에 대한 최신 뉴스 Novartis (NYSE:NVS) 주식

Novartis

Novartis develops and manufactures innovative drugs. Key areas of drug development include oncology, rare diseases, neuroscience, immunology, respiratory, cardio-metabolic, and established medicines. The company sells its products globally, with the United States comprising close to one third of total revenue.

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화요일(29일) 아침 미국 지수 선물이 소폭 상승세를 보이는 가운데, 오늘 투자자들이 주목할 만한 주식은 다음과 같다.  제너럴 모터스, 코카콜라, 산미나, 노바티스 및 스타벅스

화요일 주목해야 할 주식: 제너럴 모터스, 코카콜라, 산미나, 노바티스 및 스타벅스

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월요일(21일) 밤 미국 지수 선물은 연준의 독립성에 대한 우려가 커지고 도널드 트럼프 대통령이 금리 인하를 하지 않은 제롬 파월 연준 의장을 거듭 공격하면서 미국 증시가 월요일을 하락세로 마감했음에도 불구하고 상승했다.

트럼프의 파월 비판으로 美 증시 하락 후 S&amp;P 500 및 나스닥 선물 상승···日 증시는 엔화 강세 속 불안한 출발

Stethoscope,Laying,On,Medicine,White,Pills,Money,With,Rx,Prescription

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도널드 트럼프 대통령은 화요일(8일) 외국 의약품에 대한 &#34;주요 관세&#34; 계획을 공개했다.트럼프 대통령은 전국공화당의회위원회(NRCC) 만찬에서 이렇게 말했다. &#34;우리는 곧 의약품에 대한 주요 관세를 발표할 것이다...관세 소식을 들으면 회사들은 중국을 떠날 것이다...대부분 제품이 미국에서 판매되기 때문이다.&#34;

트럼프의 의약품 관세 계획...뱅크오브아메리카에서 제시한 타임라인은?

Novartis AG

NEVADA SUNRISE METALS CRP by NEVADA SUNRISE METALS CORP.

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NOVUS HLDGS LTD SHS by NOVUS HLDGS LTD SHS

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Biogen Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIIB#NASDAQ">BIIB</a>) on Wednesday announced<a href="https://www.globenewswire.com/news-release/2025/06/25/3104985/0/en/Biogen-to-Advance-Investigational-Spinal-Muscular-Atrophy-Asset-to-Registrational-Studies-Based-on-Positive-Interim-Phase-1-Results.html"> in</a> a press release the topline results from the Phase 1 study of salanersen (BIIB115/ION306), an antisense oligonucleotide (ASO) being developed for <a href="https://www.benzinga.com/general/biotech" target="_blank" rel="noreferrer noopener">spinal muscular atrophy (SMA)</a>.
Biogen licensed the global development, manufacturing and commercialization rights for salanersen from Ionis Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IONS#NASDAQ">IONS</a>). Salanersen was discovered by Ionis.
Leveraging the same mechanism of action as Spinraza (nusinersen) but designed to achieve greater potency, salanersen can achieve high efficacy and enable once-a-year dose.
Also Read: <a target="_blank" href="https://www.benzinga.com/m-a/25/06/45949485/supernus-pharma-acquires-maker-of-postpartum-depression-drug-zurzuvae-in-795-million-deal" rel="noreferrer noopener">Supernus Pharma Acquires Maker Of Postpartum Depression Drug Zurzuvae In $795 Million Deal</a>
An interim analysis of the phase one study in participants with SMA who were previously treated with Novartis AG&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) gene therapy, Zolgensma (onasemnogene abeparvovec), was conducted to inform the decision on whether to move salanersen forward <a href="https://www.benzinga.com/pressreleases/25/06/g46091748/biogen-to-advance-investigational-spinal-muscular-atrophy-asset-to-registrational-studies-based-on" target="_blank" rel="noreferrer noopener">into registrational studies</a>.
Both dose levels tested, 40 mg and 80 mg, given once a year, were generally well-tolerated and led to substantial slowing of neurodegeneration, as shown by reductions in neurofilament.
Exploratory clinical outcome data show clinically meaningful improvements in function and attainment of new World Health Organization (WHO) milestones over one year.
Interim results are from part B (n=24) in individuals who received either 40 mg or 80 mg salanersen once a year.
In participants with elevated baseline concentrations of neurofilament light chain (NfL), indicating ongoing neurodegeneration, initiation of salanersen led to mean reductions in NfL of 70% at six months, which were sustained through the one-year dosing interval.
Exploratory clinical outcome data were evaluated for the subgroup of participants with at least one year of follow-up during the interim analysis (n=8 participants aged 2-12 who received 40 mg of salanersen). Half (four out of eight) of these participants achieved new WHO motor milestones they could not previously achieve on their own or required assistance, such as walking, crawling, standing or sitting.
Furthermore, these participants experienced clinically meaningful improvements in motor function from baseline to one year, including a 3.3-point (SD 4.46) mean improvement from baseline on the Hammersmith Functional Motor Scale – Expanded (HFMSE) and a 5.3 point (SD 4.75) improvement on the Revised Upper Limb Module (RULM).
Biogen is currently engaging with global health authorities regarding the design of the phase 3 studies.
Earlier in June, Biogen initiated dosing in the BRAVE phase 3 study to evaluate the efficacy and safety of omaveloxolone in children with Friedreich ataxia (FA) between <a href="https://www.benzinga.com/pressreleases/25/06/g45992415/biogen-initiates-phase-3-pediatric-study-of-omaveloxolone-for-the-treatment-of-friedreich-ataxia" target="_blank" rel="noreferrer noopener">the ages of 2 to &lt;16</a>.
Both non-ambulatory and ambulatory participants may qualify for the study.
Currently, omaveloxolone is commercialized under the brand name Skyclarys in over 40 countries, including the U.S. and the European Union, and is the only approved product for FA in adults and adolescents aged 16 years and older.
BIIB Price Action: Biogen stock is up 0.58% at $127.04 at publication on Wednesday.
Read Next:
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</ul>
Photo: New Africa via Shutterstock

