Stock Watch: Why Novartis’s Q3 Misses Matter
A Study In Margin Compression In Generic And Innovative Drugs
Executive Summary
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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Quick Listen: Scrip's Five Must-Know Things
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.