NOVN Novartis AG

On September 18, Novartis AG (NYSE:NVS) announced that the Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion recommending marketing authorization for Cosentyx (secukinumab) to treat polymyalgia rheumatica (PMR) in adults who respond inadequately to steroids or relapse during tapering. Following this recommendation, the European Commission is expected to issue a […]

On September 1, 2026, the Wall Street Journal first reported that Novartis AG (NYSE:NVS) paused eight clinical trials of its experimental CAR-T cell therapy rap-cel in autoimmune and neurological conditions, including lupus, rheumatoid arthritis, and multiple sclerosis. It happened after three patients died from immune effector cell-associated hemophagocytic syndrome, a rare and severe immune reaction. […]

Big pharma is still paying up, but more often for delivery and discovery engines than for a single late-stage asset.

On September 10, 2026, Reuters reported that Artisan Partners, among Novartis AG (NYSE:NVS)’ 20 largest shareholders, publicly called for a shake-up of the Swiss drugmaker’s board to improve oversight of its acquisitions, after Novartis shares suffered an 11% one-day drop this week. It wiped out nearly $30 billion in market value and erased all of […]

1432 GMT – UCB’s portfolio offers growth potential into the next decade after the acquisitions of Candid Therapeutics and Neurona, so the Belgian drugmaker’s next deals might target early-stage assets, Bank of America analysts say. Data due next year from a midstage trial of its galvokimig eczema drug candidate will likely inform UCB’s decision on whether it needs to add further late-stage medicines to its pipeline over time, the analysts say. UCB executives seemed confident at a Bank of America event that the company’s top-selling product Bimzelx can withstand competition from new drugs, the analysts say in a research note.

Novartis (SWX:NOVN) has signed an exclusive global license agreement with BoomRay Pharmaceuticals for a preclinical radioligand therapy asset. The deal gives Novartis worldwide rights to develop and commercialise the BoomRay program as part of its radiopharmaceutical pipeline. The agreement adds another early stage oncology candidate to Novartis' radioligand therapy efforts, expanding its presence in targeted cancer treatments. This new BoomRay radioligand license sits within a wider pattern...

Novartis gained approval of a drug in IgAN with the same target as Roche’s sefaxersen in 2026.

Novartis AG’s (NYSE:NVS) Phase 3 Lp(a)HORIZON setback carries implications beyond the Swiss drugmaker. Pelacarsen significantly lowered lipoprotein(a), or Lp(a), but failed to produce a statistically significant reduction in major cardiovascular events, according to the information provided. READ ALSO: Can a Tagrisso Combination Strengthen AstraZeneca’s Path to $80 Billion? That disconnect matters for companies developing other […]

While remigromig is non-inferior to Lucentis in terms of efficacy, questions around its tolerability remain.

VRTX is expanding beyond its CF stronghold with a promising kidney disease pipeline led by povetacicept and inaxaplin.

Sefaxersen reduced proteinuria at 37 weeks, while kidney function and failure outcomes require longer observation.

Amgen Inc (NASDAQ:AMGN, XETRA:AMG)'s price target was raised to $410 from $367 by Jefferies after dazodalibep delivered positive Phase 3 results in patients with systemic Sjögren's disease. Jefferies said the drug, a CD40L antagonist, achieved a statistically significant and clinically...

1018 ET – Roche Holding is expected to move quickly to file for an accelerated approval for its sefaxersen drug candidate, a direct competitor to Novartis’s Fabhalta, RBC Capital Markets analysts say. The Swiss drugmaker reported positive interim results for a late-stage study of sefaxersen in autoimmune disease IgA nephropathy and the company had previously said it hoped the data would lead to an accelerated approval, consistent with the Fabhalta precedent, RBC says. “We think the muted reaction in [Roche] shares downplays the impact of a positive early interim readout from this study in an indication where we model [1.5 billion Swiss francs] in 2034 sales,” the analysts say in a research note.

The results position Roche to bring a new kind of medicine to market for IgA nephropathy, a disease that’s drawn considerable attention of late from drugmakers.

IONS posts positive phase III results for two partnered drugs, with ulefnersen meeting its ALS endpoint and sefaxersen cutting proteinuria.