Novartis AG

Novartis is a multinational healthcare group based in Switzerland. Co. provides healthcare solutions that address the evolving needs of patients and societies worldwide. Co.'s broad portfolio includes innovative medicines, eye care products and cost-saving generic pharmaceuticals. Co.'s operations are organized along three operating divisions: Innovative Medicines Division; Sandoz Division; and Alcon Division. Co.'s operations are supported by the Novartis Institutes for BioMedical Research and Novartis Business Services.
  • TickerNOVN
  • ISINCH0012005267
  • ExchangeSix Swiss Exchange
  • SectorPharmaceuticals & Biotechnology
  • CountrySwitzerland

Analysts

Eric Le Berrigaud

NOVARTIS: At the MMM, Novartis focuses on the expected growth drivers | BUY | CHF91(+8%)

NOVARTIS - BUY | CHF91(+8%) At the MMM, Novartis focuses on the expected growth drivers Group transformation is going on Existing drugs have key new indications coming 2019 confirmed as a key year to deliver new blockbusters Novartis is preparing for the next wave

Eric Le Berrigaud

NOVARTIS: Maturing part of Novartis' pipeline set to convince at the "Meet the Management" | BUY | CHF91(+8%)

NOVARTIS - BUY | CHF91(+8%) Maturing part of Novartis' pipeline set to convince at the "Meet the Management" Novartis among the top performers, but consensus already agrees What to expect from the MMM then? Some obvious candidates … and some surprises too?

Damien Conover

Morningstar | Novartis Acquires Rights for Dry-Eye Drug Xiidra at Fair Price

Novartis has announced the acquisition of rights to dry-eye drug Xiidra from Takeda. We don't expect any changes to our fair value estimate, as the price of deal looks fairly balanced with the future sales potential of the drug. Strategically, we view the deal as helpful for Novartis to leverage its sales and marketing efforts with other eye drugs, especially the upcoming launch of age-related macular degeneration drug brolucizumab. Even though Novartis spun off its eyecare medical product group Alcon earlier in the year, it still has a strong entrenchment with eyecare drugs. While we don't vi...

Damien Conover

Novartis Acquires Rights for Dry-Eye Drug Xiidra at Fair Price

Novartis has announced the acquisition of rights to dry-eye drug Xiidra from Takeda. We don't expect any changes to our fair value estimate, as the price of deal looks fairly balanced with the future sales potential of the drug. Strategically, we view the deal as helpful for Novartis to leverage its sales and marketing efforts with other eye drugs, especially the upcoming launch of age-related macular degeneration drug brolucizumab. Even though Novartis spun off its eyecare medical product group...

Eric Lemarie

NOVARTIS: Acquisition of Xiidra from Takeda | BUY | CHF91(+9%)

NOVARTIS - BUY | CHF91(+9%) Acquisition of Xiidra from Takeda Xiidra to strengthen the ophthalmic division Xiidra launched at the end of 2016 Still presented as a potential blockbuster A pricey transaction for Novartis

Stocks Remain Trend Down Into Election Vol (GMR Weekly Notes - 5 Nov 2018)

Markets This Week: Stocks: Novartis (NVS); Allergan (AGN); Pfizer (PFE); XPO Logistics (XPO); Tencent Holdings (TCEHY); Walmart (WMT) Forex: EURNZD; USDSGD; NOKSEK; XAUJPY Rates: EDZ9; Bunds (GDBR10) Commodities: Brent Crude (CO1)

Novartis AG - Annual 2016: Peer Snapshot

Peer Snapshot: Novartis AG - Annual 2016 7 February 2017 (in US millions) FYE Dec-14 FYE Dec-15 LTM Dec-16 FYE Dec-14 FYE Jan-16 LTM Oct-16 FYE Dec-14 FYE Dec-15 LTM Sep-16

Novartis AG: Credit Opinion Update Following Change in Outlook to Negative

CORPORATES CREDIT OPINION 6 February 2017 Update RATINGS Novartis AG Domicile Switzerland Long Term Rating Aa3 Type LT Issuer Rating - Dom Curr Outlook Negative Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Knut Slatten 33-1-5330-1077

Eric Le Berrigaud

NOVARTIS: At the MMM, Novartis focuses on the expected growth drivers | BUY | CHF91(+8%)

NOVARTIS - BUY | CHF91(+8%) At the MMM, Novartis focuses on the expected growth drivers Group transformation is going on Existing drugs have key new indications coming 2019 confirmed as a key year to deliver new blockbusters Novartis is preparing for the next wave

Eric Le Berrigaud

NOVARTIS: Maturing part of Novartis' pipeline set to convince at the "Meet the Management" | BUY | CHF91(+8%)

NOVARTIS - BUY | CHF91(+8%) Maturing part of Novartis' pipeline set to convince at the "Meet the Management" Novartis among the top performers, but consensus already agrees What to expect from the MMM then? Some obvious candidates … and some surprises too?

