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Novartis CEO: We're never done with M&A
Youtube· 2025-10-28 20:16
You've really been spoiling the markets over the last 10 quarters. You've always beat expectations and then subsequently you were able to raise your guidance. You beat this time around even though it was a very narrow beat, but you didn't quite manage to raise your guidance.Talk to us about what you saw this quarter and why you're a little more cautious than in previous quarters maybe. >> Well, I think this is the first time in many quarters where we've had some generic expiries hit us. you know when you ac ...
美股前瞻 | 三大股指期货齐涨,日对美投资大单或成美股牛市催化剂
智通财经· 2025-10-28 19:46
(原标题:美股前瞻 | 三大股指期货齐涨,日对美投资大单或成美股牛市催化剂) 1. 10月28日(周二)美股盘前,美股三大股指期货齐涨。截至发稿,道指期货涨0.27%,标普500指数期货涨0.03%,纳指期货涨0.12%。 2. 截至发稿,德国DAX指数涨0.16%,英国富时100指数跌0.07%,法国CAC40指数涨0.14%,欧洲斯托克50指数涨0.16%。 3. 截至发稿,WTI原油跌1.24%,报60.55美元/桶。布伦特原油跌1.17%,报64.14美元/桶。 市场消息 特朗普东京晚宴邀OpenAI、赛富时(CRM.US)CEO齐聚,共庆日对美投资大单。美国总统特朗普在结束对东京的访问前夕,计划与多位企业领袖 共进晚餐,届时将宣布日本对美投资成果。受邀嘉宾包括赛富时掌门马克·贝尼奥夫、东芝首席执行官岛田太郎、乐天集团创始人三木谷浩史等。 此次晚宴将在美国驻日大使乔治·格拉斯官邸举行,与会者还包括OpenAI联合创始人格雷格·布罗克曼、本田汽车(HMC.US)社长三部敏宏,以及安 杜里尔工业公司创始人帕尔默·勒基。此次晚宴适逢白宫宣布新一轮对美经济投资承诺。根据此前贸易框架,特朗普降低并设定了日本商品 ...
Novartis shares fall as profit lags estimates; downside from Entresto patent loss to continue
Invezz· 2025-10-28 18:02
Shares in Swiss drugmaker Novartis were seen down 3.3% in pre-market trade on Tuesday after the company reported third-quarter profitability below market expectations, even as higher sales from key me... ...
Novartis posts Q3 income beat, reaffirms FY2025 guidance
Youtube· 2025-10-28 17:47
The CNBC app, global market news in one place. Customizable sections and personalized alerts, stocks tracking, interactive charts and market insights, all in your hands. Stay connected, stay informed.Download the CNBC app today. >> Welcome to Sportbox Europe. I'm Karen show with Juliana Tatlebomb.These are your headlines in corporate news. Nevada says it's well on track to achieve its guidance for the year as Q3 operating income surges by a quarter, countering the impact of generic drug erosion in the Unite ...
Novartis looking to add more medicines to direct to patient platform, CEO says
Reuters· 2025-10-28 17:31
Swiss drugmaker Novartis is exploring options to add more medicines to its direct to patient platform that is expected to launch in the U.S. next month, CEO Vas Narasimhan told Reuters in an interview... ...
美股异动丨诺华制药盘前跌3%,Q3核心净利润43.3亿美元,低于预期
格隆汇· 2025-10-28 16:32
瑞士制药巨头诺华制药(NVS.US)盘前跌3%,报125.27美元。消息上,诺华第三季度销售净额139.1亿美 元,预估138.8亿美元;核心每股收益2.25美元,预估2.26美元;核心净利润43.3亿美元,预估44.2亿美 元。诺华重申了其2025年全年指引,维持高个位数的销售增长和低两位数的核心运营利润增长预期。 (格隆汇) | NVS 诺华制药 | | | | --- | --- | --- | | 129.140 ↓ -1.220 -0.94% | | 收盘价 10/27 15:59 美东 | | 125.270 -3.870 -3.00% | | 盘前价 10/28 04:19 美东 | | = 71 4 5 × × ■ ♥ 白选 | | ● 快捷交易 | | 最高价 130.170 | 开盘价 128.000 | 成交量 257.89万 | | 最低价 127.080 | 昨收价 130.360 | 成交额 3.32亿 | | 平均价 128.922 | 市空室 IM 18.83 | 总市值 2499.96亿(m) | | 振 幅 2.37% | 市盈率(静) 22.00 | 总股本 19.36亿 ...
Novartis CEO says pharma giant has the firepower for big M&A deals: 'Can never be done'
CNBC· 2025-10-28 16:17
This photograph taken on October 30, 2022, shows the logo of the Swiss pharmaceutical and drug maker Novartis on a building in Basel."We are driven by science and the technology, in this case this was a perfect fit for us … If you take a look at our free cash flow it approaching $20 billion a year, so we have adequate firepower to do deals like this and to bolster the growth profile of the company," Narasimhan told CNBC's "Europe Early Edition."The purchase will give the Basel, Switzerland-based pharma gian ...
Air Liquide Posts Higher Revenue on Portfolio Strength
WSJ· 2025-10-28 16:16
财务表现 - 公司收入在可比基础上增长1.9% [1] - 公司重申其2025年业绩展望 [1]
新药销售抵消Entresto专利到期影响 诺华制药(NVS.US)Q3营业利润增长6%
智通财经网· 2025-10-28 15:59
智通财经APP获悉,瑞士医药公司诺华制药(NVS.US)今年掀起收购狂潮。随着新药增长超越核心心脏 药物Entresto的停滞收入,公司营业利润实现6%的增长。诺华制药第三季度经特殊项目调整后的营业利 润增至54.6亿美元,略高于分析师普遍预期的54亿美元。 财报显示,诺华制药三季度营收 139.1 亿美元,同比增长 8.4%超预期,非公认会计准则每股收益 2.25 美元,低于预期 0.06 美元。 银屑病治疗药物可善挺面临优时比Bimzelx在特定类型银屑病和关节炎治疗领域的竞争,销售额同比基 本持平于17亿美元。 去年上市的乳腺癌药物Kisqali销售额达13.3亿美元。 7月美国联邦法院驳回了诺华阻止MSN制药销售Entresto仿制药的请求。根据LSEG数据,分析师预测该 药今年销售额将突破80亿美元,但到2026年将降至约60亿美元。 为加强研发管线并弥补拳头疗法因专利到期导致的销售下滑,诺华今年积极推进价值高达300亿美元的 收购与授权交易,其中包括以120亿美元收购美国生物技术公司Avidity。 已两次上调年度业绩预期的诺华维持2025年财务指引,预计销售额将实现"中高个位数"增长,调整后营 ...
Novartis Posts Higher Net Profit as Key Drugs Lift Sales
WSJ· 2025-10-28 15:06
The drugmaker reported third-quarter profit of $3.93 billion after higher sales for key drugs allowed it to offset a hit from patent expirations. ...