ASP Isotopes (NasdaqCM:ASPI) Conference February 25, 2026 09:05 AM ET Company ParticipantsAnna Berry - HostPaul Mann - Chairman and CEOAnna Berryeveryone to the 90th Emerging Growth Conference and day one of our two-day virtual investor conference. I'm Anna Berry. Just a few notes. Today, we're running until about 4:50 P.M. Eastern. When we switch to the next company, you'll see a black screen for a moment. Don't go anywhere. That's just us moving to the next presentation. If you do experience downtime for ...

Core Viewpoint - Novartis plans to build a radioligand therapy manufacturing site in Texas, marking its first facility of this kind in the state and the fifth in the U.S. [1][4] Group 1: Investment and Expansion - The investment is part of Novartis' broader strategy to spend $23 billion on building and expanding facilities in the U.S. [2] - The new Texas site will enhance Novartis' manufacturing capacity in response to increased domestic demand and regulatory pressures [2][3]. Group 2: Facility Details - The new facility will cover 46,000 square feet and is expected to be fully operational by 2028 [4]. - The site will create jobs in bioengineering, advanced manufacturing, quality, and operations [4]. Group 3: Product Focus - Radioligand therapy is a targeted cancer treatment that delivers radiation directly to tumor cells, with Novartis already marketing Pluvicto and Lutathera for specific cancers [4]. - The addition of this facility will strengthen Novartis' ability to meet the growing demand for next-generation cancer treatments [3].

Avidity Biosciences – the San Diego rare disease biotech being acquired by Novartis for $12 billion – is spinning off its early-stage cardiology unit into a new company called Atrium Therapeutics. In a move that gives Avidity’s shareholders a parting gift as they surrender the rest of the company to Novartis, Avidity’s board designated February 12, 2026 as the record date (close of business, Eastern Time) for the pro rata distribution of Atrium shares ( PR Newswire ). Each Avidity holder on that date will r ...

– Company entering 2026 with the potential to deliver multiple value-driving milestones, including data readouts from ARV-102, ARV-806, and ARV-393, with cash runway into second half of 2028 – – ARV-102 (LRRK2) Phase 1 clinical data in patients with Parkinson’s disease accepted for oral presentation at AP/PD Conference in March 2026 – – Clinical data from ARV-806 (KRAS G12D) and ARV-393 (BCL6) on track for presentations in 2026 – – Phase 1 trial in healthy volunteers initiated with polyQ-AR degrader ARV-02 ...

Core Insights - Brown Capital Management's Small Company Fund underperformed in Q4 2025, with a decline of 1.50% compared to the Russell 2000® Growth index's gain of 1.22% [1] - The Fund's performance for the entire year of 2025 was down 11.46%, significantly lagging behind the Index's return of 13.01% [1] - The Fund's investment strategy is based on company fundamentals, which showed strong revenue and earnings growth in 2025 [1] Company Focus: Veeva Systems Inc. - Veeva Systems Inc. (NYSE:VEEV) is a technology company providing a cloud-based software platform for the life sciences industry, with a market capitalization of $29.64 billion [2] - The stock of Veeva Systems Inc. experienced a one-month return of -19.57% and a 52-week decline of 20.26% [2] - Veeva Systems was identified as a detractor from the Fund's performance in Q4 2025, despite its strong market position and innovative solutions in the life sciences sector [3] - The company's offerings include Veeva Customer Relationship Management (CRM) and Veeva Vault, which have established a dominant market position and present opportunities for growth in clinical applications [3] - Veeva's client base includes major global pharmaceutical companies such as GlaxoSmithKline, AstraZeneca, Eli Lilly, Merck, and Novartis [3]

Shares of Novartis India Limited jumped sharply on Friday after a ChrysCapital-led consortium announced it would acquire the Swiss pharma giant’s entire 70.68 per cent stake in the listed Indian unit, triggering a mandatory open offer for public shareholders. The stock was trading at ₹953.85 on BSE as of midday, up ₹123.40 or 14.86 per cent from Thursday’s close of ₹830.45. The scrip hit the upper price band of ₹996.50 earlier in the session before easing slightly. Turnover stood at ₹80.72 crore on volumes ...

Core Viewpoint - Novartis AG is selling its entire 70.68% stake in Novartis India for approximately Rs 1,446 crore to a consortium including WaveRise Investments, ChrysCapital, and Two Infinity Partners, with an open offer for an additional 26% stake from public shareholders at Rs 860.64 per share, representing a 3.6% premium to the previous closing price [8][6]. Group 1: Acquisition Details - The consortium has signed an agreement to acquire Novartis AG's stake at Rs 860.64 per share, which is in accordance with SAST regulations [8][6]. - The total consideration payable under the open offer, assuming full acceptance, will be Rs 552.5 crore [8][6]. - If the entire 26% shareholding is tendered, WaveRise will own 72.78% of equity, ChrysCapital Fund X will own 17.33%, and Two Infinity Partners will hold 6.57% [4][8]. Group 2: Ownership Scenarios - In the event that no shares are tendered under the open offer, WaveRise will still have a majority stake of 56.45%, while ChrysCapital's fund will own 10.32% and Two Infinity Partners will have 3.91% [5][8]. - The open offer is a mandatory requirement under SEBI regulations due to the acquisition of a substantial number of equity shares and control over the target company [6][8]. Group 3: Future Plans - After the acquisition, the new owners plan to change the company's name, pending regulatory and corporate approvals [2][8]. - This divestment follows Novartis's strategic review of its stake in Novartis India, which began two years prior [6][8].

Group 1 - Novartis is building 11 manufacturing plants in the U.S. as a result of U.S. President Trump's tariff policies [1] - The company plans to expand its radioligand therapy manufacturing network with a new site in Florida [1] - Last year, Novartis announced a $23 billion investment to build and expand 10 facilities in the U.S. following threats of drug import duties from the Trump administration [1]

Novartis AG has agreed to sell a majority stake in its listed Indian unit, marking the culmination of a strategic review announced two years ago.The Swiss drugmaker will sell its 70.68% stake in Novartis India Ltd. to a consortium of WaveRise Investments, ChrysCapital Fund X and Two Infinity Partners for ₹1,446 crore ($159 million), according to a statement to the exchanges.The buyers have also launched an open offer to acquire up to 26% of Novartis India at ₹860.84 a share, valuing the offer at about ₹552 ...

Core Viewpoint - Novartis is selling its entire 70.68% stake in its Indian unit to a consortium consisting of WaveRise Investments, ChrysCapital, and Two Infinity Partners [1]. Company Summary - The transaction involves the complete divestment of Novartis's stake in its listed Indian subsidiary, indicating a strategic shift in the company's investment focus [1]. - The consortium acquiring the stake includes notable investment firms, suggesting confidence in the potential of the Indian market [1]. Industry Summary - The sale reflects ongoing trends in the pharmaceutical industry where companies are reassessing their international investments and focusing on core markets [1]. - The involvement of multiple investment partners in the acquisition highlights the growing interest in the Indian pharmaceutical sector, which is seen as a lucrative market for future growth [1].