NVS Novartis AG Loading...

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12:30
Aug 05 ◎
Eva Boratto CFO, Cencora, Inc. COR Q3 FY26 call
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.
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About NVS Analyst Coverage

Buzzberg tracks NVS (Novartis AG) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Eva Boratto.