研究表明，白介素(IL)-17A是参与axSpA、银屑病、银屑病关节炎病理机制的关键细胞因子。司库奇尤 单抗作为一款IL-17A抑制剂，可特异性中和多种来源的IL-17A，抑制其促炎作用，缓解nr-axSpA的症 状，持续改善病情，为患者带来长期获益。 诺华表示，中轴型脊柱关节炎患者以中青年群体为主，他们正处于工作与生活的黄金期，疾病的进展会 严重影响患者的生活质量，甚至导致其丧失劳动能力。司库奇尤单抗新适应症的获批能够为更多nr- axSpA患者提供有效的治疗选择，有望延缓疾病进展，助力实现规范、全程化管理。 目前，司库奇尤单抗在axSpA、银屑病及银屑病关节炎领域在全球已积累超过10年的临床使用经验，并 拥有5年长期临床研究及真实世界证据的支持，被多项国际与国内指南列入axSpA一线治疗的生物制 剂。 2月3日，诺华制药(NVS.US)宣布，其创新生物制剂可善挺(司库奇尤单抗)新适应症获得国家药品监督管 理局(NMPA)批准，适用于治疗对非甾体类抗炎药(NSAID)应答不佳的活动性放射学阴性中轴型脊柱关 节炎成人患者(其客观征象表现为C反应蛋白(CRP)升高和/或磁共振成像(MRI)证据)。此次nr-ax ...

诺华公司2月3日宣布，其创新生物制剂可善挺®新适应症获得国家药品监督管理局批准，适用于治疗对 非甾体类抗炎药应答不佳的活动性放射学阴性中轴型脊柱关节炎成人患者升高和/或磁共振成像证 据）。 ...

Tech giants Alphabet Inc. and Amazon.com Inc. anchor a dense earnings week, with Alphabet Inc. reporting after close Wednesday and Amazon.com Inc. after close Thursday. Major pharmaceuticals including Eli Lilly and Company, AbbVie Inc., Novartis AG, and Novo Nordisk A/S report pre-market Wednesday. Significant activity in industrials and energy is noted on Tuesday, while insurance, semiconductors, and real estate sectors see multiple reports throughout the week, extending into Next Monday. Disclaimer: This ...

医药周报 20260130 从 JPM 大会挖掘 FIC 靶点三期数据验证节点 glmszqdatemark 医药行情回顾&分析&近期判断 周专题：从 JP Morgan 大会看 2026 MNC 密集验证新靶点 推荐 维持评级 [Table_Author] | 分析师 张金洋 | | --- | | 执业证书： S0590525120012 | | 邮箱： zhangjinyang@glms.com.cn | | 分析师 胡偌碧 | | 执业证书： S0590525120011 | | 邮箱： huruobi@glms.com.cn | | 分析师 王彦迪 | | 执业证书： S0590525120015 | | 邮箱： wangyandi@glms.com.cn | 相对走势 -10% 7% 23% 40% 2025/2 2025/8 2026/1 医药 沪深300 相关研究 本公司具备证券投资咨询业务资格，请务必阅读最后一页免责声明 证券研究报告 1 风险提示：1）医保、集采政策导致价格不及预期；2）临床进度或上市时间不及预期；3）行业竞争 格局的不确定性；4）地缘政治风险；5）下游投融资及需求复苏不及 ...

Group 1: Company Overview and Financial Outlook - Novartis AG is considered one of the most profitable healthcare stocks, with a Buy rating initiated by Citi and a price target of CHF 133, indicating strong momentum and a sales growth guidance of 5%-6% annually through 2030 [1] - The company is headquartered in Basel, Switzerland, and was incorporated in 1996, offering products such as Entresto, Cosentyx, and Kisqali [4] Group 2: Trade and Tariff Protection - Novartis expects to be protected from U.S. tariffs by mid-2026, with plans to produce in the U.S. for the U.S. market, supported by existing inventory [2] - The company's agreement with the U.S. government is anticipated to exclude it from tariffs, amidst broader tariff plans affecting several European countries [3]

