导读： 近日，诺华核药Pluvicto新适应症上市申请获CDE受理，这是该药在中国申报的第二个适应症，2024 年， Pluvicto 销售额达 13.9亿美元，是首个年销售 额破10亿美元的核药。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 近日， 诺华核药Pluv i c t o新适应症上市申请获CDE受理 ，这是该药在中国申报的第二个适应症，此次新适应症若获批，将进一步扩大其覆盖 人群，把治疗线数前移至化疗前阶段。 | 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 | 承力日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | | JXHS2500054 | 撸[177Lu] 特昔维匹肽 | 化药 | 进口 | | Novartis Pharma AG;Advanced Accelerator | 2025-04-28 | | | | | | | | Schweiz | | | | | 注射液 | | | 5.1 | | | | | ...

随着各跨国药企财务报表先后披露，各家"掌门人"的薪水情况也随之更新。值得关注的是，强生CEO Joaquin Duato不再是制药业薪酬最高的首席执行官。与此同时，只有两位女性进入前十。 默沙东也在为现任"药王"Keytruda未雨绸缪：到2024年，Keytruda和HPV疫苗Gardasil合计占默沙东年销 售额的约59%。默沙东CEO Robert Davis表示，公司"非常注重业务发展，过去3.5年已在多元化资产领 域投资近400亿美元。" 4月24日，默沙东公布了2025年第一季度业绩。报告显示，公司全球销售额达155亿美元，同比下降2% （剔除汇率影响后增长1%）。销售额136.4亿美元（占比88%），同比下降3%，主疫苗和抗病毒产品销 售额下滑，但肿瘤、心血管和糖尿病领域实现增长。 | 表 1. 跨国药企 2024 年营收排名前十情况 | | | | --- | --- | --- | | 企业名称 | 营收 | 同比增速 | | | (单位:亿美元) | (单位:%) | | 强生 | 888 | 4 | | சு | 653 | 3 | | 默沙东 | 642 | 7 | | 辉瑞 | 63 ...

Company Overview - Novartis (NVS) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Price Performance - Over the past week, NVS shares increased by 1.92%, while the Zacks Large Cap Pharmaceuticals industry rose by 2.63% [5] - In a longer time frame, NVS shares have shown a monthly price change of 7.97%, outperforming the industry's 6.66% [5] - Over the past quarter, NVS shares have risen by 7.56%, and over the last year, they are up 17.5%, compared to the S&P 500's -5.55% and 13.72% respectively [6] Trading Volume - NVS has an average 20-day trading volume of 2,345,418 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Estimates - In the past two months, 5 earnings estimates for NVS have been revised upwards, while only 1 has been revised downwards, leading to an increase in the consensus estimate from $8.45 to $8.69 [9] - For the next fiscal year, 4 estimates have moved upwards and 1 has been revised downwards [9] Conclusion - Given the strong momentum indicators and positive earnings outlook, NVS is recommended as a stock to consider for near-term investment opportunities [11]

Company Overview - Novartis (NVS) is headquartered in Basel and has experienced a price change of 17.45% so far this year [3] - The company currently pays a dividend of $2.6 per share, resulting in a dividend yield of 2.27%, which is lower than the Large Cap Pharmaceuticals industry's yield of 2.64% and higher than the S&P 500's yield of 1.6% [3] Dividend Performance - Novartis's current annualized dividend of $2.60 represents a 7% increase from the previous year [4] - Over the past five years, Novartis has increased its dividend five times, achieving an average annual increase of 5.12% [4] - The company's current payout ratio is 31%, indicating that it paid out 31% of its trailing 12-month EPS as dividends [4] Earnings Outlook - The Zacks Consensus Estimate for Novartis's earnings in 2025 is $8.69 per share, with an expected increase of 11.27% from the previous year [5] Investment Considerations - Novartis is viewed as an attractive dividend play and a compelling investment opportunity, holding a Zacks Rank of 2 (Buy) [7]

Group 1 - The core viewpoint is that Novartis' Q1 2025 results are impressive and validate the investment thesis, indicating a positive outlook for the company [1] - The investment thesis is supported by buy-side hedge professionals who conduct fundamental, income-oriented, long-term analysis across sectors globally in developed markets [1] Group 2 - The article expresses a beneficial long position in Novartis shares, indicating confidence in the company's performance [2] - The opinions presented in the article are those of the author and are not influenced by any compensation from external sources [2]

