Related coverage linked through entity extraction aliases.
Mar 26, 2026
Morgan Stanley raised its Novartis price target to $170 from $143 with an Overweight rating, while TD Cowen increased its target to $180 from $160 with a Hold rating. Morgan Stanley sees $23 billion in risk-adjusted potential from nine pipeline assets, with additional upside in success scenarios.
Mar 26, 2026
Merck will acquire Terns Pharmaceuticals for $6.7 billion to bolster its cancer pipeline ahead of Keytruda's 2028 patent expiration. The deal gives Merck access to TERN-701, an oral tyrosine kinase inhibitor for chronic myeloid leukemia. Merck projects over $70 billion in commercial opportunities from its pipeline by the mid-2030s.
Mar 24, 2026
CAMP4 Therapeutics appoints Michael MacLean to its Board of Directors as the company advances CMP-002 toward a Phase 1/2 trial for SYNGAP1-related disorder. The company also announced an inducement stock option grant of 8,000 shares at $3.85 per share to a new employee. CAMP4 is developing regulatory RNA-targeting therapeutics to upregulate gene expression for genetic diseases.
Mar 23, 2026
The global orphan drugs market is projected to grow from $223.76 billion in 2023 to $486.51 billion by 2032, with North America leading at 38% market share. Over 500 orphan drugs are approved with more than 800 candidates in clinical trials, driven by regulatory incentives and major pharmaceutical company investments in rare disease therapies.
Mar 23, 2026
Novartis will acquire Pikavation Therapeutics for up to $3 billion to gain its PI3Kα inhibitor programs, led by SNV4818 for metastatic breast cancer. The deal includes $2 billion upfront and up to $1 billion in milestones, with completion expected in first half 2026. SNV4818 is designed to selectively target mutated PI3Kα while sparing healthy cells.
Mar 20, 2026
The multiple myeloma treatment landscape is rapidly expanding with over 75 companies developing 80+ pipeline therapies, while clinicians navigate evolving questions about transplant timing, quadruplet regimens, and minimal residual disease testing in newly diagnosed patients.
Mar 20, 2026
The FDA announced major policy changes including requiring only one study for drug approvals instead of two, and offering performance bonuses to reviewers who complete work ahead of schedule while maintaining thoroughness.
Mar 20, 2026
The global AI in clinical trials market is expected to grow from $2.09 billion currently to $18.62 billion by 2040, driven by enhanced patient recruitment, optimized trial designs, and automation that reduces time and costs in drug development.
Mar 19, 2026
Global pharmaceutical R&D deal values surged 49% to $86.7 billion in 2025 as companies concentrate investments in AI-powered drug discovery platforms, with average deal sizes reaching a record $1.16 billion despite fewer total partnerships.
Mar 19, 2026
Analysis shows around a third of 54 drugs on TrumpRx.gov are cheaper in the UK, while the platform offers significant savings primarily for obesity and fertility drugs not typically covered by insurance.
Mar 15, 2026
Novartis reported annual operating income of $17.07 billion for 2025, up 17.40% year-over-year, while AlphaValue/Baader raised its price target to 136 Swiss francs but maintained a "reduce" rating due to valuation concerns.
Mar 13, 2026
Novartis AG provides a sustainable dividend yield near 3%, supported by a ChartMill Dividend Rating of 7/10, exceptional profitability metrics including 33% operating margins, and a solid financial foundation with manageable payout ratios.
Mar 12, 2026
The global radioligand therapy market is projected to grow from $2.6 billion in 2025 to $4.8 billion by 2030 at 13.1% CAGR, driven by FDA label expansions, earlier-line treatment positioning, and substantial private investment in isotope production infrastructure.
Mar 11, 2026
IDEAYA Biosciences announced Q4 2025 financial results with $1.05 billion in cash reserves and confirmed 130 progression-free survival events in its Phase 2/3 OptimUM-02 trial of darovasertib for metastatic uveal melanoma, with topline results expected by late March 2026.
Mar 08, 2026
Novartis announced positive European regulatory opinion for remibrutinib in chronic spontaneous urticaria and reported the drug met its primary endpoint in a Phase 3 trial for chronic inducible urticaria.
Mar 06, 2026
Novartis AG announced at its March 6, 2026 AGM a 5.7% dividend increase to CHF 3.70 per share for 2025, marking the 29th consecutive annual increase with a 3.0% yield, payable from March 12, 2026.
Mar 05, 2026
The cardiovascular biologics market is projected to reach $4.23 billion by 2033, while the cell therapy market is expected to reach $5.38 billion by 2032, driven by RNA-based therapies and regulatory approvals.
Mar 04, 2026
Citius Pharmaceuticals reported $3.9 million in first revenue from LYMPHIR's December 2025 launch for cutaneous T-cell lymphoma, while subsidiary Citius Oncology announced positive Phase 1 data showing 86% response rate when LYMPHIR was administered prior to CAR-T therapy in high-risk lymphoma patients.
Mar 02, 2026
Belite Bio announced preliminary Q4 2025 results and plans to submit an NDA for tinlarebant in Q2 2026 following positive Phase 3 trial results. BioArctic reported record financial results with operating profit exceeding SEK 1.2 billion for 2025. Recordati delivered strong preliminary full-year 2025 results despite FX headwinds.
Feb 28, 2026
Pluvicto (lutetium-177 vipivotide tetraxetan) received MHRA authorization for earlier use in metastatic castration-resistant prostate cancer, while pooled trial data demonstrates improved progression-free survival without increased toxicity.