Core Viewpoint - Novartis is expected to report quarterly earnings of $1.99 per share, a 0.5% increase year-over-year, with revenues projected at $13.72 billion, reflecting a 4.3% year-over-year growth [1] Earnings Projections - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1][2] - Changes in earnings projections are crucial for predicting investor reactions to the stock [2] Revenue Estimates - Analysts predict 'Revenues- Oncology- Tafinlar + Mekinist- Total' at $538.87 million, a 2.3% year-over-year increase [4] - 'Revenues- Net sales to third parties' are expected to be $13.70 billion, marking a 4.2% increase from the previous year [4] - 'Revenues- Oncology- Kisqali- Total' is projected to reach $1.49 billion, indicating a significant year-over-year increase of 65% [4] Specific Revenue Forecasts - 'Revenues- Immunology- Cosentyx- Total' is expected to be $1.66 billion, reflecting a 3.9% year-over-year increase [5] - 'Revenues- Oncology- Tasigna- US' is projected at $60.98 million, showing a substantial decline of 72% from the prior year [5] - 'Revenues- Oncology- Promacta/Revolade- US' is forecasted to be $68.99 million, indicating a decline of 78.8% year-over-year [5] Additional Revenue Insights - 'Revenues- Immunology- Cosentyx- US' is expected to reach $1.02 billion, a 1.3% increase year-over-year [6] - 'Revenues- Cardiovascular- Entresto- US' is projected at $450.80 million, reflecting a significant decline of 63.8% from the previous year [6] - 'Revenues- Oncology- Tasigna- ROW' is estimated at $130.80 million, indicating a year-over-year decline of 32.2% [6] Regional Revenue Estimates - 'Revenues- Oncology- Tafinlar + Mekinist- ROW' is expected to be $297.86 million, a 2% increase year-over-year [7] - 'Revenues- Oncology- Promacta/Revolade- ROW' is projected to reach $236.86 million, indicating a decline of 7.8% from the previous year [7] - 'Revenues- Immunology- Cosentyx- ROW' is expected to be $636.87 million, reflecting an 8.3% year-over-year increase [8] Stock Performance - Novartis shares have increased by 8% over the past month, compared to a 0.9% increase in the Zacks S&P 500 composite [8]

Group 1 - Major reports are expected from Mastercard Incorporated, Caterpillar Inc., and SAP SE before the market opens on Thursday [1] - Tech companies Apple Inc. and Visa Inc. will report their earnings after the market closes on Thursday [1] - Energy companies Exxon Mobil Corporation and Chevron Corporation are set to report before the market opens on Friday [1] Group 2 - A busy day for healthcare reporting is anticipated next Wednesday, with Eli Lilly and Company, AbbVie Inc., Novartis AG, and Novo Nordisk A/S scheduled to release their earnings [1] - Alphabet Inc. will report its earnings after the market closes on the same day [1] - The week will conclude with Amazon.com Inc. reporting after the market closes next Thursday [1]

Core Viewpoint - Novartis AG (NYSE:NVS) has shown significant stock performance, with a 44% increase over the past year and a 7.6% rise year-to-date, attracting attention from analysts and investors [1]. Group 1: Analyst Ratings and Price Targets - Morgan Stanley upgraded Novartis AG to Overweight, raising the price target to CHF110 from CHF108, citing that the stock had been excessively punished following third-quarter earnings due to issues with legacy products [1]. - TD Cowen maintained a Hold rating on Novartis AG with a price target of $140, suggesting that some growth projections may be overly optimistic [1]. Group 2: Product Insights and Market Sentiment - Jim Cramer highlighted Novartis AG's weight loss pill as a key early mover in the market, although he noted that medical professionals may be reluctant to recommend it to patients [1]. - Cramer expressed optimism regarding Novartis AG's cancer drug Pluvicto, indicating strong potential for the company in the oncology sector [1].

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。 ...