Novartis ADR Aktie News

Oakmark International Strategy Q4 2025 New Investments And Divestments

Novartis (NVS) offers a compelling value opportunity with EPS growth, margin expansion, and a robust pipeline at a discounted multiple. NVS is undergoing a slow re-rating, actively buying back shares, and expects seven key clinical readouts in the coming months. Q4 2025 showed strong core operating profit and margin, but revenue missed due to generic competition for Entresto and Promacta.

Novartis AG (NVS) Q4 2025 Earnings Call Transcript

The pharma major said it had strong results in 2025, but guided toward a decline in core operating profit this year.

Swiss drugmaker Novartis forecast a decline in 2026 operating profit in the low single-digit percentage range on Wednesday, held back by competition from cheaper copies of established products such as heart drug Entresto.

Ad hoc announcement pursuant to Art. 53 LR Full year Net sales grew +8% (cc 1 , +8% USD) with core operating income 1 up +14% (cc, +12% USD) Sales growth driven by continued strong performance from priority brands including Kisqali (+57% cc), Kesimpta (+36% cc), Pluvicto (+42% cc), Scemblix (+85% cc) and Cosentyx (+8% cc) Core operating income margin1 was 40.1%, +210 basis points (cc) Operating...

Swiss pharmaceutical giant Novartis expects to "not really" be exposed to tariffs by the middle of the year, CEO Vas Narasimhan told CNBC at Davos. "We also have an agreement with the US government that excludes us from any tariffs we think," he said.

Novartis CEO Vas Narasimhan told CNBC on Tuesday he expects the drugmaker's agreement with the U.S. government and its expanding manufacturing footprint in the country to protect it from potential tariffs.