$NVS 0.57 Developing

Notable posts

• @wallstengine bearish 64 eng

  $NVS shares are falling as much as 10% after Novartis’ del-desiran failed the pivotal Phase 3 HARBOR study in myotonic dystrophy type 1, missing its primary endpoint on muscle function. It’s Novartis’ second major late-stage trial setback in a matter of days, following the failure of its cardiovascular drug pelacarsen. The read-through is also hitting other DM1 developers, with $DYN down ~30% and $SRPT down ~16% premarket, as investors reassess whether targeting toxic DMPK RNA will reliably translate into functional improvement.

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• @wallstengine neutral 62 eng

  Today's Key Events (All EST) — 07/21/2026 08:15: US ADP Wkly Employment Change 08:55: US Redbook YoY Before Open 👇 06:45: Halliburton $HAL 06:30: General Motors $GM 06:30: 3M $MMM 07:30: Charles Schwab $SCHW 06:30: D.R. Horton $DHI 07:15: Ally Financial $ALLY 06:00: Danaher $DHR 06:45: MSCI $MSCI 07:20: Northrop Grumman $NOC Before Open: Novartis $NVS 06:30: Equifax $EFX 06:30: Hasbro $HAS 07:00: Marsh $MRSH 06:00: Synchrony Financial $SYF After Hours 👇 18:55: Alaska Air Group $ALK 16:05: Capital One $COF 16:00: Interactive Brokers $IBKR 16:05: Chubb $CB 16:30: EQT $EQT 16:15: Range Resources $RRC 16:05: Pegasystems $PEGA 16:25: Western Alliance $WAL

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• @wallstengine neutral 59 eng

  NOVARTIS $NVS Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $14.41B (Est. $14.2B) 🟢; +3% YoY 🔹 Core EPS: $2.41 (Est. $2.2) 🟢; flat YoY 🔹 Core Oper. Margin: 41.2%; -100 bps YoY 🔹 FCF: $5.56B; -12% YoY Reaffirms FY26 Guide: 🔹 Sales Growth: Low single-digit (Est. +0.41%) 🟢 🔹 Core Operating Income: Low single-digit decline Priority Brand Sales: 🔹 Kisqali: $1.70B; +43% cc 🔹 Kesimpta: $1.42B; +32% cc 🔹 Scemblix: $562M; +89% cc 🔹 Pluvicto: +43% cc 🔹 Leqvio: +59% cc Other Q2 Metrics: 🔹 Core OI: $5.94B; flat YoY 🔹 Operating Income: $4.75B; -2% YoY 🔹 Net Income: $3.26B; -19% YoY 🔹 GAAP EPS: $1.71; -17% YoY 🔹 Volume Growth: +18 pts 🔹 Generic Competition Impact: -14 pts 🔹 Pricing Impact: -3 pts Key Updates: 🔸 Del-zota submitted to the FDA for accelerated approval in DMD. 🔸 Kisqali’s six-year early breast cancer data showed a clinically meaningful overall survival benefit. 🔸 Rhapsido and Itvisma received European Commission approvals. Comments: 🔸 “We are on track to deliver our full-year guidance and mid-term outlook.”

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• @wallstengine neutral 46 eng

  Novartis $NVS agreed to acquire UK cancer-drug biotech Myricx Bio for up to $1.5B Deal terms: $1.1B upfront Up to $400M in milestone payments Myricx is developing antibody-drug conjugates targeting HER2 and B7-H3 positive tumors, commonly found in breast and lung cancers. Novartis is adding ADC technology designed to kill tumor cells while limiting damage to healthy tissue, including cancers that may become resistant to existing ADC treatments.

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• @wallstengine neutral 38 eng

  NOVARTIS $NVS CEO: WILL CONTINUE TO LOOK FOR ACQUISITIONS, PARTICULARLY UNDER $2B, OPEN TO LARGER

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• @wallstengine bearish 30 eng

  Artisan Partners is calling for a board shake-up at Novartis $NVS after recent drug trial setbacks. David Samra said successive chairmen have failed on acquisitions and called the deal team “uninspiring at best.” https://t.co/6yPbg59xHF

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• @tenet_research neutral 30 eng

  Tenet Market Wake-Up Summary 📷📷 July.21.26 $SPX $NVO $LLY $NVDA $NBIS $ASTS $ORCL $LEN $RKT $DHI $OPEN $MBLY $RDW $U $KTOS $OSS $CLSK $NU $NOC $GM $MMM $NVS $WRB $STLD $MSCI $KEY $SYF $FOR $EFX $FTNT $META $IREN $CRM $ADBE $WDAY $ESTC $FROG $INTU $RPD $UTZ $BGDE $CRNT $CLBK $AGIO $BTC @ripster47 | @TENETTRADEGROUP | @TenetCharts

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