Core Viewpoint - President Trump's trade policies, particularly aggressive tariffs on imports, are impacting Wall Street and could increase costs for companies, affecting their margins and stock performance. However, certain healthcare companies like Eli Lilly and Novartis present investment opportunities despite these challenges [1][2]. Eli Lilly - Eli Lilly has committed to investing $50 billion in U.S.-based manufacturing since 2020, with half of this announced in the first quarter [4]. - The company aims to manufacture 100% of medicines for U.S. patients domestically, which will help mitigate the impact of tariffs [5]. - Eli Lilly has shown significant innovation in diabetes and obesity treatments, with new products like Mounjaro and Zepbound generating billions in revenue [5]. - In Q1, Eli Lilly's revenue rose 45% year over year to $12.7 billion, and net income increased by 23% to $2.8 billion [6]. - The company has a strong pipeline, including a promising oral GLP-1 candidate, orforglipron, which could attract patients seeking convenience [7]. - Eli Lilly has increased its dividend payout by 102.7% over the past five years, making it a solid choice for growth and income investors [8]. Novartis - Novartis plans to invest $23 billion over the next five years to enhance its U.S. manufacturing capabilities [9]. - Despite potential short-term impacts from tariffs, Novartis is expected to manage these challenges effectively [10]. - In Q1, Novartis reported a 12% increase in net sales to $13.2 billion and a 22% rise in net income to $4.5 billion [10]. - The company is facing a loss of U.S. patent exclusivity for its heart failure drug Entresto, which generated $2.3 billion in sales in Q1, a 20% increase year over year [11]. - Novartis has prepared for this loss with new medicines like Fabhalta and cancer drugs Scemblix and Pluvicto, which have shown promising sales [11][12]. - The company has increased its dividend for 28 consecutive years, currently offering a forward yield of 3.3%, which is significantly higher than the S&P 500 average [13].

 Vancouver, BC – TheNewswire - July 18, 2025  – Uniserve Communications Corporation (the “Company” or “Uniserve”) (TSXV: USS), a leading provider of IT solutions and services for both business and residential customers across Canada, is pleased to announce that, further to its June 4, 2025 and June 11, 2025 press releases, it has closed a non-brokered private placement comprising 6,000,000 units (each, a “Unit”) at a price of $0.30 per Unit (the “Offering”), with each Unit consisting of one common share an ...

Key Takeaways NVS Q2 EPS rose to $2.42 on 12% revenue growth, led by key drugs like Kisqali, Entresto, and Pluvicto. Novartis raised 2025 core income growth outlook to low teens amid strong product and pipeline performance. Cosentyx missed sales estimates and CFO Harry Kirsch's retirement announcement dampened investor sentiment.Swiss pharma giant Novartis AG (NVS) reported better-than-expected results for the second quarter of 2025 and upped annual guidance for core operating income.Core earnings (exclud ...

Novartis (NVS) reported $14.05 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 9.2%. EPS of $2.42 for the same period compares to $1.97 a year ago.The reported revenue represents a surprise of +0.13% over the Zacks Consensus Estimate of $14.04 billion. With the consensus EPS estimate being $2.38, the EPS surprise was +1.68%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ...

Swiss pharmaceutical firm Novartis said Thursday that it expects its Kisqali breast cancer treatment to be the next blockbuster drug within its portfolio, as it looks to shift reliance away from its Entresto heart failure therapy.Sales of Kisqali, which treats metastatic breast cancer, surged 64% globally on a constant currency basis in the three months to June, the company said in its second-quarter sales report. That includes 100% growth in the U.S.It follows a 56% increase in Kisqali sales in the first q ...

Novartis (NVS) Q2 2025 Earnings Call July 17, 2025 08:00 AM ET Company ParticipantsSloan Simpson - Global Head - IRVasant Narasimhan - CEOHarry Kirsch - CFOSachin Jain - Vice PresidentShirley Chen - AVPPeter Verdult - MD - Pharmaceuticals Equity researchSimon Baker - Partner & Head - Global Biopharma ResearchRichard Vosser - Managing DirectorMichael Leuchten - Managing DirectorHarry Sephton - Director - Equity ResearchJames Quigley - Executive DirectorKerry Holford - Head - Global Pharma Equity ResearchThib ...

