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Novartis AG (NVS)

  • Thu, Apr. 23, 5:26 AM
    • Novartis (NYSE:NVS): Q1 EPS of $1.33 beats by $0.14.
    • Revenue of $11.94B misses by $960M.
    • Shares +1.3% PM.
    • Press Release
    | 1 Comment
  • Wed, Feb. 25, 1:43 PM
    • Pharmacyclics (PCYC +17%) jumps on a 4x surge in volume on news that it is considering selling itself. Novartis (NVS +0.2%) and Johnson & Johnson (JNJ -0.1%) are rumored to be in the mix.
  • Thu, Feb. 12, 12:56 PM
    • Johnson & Johnson (JNJ -1.6%) slumps on double normal volume after U.S. Patent Office upholds the rejection of its Remicade 2018 patent. Biosimilar makers rally as a result, including thinly-traded nano cap Epirus Biopharmaceuticals (EPRS +15.1%) whose lead product is BOW015, a biosimilar version of Remicade (infliximab).
    • Biosimilar-related tickers: (PFE +1.3%)(HSP +0.1%)(AMGN -0.4%)(CHRS +0.2%)(PFNX +14.5%)(NVS -0.2%)
  • 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
    | Comment!
  • Thu, Jan. 15, 8:40 AM
    • "Words fail me," says Swatch (OTCPK:SWGAY) CEO Nick Hayek. "Today's SNB action is a tsunami; for the export industry and for tourism, and finally for the entire country." Swatch is lower by 15.75% in European action.
    • Previously: Swiss shares crater after SNB abandons cap on euro (Jan. 15)
    • A sampling of others: Cement maker Holcim (OTCPK:HCMLY) is down 11.2%, Novartis (NYSE:NVS) is down 9%, Roche (OTCQX:RHHBY) is down 7.9%, Credit Suisse (NYSE:CS) is down 11.7%, and UBS (NYSE:OUBS) is down 10.8%.
    • The good news for ADR players is that's all action in Switzerland. Thanks to the franc's now 13.5% gain, the ADRs trading in the U.S. are likely all to be higher.
  • Thu, Jan. 15, 8:35 AM
    • Swiss-based Novartis (NYSE:NVS) jumps 5% premarket in response to the upsurge in the value of the Swiss franc versus the euro. The franc rose 30% after the Swiss National Bank announced that it would remove the three-year old cap of 1.20 francs/euro.
    • Previously: Swiss shares crater after SNB abandons cap on euro (Jan. 15)
    | Comment!
  • Wed, Jan. 14, 8:25 AM
    • Ziopharm (NASDAQ:ZIOP) jumps 50% premarket on robust volume in response to its announcement of an exclusive license deal with partner Intrexon (NYSE:XON) (+12%) with The University of Texas MD Anderson Cancer Center covering technology and intellectual property related to non-viral adoptive cellular cancer immunotherapies. The technologies originate from two researchers who have pioneered the design and clinical investigation of chimeric antigen receptor (CAR) T cell therapies for the potential treatment of cancer using non-viral gene integration platforms.
    • The two researchers are Laurence Cooper, M.D., Ph.D, professor of pediatrics at MD Anderson who has expertise in immunotherapies and Perry Hackett, Ph.D., professor within the College of Biological Sciences at Minnesota, who discovered and developed a system called Sleeping Beauty, a non-viral DNA plasmid-based gene transfer system.
    • The deal brings the CAR-T technology together Intrexon's technology suite and Ziopharm's clinically tested RheoSwitch Therapeutic System interleukin-12 modules. Up to five CARs are expected to enter the clinic this year and off-the-shelf programming initiating in 2016.
    • Under the terms of the agreement, MD Anderson will receive $100M from the companies in the form of $50M of common stock from each firm. In addition, the companies have committed $15M - 20M over each of the next three years for researching and developing the technologies.
    • CAR-T therapies are the "next big thing" in cancer treatment.
  • Dec. 3, 2014, 6:33 PM
    • Array BioPharma (NASDAQ:ARRY) +24% AH says it reached a deal with Novartis (NYSE:NVS) to regain global rights to its binimetinib cancer treatment as well as an upfront payment of $85M.
    • The agreement is subject to NVS and GlaxoSmithKline (NYSE:GSK) completing a series of transactions which were unveiled in April and remain subject to regulatory approval.
    • ARRY says binimetinib is advancing in three phase 3 clinical trials and that it plans to file for its first regulatory approval in H1 2016.
    | Comment!
