Professional
Added to YB: 2025-05-30
Pitch date: 2025-03-31
NVS [neutral]
Novartis AG
+23.92%
current return
Author Info
No bio for this author
Company Info
Novartis AG researches, develops, manufactures, distributes, markets, and sells pharmaceutical medicines in Switzerland and internationally.
Market Cap
N/A
Pitch Price
CHF 96.22
Price Target
N/A
Dividend
3.11%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
5.80
Sector
Pharmaceuticals
Category
growth
Loomis Sayles Global Growth Fund Portfolio Holding: Novartis AG
NVS (holding update): Pure-play innovative medicine co post-Sandoz spinoff with 15% YoY rev growth to $13.2B. Strong portfolio w/ Entresto (+34%), Cosentyx (+24%), Kisqali (+52%), Pluvicto (+42%, 3x addressable patients), Leqvio (+114%). 36.9% margins (+370bps). Pipeline of ~45 NMEs. Americas 50%, Europe 30%. Significant discount to intrinsic value.
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