BIIB

IONS

Biogen-Ionis Partnered Drug Shows Benefit In Children With Spinal Muscular Atrophy Previously Treated With Novartis' Zolgensma

On Monday, HC Wainwright initiated coverage on Septerna, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEPN#NASDAQ">SEPN</a>), citing a next-generation drug design platform aimed at <a href="https://www.benzinga.com/general/health-care" target="_blank" rel="noreferrer noopener">hitherto-undruggable targets</a>.
Septerna is working on G protein-coupled receptor (GPCR) drug discovery powered by its proprietary Native Complex Platform. Its industrial-scale platform aims to unlock the full <a href="https://www.benzinga.com/pressreleases/25/05/g45450781/septerna-highlights-business-progress-and-reports-first-quarter-2025-financial-results" target="_blank" rel="noreferrer noopener">potential of GPCR therapies</a>.
It has led to the discovery and development of its deep pipeline of oral small molecule product candidates focused initially on treating patients in three therapeutic areas: endocrinology, immunology and inflammation, and metabolic diseases.
Also Read: <a href="https://www.benzinga.com/general/biotech/25/05/45407486/novo-nordisk-inks-22-billion-deal-with-septerna-to-develop-oral-weight-loss-and-diabetes-drugs" target="_blank" rel="noreferrer noopener">Novo Nordisk Inks $2.2 Billion Deal With Septerna To Develop Oral Weight Loss And Diabetes Drugs</a>
Analyst Raghuram Selvaraju, in his report, highlighted several compelling factors for investors.
He pointed out that &#8220;Septerna trades at a discount to its most recently reported cash position and upfront cash from a recently-inked partnership.&#8221; 
This, he argues, makes Septerna &#8220;a risk-mitigated opportunity with multiple shots on goal and catalysts constituting key value inflection points slated to accrue over the next six to 12 months.&#8221;
HC Wainwright has initiated coverage on the biotechnology firm with a Buy rating and a <a href="https://www.benzinga.com/quote/SEPN/analyst-ratings">price forecast of $26</a>.
The company&#8217;s most advanced drug candidate, SEP-631, is a selective oral small molecule MRGPRX2 negative allosteric modulator (NAM) in development for mast cell diseases, including chronic spontaneous urticaria (CSU).
Wainwright believes SEP-631 could offer a distinct treatment option for CSU patients. This is due to its selective inhibition of mast cells, convenient oral administration, and potential for combination therapy. 
Selvaraju further noted that if SEP-631 can replicate the efficacy of Novartis AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>)/Roche Holdings AG&#8217;s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>) Xolair (omalizumab) – an anti-IgE monoclonal antibody that generated nearly $3.9 billion in sales in 2023, it &#8220;could readily achieve blockbuster status based on an enhanced convenience profile.
Further solidifying its position, Septerna recently announced an exclusive global collaboration and license agreement with Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) in May. 
This <a href="https://www.benzinga.com/general/biotech/25/05/45407486/novo-nordisk-inks-22-billion-deal-with-septerna-to-develop-oral-weight-loss-and-diabetes-drugs">significant pact</a> covers the discovery, development, and commercialization of oral small-molecule medicines for obesity, type 2 diabetes, and other cardiometabolic diseases, with<a href="https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.html?id=916006"> four development programs</a> initially commencing. 
HC Wainwright underscored the financial implications of this partnership, stating, &#8220;given the size of the upfront and near-term milestone payments, we feel that Septerna&#8217;s implied enterprise value is either negligible or actually negative, further mitigating risk and underscoring the extent to which the company appears undervalued.&#8221;
Price Action: SEPN stock is trading higher by 0.38% to $10.51 at last check Monday.
Read Next:
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<li><a href="https://www.benzinga.com/news/management/25/05/45466201/ozempic-maker-novo-nordisk-looks-for-new-chief-jorgensen-steps-down" target="_blank" rel="noreferrer noopener">Ozempic Maker Novo Nordisk Looks For New Chief, Jørgensen Steps Down From CEO Role</a></li>
</ul>
Photo via Shutterstock

