Positive Outlook For Novartis As Company Capitalizes On Growing Treatment Opportunities, Analyst Highlights
Positive Outlook For Novartis As Company Capitalizes On Growing Treatment Opportunities, Analyst Highlights
Novartis forecasts full-year sales growth in the low double digits, having previously guided for high-single to low-double-digit growth.On Tuesday, Novartis AG (NYSE:NVS) reported third-quarter sales of $12.823 billion, up 9% (+10% on constant currency), beating the consensus of $12.76 billion.
週二，諾華製藥（紐交所：NVS）報告第三季度銷售額爲128.23億美元，同比增長9%（在不變貨幣條件下增長10%），超過了127.6億美元的共識。
Guidance: Novartis also raised its 2024 full-year guidance again this year.
指引：諾華製藥今年再次上調其2024財年全年指引。
In a statement, Novartis said it expects full-year core operating income to grow by a "high teens" percentage, compared with previous guidance of a "mid-to-high teens" percentage.
諾華製藥在一份聲明中表示，預計全年核心營業利潤將增長高兩位數百分比，相比之前的指引爲中至上個兩位數百分比。
Novartis forecasts full-year sales growth in the low double digits, having previously guided for high-single to low-double-digit growth.
諾華製藥預測全年銷售額增長低兩位數百分比，此前指導爲高個位到低兩位數百分比的增長。
Pelabresib filing was further delayed, triggering a $800 million impairment charge related to the $2.9 billion acquisition of MorphoSys.
Pelabresib提交進一步延遲，觸發了相關於MorphoSys 29億美元收購的80000萬美元減值損失。
Earlier this year, MorphoSys faced a burgeoning safety concern surrounding pelabresib.
今年早些時候，MorphoSys面臨與Pelabresib相關的不斷加劇的安全擔憂。
Goldman Sachs notes that MorphoSys-related impairment charge is somewhat underwhelming, raising doubts about the company's M&A strategy.
高盛指出，與MorphoSys相關的減值損失不盡如人意，使人對公司的併購策略產生懷疑。
Truist notes that Novartis is concentrating on preparing the market for the PSMAFore label, which is expected to triple its addressable market.
特魯伊斯特指出，諾華正在專注於爲PSMAFore標籤做市場準備，預計將使其可尋址市場規模增至三倍。
They also pointed out that growth opportunities in China and Japan, and metastatic hormone-sensitive prostate cancer (mHSPC) and oligometastatic disease, could push Pluvicto's sales well above the projected $2 billion peak.
他們還指出，中國和日本的增長機會，以及轉移性雄激素敏感性前列腺癌（mHSPC）和少轉移性疾病，可能會使Pluvicto的銷售額遠超過預計的20億美元峯值。
The company is committed to maximizing the potential of Pluvicto and its radioligand therapy (RLT) portfolio.
該公司致力於最大限度地發揮Pluvicto及其放射配體療法（RLT）組合的潛力。
For other radiopharmaceutical companies targeting PSMA, entering this market may become more challenging.
對於其他以PSMA爲目標的放射性藥物公司來說，進入這個市場可能變得更具挑戰性。
A crucial question remains regarding the standards that must be met to compete with more effective radioligand products. This context relates to companies such as Eli Lilly And Co (NYSE:LLY) and Bristol Myers Squibb & Co (NYSE:BMY), which have RLT products in their pipelines, as well as smaller companies, including Y-mAbs Therapeutics Inc (NASDAQ:YMAB) and Perspective Therapeutics Inc (NASDAQ:CATX).
存在一個關鍵問題，即必須符合哪些標準才能與更有效的放射配體產品競爭。這一背景涉及到公司，如禮來（NYSE:LLY）和百時美施貴寶（NYSE:BMY），其管道中有RLt產品，以及一些較小的公司，包括Y-mAbs Therapeutics Inc（納斯達克:YMAB）和Perspective Therapeutics Inc（納斯達克:CATX）。
Novartis highlighted continued strong growth and momentum and sees room to grow the market size for B-cell inhibition in multiple sclerosis, relating Biogen Inc (NASDAQ:BIIB).
諾華強調持續強勁增長和勢頭，並認爲在多發性硬化症方面的b細胞抑制領域有增長市場空間，與百健公司（納斯達克:BIIB）有關。
Truist highlights Novartis' strong balance sheet, which enables further bolt-on deals and share buybacks. Recent transactions primarily involve deals in the sub-$1 billion range, along with a few larger bolt-on acquisitions.
Truist強調諾華強勁的資產負債表，這使得進一步的附加交易和股票回購成爲可能。最近的交易主要涉及規模低於10億美元的交易，以及一些較大的附加收購。
A Truist analyst indicated that they will be monitoring how the adoption of Leqvio may affect Amgen Inc's (NASDAQ:AMGN) Repatha and Regeneron Pharmaceuticals Inc's (NASDAQ:REGN) Praluent. Meanwhile, Novartis has reported that the launch is advancing smoothly, and Leqvio continues to grow, outpacing the overall market as per the management.
Truist分析師表示，他們將監測Leqvio的採用如何影響安進公司（納斯達克:AMGN）的Repatha和再生元製藥公司（納斯達克:REGN）的Praluent。與此同時，諾華報告稱，該產品的推出正在順利進行，Leqvio繼續增長，超過整體市場管理預期。
Novartis' Cosentyx witnessed strong uptake and continued brand growth driven by hidradenitis suppurativa expansion, and the market opportunity can accommodate several players, Abbvie Inc (NASDAQ:ABBV), Incyte Corporation (NASDAQ:INCY), and Kymera Therapeutics, Inc. (NASDAQ:KYMR).
諾華的Cosentyx見證了強勁的接受度和持續的品牌增長，受汗腺膿腫擴張驅動，市場機會可以容納多個參與者，包括愛美維公司（納斯達克:ABBV）、因塞特公司（納斯達克:INCY）和Kymera Therapeutics, Inc.（納斯達克:KYMR）。
Price Action: NVS stock is down 0.48% at $110.00 at last check Wednesday.
價格走勢：諾華製藥股票最新價格爲110.00美元，盤中下跌0.48%，本週三最新數據。
Photo by Taljat David via Shutterstock
攝影：通過shutterstock的Taljat David拍攝
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譯文內容由第三人軟體翻譯。
