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Novartis AG (NVS)

- NYSE
  • Tue, Jan. 27, 7:13 AM
    • Novartis (NYSE:NVS) Q4 results ($M): Revenues: 14,633 (-3.0%); Pharmaceuticals: 7,860 (-5.6%); Alcon: 2,703 (+1.8%); Sandoz: 2,512 (+4.2%); Vaccines: 494 (-24.6%); Consumer Health: 1,064 (+2.9%).
    • COGS: 5,369 (+1.1%); R&D Expense: 2,753 (+2.1%); SG&A Expense: 3,676 (-23.0%); Net Income: 1,487 (-27.7%); EPS: 0.62 (-24.4%); CF Ops: 5,205 (+17.0%); Quick Assets: 13,862 (+50.3%).
    • Gross Profit: 9,504 (-5.4%); COGS: 36.7% (+4.1%); Gross Margin: 64.9% (-0.2%); Operating Profit: 1,172 (-50.6%); Operating Earnings Yield: 8.0% (-49.1%); Net Earnings Yield: 10.2% (-25.5%).
    • Key Product Sales: Gleevec/Glivec: 1,237 (+0.8%), Gilenya: 666 (+26.4%), Lucentis: 588 (-6.7%), Tasigna: 428 (+21.6%), Afinitor/Votubia: 426 (+18.0%), Sandostatin: 416 (0.0%).
    • 2015 Guidance: Group Net Sales Growth: Mid-single digit; Core Group Operating Income Growth: High-single digit; Pharmaceuticals Growth: Mid-single digit; Alcon Growth: Mid-to-high single digit; Sandoz Growth: Mid-single digit.
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  • Tue, Jan. 27, 6:09 AM
    • Novartis (NYSE:NVS): Q4 EPS of $1.21 in-line.
    • Revenue of $14.63B (-2.0% Y/Y) beats by $50M.
    • Shares +1.7% PM.
    • Press Release
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  • Mon, Jan. 26, 5:30 PM
  • Oct. 28, 2014, 7:22 AM
    • Novartis (NYSE:NVS) Q3 results ($M): Total Revenue: 14,704 (+2.6%); Pharmaceuticals: 7,925 (+0.4%); Alcon: 2,665 (+5.0%); Sandoz: 2,401 (5.6%); Vaccines: 588 (-1.0%); Consumer Health: 1,125 (+8.3%).
    • COGS: 5,096 (+3.8%); R&D Expense: 2,372 (-1.9%); SG&A Expense: 4,227 (+0.0%); Net Income: 3,240 (+43.1%); EPS: 1.37 (+52.2%); CF Ops: 4,011 (-8.4%); Quick Assets: 10,427 (+42.1%).
    • Gross Profit: 9,877 (+2.4%); COGS: 34.7% (+1.2%); Gross Margin: 67.2% (-0.2%); Operating Profit: 2,980 (+11.6%); Operating Earnings Yield: 20.3% (+8.8%); Net Earnings Yield: 22.0% (39.5%).
    • Product Sales: Gleevec/Glivec: 1,213 (+7.1%); Lucentis: 614 (+5.7%); Gilenya: 653 (+26.1%); Sandostatin: 433 (+8.0%); Afinitor/Votubia: 408 (+21.1%); Tasigna: 391 (+24.1%); Exforge: 365 (+1.7%); Exelon/Exelon Patch: 261 (+3.2%).
    • 2014 Guidance: Group net sales growth: low to mid-single digit (unch); core group operating income: mid to high-single digit (unch).
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  • Oct. 28, 2014, 6:12 AM
    • Novartis (NYSE:NVS): Q3 EPS of $1.33 beats by $0.04.
    • Revenue of $14.7B (+2.5% Y/Y) beats by $360M.
    • Press Release
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  • Oct. 27, 2014, 5:30 PM
  • Oct. 19, 2014, 4:19 PM
    • Novartis (NYSE:NVS) will report Q3 results on October 28 before the open. The webcast begins at 9:00 am ET.
    • Consensus view is EPS of $1.29 on revenues of $14.3B.
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  • Jul. 17, 2014, 7:42 AM
    • Novartis (NYSE:NVS) Q2 pharmaceutical sales by selected product: Gleevec/Glivec: $1,199M (+0.8%); Diovan/Co-Diovan: $743M (-19.9%); Gilenya: $606M (+29.5%); Sandostatin: $417M (+3.2%); Exforge: $370M (-1.9%); Afinitor/Votubia: $384M (+24.7M); Tasigna: $373M (+18.4%); Exelon/Exelon Patch: $246M (-6.5%); Exjade: $244M (+4.3%); Xolair: $197M (+33.1%).