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Initiation

SEPN

Analyst Flags Septerna As Undervalued Biotech Play With Significant Upside

Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) announced Thursday that it will advance subcutaneous and oral amycretin into phase 3 development <a href="https://www.benzinga.com/topic/weight-loss" target="_blank" rel="noreferrer noopener">in weight management</a>.
Amycretin is developed for subcutaneous and oral administration.
The decision to advance subcutaneous and oral amycretin into phase 3 is based on feedback received from regulatory authorities following end-of-phase 2 interactions for subcutaneous and oral amycretin in weight management.
Novo Nordisk <a target="_blank" href="https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.html?id=916348" rel="noreferrer noopener">plans</a> to initiate a phase 3 development program with amycretin for adults with overweight or obesity during the first quarter of 2026.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/health-care/25/06/45885869/novo-nordisk-deep-apple-launch-drug-discovery-alliance-for-weight-loss-oral-therapies" rel="noreferrer noopener">Novo Nordisk, Deep Apple Launch Drug Discovery Alliance For Weight Loss Oral Therapies</a>
Oral Amycretin Phase 1 trial evaluated the single-ascending dose and multiple-ascending doses for oral amycretin, up to 2 times 50 mg, in people with overweight or obesity, with a total treatment duration of up to 12 weeks.
The Subcutaneous Amycretin Phase 1b/2a trial investigated the safety, tolerability, pharmacokinetics, and proof-of-concept of once-weekly subcutaneous amycretin in overweight or obese people.
The trial was a combined single ascending dose, multiple ascending dose, and dose-response trial investigating three different maintenance doses with a total treatment duration of up to 36 weeks.
When evaluating the effects of treatment if all people adhered to treatment&nbsp;from a mean baseline body weight of 92.7 kg, people treated with amycretin achieved an estimated body weight loss of 9.7% on 1.25mg (20 weeks), 16.2% on 5mg (28 weeks) and 22.0% <a target="_blank" href="https://www.benzinga.com/general/biotech/25/01/43187095/novo-nordisks-weekly-amycretin-delivers-up-to-22-weight-loss-in-study-stock-soars" rel="noreferrer noopener">on 20mg (36 weeks)</a>.
People treated with a placebo experienced an estimated 1.9%, 2.3%, and 2.0% body weight gain, respectively.
After the update, Novo Nordisk again became the largest European company by market capitalization.
According <a target="_blank" href="https://www.benzinga.com/pro/feature/newsfeed" rel="noreferrer noopener">to Benzinga Pro</a>, Novo Nordisk&#8217;s market capitalization was $360.14 billion, compared with $351.9 billion for SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>).
Since reaching a record high in June 2024, Novo has suffered a series of setbacks, including <a target="_blank" href="https://www.benzinga.com/24/12/42613036/novo-nordisks-hybrid-weight-loss-drug-falls-short-on-expectations-stock-plunges" rel="noreferrer noopener">disappointing clinical trial results</a> for its experimental obesity treatments and mounting competition from its U.S. rival, Eli Lilly And Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>).
In May, the drugmaker <a href="https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.html?id=916008" target="_blank" rel="noreferrer noopener">decided</a> to replace chief executive officer Lars Fruergaard Jorgensen. A search for a new CEO is ongoing.
Year to date, Novo Nordisk stock has fallen around 5.5%. In the past year, the stock has plunged approximately 43%.
Price Action: NVO stock is down 0.57% at $80.59&nbsp;at the last check on Friday.
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<li><a href="https://www.benzinga.com/markets/large-cap/25/06/45910197/nvidia-just-partnered-with-a-weight-loss-giant-but-its-not-about-pills" target="_blank" rel="noreferrer noopener">Nvidia Just Partnered With A Weight-Loss Giant, But It&#8217;s Not About Pills</a></li>
</ul>
Photo: Shutterstock

Novo Nordisk Moves Amycretin Into Phase 3 Trials For Weight Management, Becomes Europe's Largest Company

Novartis AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) on Thursday released results from APPULSE-PNH, a Phase 3B study evaluating the efficacy and safety of twice-daily oral monotherapy Fabhalta (iptacopan) in adult patients with <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">paroxysmal nocturnal hemoglobinuria (PNH)</a> with Hb levels ≥10g/dL who switched from anti-C5 therapies (eculizumab or ravulizumab).
The company released topline <a target="_blank" href="https://www.benzinga.com/24/12/42370119/novartis-touts-encouraging-data-from-late-stage-study-for-fabhalta-in-rare-type-of-blood-disorder" rel="noreferrer noopener">data in December 2024</a>.
What Happened: PNH is a rare complement-mediated blood disorder. People with PNH have an acquired mutation in some of their hematopoietic stem cells that causes them to produce RBCs susceptible to premature destruction.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/45075714/novartis-q1-earnings-beat-street-view-ceo-confident-to-deliver-upgraded-2025-guidance" rel="noreferrer noopener">Novartis Q1 Earnings Beat Street View, CEO &#8216;Confident&#8217; In Delivering Upgraded Guidance</a>
This leads to intravascular hemolysis (destruction of RBCs within blood vessels) and extravascular hemolysis (destruction of RBCs mostly in the spleen and liver).
After 24 <a target="_blank" href="https://www.novartis.com/news/media-releases/novartis-fabhalta-shows-statistically-significant-and-clinically-meaningful-improvements-hemoglobin-new-population-patients-pnh" rel="noreferrer noopener">weeks</a> of treatment with Fabhalta, the Hb level improved&nbsp;on average by 2.01 g/dL, with most patients achieving normal or near-normal levels.
Data will be presented at the European Hematology Association (EHA) Congress 2025.
No patients required transfusion during the study, and the vast majority (92.7%) achieved Hb ≥12g/dL, reaching normal or near-normal levels. Patients treated with Fabhalta also reported clinically meaningful improvements in fatigue (as measured by FACIT-Fatigue score) through Day 168, reaching absolute levels similar to those reported in the general population.
Furthermore, patients treated with Fabhalta maintained intravascular hemolysis control and resolved extravascular hemolysis control, as demonstrated by lactate dehydrogenase levels (&lt;1.5 upper limit of normal) and a reduction in absolute reticulocyte count.
Alongside APPULSE-PNH, longer-term data from patients initially included in the APPLY-PNH and APPOINT-PNH Phase 3 studies will be presented at EHA.
Why It Matters: Novartis says Anti-C5 therapies, including AstraZeneca Plc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>) Soliris (eculizumab) or Ultomiris (ravulizumab), are commonly administered every two to eight weeks as intravenous infusions, and treatment visits (including journey, waiting, infusion and recovery time) can take approximately four to five hours.
Despite treatment with anti-C5 therapies, a large proportion of people with PNH remain anemic, and some are dependent on blood transfusions.
NVS Price Action: NVS stock is up 2.17% at $120.54 at publication on Thursday.
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<li><a href="https://www.benzinga.com/general/biotech/25/01/42978906/regeneron-pipeline-aims-to-address-220-billion-therapeutic-opportunities-by-2030" target="_blank" rel="noreferrer noopener">Regeneron Pipeline Aims To Address $220 Billion Therapeutic Opportunities By 2030</a></li>
</ul>
Photo: Shutterstock

Novartis' Fabhalta Delivers Hemoglobin Gains, Reduces Fatigue In Patients With Rare Blood Disorder

Novartis's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) short percent of float has fallen 26.09% since its last report. The company recently reported that it has 3.35 million shares sold short, which is 0.17% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.74 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Novartis Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749045633_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Novartis has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Novartis's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Novartis's peer group average for short interest as a percentage of float is 3.72%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Is Novartis Gaining or Losing Market Support?