Novartis (NVS) Q2 2025 Earnings Call July 17, 2025 08:00 AM ET Speaker0morning and good afternoon, and welcome to the Novartis Q2 twenty twenty five Results Release Conference Call and Live Webcast. Please note that during the presentation, all participants will be in a listen only mode and the conference is being recorded. After the presentation, there'll be an opportunity to ask questions. A recording of the conference call, including the Q and A session, will be available on our website shortly after the ...

Q2 2025 Financial Performance - Novartis delivered double-digit sales growth and core margin expansion in Q2 2025 [134] - Q2 sales reached USD 141 billion, an increase of 11% in constant currencies (cc) compared to Q2 2024 [14] - Core operating income for Q2 2025 was USD 59 billion, a 21% increase in constant currencies (cc) compared to Q2 2024 [14] - Core margin improved to 422%, a 340 basis points increase [14] - Free cash flow for H1 2025 increased by 46% to USD 97 billion [104] FY 2025 Guidance and Capital Allocation - FY 2025 core operating income guidance upgraded to low-teens growth from low double-digit [15] - A new share buyback program of up to USD 10 billion was initiated, to be completed by the end of 2027 [108] - The company assumes Entresto US generic entry in mid-2025 for forecasting purposes [112] Key Products Performance - Kisqali grew by 64% cc in Q2, achieving TRx leadership in mBC [23] - Kesimpta grew by 33% cc in Q2, driven by strong demand growth [31] - Pluvicto grew by 30% cc in Q2, with promising uptake since pre-taxane indication approval in the US [36] - Leqvio grew by 61% cc in Q2, on track for blockbuster status in 2025 [45] - Scemblix grew by 79% cc in Q2, with strong momentum in early lines and global leadership in 3L+ CML [52]

RT ColinTrades (@colintrades1)$GLXY likely doubles their power approved for their Helios data centre by end of year which would make it one of the largest data centres for high performance compute (AI) in the world.They already supply 50% of CRWV’s powerAnalysts conservatively estimate the EBITDA generated from this approval (one of many) would 3x the stock price ...

Core Insights - Novartis AG is set to report its second-quarter 2025 results on July 17, with revenue expectations at $14.04 billion and earnings at $2.38 per share [1] - The company has a strong earnings surprise history, beating estimates in the last four quarters with an average surprise of 7.12% [1] Earnings Prediction - The Earnings ESP for Novartis is -0.28%, indicating a lower likelihood of an earnings beat this quarter [3] - The company currently holds a Zacks Rank of 2 (Buy) [3] Growth Drivers - Novartis operates in four core therapeutic areas: cardiovascular-renal-metabolic, immunology, neuroscience, and oncology following the spin-off of the Sandoz business [4] - Key products driving growth include Entresto, Kisqali, Kesimpta, Leqvio, and Scemblix, with strong sales expected in Q2 [4][8] Product Performance - Entresto's sales are estimated at $2.3 billion, benefiting from increased demand in China and Japan [5] - Kisqali's sales are projected at $1 billion, driven by its recognition in breast cancer treatment [6][7] - Kesimpta's sales are also expected to reach $1 billion, reflecting increased demand [7] - Cosentyx is anticipated to generate sales of $1.73 billion, supported by recent launches and volume growth [9] - Leqvio's sales estimates are $284 million, indicating strong growth in cholesterol management [10] - Pluvicto's sales are projected at $410 million, bolstered by FDA approval for expanded use [11] - Scemblix continues to see growth in chronic myeloid leukemia treatment, with strong demand expected [12] Recent Developments - Novartis acquired Regulus Therapeutics for $0.8 billion, adding farabursen to its pipeline, which targets autosomal dominant polycystic kidney disease [14] - Year-to-date, Novartis shares have increased by 27.3%, significantly outperforming the industry average of 1.8% [15]