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
Martial Descoutures ...
  • Sebastien Malafosse

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/09/2021

We are initiating coverage of the classifieds sector with four new stocks: Adevinta (Outperform, target price NOK 200), Scout24 (Outperform, target price € 80), Auto Trader (Neutral, target price 585p) and Rightmove (Underperform, target price 600p). This report also features Prosus (Outperform, target price € 126) whose classifieds division is its main consolidated asset. Factoring in this division, the market capitalisation of the segment is € 41bn. The sector offers several strengt...

Eric Le Berrigaud

NOVARTIS: What's big in Novartis oncology pipeline ? | BUY | CHF115(+43%)

NOVARTIS - BUY | CHF115(+43%) What's big in Novartis oncology pipeline ? Looking for something transformative in oncology Lu-PSMA-617 is great but has to show benefit in earlier lines Filling the gap with combinations

Martial Descoutures ...
  • Sebastien Malafosse

Novartis : ASCO 2021: strong oncology position confirmed

>A major player in oncology, but no transformative announcements at ASCO 2021 - On the sidelines of the ASCO congress, Novartis’ management yesterday provided an update on its pipeline in oncology. It obviously remains a key therapeutic area for the group, accounting for 31% of sales in 2020. Short term, we note that three compounds, Lu-PSMA-617 (see below), Tislelizumab (2L in NSCLC and œsophagal) and Asciminib (chronic myeloid leukaemia), are due to be filed this ye...

Martial Descoutures ...
  • Sebastien Malafosse

Novartis : ASCO 2021 : confirmation d’une position forte en oncologie

>Un acteur majeur en oncologie, mais pas d’annonce transformante lors de cet ASCO 2021 - En marge du congrès de l’ASCO, le management de Novartis réalisait hier un update de son pipeline en oncologie. Cette aire thérapeutique reste bien évidemment clé pour le groupe représentant 31% des ventes en 2020. A CT retenons que trois molécules, Lu-PSMA-617 (cf ci-dessous), Tislelizumab (2nd L en NSCLC et œsophagien) et Asciminib (Leucémie Myeloïde Chronique) seront enregistré...

Dave Nicoski ...
  • Ross LaDuke

Int'l Macro Vision: Sector Synopsis

Int'l Equity Strategy Global equities were on a tear in early January, continuing the trend that began in 4Q2019. As global equities started to get extended, the coronavirus outbreak hit in mid-January, leading to some market setbacks and deterioration in market indicators as global growth expectations were dialed-in. Despite this deterioration, what was important to us was that there were not any breakdowns. Even the areas of the market most-directly affected by the outbreak -- China (MSCI China) and EM (MSCI EM) -- were not breaking down. To us, this was a reassuring sign of underlying stre...

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. •...

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 Euro...

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.

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: 1 director sold

A director at Novartis AG sold 500 shares at 80.000CHF and the significance rating of the trade was 53/100. 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 membe...

Eric Le Berrigaud

NOVARTIS: What's big in Novartis oncology pipeline ? | BUY | CHF115(+43%)

NOVARTIS - BUY | CHF115(+43%) What's big in Novartis oncology pipeline ? Looking for something transformative in oncology Lu-PSMA-617 is great but has to show benefit in earlier lines Filling the gap with combinations

Martial Descoutures ...
  • Sebastien Malafosse

Novartis : ASCO 2021: strong oncology position confirmed

>A major player in oncology, but no transformative announcements at ASCO 2021 - On the sidelines of the ASCO congress, Novartis’ management yesterday provided an update on its pipeline in oncology. It obviously remains a key therapeutic area for the group, accounting for 31% of sales in 2020. Short term, we note that three compounds, Lu-PSMA-617 (see below), Tislelizumab (2L in NSCLC and œsophagal) and Asciminib (chronic myeloid leukaemia), are due to be filed this ye...

Martial Descoutures ...
  • Sebastien Malafosse

Novartis : ASCO 2021 : confirmation d’une position forte en oncologie

>Un acteur majeur en oncologie, mais pas d’annonce transformante lors de cet ASCO 2021 - En marge du congrès de l’ASCO, le management de Novartis réalisait hier un update de son pipeline en oncologie. Cette aire thérapeutique reste bien évidemment clé pour le groupe représentant 31% des ventes en 2020. A CT retenons que trois molécules, Lu-PSMA-617 (cf ci-dessous), Tislelizumab (2nd L en NSCLC et œsophagien) et Asciminib (Leucémie Myeloïde Chronique) seront enregistré...

Eric Le Berrigaud

NOVARTIS - BUY | CHF115(+45%) Still on a mid-term growth trajectory

NOVARTIS - BUY | CHF115(+45%) Still on a mid-term growth trajectory Delivering the current strategy Sandoz likely to be streamlined rather than separated Game changers: Leqvio and CANOPY in pole position Looking for catalysts

Martial Descoutures ...
  • Sebastien Malafosse

Novartis : An attractive valuation for a more favourable trend at year-end

>Sandoz masks brisk momentum of pharma - Novartis reported its Q1 2021 results yesterday. The momentum observed in Q1 was largely predictable (and even pre-announced during Q4) with a naturally unfavourable comparative base and accompanied by a winter season with few pathologies. We therefore consider this Q1 as a parenthesis to the growth considered in our model (2020-2024e EPS CAGR of +7.5%). The maintenance of the annual guidance reflects management's confiden...

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...

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

Martial Descoutures ...
  • Sebastien Malafosse

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/09/2021

We are initiating coverage of the classifieds sector with four new stocks: Adevinta (Outperform, target price NOK 200), Scout24 (Outperform, target price € 80), Auto Trader (Neutral, target price 585p) and Rightmove (Underperform, target price 600p). This report also features Prosus (Outperform, target price € 126) whose classifieds division is its main consolidated asset. Factoring in this division, the market capitalisation of the segment is € 41bn. The sector offers several strengt...

Alfred Glaser ...
  • Bruno Cavalier
  • Delphine Brault

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/28/2021 /

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Alfred Glaser ...
  • Bruno Cavalier
  • Delphine Brault

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 28/04/2021 /

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Sven Edelfelt ...
  • Sylvain Goyon, CFA
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/12/2021

We have modelled the trend in the European risk premium (ERP) according to the momentum of 12m EPS, the rise in Bund yields and the rise in PMI. On this basis, our model shows an additional potential easing in the ERP of 75bp in 6 months. The market therefore has a significant capacity to absorb yield growth, provided that it is linked to accelerating EPS growth. Two consequences: 1/ the outperformance of value stocks will continue apace and 2/ it is much more a decline in expected EP...

Ahmed Ben Salem ...
  • Sylvain Goyon, CFA

ODDO BHF Small & MIDCAP MORNING NEWS - 03/12/2021

We have modelled the trend in the European risk premium (ERP) according to the momentum of 12m EPS, the rise in Bund yields and the rise in PMI. On this basis, our model shows an additional potential easing in the ERP of 75bp in 6 months. The market therefore has a significant capacity to absorb yield growth, provided that it is linked to accelerating EPS growth. Two consequences: 1/ the outperformance of value stocks will continue apace and 2/ it is much more a decline in expected EP...

NOVARTIS AG with less fundamental stars is reduced to Neutral

NOVARTIS AG (CH), a company active in the Pharmaceuticals industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date April 20, 2021, the closing price was CHF 80.35 and its expected value was estimated at CHF 80.82.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the we...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the we...

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