Stock Watch: Why Novartis’s Q3 Misses Matter
A Study In Margin Compression In Generic And Innovative Drugs
Novartis’s use of the phrase “incident population” should have sent shock waves through companies developing gene and cellular therapies. Instead, like the stock price reaction to its lower revenues, the response was demure.
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Novartis’s positive start to second-quarter earnings season also made more acute the potential impact of the recent invalidation of the patent on its biggest product.
Emerging from the pandemic after nearly three years, therapy areas and drug classes are traveling at different speeds.
In this week's podcast version of Five Must-Know Things: Pfizer’s COVID transition; Lilly ramps up Mounjaro on strong demand; Pfizer’s R&D head reflects on pandemic experience; parsing Novartis’s Q3; and China’s progress with mRNA vaccines.