<ul>
<li>Thoma Bravo may retain minority stake in Apryse</li>
<li>Company generates over $100 million in EBITDA, growing over 20% annually</li>
<li>Apryse completed over a dozen acquisitions to expand functionality</li>
</ul>
May 29 (Reuters) - Buyout firm Thoma Bravo is exploring a $3 billion-plus sale of Apryse, after receiving interest from potential buyers of the document processing software provider, people familiar with the matter said on Thursday.
Thoma Bravo is working with investment bankers at Lazard <a href="https://workspace.refinitiv.com/web/apps/quotewebapi?RIC=LAZ.N">LAZ.N</a> on the sale process, said the sources, noting interest had already come from other private equity firms.
As part of any deal, Thoma Bravo may decide to retain a minority stake in Apryse, the sources said. They also cautioned that no sale was guaranteed and spoke on condition of anonymity to discuss confidential deliberations.
Thoma Bravo declined to comment, while Apryse and Lazard did not respond to Reuters' requests for comment.
Denver, Colorado-based Apryse provides document processing technology for developers of mobile and computer applications, allowing them to create, edit, and convert digital documents, as well as integrate such capabilities into their own applications.
Its customers include Novartis <a href="https://workspace.refinitiv.com/web/apps/quotewebapi?RIC=NOVN.S">NOVN.S</a>, Wells Fargo <a href="https://workspace.refinitiv.com/web/apps/quotewebapi?RIC=WFC.N">WFC.N</a> and DocuSign <a href="https://workspace.refinitiv.com/web/apps/quotewebapi?RIC=DOCU.O">DOCU.O</a>, according to its website.
Apryse generates more than $100 million in earnings before interest, taxes, depreciation, and amortization (EBITDA) and is growing more than 20 percent annually, the sources said.
Any deal is expected to value the company at 30x its EBITDA or higher, the sources added.
PDFTron, the previous name of Apryse, was founded in 1998 as a document processing technology platform. It was acquired by Thoma Bravo in 2021, with the investment led by the co-head of Thoma's Discover platform, Hudson Smith. The company was renamed as Apryse two years later. Silversmith Capital Partners and the company's management team have remained minority shareholders in the business.
Apryse has completed nine add-on acquisitions to expand its functionality and global reach since Thoma Bravo acquired the company. These include Netherlands-based digital document processor TallComponents, which was announced earlier this week, and AI-powered software maker Lead Technologies, completed last year.

Asset Sales

DOCU

'Thoma Bravo Exploring $3 Billion-Plus Sale Of Software Firm Apryse After Receiving Inbound Interest, Sources Say' - Reuters Exclusive