    • Press release
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  • Jul. 17, 2014, 7:37 AM
    • Novartis (NYSE:NVS) Q2 results: Total Revenues: $14,637M (+1.0%); Pharmaceuticals: $8,199M (+1.0%); Alcon: $2,817M (+3.0%); Sandoz: $2,331M (+5.2%); Vaccines: $240M (-41.6%); Consumer Health: $1,050M (+4.6%).
    • COGS: $4,913M (+2.8%); R&D Expense: $2,386 (-2.2%); SG&A Expense: $4,394M (+0.1%); Net Income: $2,585M (+1.5%); EPS: $1.03 (+2.0%); CF Ops: $3,341M (+32.7%); Quick Assets: $7,335M (+39.7%).
    • Gross Profit: $10,278M (+3.6%); COGS: 33.6% (+1.7%); Gross Margin: 70.2% (+2.5%); Operating Profit: $3,095M (+4.2%); Operating Earnings Yield: 21.1% (+3.1%); Net Earnings Yield: 17.7% (+0.4%).
    • 2014 Guidance: Group Net Sales Growth: Low to mid-single digit (unch); Core Group Operating Income: Mid to high-single digit (previously: >sales growth); Pharmaceuticals Growth: in line with 2013 (unch); Alcon Growth: Mid to high-single digit (unch); Sandoz Growth: Mid to high-single digit (unch).
    • Press release
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  • Jul. 17, 2014, 6:22 AM
    • Novartis (NYSE:NVS): Q2 EPS of $1.34 in-line.
    • Revenue of $14.63B (+1.0% Y/Y) misses by $180M.
    • Press Release
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  • Jul. 16, 2014, 5:30 PM
  • Apr. 24, 2014, 2:20 AM
    • Novartis' (NVS) Q1 net profit leapt 24% to $2.97B and beat consensus of $2.7B, boosted by new drugs such as cancer treatment Afinitor and multiple sclerosis pill Gilenya. Sales in emerging markets, particularly China, also helped lift Novartis' earnings.
    • Net sales rose 1% to $14.02B, falling short of estimates of $14.25B.
    • Sales of medicines launched in 2009 or later rose 17% to $4.3B. Gilenya revenue +31% at constant exchange rates to $552M.
    • Operating profit +22% to $3.5B.
    • Adjusted profit was flat at $3.21B, or 1.31 a share, with the EPS figure in line.
    • Novartis reiterated its forecast that 2014 sales will increase by a low to mid-single-digit percentage in constant currencies, and that core operating profit will grow more than sales.
    • Novartis' results come after the company announced billions of dollars worth of deals in a shake-up of its portfolio earlier this week. (PR)
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  • Jan. 29, 2014, 2:39 AM
    • Novartis's (NVS) Q4 adjusted EPS dropped 3% to $1.20 and missed consensus by $0.08, affected by currency fluctuations.
    • Net income increased to $2.06B from $2.02B and also fell short of forecasts of $2.4B.
    • Sales rose 2% to $15.08B and almost met expectations of $15.09B, with revenue lifted by recently-launched products and strong sales in China and Russia.
    • Novartis projected that 2014 sales will grow by a low- to mid-single-digit percentage in constant currencies, assuming that a competitor to the company's blockbuster blood-pressure drug Diovan is launched at the start of Q2.
    • Novartis also predicted that core operating income will rise more than sales
    • Sales breakdown: pharmaceutical division +1% to $8.3B; Alcon eye-care unit +3% to $2.7B
    • Proposes dividend of 2.45 Swiss francs ($2.72) per share for 2014, up 7%. (PR)
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  • Jan. 29, 2014, 12:05 AM
  • Jan. 28, 2014, 5:30 PM
  • Oct. 22, 2013, 3:49 AM
    • Novartis (NVS) reviewing units that don't have "global scale and critical mass." The company's pharmaceutical, Alcon eyecare and Sandoz generics divisions fulfill these requirements; in the other businesses, Novartis is "looking at ways to either strengthen them or to think about other opportunities," says CEO Joseph Jimenez.
    • Sales breakdown: Pharmaceuticals +1% to $7.9B, boosted by higher prices and sales volume; Alcon +3% to $2.5B, helped by sales of surgical products; Sandoz +11% to $2.3B, pushed up by the acquisition of Fougera in 2012. Vaccines +2% to $594M; consumer health +11% to $1B.
    • Shares +0.9% in Zurich. (Previous) (PR)
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Company Description
Novartis AG is engaged in the research, development, manufacturing and marketing of healthcare products and pharmaceuticals.