| Catalyst | Drug/Treatment | Stage | Probability of Approval | Description | Drug Type | Therapeutic Area | Source |
|---|---|---|---|---|---|---|---|
PDUFA 2026 | Phase 3 | -% | FDA review of the new drug application for the treatment of example condition. Read More | Small Molecule | Oncology | ||
PDUFA 2026 | Phase 3 | -% | FDA review of the new drug application for the treatment of example condition. Read More | Small Molecule | Oncology | ||
PDUFA 2026 | Phase 3 | -% | FDA review of the new drug application for the treatment of example condition. Read More | Small Molecule | Oncology |
Recent Updates
Recently added Catalysts
Novartis AG$154.05
-0.57 (-0.37%)
A 85Pipeline Score Fair Value Pharma · Commercial
Market Cap
277.73 B
EPS
7.06
P/E Ratio
21.66 $
Value Trade
220.72 M
1.26 %
Week
2.31 %
1 Month
-6.55 %
3 Month
20.76 %
6 Month
82.32 %
5 Year
866.4 %
All Time
Cash Data
Cash Position
12.35 K
Monthly Burn
12.35 K
Runway
12,345 mo
Overview
Volume
1.17 M
52 Week Range
111.06 - 170.46
% held by Insiders
0.01 %
% held by Institutions
7.94 %
Enterprise Value
318.17 B
Total Shares
1.83 B
Short %
0.29 %
Float Shares
1.83 B
Company Description
locked
Upcoming Catalyst
Catalyst Timeline
Dated clinical, regulatory & corporate events for Novartis AG
12Total events
2Upcoming
6Tier-1 (high impact)
2026 – 2026Coverage
Upcoming catalysts 2
Event history 10
Jul 6, 2026
▲Partnership / LicenseCorporate
Acquisition of Myricx Bio with NMTi ADC payload platform and two lead assets (B7-H3 and HER2)
solid tumorssource ↗
Jul 6, 2026
Jun 30, 2026
▲EU ApprovalItvismaEx-US Regulatory
European Commission approval for Itvisma for SMA in children ≥2 years, teens, and adults
spinal muscular atrophy (SMA)source ↗
TBD
▲Preclinical PoCPreclinical
Preclinical data suggest NMTi payload activity across solid tumors including TOPO-1 resistant models
solid tumorssource ↗
Drug Pipeline Intelligence
A85
Pipeline Score $167.7B
Pipeline ValueFair Value
Valuation Signal677
Drugs Scored2.0x
rNPV / MCap Top 98%
Large Pharma (rank 19 of 911)
Percentile RankNovartis AG earns an A-grade pipeline score (85/100), with $167.8B risk-adjusted pipeline value, led by zoledronic acid in Metastatic Cancer (Phase 3).
Showing 1 of 1 assets
| Drug | Indication | Phase | NCT ID | PTRS | rNPV | Status | Enrollment | Velocity | Design | Completion | ML Signal | Last Change |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Zoledronic acid Small molecule | Treatment of Bone Metastases | Phase 3 | NCT00219258 | 58% | $23.6B | COMPLETED | 240 | - | - | — | - | Nov 23, 2009 |
Clinical Trial Results
| Drug Name | Indications | Phase | Date | Trial Results Summary | Title | Source |
|---|---|---|---|---|---|---|
delpacibart braxlosiran | facioscapulohumeral muscular dystrophy | Phase 1/2 | 2026-06-11 | significant reductions in KHDC1L and creatine kinase levels | Novartis delpacibart braxlosiran (del-brax) Phase I/II study in facioscapulohumeral muscular dystrophy (FSHD) meets primary biomarker endpoint Read More | |
delpacibart braxlosiran | facioscapulohumeral muscular dystrophy | Phase 1/2 | 2026-06-11 | significant reductions in KHDC1L and creatine kinase levels | Novartis delpacibart braxlosiran (del-brax) Phase I/II study in facioscapulohumeral muscular dystrophy (FSHD) meets primary biomarker endpoint Read More | |
delpacibart braxlosiran | facioscapulohumeral muscular dystrophy | Phase 1/2 | 2026-06-11 | significant reductions in KHDC1L and creatine kinase levels | Novartis delpacibart braxlosiran (del-brax) Phase I/II study in facioscapulohumeral muscular dystrophy (FSHD) meets primary biomarker endpoint Read More |
Inside Trades
YEARLY INSIDER TRANSACTIONS
Sector Avg.
