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Apr 24, 2026
Novartis received a positive CHMP opinion for Itvisma in spinal muscular atrophy patients aged 2 years and older. A European Commission decision is expected within about two months.
Apr 22, 2026
Astellas terminated its phase 1 ASP5502 study in Sjögren’s syndrome as Novartis said the FDA granted breakthrough therapy designation to ianalumab. Novartis plans global regulatory submissions from early 2026 after positive phase III data.
Apr 22, 2026
Novartis reported 2025 sales of $54.5 billion, up 8%, while earnings per share rose 15% to $8.98. Amarin reported fiscal 2025 revenue of $213.6 million, down 6.5%, and narrowed its net loss per share to $0.09 from $0.20.
Apr 18, 2026
Novartis is emphasizing innovative medicines across oncology, immunology, neuroscience and gene therapy. The company targets mid-single-digit sales growth through 2027 and core operating income margins above 35%.
Apr 16, 2026
Novartis chief executive Vas Narasimhan has joined Anthropic’s board. The appointment adds a pharma executive as Anthropic expands into drug discovery and launches Claude for Life Sciences.
Apr 11, 2026
Novartis agreed to sell its 70.68% stake in Novartis India Ltd. for 14.46 billion rupees. The buyers also launched a 26% open offer at 860.84 rupees per share.
Apr 04, 2026
German and Swiss pharmaceutical manufacturers warned that new US tariffs could threaten European production and research. Industry groups said the measures could disrupt medicine supply chains and shift investment to the US.
Apr 03, 2026
President Trump imposes 100% tariffs on imported branded drugs from companies refusing price cuts or U.S. production moves. Sixteen major pharmaceutical firms have secured tariff exemptions by agreeing to align U.S. prices with other developed nations and invest in domestic manufacturing. The policy aims to reduce prescription drug costs and rebuild domestic pharmaceutical production capacity.
Apr 01, 2026
Market analysis reports project substantial growth through 2033 across sarcopenia treatments, oncology injection drugs, and ASO-based therapies. Major pharmaceutical companies including Pfizer, Merck, Roche, Novartis, and Amgen feature prominently across all three therapeutic areas. The reports cover market segmentation, geographic analysis, and competitive landscapes for each sector.
Mar 28, 2026
Novartis AG shows mixed short-term share performance but stronger long-term returns, with institutional investors increasing stakes. Analysts debate whether the stock is overvalued or undervalued, with an average "Hold" rating and $119.75 target price. The pharmaceutical company reported quarterly earnings of $2.03 per share, beating estimates, with revenue up 1.4% year-over-year.
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.
