NovartisNVS
NVS
About: Novartis develops and manufactures innovative drugs. Key areas of drug development include oncology, rare diseases, neuroscience, immunology, respiratory, cardio-metabolic, and established medicines. The company sells its products globally, with the United States comprising close to one third of total revenue.
Employees: 75,883
0
Funds holding %
of 7,429 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
61% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 71
14% more funds holding in top 10
Funds holding in top 10: 14 [Q1] → 16 (+2) [Q2]
5% more repeat investments, than reductions
Existing positions increased: 485 | Existing positions reduced: 463
3% more capital invested
Capital invested by funds: $15.4B [Q1] → $15.8B (+$429M) [Q2]
0% more funds holding
Funds holding: 1,338 [Q1] → 1,343 (+5) [Q2]
0.39% less ownership
Funds ownership: 6.58% [Q1] → 6.19% (-0.39%) [Q2]
15% less call options, than puts
Call options by funds: $173M | Put options by funds: $205M
Research analyst outlook
We haven’t received any recent analyst ratings for NVS.
Financial journalist opinion
Based on 18 articles about NVS published over the past 30 days
Neutral
GlobeNewsWire
1 week ago
New Novartis ESC data highlights strength of cardiovascular portfolio
PRESS RELEASE Two VictORION studies will highlight Leqvio's impact on patient quality of life, and as a cholesterol lowering monotherapy Lp(a)FRONTIERS APHERESIS study will assess effect of pelacarsen on reducing need for lipoprotein apheresis – a cholesterol removal procedure similar to dialysis PARACHUTE-HF study will highlight the efficacy and safety of Entresto to treat heart failure with reduced ejection fraction due to chronic Chagas disease Additional presentations will assess the safety of new pipeline asset abelacimab in atrial fibrillation Basel, August 18, 2025 – Novartis will present data from 19 abstracts across its cardiovascular portfolio at the 2025 European Society of Cardiology (ESC) Congress in Madrid from August 29 to September 1, 2025. “The latest data we are presenting at ESC will showcase how Novartis is pioneering groundbreaking treatments that can transform cardiovascular outcomes,” said Ruchira Glaser, M.D.
Negative
The Motley Fool
1 week ago
Massive Headwinds Are on the Horizon for Pharmaceutical Stocks, but Here Are 2 That Could Weather the Storm
Pharmaceutical companies regularly encounter substantial headwinds. Among the most significant are patent cliffs -- when therapies lose patent exclusivity, inviting cheaper generic or biosimilar competition that erodes their market share.
Positive
The Motley Fool
1 week ago
2 Dividend Stocks to Buy and Hold
We've seen several investing trends sweep through Wall Street in recent years, from excitement about the cannabis market to the artificial intelligence (AI) industry that's now dominating headlines. Some of these opportunities turned out to be major disappointments, while others were major moneymakers.
Neutral
GlobeNewsWire
2 weeks ago
Novartis ianalumab Phase III trial meets primary endpoint in ITP, demonstrating statistically significant improvement in time to treatment failure
Ianalumab prolonged the duration of safe platelet levels during and after treatment in patients with primary immune thrombocytopenia (ITP) previously treated with corticosteroids 1,2 Patients treated with ianalumab also experienced a significantly higher rate of sustained improvements in platelet count, the key secondary endpoint of the study 1 Ianalumab, administered as four once-monthly doses in the ITP setting, could offer long-term disease control through a short course of treatment and potentially allow patients extended time off treatment, if approved Data expected to be presented at an upcoming medical meeting and included in future regulatory submissions in 2027 along with results from the ongoing first-line ITP trial, VAYHIT1 Basel, August 12, 2025 – Novartis today announced positive top-line results from VAYHIT2, a Phase III trial evaluating ianalumab plus eltrombopag in patients with primary immune thrombocytopenia (ITP) previously treated with corticosteroids1,2. Ianalumab plus eltrombopag, compared to placebo plus eltrombopag, significantly prolonged the time to treatment failure (TTF), the primary endpoint that assesses how long patients maintain safe platelet levels during and after the treatment period1,2.
Neutral
Reuters
2 weeks ago
Swiss government to meet pharma firms to discuss US tariffs
The Swiss government is due to meet this week with pharmaceuticals firms that U.S. President Donald Trump has asked to lower their prices, as Switzerland seeks to negotiate down a new 39% tariff on its exports, two sources have told Reuters.
Positive
WSJ
2 weeks ago
Novartis's Ianalumab Meets Key Goal in Late-Stage Trials for Autoimmune Disease
The pharma company said the drug has the potential to become the first and only targeted treatment approved for patients with Sjoegren's disease.
Neutral
PRNewsWire
2 weeks ago
Novartis announces both ianalumab Phase III clinical trials met primary endpoint in patients with Sjögren's disease
Ad hoc announcement pursuant to Art. 53 LR NEPTUNUS-1 and NEPTUNUS-2 are the first ever global Phase III trials to demonstrate statistically significant reduction in disease activity for Sjögren's disease1 Ianalumab has the potential to become the first and only targeted treatment approved for patients with Sjögren's disease Ianalumab was well tolerated and demonstrated a favorable safety profile in Sjögren's disease1,2 Novartis plans to present its data at an upcoming medical congress and submit to health authorities globally EAST HANOVER, N.J.
Neutral
GlobeNewsWire
2 weeks ago
Novartis announces both ianalumab Phase III clinical trials met primary endpoint in patients with Sjögren's disease
Ad hoc announcement pursuant to Art. 53 LR NEPTUNUS-1 and NEPTUNUS-2 are the first ever global phase III trials to demonstrate statistically significant reduction in disease activity for Sjögren's disease 1 Ianalumab has the potential to become the first and only targeted treatment approved for patients with Sjögren's disease Ianalumab was well tolerated and demonstrated a favorable safety profile in Sjögren's disease 1, 2 Novartis plans to present its data at an upcoming medical congress and submit to health authorities globally Basel, August 11, 2025 – Novartis today announced positive top-line results from its Phase III trials evaluating ianalumab (VAY736) in adults with active Sjögren's disease.
Positive
Reuters
2 weeks ago
Novartis weighs deal for biotech Avidity Biosciences, FT reports
Swiss drugmaker Novartis has approached U.S. biotech Avidity Biosciences for a potential takeover offer, the Financial Times reported, citing people familiar with the matter
Neutral
WSJ
3 weeks ago
Pharmaceutical makers were largely unshaken by new demands from President Trump to lower drug prices, with experts saying the measures would either have modes impact or face legal challenges
Measures laid out in letters to 17 companies would either have modest impact or face legal challenges, say industry experts.
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