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TEM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$55.00</td>
<td>$71.1K</td>
<td>2.1K</td>
<td>1.3K</td>
</tr>
<tr>
<td>MRNA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$25.00</td>
<td>$68.0K</td>
<td>2.2K</td>
<td>1.0K</td>
</tr>
<tr>
<td>GILD</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$100.00</td>
<td>$44.0K</td>
<td>1.1K</td>
<td>960</td>
</tr>
<tr>
<td>REGN</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$630.00</td>
<td>$119.6K</td>
<td>6</td>
<td>705</td>
</tr>
<tr>
<td>VEEV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$210.00</td>
<td>$65.7K</td>
<td>534</td>
<td>589</td>
</tr>
<tr>
<td>NVS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$115.00</td>
<td>$28.0K</td>
<td>1.8K</td>
<td>379</td>
</tr>
<tr>
<td>MDT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$80.00</td>
<td>$42.5K</td>
<td>883</td>
<td>372</td>
</tr>
<tr>
<td>AMGN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$295.00</td>
<td>$40.2K</td>
<td>985</td>
<td>344</td>
</tr>
<tr>
<td>ABBV</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$195.00</td>
<td>$25.8K</td>
<td>5.0K</td>
<td>319</td>
</tr>
<tr>
<td>COR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$280.00</td>
<td>$36.4K</td>
<td>762</td>
<td>200</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TEM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>), we notice a put option sweep that happens to be bearish, expiring in 51 day(s) on July 18, 2025. This event was a transfer of 89 contract(s) at a $55.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $71.1K, with a price of $799.0 per contract. There were 2196 open contracts at this strike prior to today, and today 1320 contract(s) were bought and sold. 
• For MRNA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>), we notice a put option sweep that happens to be bearish, expiring in 9 day(s) on June 6, 2025. This event was a transfer of 1000 contract(s) at a $25.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $68.0K, with a price of $68.0 per contract. There were 2289 open contracts at this strike prior to today, and today 1083 contract(s) were bought and sold. 
• For GILD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), we notice a put option trade that happens to be bearish, expiring in 9 day(s) on June 6, 2025. This event was a transfer of 958 contract(s) at a $100.00 strike. The total cost received by the writing party (or parties) was $44.0K, with a price of $46.0 per contract. There were 1139 open contracts at this strike prior to today, and today 960 contract(s) were bought and sold. 
• Regarding REGN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>), we observe a call option trade with neutral sentiment. It expires in 51 day(s) on July 18, 2025. Parties traded 46 contract(s) at a $630.00 strike. The total cost received by the writing party (or parties) was $119.6K, with a price of $2600.0 per contract. There were 6 open contracts at this strike prior to today, and today 705 contract(s) were bought and sold. 
• Regarding VEEV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEEV#NYSE">VEEV</a>), we observe a put option sweep with bearish sentiment. It expires in 23 day(s) on June 20, 2025. Parties traded 212 contract(s) at a $210.00 strike. This particular put needed to be split into 45 different trades to become filled. The total cost received by the writing party (or parties) was $65.7K, with a price of $310.0 per contract. There were 534 open contracts at this strike prior to today, and today 589 contract(s) were bought and sold. 
• For NVS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), we notice a call option sweep that happens to be bullish, expiring in 23 day(s) on June 20, 2025. This event was a transfer of 224 contract(s) at a $115.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $28.0K, with a price of $125.0 per contract. There were 1879 open contracts at this strike prior to today, and today 379 contract(s) were bought and sold. 
• For MDT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MDT#NYSE">MDT</a>), we notice a call option trade that happens to be bearish, expiring in 79 day(s) on August 15, 2025. This event was a transfer of 100 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $42.5K, with a price of $425.0 per contract. There were 883 open contracts at this strike prior to today, and today 372 contract(s) were bought and sold. 
• Regarding AMGN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>), we observe a call option trade with bullish sentiment. It expires in 23 day(s) on June 20, 2025. Parties traded 134 contract(s) at a $295.00 strike. The total cost received by the writing party (or parties) was $40.2K, with a price of $300.0 per contract. There were 985 open contracts at this strike prior to today, and today 344 contract(s) were bought and sold. 
• For ABBV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>), we notice a call option trade that happens to be bullish, expiring in 23 day(s) on June 20, 2025. This event was a transfer of 137 contract(s) at a $195.00 strike. The total cost received by the writing party (or parties) was $25.8K, with a price of $189.0 per contract. There were 5038 open contracts at this strike prior to today, and today 319 contract(s) were bought and sold. 
• Regarding COR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COR#NYSE">COR</a>), we observe a put option sweep with neutral sentiment. It expires in 23 day(s) on June 20, 2025. Parties traded 135 contract(s) at a $280.00 strike. This particular put needed to be split into 27 different trades to become filled. The total cost received by the writing party (or parties) was $36.4K, with a price of $270.0 per contract. There were 762 open contracts at this strike prior to today, and today 200 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ABBV

AMGN

MRNA

VEEV

10 Health Care Stocks Whale Activity In Today's Session

RGLS

Novartis Subsidiary Launches Offer to Acquire All Outstanding Shares of Regulus Therapeutics for $7.00 in Cash Plus Additional $7.00 Contingent Value Right Per Share, with Offer Expiring at 12:01 A.M. ET on June 25, 2025, Unless Extended or Terminated

<a href="https://www.fda.gov/news-events/press-announcements/fda-clears-first-blood-test-used-diagnosing-alzheimers-disease#:~:text=The%20Lumipulse%20G%20pTau217%2F%C3%9F,and%20symptoms%20of%20the%20disease">https://www.fda.gov/news-events/press-announcements/fda-clears-first-blood-test-used-diagnosing-alzheimers-disease#:~:text=The%20Lumipulse%20G%20pTau217%2F%C3%9F,and%20symptoms%20of%20the%20disease</a>.

ACIU

ANVS

DNLI

PRTA

RHHBF

SAVA

'FDA Clears First Blood Test Used In Diagnosing Alzheimer's Disease; New Test Provides Less Invasive Option, Reduces Reliance On Pet Scans And Increases Diagnosis Accessibility' - FDA

In a move that indicates faith in the resurgence of global equities, Lazard Asset Management has transformed its International Equity Advantage mutual fund into<a href="https://www.benzinga.com/etfs"> actively managed ETF</a>, the Lazard International Dynamic Equity Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IEQ#NYSE">IEQ</a>). With this, IEQ joins Lazard&#8217;s theme- and region-based ETF suite that includes the Equity Megatrends ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/THMZ#NASDAQ">THMZ</a>), Japanese Equity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JPY#NASDAQ">JPY</a>), and Next Gen Technologies ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEKY#NASDAQ">TEKY</a>).
Also Read:<a href="https://www.benzinga.com/etfs/specialty-etfs/25/05/45297474/imtm-etf-tanks-then-soars-why-global-momentum-is-making-a-comeback"> IMTM ETF Tanks, Then Soars: Why Global Momentum Is Making A Comeback</a>
Launched on Monday, IEQ is not starting from zero. It inherits both the history and portfolio DNA of its mutual fund ancestor, now in the slick, low-cost, and tax-efficient wrapper increasingly favored by investors. The ETF launched with $31.1 million in assets and an expense ratio of 0.40%.
IEQ follows the MSCI All Country World ex-US Index (ACWI ex-US) as its benchmark but seeks to outperform it, not merely replicate it. The fund uses a quantitatively oriented process that combines machine intelligence with fundamental research to create a concentrated, high-conviction portfolio of non-U.S. stocks.
The fund&#8217;s strategy resists temptation to lean too heavily in any one direction of investment. Rather, Lazard&#8217;s team regularly assesses companies on the basis of valuation, growth, quality, and the way markets are thinking about them.
Rob Forsyth, Lazard's Global Head of ETFs, sees the &#8220;pendulum swing back toward international equities,&#8221; and investors are taking notice.
Additionally, Lazard Chief Market Strategist Ronald Temple sees a &#8220;world of opportunity&#8221; outside of the U.S., according to Bloomberg.
IEQ's portfolio includes global powerhouses such as TSMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Iberdrola (OTCPK: IBDRY), Novartis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), Alibaba (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), and Tencent (OTCPK: TCEHY), offering exposure across key regions and sectors.
As the ETF market starts to sizzle and international shares return to favour with investors, Lazard is betting that an experienced international strategy with a technology-driven twist is precisely what the market needed. IEQ might be a new ticker tape name, but the strategy playbook that underlies it has been rigorously stress-tested through market cycles — and now it&#8217;s taking it global.
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Image: Shutterstock