INSIDERS
SOLDINSIDERS
BOUGHT
SOLDINSIDERS
BOUGHT
POSITIVE SENTIMENT Based on 22 Insiders Transactions
Hedge Funds
Shares Held
HEDGE FUNDS
SOLDHEDGE FUNDS
BOUGHT
SOLDHEDGE FUNDS
BOUGHT
POSITIVE SENTIMENT Based on 27 hedge funds in the last quarter
18 buying (3 new)·9 selling (1 exited)·2 unchanged
Hedge Funds invested in NVS
| HedgeFund Name ( 3 ) | % of Portfolio | Current MV - | Shares Owned - | Activity Avg Price $0 |
|---|---|---|---|---|
Example Capital Management | 2.5 % | 15.00 M | 250.00 K | |
Example Capital Management | 2.5 % | 15.00 M | 250.00 K | |
Example Capital Management | 2.5 % | 15.00 M | 250.00 K |
NVS Institutional Ownership Trends
Current Insider %
5.20%
—+0.00%
Current Institutional %
62.40%
—+0.00%
Total Ownership
67.60%
Insider + Institutional
Data Points
1
1 Ticker(s)
Option Chain Statistics
| Expiration | Volume | Open Interest | Implied Volatility Calls | Implied Volatility Puts | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Calls | Puts | Put-Call Ratio | Calls | Puts | Put-Call Ratio | IV | OiWaIv | VWaIv | IV | OiWaIv | VWaIv | |
| 2026-09-18 | 0 | 0.00 | 0 | 0 | - | - | - | - | - | - | ||
| 2026-09-18 | 0 | 0.00 | 0 | 0 | - | - | - | - | - | - | ||
| 2026-09-18 | 0 | 0.00 | 0 | 0 | - | - | - | - | - | - | ||
Option Chain
| Calls | Strike | Puts | ||||
|---|---|---|---|---|---|---|
| Last Price | Volume | Open Interest | Last Price | Volume | Open Interest | |
| No data available | ||||||
Open interest
Today's Open Interest
1.00 M
Put-Call Ratio
1.1
Put Open Interest
480.00 K
Call Open Interest
520.00 K
Open Interest Avg (30-day)
900,000
Today vs Open Interest Avg (30-day)
11.11%
Option Volume
Today's Volume
750.00 K
Put-Call Ratio
0.95
Put Volume
360.00 K
Call Volume
390.00 K
Volume Avg (30-day)
800,000
Today vs Volume Avg (30-day)
-6.25%
Company News
NVSSofinnova Partners Announces Myricx Bio Agrees to Be Acquired by Novartis
Sofinnova Partners has announced that Myricx Bio has agreed to be acquired by Novartis. This acquisition is expected to bolster Novartis' capabilities in the biopharmaceutical sector. The deal highlights Novartis' commitment to expanding its portfolio and enhancing its market position.
Read more →NVSMyricx Bio to be Acquired by Novartis to Advance Next-Generation ADC Payloads for Oncology with Novel NMTi Platform
Myricx Bio has announced its acquisition by Novartis for up to $1.5 billion, including $1.1 billion in cash upfront. This acquisition aims to leverage Novartis's oncology expertise and Myricx's innovative N-myristoyltransferase inhibitor (NMTi) payload platform, which has potential applications across various solid tumors. The deal is expected to close in the second half of 2026, pending regulatory approvals.
Read more →NVSNovartis agrees to acquire Myricx Bio, advancing next-generation antibody-drug conjugate innovation with a novel NMTi payload, expanding options for cancer patients
Novartis has announced its agreement to acquire Myricx Bio, a UK-based biotech company specializing in antibody-drug conjugates (ADCs) with a novel N-myristoyltransferase inhibitor (NMTi) payload. This acquisition aims to enhance Novartis' oncology pipeline and address limitations of current ADC payloads. The deal involves an upfront payment of $1.1 billion, with additional milestone payments possible, and is expected to close in the second half of 2026, pending regulatory approvals.
Read more →NVSNovartis receives European Commission approval for Itvisma® for spinal muscular atrophy (SMA)
Novartis has received European Commission approval for Itvisma, the first gene replacement therapy for spinal muscular atrophy (SMA) in the EU. This treatment is designed for children aged two and older, as well as teens and adults, and aims to replace the faulty SMN1 gene with a one-time fixed dose. The approval is based on positive results from clinical studies, marking a significant advancement for SMA patients.
