NVS Novartis AG Loading... : Bullish and Bearish Analyst Opinions
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16:57
Sep 01
Sep 01
Novartis MS pill trial success.
Novartis's experimental multiple sclerosis pill succeeded in two late-stage trials, boosting its chance of becoming a new oral treatment for the disease.
MED
11:29
Sep 01
Sep 01
US pre-market futures are lower while Micron falls on Taiwan union strike threat.
US pre-market futures are lower while Micron falls on Taiwan union strike threat, NIO misses revenue, FRVO surges on Google power deal, MDT and NVS rise on strong results and trial data, and HOOD gains on Morgan Stanley upgrade.
11:26
Sep 01
Sep 01
Novartis drug trial boosts shares
Novartis is moving higher on successful multiple sclerosis trial news, a positive drug-development catalyst for the shares.
LOW
09:15
Sep 01
Sep 01
Novartis temporarily paused trials of an experimental cell therapy for autoimmune diseases.
Novartis temporarily paused trials of an experimental cell therapy for autoimmune diseases after three patient deaths were reported.
07:50
Sep 01
Sep 01
Novartis reports its experimental multiple sclerosis pill succeeded in two late-stage trials.
Novartis reports its experimental multiple sclerosis pill succeeded in two late-stage trials, boosting its chances of becoming a new oral treatment for the chronic neurological disease.
20:56
Aug 25
Aug 25
Author asks Polymarket to list a Novartis deal before Sept 30.
Author asks Polymarket to list a Novartis deal before Sept 30, referencing jet convergence as notable but unconfirmed context, not a trade call.
23:47
Aug 18
Aug 18
Options flow points to major Novartis deal
Notes unusual NVS puts and XBI calls, plus "flights", as a possible signal that Novartis may soon approve a major deal; no position stated.
LOW
23:44
Aug 18
Aug 18
Author notes unusual options activity in NVS puts and XBI calls.
Author notes unusual options activity in NVS puts and XBI calls, speculating about a major deal but stops short of a directional call.
LOW
12:30
Aug 05
Aug 05
Cencora management notes that biosimilar switches in Part D are causing revenue pressure but only marginal profit growth, whereas Part B switches provide significant upside due to the profitable wraparound services. — Indicates a significant pricing power shift and profit opportunity for Cencora as Part B biosimilar launches continue, and is a negative signal for innovator drug pricing power.
LOW
12:30
Jul 29
Jul 29
Novartis has committed to a five-year AI transformation with Cognizant, indicating a strong and ongoing investment in AI-driven operations.
HIGH
12:00
Jul 28
Jul 28
Novartis's settlement with Incyte reduced Incyte's expense base in the prior year, indicating a financial relationship between the companies.
HIGH
22:10
Jul 21
Jul 21
Novartis pipeline supports long-term growth.
Novartis is confident in navigating its patent cliff through strong growth from existing medicines, a robust cancer portfolio, new launches, and a pipeline of late-stage assets. The company expects 5-6% annual growth through the end of the decade, with potential to upgrade mid-term guidance as Phase 3 readouts hit.
HIGH
21:16
Jul 21
Jul 21
Novartis growth pipeline underappreciated.
Novartis expects sustained 5-6% annual growth through 2030, supported by strong oncology and cardiovascular drugs, upcoming pipeline catalysts (remibrutinib, deldesiran) that could upgrade guidance, and an underappreciated growth runway with radio ligand therapy infrastructure creating a competitive moat.
HIGH
05:30
Jul 21
Jul 21
Novartis reports higher-than-expected profit last quarter as newer cancer medicines offset.
Novartis reports higher-than-expected profit last quarter as newer cancer medicines offset the aging blockbuster Entresto’s generic hit, signaling a return to growth.
05:06
Jul 21
Jul 21
Novartis reported Q2 2026 earnings with net sales and core EPS beating estimates.
Novartis reported Q2 2026 earnings with net sales and core EPS beating estimates while reaffirming full-year guidance.
05:04
Jul 21
Jul 21
Novartis reported Q2 2026 earnings with net sales and core EPS beating estimates.
Novartis reported Q2 2026 earnings with net sales and core EPS beating estimates while reaffirming full-year guidance.
23:55
Jul 20
Jul 20
Novartis buy on drug-related dip
Novartis is a non-tech healthcare stock. If it gets hit on any particular drug news, you might want to step in and buy, especially on a non-tech day.
MED
17:23
Jul 18
Jul 18
US pharma reshoring benefits Lilly and Novartis.
Efforts to restore critical pharmaceutical production in America are a bright spot, with major companies like Eli Lilly and Novartis already committing to reshoring and pouring concrete on new facilities in the U.S., supported by policy pushes and commitments from 17 pharma firms.
LOW
03:46
Jul 07
Jul 07
Novartis acquires London-based biotech firm for 1.5 billion dollars driven by impending patent.
Novartis acquires London-based biotech firm for 1.5 billion dollars driven by impending patent expirations on key drugs.
01:57
Jul 07
Jul 07
Novartis announced an acquisition of Myricx Bio for up to $1.5 billion.
Novartis announced an acquisition of Myricx Bio for up to $1.5 billion, a factual M&A report without the author expressing a personal position.
LOW
18:00
Apr 28
Apr 28
Management cites Novartis' CEO to support the thesis that AI cannot replace physical experimentation, implying durable need for wet lab space.
HIGH
04:56
Apr 03
Apr 03
BP is reportedly exploring potential M&A opportunities involving Novartis's oncology unit.
BP is reportedly exploring potential M&A opportunities involving Novartis's oncology unit and Bristol Myers Squibb's neurology division.
12:57
Mar 27
Mar 27
Novartis agreed to acquire biotech firm Excelergy for up to $2 billion to strengthen its immunology and cancer drug portfolios. Acquisition enhances Novartis's growth prospects and diversifies its product pipeline, which is positive for future earnings and market position. LONG due to strategic expansion and positive market reaction, with shares outperforming peers year-to-date. Integration challenges or pipeline failures could undermine expected benefits.
00:50
Feb 28
Feb 28
Cramer notes that February "demolished software" and "minimized hardware" but the winners were "prosaic companies with popular brands" and "earthmovers." In a month of indecision, inflation, and rate fears, capital is fleeing high-beta tech and hiding in tangible, defensive value stocks and industrials. LONG. These are the current safe havens in a volatile market. A sudden return to "risk-on" sentiment could see these lag behind tech.
00:50
Feb 28
Feb 28
February winners were "prosaic companies" with popular brands and earth movers. In a month where software and hardware were demolished, capital hid in these defensive names. This trend is the current market regime. Winners/Holds. Rotation back into risk-on tech.
22:00
Feb 25
Feb 25
Novartis is consolidating on Salesforce for life sciences, moving away from Microsoft's Viva.
HIGH
13:30
Jan 30
Jan 30
Novartis's high sales of Ilaris triggered the highest royalty tier, boosting Regeneron's other revenue.
HIGH
21:30
Nov 25
Nov 25
Novartis expanded its relationship with Workday, demonstrating the platform's value and stickiness in the pharmaceutical sector.
HIGH
About NVS Analyst Coverage
Buzzberg tracks NVS (Novartis AG) across 9 sources. 10 bullish vs 0 bearish calls from 19 analysts. Sentiment: predominantly bullish (36%). 28 total trade ideas tracked. Past 7 days: 2 bullish, 3 watch. Latest voices: Isabelle Lee, Newsquawk, Alex Morgan.