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Lazard Transforms Mutual Fund Into IEQ ETF Amid Rising Demand For International Stocks

Sanofi SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>) announced on Wednesday that it will invest at least $20 billion in the <a href="https://www.benzinga.com/general/health-care" target="_blank" rel="noreferrer noopener">U.S. through 2030</a>.
Research and development, plus U.S. manufacturing, will receive the bulk of the spending.
The company also expects higher job creation within the communities where Sanofi and its partners are located, which will help <a href="https://www.benzinga.com/pressreleases/25/05/n45414947/sanofi-to-invest-at-least-20-billion-in-the-us-through-2030-growing-investments-in-science-and-exp" target="_blank" rel="noreferrer noopener">enhance the U.S. supply chain</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44981281/french-drugmaker-sanofi-clocks-20-q1-profit-growth-forecasts-strong-rebound-in-annual-profit" rel="noreferrer noopener">French Drugmaker Sanofi Clocks 20% Q1 Profit Growth, Forecasts Strong Rebound In Annual Profit</a>
Sanofi has 13,000 US-based employees, according to CEO Paul Hudson.
&#8220;Our expected investments in the US will be substantial and will help ensure the production of key medicines in the U.S.,&#8221; he added.
Sanofi also expects to partner with other domestic manufacturers to help ensure the production of medicines in the U.S.  
Earlier in May, U.S. President&nbsp;Donald Trump's&nbsp;signed an executive order to promote prescription drug manufacturing in the U.S., streamlining the path for companies to build new production sites as potential tariffs on&nbsp;<a target="_blank" href="https://www.benzinga.com/topic/tariffs" rel="noreferrer noopener">imported medicines loom</a>.
The White House wants facilities to come on board at a faster rate. It <a href="https://www.whitehouse.gov/presidential-actions/2025/05/regulatory-relief-to-promote-domestic-production-of-critical-medicines/?tblci=GiCUX7wvU_AgmIIiQduNYr6JQuJQLy6SZJGvpyeZuCzyqiCN1VcoxvTN4f7-y-PqATDviEo" target="_blank" rel="noreferrer noopener">estimates</a> that it can currently take five to 10 years to build new pharmaceutical manufacturing capacity, which it calls "unacceptable from a national-security standpoint.&#8221;
It&#8217;s not just Sanofi. <a href="https://www.benzinga.com/25/05/45234032/fda-expands-surprise-inspections-at-foreign-drug-and-food-facilities-targets-double-standards-in-overseas-manufacturing-oversight" target="_blank" rel="noreferrer noopener">Amid tariff uncertainty</a>, many drug companies are investing to boost production within the U.S.:
<ul class="wp-block-list">
<li>Eli Lilly And Co&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) doubled&nbsp;<a href="https://www.benzinga.com/general/biotech/25/02/43982604/eli-lilly-doubles-capital-spending-on-us-drug-manufacturing-with-50-billion-target" target="_blank" rel="noreferrer noopener">domestic medicine production</a>.</li>
<li>Thermo Fisher Scientific Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) announced it would invest an additional $2 billion in the U.S. over&nbsp;<a href="https://www.benzinga.com/general/health-care/25/04/44995428/thermo-fisher-doubles-down-on-us-manufacturing-in-2b-expansion-plan" target="_blank" rel="noreferrer noopener">the next four years</a>.</li>
<li>Medtech firm&nbsp;Becton, Dickinson, and Company&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>) also announced its intention to invest&nbsp;$2.5 billion&nbsp;in U.S. manufacturing capacity&nbsp;<a href="https://www.benzinga.com/general/health-care/25/05/45140102/potential-tariff-bites-into-becton-dickinson-2025-profit-outlook-company-will-invest-2-5-billion-to-boost-us-manufacturing" target="_blank" rel="noreferrer noopener">over the next 5 years</a>.</li>
<li>Regeneron Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>)  seeks to nearly double its manufacturing capacity through a new agreement with <a href="https://www.benzinga.com/general/biotech/25/04/44931246/regeneron-partners-with-japan-based-fujifilm-to-bolster-us-manufacturing-capacity-via-3-billion-deal" target="_blank" rel="noreferrer noopener">FUJIFILM Diosynth Biotechnologies</a>.</li>
<li>Novartis AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) unveiled a $23 billion investment plan to expand in the U.S. <a href="https://www.benzinga.com/general/biotech/25/04/44761201/novartis-commits-23-billion-to-expand-us-manufacturing-over-five-years-despite-tariffs-uncertaint" target="_blank" rel="noreferrer noopener">over the next five years</a>.</li>
<li>Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>) plans to invest more than <a href="https://www.benzinga.com/markets/equities/25/03/44433978/johnson-johnson-to-invest-55-billion-in-us-to-boost-manufacturing-drug-discovery" target="_blank" rel="noreferrer noopener">$55 billion in the U.S. over the next four years</a>.</li>
<li>Roche Holdings AG&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>)&nbsp;announced that it will invest $50 billion in the U.S. over&nbsp;<a href="https://www.benzinga.com/topic/pharmaceuticals" target="_blank" rel="noreferrer noopener">the next five years.</a></li>
<li>Bristol-Myers Squibb &amp; Co.'s&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>)&nbsp;Christopher Boerner, chair and chief executive officer,&nbsp;<a href="https://www.statnews.com/2025/05/05/bristol-myers-squibb-pharmaceutical-policy-us-trump-administration-innovation-tariffs/?tblci=GiCUX7wvU_AgmIIiQduNYr6JQuJQLy6SZJGvpyeZuCzyqiCN1VcoxvTN4f7-y-PqATDviEo" target="_blank" rel="noreferrer noopener">shared</a>&nbsp;plans to invest $40 billion in U.S. R&amp;D, technology, and manufacturing over the next five years in an op-ed published by Statnews.</li>
</ul>
Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) is one pharma company that did not highlight investments in new manufacturing plants. The company noted that they already have significant capacity and flexibility to manufacture <a href="https://www.benzinga.com/general/biotech/25/04/45118145/pfizer-ceo-albert-bourla-emphasizes-national-security-in-us-drug-manufacturing" target="_blank" rel="noreferrer noopener">products in the U.S</a>.
Price Action: Sanofi stock is down 1.53% at $49.20 at the last check on Wednesday.
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Sanofi To Navigate Tariff Impact With $20 Billion In Spending Through 2030