Damien Conover

Morningstar | Novartis Acquires Rights for Dry-Eye Drug Xiidra at Fair Price

Novartis has announced the acquisition of rights to dry-eye drug Xiidra from Takeda. We don't expect any changes to our fair value estimate, as the price of deal looks fairly balanced with the future sales potential of the drug. Strategically, we view the deal as helpful for Novartis to leverage its sales and marketing efforts with other eye drugs, especially the upcoming launch of age-related macular degeneration drug brolucizumab. Even though Novartis spun off its eyecare medical product group Alcon earlier in the year, it still has a strong entrenchment with eyecare drugs. While we don't vi...

Damien Conover

Novartis Acquires Rights for Dry-Eye Drug Xiidra at Fair Price

Novartis has announced the acquisition of rights to dry-eye drug Xiidra from Takeda. We don't expect any changes to our fair value estimate, as the price of deal looks fairly balanced with the future sales potential of the drug. Strategically, we view the deal as helpful for Novartis to leverage its sales and marketing efforts with other eye drugs, especially the upcoming launch of age-related macular degeneration drug brolucizumab. Even though Novartis spun off its eyecare medical product group...

Eric Lemarie

NOVARTIS: Acquisition of Xiidra from Takeda | BUY | CHF91(+9%)

NOVARTIS - BUY | CHF91(+9%) Acquisition of Xiidra from Takeda Xiidra to strengthen the ophthalmic division Xiidra launched at the end of 2016 Still presented as a potential blockbuster A pricey transaction for Novartis

1 director sold

A director at Novartis Ag sold 1,500 shares at 92.285USD and the significance rating of the trade was 59/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board mem...

Alfred Glaser ...
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Jerôme Bodin
  • Laurence Hofmann
  • Martial Descoutures
  • Michael Foundoukidis
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/04/2019

...

Bruno Cavalier ...
  • Charles Lepetitpas
  • Fatma Agnès Hamdani
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Pierre Corby
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/08/2019

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Bruno Cavalier ...
  • Charles Lepetitpas
  • Fatma Agnès Hamdani
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Pierre Corby
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/04/2019

...

Alain William ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Martial Descoutures
  • Nicolas David
  • Pierre Corby
  • Roland Pfaender
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Zlowodzki
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/30/2019

If we look for a plausible reason for the performances at the start of the year, the easing of fears of a recession stemming from a monetary policy mistake in the US looks a good candidate. If this is true, we may expect the market to soon look for signs of a stabilisation in the cycle to buy a soft landing scenario, synonymous with a phase of renewed gains. In the meantime, the resurgence of questions (macro economy, European politics, US/China negotiations) could result in a pause o...

Ahmed Ben Salem ...
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Valentin Pernet
  • Veysel Taze
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/14/2018

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NOVARTIS AG with less fundamental stars is reduced to Neutral

NOVARTIS AG (CH), a company active in the Pharmaceuticals industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 3 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date February 12, 2019, the closing price was CHF 89.24 and its expected value was estimated at CHF 87.13.

Nurhayati Wan

Novartis

Nurhayati Wan

Novartis

Nurhayati Wan

Novartis

Nurhayati Wan

Novartis

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Novartis – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

Novartis - February 28, 2019

ITEM 7.2 - Binding prospective vote on the total remuneration of the executive management. The total remuneration package requested for 20 expected members of the executive management is CHF 92 million for the 2019 financial year. Ethos cannot approve such an amount so far in advance, as performance targets have not yet been set. Also, the potential maximum variable remuneration (950% of base salary for the CEO) significantly exceeds the limit set in Ethos' guidelines. Ethos recommends to OPPOSE (points 4.6.a and 4.6.d of Ethos' guidelines). ITEM 8.12 - Elect Mr. Patrice Bula. He holds an exc...

Dave Nicoski ...
  • Ross LaDuke

Global Equity Strategy

Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Investors' primary sources of angst continue to revolve around concerns of (1) the global shift toward tighter monetary policy and the potential for perceived policy missteps, (2) trade and tariffs, and (3) the potential negative effects both (1) and (2) may have on global growth. Comments from Fed Chair Powell that interest rates are “just below” the neutral rate and the 90-day tariff ceasefire agreement between the U.S. and China have not been able to calm the markets. In Europe, ...

Jérôme VINERIER

Analyse court terme - NOVARTIS : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. Les cours progressent toujours. Les objectifs suivants sont à 92,43 CHF et 100,54 CHF. La tendance serait invalidée sous le support à 77,60 CHF.

Jérôme VINERIER

Short term view - NOVARTIS : The background trend is clearly bullish.

The background trend is clearly bullish. Prices are still making progress. The following targets are at CHF 92.43 and CHF 100.54. The trend would be invalidated below the support at CHF 77.60.

Jérôme VINERIER

Analyse court terme - NOVARTIS : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. Les cours progressent encore, mais le mouvement montre moins de puissance. La prochaine résistance est à 86,70 CHF. La rupture du support à 77,60 CHF invaliderait cette tendance.

Jérôme VINERIER

Short term view - NOVARTIS : The background trend is clearly bullish.

The background trend is clearly bullish. Prices are still making progress but there is less power in the movement. The next resistance is at CHF 86.70. Breaking below the support at CHF 77.60 would invalidate the trend.

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