reports
- 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...
GSK: 1 director
A director at GSK sold 6,000 shares at 1,829p and the significance rating of the trade was 60/100. 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 p...
L’Agence des médicaments du Canada émet une recommandation positive po...
L’Agence des médicaments du Canada émet une recommandation positive pour le remboursement de SKYRIZI® (risankizumab) pour le traitement de la colite ulcéreuse, et AbbVie conclut une lettre d’intention avec l’Alliance pharmaceutique pancanadienne SKYRIZI®, un inhibiteur de l’interleukine 23 (IL-23), a fait l’objet de deux recommandations consécutives de l’Agence des médicaments du Canada (AMC) visant son remboursement pour le traitement des maladies inflammatoires de l’intestin, initialement pour la maladie de Crohn et maintenant pour la colite ulcéreuse. Ces recommandations s’appuient sur l...
SKYRIZI® (risankizumab) Receives Positive Reimbursement Recommendation...
SKYRIZI® (risankizumab) Receives Positive Reimbursement Recommendation by Canada’s Drug Agency for Ulcerative Colitis and AbbVie Concludes Letter of Intent with the pan-Canadian Pharmaceutical Alliance SKYRIZI® (risankizumab), an IL-23 inhibitor, received two consecutive positive reimbursement recommendations by Canada’s Drug Agency (CDA-AMC) for inflammatory bowel diseases, initially for Crohn’s disease (CD) and now for ulcerative colitis (UC), supported by evidence from pivotal phase 3 clinical trials including MOTIVATE, ADVANCE, FORTIFY (for CD), and INSPIRE, COMMAND (for UC).1,2AbbVie c...
Lancement du Prix AbbVie des innovateurs en biotechnologies au Québec ...
Lancement du Prix AbbVie des innovateurs en biotechnologies au Québec : AbbVie et adMare BioInnovations encouragent l’innovation dans le domaine des sciences de la vie Le lancement d’un concours national, en collaboration avec adMare BioInnovations, illustre l’engagement d’AbbVie à favoriser le dynamisme de l’écosystème des biotechnologies au Québec.L’entreprise biotechnologique lauréate se verra offrir gratuitement pendant un an des espaces de laboratoire et de bureau au Centre d’innovation adMare, ainsi que du matériel et des services partagés, et bénéficiera du soutien et du mentorat de ...
AbbVie and adMare BioInnovations Foster Life Sciences Innovation with ...
AbbVie and adMare BioInnovations Foster Life Sciences Innovation with the Launch of the AbbVie Biotech Innovators Award in Quebec National competition, in collaboration with adMare BioInnovations, demonstrates AbbVie's commitment to a thriving biotech ecosystem in Quebec One biotech will receive a year of laboratory and office space including access to shared equipment and services at no cost at the adMare Innovation Centre in Montreal, as well as access to AbbVie's scientific and business executives support and mentorshipApplications will be accepted until February 20, 2026. MONTREAL, Nov...
- 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...
Novo Nordisk AS: 1 director
A director at Novo Nordisk AS bought 6,450 shares at 312.500DKK and the significance rating of the trade was 78/100. 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 clear...
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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