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AI's Mixed Impact on Pharma: Accelerating Drug Development While Facing Clinical Trial Realities

Apr 01, 2026

AI could compress drug development from 10-15 years to as little as six years, accelerating discovery and reducing late-stage trial failures. However, clinical trial execution remains heavily dependent on human oversight, with AI estimated to cut costs only 10-15% while facing regulatory and liability constraints. Major pharma companies like Gilead are investing in AI research centers despite practical limitations in trial implementation.

Novartis Receives Multiple Price Target Increases from Analysts

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.

Institutional Investors Adjust AstraZeneca Holdings in Q3

Feb 14, 2026

Multiple institutional investors modified their positions in AstraZeneca during the third quarter, with new stakes and adjustments reported in SEC filings. The company announced a dividend of $1.595 per share payable March 23rd.