$NVS (Novartis AG) — investor discussion on X

Novartis Upgraded to Buy by Zacks After Q3 Beat

Zacks upgrade reflects earnings optimism, adding to post-Q3 positive sentiment

Earnings report

核心每股收益增长8%至2.46美元，但报告营业利润下降61%至18亿美元，主要受delgociptacine 19亿美元部分减值影响。

Novartis Takes $1.9B Impairment on del-desiran Trial Setback

Avidity-related charge hit Q3 profit; long-term outlook 'well on track'

Novartis signs up to $7.8B mRNA licensing deal with China's Abogen

Big pharma doubles down on China innovation; deal among largest announced recently

Novartis M&A strategy questioned, shareholders push governance reform after trial setbacks

ALS drug failure intensifies scrutiny of Novartis R&D and M&A strategy, shareholder pressure persists

Novartis halts ALS drug development after mid-stage trial failure

Another R&D setback this year after del-desiran Phase III failure, ALS pipeline hit

HSBC upgrades to Hold

Novartis del-desiran fails Phase 3, shares fall 10%

HARBOR miss heightens pipeline risk concerns

Novartis' Remibrutinib Meets Primary Endpoint in Phase III MS Studies, Slashes Relapse Rate

Zacks confirms remibrutinib significantly reduced annualized relapse rates vs Aubagio in relapsing MS

Novartis signs up to $3.2B deal for Alteogen's drug delivery tech

Gains subcutaneous injection tech, expands pipeline, but with high milestone payments

Novartis Halts 8 CAR-T Trials After 3 Patient Deaths

Multiple sources confirm trial pause in autoimmune/neurology cell therapy

Novartis Q2 core operating profit beats expectations

Q2 revenue and EPS beat estimates, core operating profit grew, FY26 guidance reaffirmed.

Earnings report

Q2 net sales grew 1% in constant currencies to $14.4 billion; core operating income flat at $5.9 billion with 41.2% margin

Multiple funds adjust Novartis stakes; Dimensional holds $1.24B

Boston Common sold 5,150 shares; Dimensional cut 4.9% but retains $1.24B stake

Novartis faces pipeline test with valuation premium in focus

Reuters reports investors focus on three major drug trial readouts in H2 to justify premium valuation