Stock

It's clear that investors did not like this move...delaying alcon's spinoff or divestment. It is stupid but reveals the new CEO normal, which will be much different than the old way that of the ketchup boy's.
Managing Alcon consumes too much energy and assets from Novartis, the company has no future in the group and I am frankly surprised that the board would go along with such stupid move!
Novartis's board, and chairma are ineffective...period.

 

Couldn't quite make it over $100 again, even on the CEO change.
With the markets entering a major correction now and the Franc appreciating, $60-70 cannot be ruled out.
Check back in during summertime.

 

Don't forget Sandoz they have nothing to offer in solid dosage form rumor is in March they are gone

 

Announced just now, selling Sandoz and still pursuing the Alcon spin off or sale....

 

The portfolio of the top 10 products are in serious jeopardy Gilenya goes off patent in Aug of 2019 and There are 19 companies waiting to jump into the market. Our replacement BAF is not going to be a blockbuster even though we just spent 150 million for a priority review by FDA. Afinitor goes generic next year as does Zortress later this year, Tasigna follows in 2020. The stock should be trading in the 60's especially with all the corruption charges from around the world Greece South Korea etc

 

Get ready for a return in the 60 dollar range
Novartis was 'buying scripts,' feds say, as doctors and reps prepare to testify in kickbacks case

 

equity markets are, in general, looking ripe for further downside.
if this doesn't hold 65-70, consider it on sale at 45-50.

 

You idiots have no idea about the market or stocks. I hope it does fall a bit but will be because of the sector and potential price controls from Trump. Our pipeline is rich...our stock is a $120 stock in the next three years- easy.

 

That is a dumb comment. If the market corrects for the next 4 years the stock won't hit $120. If the market soars the stock could hit $160. There are also many, many other factors besides pipeline. So to say $120 in 3 years - easy - is such a hopeful comment but holds no weight.

 

The $120 a share guy must be drinking the coolaid it has never hit that number since the history of Novartis Ciba or Geigy, what a f ing tool!!

 

-4% today on high volume. Yuck.
Margins still not good enough ?

 

Novartis is a bank that sells drugs but Vas doesn't realize that which is evident from sales of 12 million from car t when the cost is well over a 100 million, someone should help him put on his gold parachute and push him off the plane lets get in a WWII Swiss prodigy who is ruthless to get the businesses back to profitability

 

So if Cart-19 costs $500K a patient does that mean that this was only administered to 24 patients in Q1? Very weak...

 

Look at Gilead! They are already ahead.

We just can't launch products any more.

 

and Sandoz just rammed in the ass!

Someone shit the bed in clinical affairs.

 

Stock is going to the $60s.
No amount of company hype can convince the concentrated institutional supply from realizing fair value has already been priced into this market.

 

Awesome. Let the stock go to 60$! I will be collecting my 5% dividend yield and will be getting more stocks through my LTI.
Long NVS

 

Dividend is 2.8 if you want 5% you better buy something else, the stock price is at a 2 year low with many former blockbuster product going generic as soon as Aug 2018 followed by additional products in Q1 2019. The launch of BAF is also fucked up with incomplete stability data so there was 150 million well spent for priority review.

Novartis attracts imcompetenc like a magnet

 

Remember the Whistleblower lawsuit. If it is successful what will that do to your ability to market your drug? Maybe job cuts? Maybe off medicare/medicaid? Everyone should be testing the job market. The job market is awesome for reps.