
What smart money is saying about Novartis
2 funds in our archive have pitched Novartis — most recently Loomis Sayles Global Growth Fund in March 2025.
Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and healthcare providers. It also provides ophthalmology, neuroscience, immunology, hepatology, dermatology, respiratory, cardiovascular, renal, and metabolism medicine products. The Sandoz segment develops, manufactures, and markets finished dosage form medicines; active ingredients and finished dosage forms of small molecule pharmaceuticals to third parties; and retail generics and anti-infectives. It also provides active pharmaceutical ingredients and intermediates primarily antibiotics; protein- or other biotechnology-based products, including biosimilars; and biotechnology manufacturing services. Novartis AG has a license and collaboration agreement with Alnylam Pharmaceuticals to develop, manufacture, and commercialize inclisiran; and a clinical collaboration with Kura Oncology, Inc. to evaluate the combination of Tipifarnib and Alpelisib in patients with head and neck squamous cell carcinoma. The company was incorporated in 1996 and is headquartered in Basel, Switzerland.
Fund coverage · 2 theses
- Loomis Sayles Global Growth FundMarch 2025
Novartis is positioned for long-term growth due to robust sales, expanding operating margins, a strong management team, and a promising clinical pipeline, making its shares a compelling investment opportunity.
Read the full thesis - Artisan International Value StrategyDecember 2024
Novartis is poised for over 10% revenue and profit growth in 2024, yet its shares are undervalued at 13X forecasted earnings due to regulatory pressures and a shift in investor focus towards obesity drugs.
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