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

Damien Conover

Morningstar | Novartis looks poised for strong operating margin gains, buoyed by several new specialty drugs.

With strong positions in multiple key healthcare businesses, Novartis is well positioned for steady long-term growth. Strong intellectual property supporting multi-billion-dollar products, combined with an abundance of late-pipeline products, creates a wide economic moat. While upcoming patent losses on anemia drug Exjade and cancer drug Afinitor will weigh on near-term growth, a strong portfolio of drugs along with a robust pipeline should ensure steady long-term growth.Novartis' pharmaceutical segment is poised for long-term growth driven by new pipeline products and existing drugs. Novartis...

Damien Conover

Novartis looks poised for strong operating margin gains, buoyed by several new specialty drugs.

Novartis reported strong second-quarter results, exceeding both our and consensus expectations, and we plan to increase our fair value estimate based on the outperformance. Margin expansion was particularly pronounced, which we partly attribute to the increasing mix shift toward specialty products and continuing leverage from the growth of cardiovascular drug Entresto, trends that should continue over the next several years. Novartis' recent launches of specialty drugs continues at a relatively ...

Eric Le Berrigaud

NOVARTIS: Newsflow from the pipeline likely to be next catalyst | BUY - TOP PICKS | CHF106 vs. CHF100

NOVARTIS - BUY - TOP PICKS | CHF106 vs. CHF100 (+18%) Newsflow from the pipeline likely to be next catalyst Our new FV reflects various adjustments Some clarifications about Q2 performance

Nurhayati Wan

Novartis

Damien Conover

Morningstar | Novartis Posts Strong 2Q, Boosted by Sales Gains From High-Margin Drugs and Recent Launches

Novartis reported strong second-quarter results, exceeding both our and consensus expectations, and we plan to increase our fair value estimate based on the outperformance. Margin expansion was particularly pronounced, which we partly attribute to the increasing mix shift toward specialty products and continuing leverage from the growth of cardiovascular drug Entresto, trends that should continue over the next several years. Novartis' recent launches of specialty drugs continues at a relatively strong rate, which should help drive growth and bolster the company's wide moat, as these drugs tend...

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

Damien Conover

Morningstar | Novartis looks poised for strong operating margin gains, buoyed by several new specialty drugs.

With strong positions in multiple key healthcare businesses, Novartis is well positioned for steady long-term growth. Strong intellectual property supporting multi-billion-dollar products, combined with an abundance of late-pipeline products, creates a wide economic moat. While upcoming patent losses on anemia drug Exjade and cancer drug Afinitor will weigh on near-term growth, a strong portfolio of drugs along with a robust pipeline should ensure steady long-term growth.Novartis' pharmaceutical segment is poised for long-term growth driven by new pipeline products and existing drugs. Novartis...

Damien Conover

Novartis looks poised for strong operating margin gains, buoyed by several new specialty drugs.

Novartis reported strong second-quarter results, exceeding both our and consensus expectations, and we plan to increase our fair value estimate based on the outperformance. Margin expansion was particularly pronounced, which we partly attribute to the increasing mix shift toward specialty products and continuing leverage from the growth of cardiovascular drug Entresto, trends that should continue over the next several years. Novartis' recent launches of specialty drugs continues at a relatively ...

Eric Le Berrigaud

NOVARTIS: Newsflow from the pipeline likely to be next catalyst | BUY - TOP PICKS | CHF106 vs. CHF100

NOVARTIS - BUY - TOP PICKS | CHF106 vs. CHF100 (+18%) Newsflow from the pipeline likely to be next catalyst Our new FV reflects various adjustments Some clarifications about Q2 performance

Damien Conover

Morningstar | Novartis Posts Strong 2Q, Boosted by Sales Gains From High-Margin Drugs and Recent Launches

Novartis reported strong second-quarter results, exceeding both our and consensus expectations, and we plan to increase our fair value estimate based on the outperformance. Margin expansion was particularly pronounced, which we partly attribute to the increasing mix shift toward specialty products and continuing leverage from the growth of cardiovascular drug Entresto, trends that should continue over the next several years. Novartis' recent launches of specialty drugs continues at a relatively strong rate, which should help drive growth and bolster the company's wide moat, as these drugs tend...

Damien Conover

Novartis Posts Strong 2Q, Boosted by Sales Gains From High-Margin Drugs and Recent Launches

Novartis reported strong second-quarter results, exceeding both our and consensus expectations, and we plan to increase our fair value estimate based on the outperformance. Margin expansion was particularly pronounced, which we partly attribute to the increasing mix shift toward specialty products and continuing leverage from the growth of cardiovascular drug Entresto, trends that should continue over the next several years. Novartis' recent launches of specialty drugs continues at a relatively ...

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...

François Maury ...
  • Georges Dieng
  • Team Pharma

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/28/2019

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François Maury ...
  • Georges Dieng
  • Team Pharma

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/06/2019

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Benoit Valleaux ...
  • Bruno Cavalier
  • Martial Descoutures
  • Pierre Corby
  • Roland Pfaender

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/27/2019

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Benoit Valleaux ...
  • Bruno Cavalier
  • Jean Sassus
  • Martial Descoutures
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/05/2019

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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

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Nurhayati Wan

Novartis

With a more favourable environment, NOVARTIS AG improves to Positive

NOVARTIS AG (CH), a company active in the Pharmaceuticals industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Positive. As of the analysis date June 14, 2019, the closing price was CHF 89.41 and its potential was estimated at CHF 93.88.

Nurhayati Wan

Novartis

Nurhayati Wan

Novartis

Nurhayati Wan

Novartis

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AbbVie Inc. - Strategy, SWOT and Corporate Finance Report

AbbVie Inc. - Strategy, SWOT and Corporate Finance Report Summary AbbVie Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights AbbVie Inc. (AbbVie or ‘the company’) is a biopharmaceutical company. The company offers pharmaceutical products that mainly consist of Humira (adalimumab) and products in therapeutic areas of oncology, metabolics/hormone, endocrinology,...

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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