Core Insights - The "Adakveo Market Report 2025" provides a comprehensive analysis of the adakveo market, focusing on epidemiology, pipeline analysis, market insights, and forecasts [1][2] Market Characteristics - The report details the adakveo market's key characteristics, including size, growth potential, and segmentation across major regions and leading countries, with historical data and future growth projections [2][9] - The competitive landscape, market share insights, emerging trends, and strategic developments are also examined [2][9] Historical Market Growth - Historical market growth is attributed to factors such as the increasing prevalence and severity of sickle cell disease (SCD), rising cases of sickle cell anemia, and advancements in pharmaceutical innovations [3][5] - The global prevalence of SCD was approximately 7.74 million in 2021, with diagnosed newborns expected to rise from 275,000 in 2021 to over 400,000 by 2050 [6] Forecasted Market Growth - Future growth is anticipated due to rising SCD prevalence, demand for effective treatments, a shift towards online shopping, increased production of cell-based therapies, and improved healthcare access [4][5] - Key trends include technological advancements, AI integration in drug development, innovations in drug delivery systems, and AI use in clinical trials [4] Healthcare Expenditure Impact - Rising healthcare expenditure is expected to enhance access to adakveo, with the UK experiencing a 5.6% growth in healthcare spending from 2022 to 2023, totaling approximately $317.63 billion [7] - Increased healthcare spending facilitates investment in innovative treatments for SCD, thereby propelling market growth [7] Strategic Collaborations - Novartis AG partnered with the American Society of Hematology in June 2022 to improve access to SCD treatments in Sub-Saharan Africa, supporting global efforts to address SCD patient needs [8] Competitive Landscape - Novartis AG is identified as the key company operating in the adakveo market, which is experiencing strong growth [9][18]

智通财经APP获悉，诺华制药(NVS.US)周三发布声明称，已达成协议将收购美国生物技术公司Regulus Therapeutics Inc.(RGLS.US)，这笔交易最高价值可达17亿美元。报告显示，这家瑞士制药巨头将通过一 家子公司，以每股7美元的价格预付总计8亿美元现金。 受此消息影响，Regulus Therapeutics股价在周三美股盘前飙升，截至发稿，上涨134%。同日，诺华股 票在瑞士市场表现平稳，不过在过去12个月里，其股价已累计上涨近6%。 此外，Regulus Therapeutics的股东还将获得一项或有价值权(CVR)——如果用于治疗常染色体显性多囊 肾病(ADPKD，这是导致肾衰竭最常见的遗传病因)的药物farabursen获得监管批准，他们还可额外获得9 亿美元。 目前，这笔收购交易已获得双方董事会批准，预计将于2025年下半年完成。 诺华首席财务官哈里·基尔希本周表示，公司正在积极寻求并购机会，希望借此在2025年后提升销售额; 同时他也指出，生物技术领域的企业估值正呈现下行趋势。 Regulus Therapeutics专注于研发靶向微小核糖核酸(microRNA)的疗法， ...

智通财经4月30日电，诺华4月30日宣布达成协议收购美国生物技术公司Regulus Therapeutics，交易包括 8亿美元预付款，达到未来监管里程碑后可能额外支付至多9亿美元。该交易预计将于今年下半年完成。 Regulus致力于开发microRNA疗法，专注于治疗常染色体显性多囊肾病（ADPKD）。 诺华将斥资至多17亿美元收购生物技术公司Regulus Therapeutics ...

Regulus is a clinical-stage biopharmaceutical company developing microRNA therapeutics with a focus on autosomal dominant polycystic kidney disease (ADPKD), a severe renal diseaseLead asset for ADPKD, farabursen, is a novel, next-generation oligonucleotide targeting miR-17 that recently completed a Phase 1b multiple-ascending dose clinical trial Transaction includes USD 0.8 billion upfront with a potential additional USD 0.9 billion payment upon the achievement of a future regulatory milestone; transaction ...

Core Insights - Novartis AG reported strong Q1 2025 results, with core earnings of $2.28 per share, surpassing the Zacks Consensus Estimate of $2.12 and up from $1.80 a year ago, driven by robust sales growth [1][18] - Revenues reached $13.23 billion, a 12% increase year-over-year, and a 15% increase on a constant currency basis, exceeding the Zacks Consensus Estimate of $12.9 billion [1][18] Financial Performance - Core earnings increased significantly, reflecting strong sales growth across key products [1][18] - Revenue growth was primarily attributed to strong performances from drugs like Entresto, Kesimpta, Kisqali, Cosentyx, Leqvio, and Scemblix [1][18] Drug Performance - Entresto sales rose 22% to $2.26 billion, exceeding estimates [5] - Kisqali sales surged 56% to $956 million, driven by growth in the U.S. market [7] - Kesimpta sales increased 43% to $899 million, also beating estimates [8] - Cosentyx sales grew 18% to $1.53 billion, though it missed estimates [6] - Leqvio sales soared 72% to $257 million, surpassing expectations [11] - Scemblix sales surged 76% to $238 million, driven by growth in chronic myeloid leukemia [12] Guidance and Strategic Moves - Novartis raised its annual guidance, expecting net sales to grow in high single digits and core operating income in low double digits [14][18] - The company is focusing on strategic acquisitions to enhance its pipeline, including the acquisition of Anthos Therapeutics [20] - A planned $23 billion investment over five years in U.S. infrastructure aims to manufacture key drugs domestically [22] Regulatory Updates - The FDA expanded Pluvicto's label, potentially tripling the eligible patient population [15] - Fabhalta received approvals in multiple markets, marking it as the first treatment for C3 glomerulopathy [16]