Evaluate the expected performance of Novartis (NVS) for the quarter ended March 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Evergreen Capital Management LLC boosted its stake in Novartis AG (NYSE: NVS) by 68.2% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 47,245 shares of the company's stock after acquiring an additional 19,155 shares during the period. Evergreen Capital
Novartis AG ended 2025 on a high note. On February 27, NVS stock reached a 52-week high of $170.46. However, a correction began after that, in my view, partly due to a 33.2% quarter-over-quarter decline in sales of heart failure drug Entresto to $1.25 billion in Q4.
Novartis targets IgE-driven diseases with Excellergy buy, adding a phase I anti-IgE asset to boost its immunology pipeline and allergy franchise.
Novartis AG (ADR) (NYSE:NVS) announced an agreement to acquire Excellergy, a private biotech company developing next-generation anti-IgE therapies for allergic diseases. Under the agreement, Novartis will pay up to US$2 billion in upfront and milestone payments for Excellergy.
Novartis' acquisition of U.S.-based Excellergy will add an early-stage drug candidate Exl-111 to the company's existing allergy portfolio. It comes just a week after Novartis announced it is acquiring Synnovation subsidiary Pikavation Therapeutics for up to $3 billion to secure the rights to an experimental breast cancer drug.
Novartis agreed to buy Excellergy, bulking up its immunology portfolio with a biotech company that specializes in treatments for food allergy and other diseases.
Swiss pharma company Novartis said on Friday it will acquire California-based biotech company Excellergy in a deal worth up to $2 billion.
Novartis AG faces significant patent expiries but is aggressively acquiring pipeline assets, including a $2bn deal for Pikavation and a $12bn buyout of Avidity. NVS projects >5% annual revenue growth to ~$70bn by 2030, driven by eight de-risked assets and a robust late-stage pipeline, despite looming patent cliffs. Recent M&A activity, while raising questions about pipeline confidence, is viewed as strategic to offset $12bn in expiring revenues and maintain growth momentum.
Novartis maintains a 'Strong Buy' rating, driven by resilient 2025 sales growth of 8% to $54.53 billion and robust product performance. NVS is actively strengthening its pipeline with strategic acquisitions, notably the $3B Synnovation Therapeutics deal for SNV4818 targeting HR+/HER2- breast cancer. Despite significant 2026 patent expirations (Entresto, Promacta, Tasigna), NVS expects to achieve low single-digit sales growth, supported by seven key growth drivers.
NVS bets $2B upfront on SNV4818 to expand precision oncology in breast cancer, targeting a large mutation-driven market and boosting long-term pipeline growth.
SNV4818 is being evaluated in an early and mid-stage study for breast cancer and other advanced solid tumors, Novartis said.