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 PRESS RELEASE

Novartis breaks ground on new global Biomedical Research center in San...

Novartis breaks ground on new global Biomedical Research center in San Diego to accelerate drug discovery New facility will enable end‑to‑end discovery across key disease areas and technology platforms, joining existing global research sites including Cambridge, Massachusetts, and Basel, SwitzerlandApproximately 466,000-square-foot site with AI-enabled discovery capabilities, expected to house about 1,000 employees Part of a USD 23 billion US investment to expand R&D and advanced manufacturing to reach more patients East Hanover, February 6, 2026 – Novartis today broke ground on a new, s...

Novartis AG: 1 director

A director at Novartis AG sold 21,256 shares at 117.896CHF 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...

Martial Descoutures
  • Martial Descoutures
Martial Descoutures
  • Martial Descoutures
Carole Braudeau
  • Carole Braudeau

Credit Morning 01/26/2026

INEOS Quattro: € 200m equity injection|Daniel Kretinsky launches takeover bid for Fnac Darty|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 26/01/2026

INEOS Quattro: € 200m equity injection|Daniel Kretinsly lance une OPA sur le capital de Fnac Darty|

 PRESS RELEASE

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...

Carole Braudeau
  • Carole Braudeau

Credit Morning 12/19/2025

Coty announces sale of remaining 25.8% stake in Wella|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 19/12/2025

Coty annonce la cession de sa participation résiduelle de 25,8% dans Wella|

Carole Braudeau
  • Carole Braudeau

Credit Morning 12/18/2025

Moody’s downgrades SES rating from Baa3/negative to Ba1/stable|ams OSRAM launches a € 300m tender offer on the 2027 convertible bonds|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 18/12/2025

Moody’s dégrade le rating de SES de Baa3/négative à Ba1/stable|ams OSRAM lance une offre d’achat de 300 m EUR sur les obligations convertibles 2027|

Dominic Rose ... (+2)
  • 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 ...

 PRESS RELEASE

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...

Carole Braudeau
  • Carole Braudeau

Credit Morning 11/25/2025

Bertrand Franchise : 11.5% growth in Q3 2025 EBITDA, offsetting the decline in H1 2025|Zegona : satisfactory results in H1 2026, agreement to sell 40% of Fiberpass to AXA IM|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 25/11/2025

Bertrand Franchise : EBITDA en hausse +11.5% au T3 25, rattrapant la baisse du S1 25|Zegona : résultats satisfaisants au S1 2026, accord pour la cession de 40% de Fiberpass à AXA IM|

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