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: No reason to expect a break in trend over the coming quarters | BUY | CHF107 vs. CHF106 (+24%)

NOVARTIS - BUY | CHF107 vs. CHF106 (+24%) No reason to expect a break in trend over the coming quarters Zolgensma in focus High confidence still behind Beovu, MS … and fevipiprant Modest impact from generics … except if Gilenya goes Modest change to our FV

Alain William ...
  • Azza Khalfallah
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/22/2019

A return to top-line growth at the fixed and mobile activities, normalisation of net-adds, value-creating infrastructure deals, Iliad has gone to great pains to reinvent itself, enabling the group to restore an intrinsic value (target price € 180) that far outstrips its current share price. - ...

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: No reason to expect a break in trend over the coming quarters | BUY | CHF107 vs. CHF106 (+24%)

NOVARTIS - BUY | CHF107 vs. CHF106 (+24%) No reason to expect a break in trend over the coming quarters Zolgensma in focus High confidence still behind Beovu, MS … and fevipiprant Modest impact from generics … except if Gilenya goes Modest change to our FV

Alain William ...
  • Azza Khalfallah
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/22/2019

A return to top-line growth at the fixed and mobile activities, normalisation of net-adds, value-creating infrastructure deals, Iliad has gone to great pains to reinvent itself, enabling the group to restore an intrinsic value (target price € 180) that far outstrips its current share price. - ...

Alain William ...
  • Azza Khalfallah
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 22/10/2019

Retour à la croissance topline fixe et mobiles, normalisation des net adds, transaction infrastructures créatrices de valeur, Iliad s’est réinventé dans la douleur, de quoi renouer avec une valeur intrinsèque (OC 180 €) plus riche que le cours actuel. - ...

Martial Descoutures ...
  • Oussema Denguir

Novartis : A solid Q3 for both the pharma division and Sandoz

>A solid publication - Novartis has this morning published its results for Q3 2019, with another set of good figures.In short, group sales were up by +13%cc (+4% better than expected), core EBIT was up +18%cc and core EPS was $ 1.41 (+19%cc) vs $ 1.33 est. The pharma division posted growth of +15%cc (+5% vs the consensus) driven by Cosentyx ($ 937m) and Tasigna ($ 487m) for which figures came in well above consensus forecasts (respectively, +3% and +12%). No...

Martial Descoutures ...
  • Oussema Denguir

Novartis : Un T3 solide à la fois sur la Pharma et sur Sandoz

>Une solide publication - Novartis publie ses résultats du T3 2019 ce matin et les chiffres sont de nouveau bons !Brièvement, les ventes du groupe progressent de 13% tcc (+4% de mieux que les attentes), le core EBIT de +18% tcc, et le Core EPS ressort à 1.41 $ (+19% tcc) vs 1.33 $ att. La Pharma est en croissance de 15% tcc (+5% vs Cs) tirée par Cosentyx (937 M$) et Tasigna (487 M$) dont les chiffres sont sensiblement supérieurs aux consensus (respectivement...

1 director sold

A director at Novartis Ag sold 10,000 shares at 92.540CHF and the significance rating of the trade was 100/100. 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 m...

François Maury ...
  • Georges Dieng
  • Team Pharma

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

...

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

...

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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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 2 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 October 8, 2019, the closing price was CHF 84.71 and its potential was estimated at CHF 95.57.

Nurhayati Wan
Nurhayati Wan
Nurhayati Wan
Nurhayati Wan
MarketLine Department

Ipsen S.A. - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Ipsen S.A. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Ipsen S.A. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights ...

MarketLine Department

Vifor Pharma Ltd - Strategy, SWOT and Corporate Finance Report

Summary Vifor Pharma Ltd - 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. KeyHighlights Vifor Pharma Ltd (Vifor Pharma) discovers, develops, and commercializes prescription medicines as well as non-prescription pharmaceuticals. The company offers intravenous pharmaceuticals for the iron deficiency. It also provides pharmaceuticals for the treatment of respiratory tract infectio...

MarketLine Department

Sanofi SA - Strategy, SWOT and Corporate Finance Report

Summary Sanofi SA - 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. KeyHighlights Sanofi SA (Sanofi or ‘the group’) is a pharmaceutical group that develops, manufactures and markets healthcare products. The group offers a range of products related to rare diseases, multiple sclerosis, oncology, diabetes, and cardiovascular diseases. It also provides prescription products, consum...

MarketLine Department

Teva Pharmaceutical Industries Limited - Strategy, SWOT and Corporate Finance Report

Summary Teva Pharmaceutical Industries Limited - 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. KeyHighlights Teva Pharmaceutical Industries Limited (Teva or 'the company') is a generic pharmaceutical company. The company develops, manufactures and markets generic, proprietary branded pharmaceuticals and active pharmaceutical ingredients. It offers specialty medicines for the t...

MarketLine Department

Sunesis Pharmaceuticals, Inc. - Strategy, SWOT and Corporate Finance Report

Summary Sunesis Pharmaceuticals, 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. KeyHighlights Sunesis Pharmaceuticals, Inc (Sunesis or 'the company') is a biopharmaceutical company that develops and commercializes oncology therapeutics for the treatment of hematologic and solid cancers. The company’s major products include Vosaroxin, TAK-580, SSN-510 and Vecabrutinib. Th...

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

Vermilion Int'l Compass: Global Equity Strategy

Another test of support Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no breakdowns - on the broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remains the most likely scenario. At the same time, new cracks are beginning to show and as a result we believe global equities are vulnerable to a breakdown. • New cracks emerging. Breakdowns in crude oil and new lows for the STOXX 600 Bank supersector are two recent developments which have dampened our overall outlook... see charts below. • Tes...

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.

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