  • Aug. 29, 2014, 11:52 AM
    • Shares of United Therapeutics (UTHR +23.1%) jump on 5x surge in volume after a court rules that Sandoz (NVS +0.3%) failed to prove that United's '007 and '117 Remodulin (treprostinil) patents are invalid and that United proved that Sandoz's ANDA will infringe on patent '117.
    • Remodulin accounted for almost 45% of United's 1H sales of $612.2M.
    | Comment!
  • May 20, 2014, 8:15 AM
    • Ophthotech (OPHT) could potentially receive over $1B in milestone and other payments - including the $200M upfront free - during the course of its collaboration with Novartis (NVS) for the commercialization of Forvista, as well as any royalties on sales.
    • Fovista is in a Phase III program consisting of three trials.
    • Ophthotech's shares were +24% premarket. (PR)
    • Previous
    | Comment!
  • Feb. 25, 2014, 2:14 PM
    • InterMune's (ITMN +162.8%) spectacular gains after reporting positive ASCEND data (I, II) may have further to go, Baird analyst Brian Skorney believes, viewing ITMN as an ideal acquisition target for a big pharma company.
    • A substantial unmet need in idiopathic pulmonary fibrosis provides a blockbuster market opportunity, Baird says, with a number of companies with the capability to sell ITMN's drug with their current salesforce, most notably GlaxoSmithKline (GSK), Gilead (GILD) and Novartis (NVS); Skorney sees a potential acquisition price into the 60s.
    • Even without an acquisition, Skorney thinks ITMN should reach $44, with clinical risk is now in the rear-view mirror and potential for greater penetration and higher pricing in the U.S.
    | 1 Comment
  • Feb. 4, 2014, 2:33 PM
    • Novartis (NVS -0.7%) reportedly is drawing interest for its human vaccines unit as talks to swap its animal health business for assets from Merck (MRK +2.6%) slow down.
    • While the vaccines unit was initially on the table with animal health as part of the possible trade for MRK’s over-the-counter drugs business, NVS may now sell the vaccines unit separately in a deal that could be valued at ~$1B.
    • NVS and MRK are still talking but agreeing on valuation is proving difficult, so NVS has informally talked to Eli Lilly (LLY -0.1%) and Bayer (BAYRY, BAYZF) about the animal health business, according to the report.
    | Comment!
  • Jan. 13, 2014, 8:23 AM
    • Cell Therapeutics (CTIC) will reacquire the rights to Pixuvri and Opaxio from Novartis (NVS) on the condition that NVS receive "certain potential payments ... based on sales [and] any sublicens[ing]."
    • "Regaining full rights to these two anti-cancer agents ... provides us with the flexibility to manage these assets within the context of our overall product portfolio strategy," CTIC CEO James Bianco says. (PR)
    • Recently: CTiC rallies on NICE nod for Pixuvri
    • CTIC +12% premarket
  • Jan. 8, 2014, 11:02 AM
    • Aegis figures now is a good time to hike the price target on Oramed Pharmaceuticals (ORMP +20.1%) to $30 from $25 as "positive proof-of-concept data has been generated in animals for both ORMD-0801 [and] ORMD-0901."
    • Here's analyst Ram Selvaraju, commenting: "Positive Phase 2b data [in ORMD-0801] could set the scene for a transformative licensing transaction or an acquisition by an established diabetes focused firm like AstraZeneca (AZN), Novartis (NVS), Novo Nordisk (NVO), or Sanofi (SNY)."
    • The shares are up 222% since the company reported successful results with its oral insulin capsule last month.
    | Comment!
  • Dec. 19, 2013, 3:32 PM
    • Sandoz (NVS +1.2%) initiates a Phase 3 trial for a biosimilar of Humira (ABBV -3.1%).
    • The company hopes the study will "demonstrate equivalent efficacy, similarity, and immunogenicity" in severe plaque-type psoriasis patients.
    • Sandoz has biosimilars for other big name drugs in the pipeline, including versions of Enbrel and Rituxan. (PR)
    | Comment!
  • Dec. 16, 2013, 8:52 AM
    • Apricus Biosciences (APRI) jumps 19% premarket.
    • The company has expanded its agreement with Sandoz (NVS) affiliate Hexal AG for Vitaros commercialization.
    • Long story short: The German collaboration "now includes Austria, Belgium, Denmark, Finland, Iceland, Luxemburg, the Netherlands, Norway, Sweden and Switzerland."
    • This means that APRI is now eligible for up to ~$63M in payments (this includes upfront and launch payments) from Sandoz. (PR)
    | Comment!
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Company Description
Novartis AG is engaged in the research, development, manufacturing and marketing of healthcare products and pharmaceuticals.