On May 11, 2025, Incyte Corporation (the "Company") and Novartis Pharma AG ("Novartis") entered into a settlement agreement (the "Settlement Agreement") with respect to litigation initiated by Novartis and relating to the duration of royalty payments owed by the Company to Novartis under the Collaboration and License Agreement dated November 24, 2009, as amended, between the Company and Novartis. As of March 31, 2025, the Company had approximately $537.1 million of accrued royalties relating to the dispute with Novartis included in accrued and other current liabilities on the Company's condensed consolidated balance sheet. Under the Settlement Agreement, the Company has agreed to pay to Novartis $280.0 million as the settlement of disputed royalties on net sales of JAKAFI in the United States through December 31, 2024, and the parties agreed to reduce by 50% the royalty rate payable by the Company on future net sales of JAKAFI in the United States beginning January 1, 2025 for a period defined in the Settlement Agreement. The reduced royalty payable for the quarter ended March 31, 2025, is approximately $14.9 million. The difference of $242.2 million between the total accrued royalties and the total amount to be paid by the Company to Novartis as disclosed above will be recorded in the Company's condensed consolidated statement of operations for the quarter ending June 30, 2025.

Contracts

Legal

INCY

Incyte And Novartis Settle Royalty Dispute With $280M Payment And 50% Reduction In Future JAKAFI U.S. Royalties, Resolving Litigation Over 2009 Collaboration Agreement And Releasing $242.2M In Accrued Liabilities

Protagonist Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTGX#NASDAQ">PTGX</a>), in collaboration with Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>), released new clinical data from the Phase 3 ICONIC-TOTAL&nbsp;study investigating icotrokinra for <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">scalp and genital psoriasis</a>.
Key findings from the high-impact skin sites cohort:
<ul class="wp-block-list">
<li>At week 16, 57% of patients treated with once daily icotrokinra achieved the study&#8217;s primary endpoint with an Investigator&#8217;s Global Assessment (IGA)&nbsp;b&nbsp;score of 0/1 (clear or almost clear skin) and a ≥2-grade improvement from baseline at Week 16 compared to 6% of <a href="https://www.benzinga.com/pressreleases/25/05/ac45315482/protagonist-announces-icotrokinra-phase-3-data-on-difficult-to-treat-scalp-and-genital-psoriasis-" target="_blank" rel="noreferrer noopener">patients receiving placebo</a>.</li>
<li>66% of patients with scalp psoriasis achieved a scalp-specific Investigator&#8217;s Global Assessment (ss-IGA)&nbsp;c&nbsp;score of 0/1 compared to 11% receiving placebo at 16 weeks.</li>
<li>77% of patients with genital psoriasis achieved a static Physician&#8217;s Global Assessment of Genitalia (sPGA-G)&nbsp;d&nbsp;score of 0/1 at 16 weeks, compared to 21% receiving placebo.</li>
<li>In the smaller subset of patients with hand/foot psoriasis, patients showed a numerically higher rate of skin clearance at Week 16, with 42% achieving a hand and/or foot Physician&#8217;s Global Assessment (hf-PGA)&nbsp;e&nbsp;score of 0/1 compared to 26% receiving placebo.</li>
</ul>
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44737545/johnson-johnson-protagonist-partnered-investigational-psoriasis-oral-pill-shows-75-of-adolescents-achieved-completely-clear-skin" rel="noreferrer noopener">Johnson &amp; Johnson, Protagonist Tout Positive Results For Psoriasis Oral Pill Study</a>
In March, the companies announced topline results from ANTHEM-UC Phase 2b study of icotrokinra (JNJ-2113) in adults with moderately to severely active&nbsp;<a target="_blank" href="https://www.benzinga.com/general/biotech/25/03/44220449/why-is-protagonist-therapeutics-stock-trading-higher-on-monday" rel="noreferrer noopener">ulcerative colitis (UC)</a>.
The study met its primary endpoint of clinical response&nbsp;in all icotrokinra dose groups evaluated.
Additionally, the study demonstrated clinically meaningful differences versus placebo in key secondary endpoints of clinical remission, symptomatic remission and endoscopic&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/ac44217207/protagonist-reports-positive-top-line-results-from-phase-2b-study-of-icotrokinra-showing-potentia" rel="noreferrer noopener">improvement at Week 12</a>.
The company also shared preclinical characterization of PN-881, the first-in-class oral peptide antagonist blocking the three dimeric forms of IL-17 (AA, AF and FF), at the Society for Investigative Dermatology (SID) Annual Meeting.
PN-881 represents Protagonist&#8217;s next generation of oral peptides for psoriasis. Key takeaways:
<ul class="wp-block-list">
<li>Exhibited nanomolar to picomolar in vitro potency comparable to UCB SA (OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJY#OTC">UCBJY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJF#OTC">UCBJF</a>) Bimzelx (bimekizumab) and superior (70-fold) to Novartis AG&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) Consentyx secukinumab.</li>
<li>Showed metabolic stability in several matrices across several species, making it a suitable candidate for oral delivery.</li>
<li>Demonstrated PD-based target engagement in a mouse IL-17 challenge model after oral dosing.</li>
<li>Demonstrated dose-dependent efficacy with significant reduction in skin thickness in a 5-day rat IL-23 induced skin inflammation model after oral dosing.</li>
</ul>
Price Action: PTGX stock is up 1.87% at $44.74 at the last check on Friday.
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PTGX

