below or on the go via Apple Podcasts and Spotify Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B loss from Madoff fraud ruling, stock falls. (02:03) This is an abridged transcript. We begin with an update to a story we told you about on Wall Street Brunch with Kim Khan. Avidity Biosciences (NASDAQ:RNA) is up 42% in premarket action after Novartis (NYSE:NVS) agreed to buy the bio ...
Wall Street Breakfast Podcast: Novartis Puts $12B On The Table
Seeking Alpha· 2025-10-27 10:54
Getty Images Listen below or on the go via Apple Podcasts and Spotify Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B loss from Madoff fraud ruling, stock falls. (02:03) This is an abridged transcript. We begin with an update to a story we told you about on Wall Street Brunch with Kim Khan. Avidity Biosciences (NASDAQ:RNA) is up 42% in premarket action after Novartis (NYSE:NVS) agreed to buy the bio ...
Novartis shares slip, Avidity soars after $12 billion biotech deal
Reuters· 2025-10-27 10:29
Core Viewpoint - Novartis plans to acquire U.S. biotech Avidity Biosciences for approximately $12 billion, which represents the company's largest acquisition under current leadership [1] Company Summary - The acquisition of Avidity Biosciences is a strategic move for Novartis, aiming to enhance its portfolio in the biotech sector [1] - Following the announcement, Novartis shares experienced a decline of 1% on Monday [1] Industry Summary - The acquisition highlights ongoing consolidation trends within the biotech industry, as larger pharmaceutical companies seek to expand their capabilities and product offerings through strategic purchases [1]
Novartis(NVS) - 2025 Q3 - Quarterly Report
2025-10-27 10:06
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K Novartis International AG CH-4002 Basel Switzerland REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 or 15d-16 OF THE SECURITIES EXCHANGE ACT OF 1934 Report on Form 6-K dated October 27, 2025 (Commission File No. 1-15024) Novartis AG (Name of Registrant) Lichtstrasse 35 4056 Basel Switzerland (Address of Principal Executive Offices) Indicate by check mark whether the registrant files or will file annual reports under co ...
Stock Market Today: Dow Jones, S&P 500 Futures Climb Ahead Of Busy Week On Wall Street—Novartis, Nucor, Waste Management In Focus
Benzinga· 2025-10-27 10:02
U.S. stock futures rose on Monday following Friday’s positive moves. Futures of major benchmark indices were higher.Investors are eyeing multiple developments this week, which include the earnings report of five firms among the Magnificent 7 constituents. Microsoft Corp. (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc. (NASDAQ:META) will announce results on Wednesday, whereas Apple Inc. (NASDAQ:AAPL) and Amazon.com Inc. (NASDAQ:AMZN) will report on Thursday.The Federal Rese ...
诺华宣布将以约120亿美元收购美国生物科技公司
Xin Lang Cai Jing· 2025-10-27 09:30
Core Viewpoint - Novartis announced its acquisition of Avidity Biosciences for approximately $12 billion, marking a significant move in the biotech sector aimed at enhancing its pipeline in neuromuscular diseases [3][4]. Group 1: Acquisition Details - The acquisition involves Avidity shareholders receiving $72 per share, representing a 46% premium over the last closing price of $49.15 [3]. - Avidity will spin off its early precision cardiology projects into a new company named Spinco, which is expected to become publicly listed [3][4]. - The deal is anticipated to close in the first half of 2026, with significant commercial opportunities projected by 2030 [5]. Group 2: Strategic Rationale - Novartis is proactively pursuing multiple transactions to address patent expirations of key drugs, including Entresto, Xolair, and Cosentyx [4]. - The acquisition will provide Novartis with advanced RNA development projects targeting diseases such as Duchenne muscular dystrophy (DMD) and facioscapulohumeral muscular dystrophy (FSHD) [4][6]. - The expected compound annual growth rate (CAGR) for Novartis's sales from 2024 to 2029 is projected to increase from +5% to +6% due to this acquisition [5]. Group 3: Company Profiles - Avidity Biosciences, based in San Diego, is a clinical-stage company focused on developing treatments for various muscle diseases [6]. - Avidity's lead drug, Del-zota, is in early to mid-stage development for treating DMD, alongside other candidates for severe muscle diseases [6].
康哲药业(00867) - 自愿性及业务进展公告 签订眼科药物诺适得与倍优适经销协议
2025-10-27 09:12
自願性及業務進展公告 簽訂眼科藥物諾適得®與倍優適®經銷協議 China Medical System Holdings Limited(「本公司」,連同其附屬公司統稱為「本集 團」)欣然宣佈,於二零二五年十月二十七日,本集團通過本公司附屬公司與 Novartis Pharma Services AG (「諾華」)就雷珠單抗注射液(商品名:諾適得)(「諾 適得®」)、布西珠單抗注射液(商品名:倍優適)(「倍優適®」)簽訂經銷協議(「協議」)。 根據協議,本集團獲得產品在中華人民共和國(為協議之目的,不含香港特別行政區、 澳門特別行政區、台灣)(「區域」)的協議所約定之獨家進口、經銷、銷售、推廣權利; 諾華继续负责生產、供應產品。合作期限為协议约定的生效日起五年。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並表明概不就因本公告全部或任何部分內容而產生 或因倚賴該等內容而引致的任何損失承擔任何責任。 諾適得® 諾適得®是重組抗血管內皮生長因子(VEGF)人源化單克隆抗體Fab片段,靶向抑制人血 管內皮生長因子A(VEGF-A),以抑制血管內皮細胞 ...