reports
Novartis to add radioligand therapy manufacturing facility in Winter P...
Novartis to add radioligand therapy manufacturing facility in Winter Park, Florida, fourth in US to serve patients and advance $23 billion investment New 35,000-square-foot facility in Winter Park will expand RLT manufacturing footprint to optimize delivery for patients across southeastern USPurpose-built facility will strengthen Novartis RLT manufacturing network alongside existing Indiana, New Jersey, and recently completed California sitesNovartis RLT portfolio advancing with new isotopes, ligands and combination therapies, bringing innovation to new cancer types East Hanover, N.J., Ja...
- Dominic Rose
- Naresh Chouhan
Thematic - 2026 Outlook - "5 More Years" (55pgs)
For access to the full note, please contact Naresh Chouhan ( ) With EU Pharma (ex-Novo) now having reached decade high valuations vs EuroStoxx600, we believe the sector has broken out & the sustainability of the growth profile will now generate continued strong performance. Consensus 5yr sales & EPS CAGR’s stand at 4% & 7% for 15x 2026 PE. We show there is upside to this from underestimated pipelines where cons. rarely fully models “monster” drugs & from M&A which we expect to be strong at JPM ...
Novartis breaks ground on flagship manufacturing hub in North Carolina
Novartis breaks ground on flagship manufacturing hub in North Carolina FDA Commissioner Marty Makary, North Carolina Governor Josh Stein and Novartis leadership highlight importance of new hub to US patients and local economyConstruction reflects company’s commitment to ensure end-to-end manufacturing of all key medicines for US patients in the US at scaleGroundbreaking marks continuation of Novartis investment and growth in the US, capping year of significant regulatory and manufacturing milestones East Hanover, December 12, 2025 – Novartis, a leading global innovative medicines company...
Gilead Sciences Inc: 3 directors
Three Directors at Gilead Sciences Inc sold/sold after exercising options 20,611 shares at between 125.080USD and 127.105USD. The significance rating of the trade was 75/100. 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...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Bristol-Myers Squibb Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 19 November 2025 in which we reassessed the appropriateness of the ratings in ...
- Emira Sagaama
- Rok Stibric
- Emira Sagaama
- Rok Stibric
- Martial Descoutures
- Martial Descoutures
Novartis announces plans to build flagship manufacturing hub in North ...
Novartis announces plans to build flagship manufacturing hub in North Carolina Expansion represents significant investment in North Carolina and is expected to create 700 new jobs in the state by end of 2030Enables manufacturing of medicines across company’s main therapeutic areas in one geographic locationMarks latest milestone in company’s previously announced $23 billion investment in US infrastructure East Hanover, November 19, 2025 – Novartis, a leading global innovative medicines company, today announced plans to expand its operations in North Carolina, creating a new flagship manufa...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Coasting as We Stalk for Buying Opportunity; Downgrading Discretionary to Underweight We had been near-term bullish on the S&P 500 (SPX) since our 4/22/25 Compass, however, we are officially downgrading our near-term outlook to neutral. The SPX, Nasdaq 100 (QQQ), and Russell 2000 (IWM) are breaking below their 50-day MAs and are also violating their multi-month uptrends, signaling a consolidation period is here. With that said, our intermediate-term outlook remains bullish (as of our 5/14/25 Co...
Novartis opens new radioligand therapy manufacturing facility in Calif...
Novartis opens new radioligand therapy manufacturing facility in California as part of $23B US expansion plan Carlsbad location is company’s third US-based radioligand therapy (RLT) manufacturing site New site expands manufacturing footprint to meet future demand; ensures continued on-time delivery rate of >99.9% to patients across western US, Alaska and HawaiiFirst to have delivered at scale, Novartis fortifies leadership in RLT innovation and infrastructure with California facility, additional plans for Florida and Texas Basel, November 10, 2025 – Novartis, a leading global innovative m...
Novartis AG: 1 director
A director at Novartis AG sold 20,000 shares at 101.718CHF and the significance rating of the trade was 100/100. 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 s...
- Dominic Rose
- Naresh Chouhan
- Ana Arjona-Martinez
- Chaima Ferrandon
- Emmanuel Matot
- Sven Edelfelt
DG VINCI SA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
GFC GECINA SA
NOVN NOVARTIS AG
FGR EIFFAGE SA
RF EURAZEO SA
FRE FRESENIUS SE & CO. KGAA
CAP CAPGEMINI SE
SY1 SYMRISE AG
BC8 BECHTLE AG
PGHN PARTNERS GROUP HOLDING AG
IBE IBERDROLA SA
TKO TIKEHAU CAPITAL SCA
SIGN SIG COMBIBLOC GROUP LTD
EQT EQT AB
ANTIN ANTIN INFRASTRUCTURE PARTNERS
CVC CVC CAPITAL PARTNERS PLC
AAL ANGLO AMERICAN PLC
- Ana Arjona-Martinez
- Chaima Ferrandon
- Emmanuel Matot
- Sven Edelfelt
DG VINCI SA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
GFC GECINA SA
NOVN NOVARTIS AG
FGR EIFFAGE SA
RF EURAZEO SA
FRE FRESENIUS SE & CO. KGAA
CAP CAPGEMINI SE
SY1 SYMRISE AG
BC8 BECHTLE AG
PGHN PARTNERS GROUP HOLDING AG
IBE IBERDROLA SA
TKO TIKEHAU CAPITAL SCA
SIGN SIG COMBIBLOC GROUP LTD
EQT EQT AB
ANTIN ANTIN INFRASTRUCTURE PARTNERS
CVC CVC CAPITAL PARTNERS PLC
AAL ANGLO AMERICAN PLC
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