Professional
Added to YB: 2025-05-30
Pitch date: 2025-03-31
NVS [neutral]
Novartis AG
+8.16%
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
CHF 243.9B
Pitch Price
CHF 99.15
Price Target
N/A
Dividend
3.40%
EV/EBITDA
10.59
P/E
17.42
EV/Sales
4.73
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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