Novartis AG (NVS) Discusses Immunology Portfolio Update and Advances in Autoimmune Therapies Transcript
Novartis AG ( NVS ) Discusses Immunology Portfolio Update and Advances in Autoimmune Therapies October 30, 2025 11:30 AM EDT Company Participants Isabella Zinck Shreeram Aradhye - President of Development & Chief Medical Officer Victor Bulto - President of US Angelika Jahreis Conference Call Participants Simon Baker - Rothschild & Co Redburn, Research Division Thibault Boutherin - Morgan Stanley, Research Division Richard Vosser - JPMorgan Chase & Co, Research Division Benjamin Jackson - Jefferies LLC, Research Division Sachin Jain - BofA Securities, Research Division Peter Verdult - BNP Paribas, Research Division Graham Parry James Quigley - Goldman Sachs Group, Inc., Research Division Presentation Operator Good morning and good afternoon, and welcome to the Novartis Immunology Portfolio Update Conference Call and Live Webcast. [Operator Instructions] The conference is being recorded.
Why Novartis (NVS) is a Top Value Stock for the Long-Term
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Novartis AG (NVS) Q3 2025 Earnings Call Transcript
Novartis AG (NYSE:NVS ) Q3 2025 Earnings Call October 28, 2025 9:00 AM EDT Company Participants Sloan Simpson - Global Head of Investor Relations Vasant Narasimhan - Chief Executive Officer Harry Kirsch - Chief Financial Officer Conference Call Participants Matthew Weston - UBS Investment Bank, Research Division Peter Verdult - BNP Paribas Exane, Research Division Steve Scala - TD Cowen, Research Division Xue Chen - Barclays Bank PLC, Research Division Florent Cespedes - Sanford C. Bernstein & Co., LLC.
Novartis Lags Q3 Earnings, Announces $12B Avidity Biosciences Acquisition
Novartis' Q3 profit rose on 8% higher sales led by Kisqali, Kesimpta and Pluvicto, as new acquisitions expand its neuroscience and cardiovascular reach.
Compared to Estimates, Novartis (NVS) Q3 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Novartis (NVS) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Novartis CEO says pharma giant has the firepower for big M&A deals: 'Can never be done'
The Swiss drugmaker announced its biggest deal in a decade on Sunday, as its set to buy Avidity Biosciences for about $12 billion. "We have adequate firepower to do deals like this and to bolster the growth profile of the company," the CEO told CNBC.
Novartis Posts Higher Net Profit as Key Drugs Lift Sales
The drugmaker reported third-quarter profit of $3.93 billion after higher sales for key drugs allowed it to offset a hit from patent expirations.
Novartis AG (NVS) M&A Call Transcript
Novartis AG (NYSE:NVS ) M&A Call October 27, 2025 8:00 AM EDT Company Participants Sloan Simpson - Global Head of Investor Relations Vasant Narasimhan - Chief Executive Officer Harry Kirsch - Chief Financial Officer Robert Baloh Norman Putzki - Global Program Head of Neuroscience Conference Call Participants Sachin Jain - BofA Securities, Research Division Harry Sephton Seamus Fernandez - Guggenheim Securities, LLC, Research Division Richard Vosser - JPMorgan Chase & Co, Research Division Florent Cespedes - Sanford C. Bernstein & Co., LLC.
5 Things to Know Before the Stock Market Opens
Stock futures are pointing to a sharply higher open this morning after major indexes closed last week at record highs; investor sentiment is getting a boost after President Donald Trump said he was optimistic the U.S. would reach a trade deal with China and address ownership of social media app TikTok; Avidity Biosciences (RNA) shares are surging after Swiss pharmaceutical maker Novartis (NVS) said it would acquire the biotechnology firm; and U.S.-listed shares of Argentine companies are soaring after President Javier Milei's political party posted victories in legislative elections there. Here's what you need to know today.
Wall Street Breakfast Podcast: Novartis Puts $12B On The Table
Avidity Biosciences (RNA) surges 42% premarket after Novartis agrees to acquire the company for $12 billion, paying $72 per share in cash. The RNA deal signals renewed Big Pharma interest in RNA therapies, with Dyne Therapeutics (DYN) up 21% on expectations of sector-wide benefits.
Novartis Agrees to Acquire Avidity Biosciences for $12 Billion
The Swiss pharmaceutical company says the purchase would complement its existing pipeline of treatments for neuromuscle disorders.
Novartis to acquire Avidity Biosciences for about $12B
Novartis has been proactively striking deals this year to address the impending patent cliff for some of its blockbuster drugs, including Entresto for heart failure, Xolair for asthma and Cosentyx for autoimmune diseases.
