Novartis(US:NVS) Ge Long Hui A P P·2026-02-04 06:39Core Insights - Novartis (NVS.US) anticipates a decline in profits this year due to increased competition from generics for its core blockbuster drug, Entresto [1] - The company expects core operating income to decrease in the low single digits when adjusted for constant currency, while sales are projected to grow in the low single digits [1] - CEO Vas Narasimhan's focus on innovative drugs will be tested this year as Entresto and other legacy blockbusters face pressure from generic competitors [1] Company Strategy - Novartis is launching a new drug for autoimmune skin diseases and will soon release key data on experimental therapies for heart disease and multiple sclerosis [1] - The company has committed to building seven new facilities in the U.S. as part of a $23 billion investment plan to expand its manufacturing footprint [1] - A significant portion of this investment will focus on radioligand therapy (RLT), a cancer treatment method that delivers radioactive isotopes directly to tumors using targeted drugs [1]