Read more →NVSBecoming rentABLE Joins Novartis' "SMAshing My Limits And Going Places" Campaign to Expand Accessible Lodging for People Living with SMA
Novartis has partnered with Becoming rentABLE to enhance accessible travel for individuals living with spinal muscular atrophy (SMA). The collaboration aims to add around 100 verified accessible short-term rentals across the U.S., addressing the significant lack of such accommodations. This initiative reflects a commitment to improving travel experiences for the SMA community, offering unique properties that cater to their specific needs.
Read more →NVSAntares Therapeutics Enters Agreement with Novartis to Discover, Develop and Commercialize First-in-Class Cancer Therapies
Antares Therapeutics has entered into an agreement with Novartis to collaborate on the discovery, development, and commercialization of innovative cancer therapies. This partnership aims to leverage both companies' expertise to create first-in-class treatments for cancer. Details regarding the specific therapies or financial terms of the agreement have not been disclosed.
Read more →NVSNovartis RemIND data at EAACI show Rhapsido® potential as first targeted therapy for chronic inducible urticaria (CIndU)
Novartis presented data from the RemIND trial at the EAACI Congress, showing that Rhapsido (remibrutinib) significantly improved symptom control in patients with chronic inducible urticaria (CIndU). This marks Rhapsido as the first targeted therapy for CIndU, with a favorable safety profile. The drug is currently under FDA review for the symptomatic dermographism subtype, with additional global submissions planned for 2026.
Read more →NVSNovartis delpacibart braxlosiran (del-brax) Phase I/II study in facioscapulohumeral muscular dystrophy (FSHD) meets primary biomarker endpoint
Novartis announced that its delpacibart braxlosiran (del-brax) met primary and key secondary endpoints in the FORTITUDE Phase I/II study for facioscapulohumeral muscular dystrophy (FSHD). The study demonstrated significant reductions in KHDC1L and creatine kinase levels, indicating potential disease modification. Novartis plans to engage with regulatory authorities as it progresses to Phase III trials.
Read more →NVSNovartis to highlight Rhapsido® data across multiple immune-mediated diseases at EAACI Congress 2026
Novartis will present significant data on Rhapsido (remibrutinib) at the EAACI Congress 2026. Key highlights include results from the Phase III RemIND trial for chronic inducible urticaria and extension data from the Phase IIIb REMIXED trial. Additionally, a Phase II dose-response analysis for peanut allergy will be showcased, emphasizing Rhapsido's potential across various immune-mediated diseases.
Read more →NVSNovartis IgAN data in The Lancet show clinically meaningful slowing of kidney function decline with Vanrafia® over 2.5 years
Novartis announced positive results from the Phase III ALIGN study, demonstrating that Vanrafia (atrasentan) significantly slows kidney function decline in adults with IgA nephropathy over 2.5 years. The study showed a 34% reduction in the rate of decline compared to placebo, alongside a substantial decrease in proteinuria. These findings reinforce Vanrafia's potential as a foundational therapy for IgAN.
Read more →NVSNovartis Cosentyx® PMR data in New England Journal of Medicine showed sustained remission vs placebo in twice as many patients
Novartis announced that Cosentyx (secukinumab) demonstrated significant efficacy in treating polymyalgia rheumatica (PMR), achieving sustained remission rates that were statistically superior to placebo. The Phase III REPLENISH trial results were published in the New England Journal of Medicine and presented at the EULAR Congress. Cosentyx also showed potential for reducing steroid use among patients. Regulatory submissions for Cosentyx in PMR are underway in multiple regions.
Read more →NVSt!J NOVARTIS B | PROPOSED SPIN-OFF OF ALCON Important Information This information brochure has been prepared exclusively for the shareholders of Novartis AG and holders of Novartis American Depositary Receipts ( ADRs )
B | PROPOSED SPIN-OFF OF ALCON Important Information This information brochure has been prepared exclusively for the shareholders of Novartis AG and holders of Novartis American Depositary Receipts ( ADRs ) in connection with the spin-off of Alcon proposed to the annual general m
Read more →NVSin the Report on Form 6-K of Novartis AG furnished to the Securities and Exchange Commission on
Novartis continued to strengthen the pipeline in Q3; on track for full-year guidance Q3 net sales for continuing operations 2 declined in USD, but showed solid growth in constant currencies (cc 1 ) o Net sales were USD 12.3 billion (-6%, +6% cc) o Operating income was USD 2.2
Read more →Competitive Position
How NVS ranks across every disease it competes inCompetitive Position is a premium feature
See how NVS ranks against every competitor across each disease it develops in: phase, best drug, trials and likelihood of approval.
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