Protagonist/Johnson & Johnson Partnered Drug Shows Significant Skin Clearance In Pivotal Psoriasis Study

The U.S. Food and Drug Administration (FDA) announced its intent to expand the use of unannounced inspections at foreign manufacturing facilities that produce foods, essential medicines, and other medical products intended for <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">American consumers and patients</a>.
This change builds upon the agency&#8217;s Office of Inspection and Investigations&#8217; Foreign Unannounced Inspection Pilot program in India and China and aims to ensure that foreign companies will receive the same level of regulatory oversight and scrutiny as domestic companies.&nbsp;
&#8220;For too long, foreign companies have enjoyed a double standard—given advanced notice before facility inspections, while American manufacturers are held to rigorous standards with no such warning,&#8221; said FDA Commissioner Martin Makary. &nbsp;
On Tuesday, the FDA <a target="_blank" href="https://www.fda.gov/news-events/press-announcements/fda-announces-expanded-use-unannounced-inspections-foreign-manufacturing-facilities?utm_medium=email&amp;utm_source=govdelivery" rel="noreferrer noopener">said</a> it plans to review and improve its foreign inspection program to ensure it meets the highest standards for oversight. Part of this effort includes making it clear that FDA inspectors should not accept travel-related perks like hotel stays or transportation from the companies they inspect.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/health-care/25/05/45225204/iqvia-beats-q1-earnings-expectations-despite-sector-uncertainty-company-navigating-market-conditions-effectively-says-ceo" rel="noreferrer noopener">IQVIA Beats Q1 Earnings Expectations Despite Sector Uncertainty, Company Navigating Market Conditions &#8216;Effectively&#8217; Says CEO</a>
The FDA conducts about 12,000 inspections annually in the U.S. and 3,000 in other countries. While U.S. companies often get surprise inspections, foreign companies usually receive advanced notice, giving them time to prepare and potentially hide problems.
Still, foreign inspections often reveal serious issues, more than twice as often as domestic ones.
In the U.S., inspections are usually unannounced unless specific programs require advance notice to ensure staff and records are available.
Even then, companies can&#8217;t pick the date or time. The FDA says foreign companies shouldn&#8217;t have that option either.
By shifting to more surprise inspections abroad, the FDA aims to better protect American consumers by catching dishonest practices, like falsifying records or hiding violations, before they cause harm.
The agency can take action against any company that tries to delay, block, or refuse an unannounced inspection.
The update follows President&nbsp;Donald Trump&#8217;s signed executive order on Monday to promote prescription drug manufacturing in the U.S., streamlining the path for companies to build new production sites as potential tariffs on <a target="_blank" href="https://www.benzinga.com/topic/tariffs" rel="noreferrer noopener">imported medicines loom</a>.
The order directs the FDA to reduce the amount of time it takes to approve manufacturing plants in the U.S. by eliminating unnecessary requirements, streamlining reviews, and working with domestic drugmakers to &#8220;provide early support before facilities come online,&#8221; <a target="_blank" href="https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-announces-actions-to-reduce-regulatory-barriers-to-domestic-pharmaceutical-manufacturing/" rel="noreferrer noopener">according</a> to&nbsp;a White House fact sheet.
It also directs the agency to raise inspection fees for foreign manufacturing plants, improve the enforcement of active-ingredient source reporting by overseas producers, and consider publicly listing facilities that don&#8217;t comply.
The White House <a target="_blank" href="https://www.whitehouse.gov/presidential-actions/2025/05/regulatory-relief-to-promote-domestic-production-of-critical-medicines/" rel="noreferrer noopener">estimates</a> that it can currently take five to ten years to build new pharmaceutical manufacturing capacity, which it calls &#8220;unacceptable from a national-security standpoint.&#8221;
<a target="_blank" href="https://www.benzinga.com/markets/25/02/43906811/trump-reportedly-warns-big-pharma-move-manufacturing-to-us-or-face-tariffs" rel="noreferrer noopener">Amid tariff uncertainty</a>, many companies have disclosed a wave of investments in recent months to boost production in the U.S.
<ul>
<li>Eli Lilly And Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) doubled <a href="https://www.benzinga.com/general/biotech/25/02/43982604/eli-lilly-doubles-capital-spending-on-us-drug-manufacturing-with-50-billion-target" target="_blank" rel="noreferrer noopener">domestic medicine production</a>.</li>
<li>Thermo Fisher Scientific Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) announced it would invest an additional $2 billion in the U.S. over <a href="https://www.benzinga.com/general/health-care/25/04/44995428/thermo-fisher-doubles-down-on-us-manufacturing-in-2b-expansion-plan" target="_blank" rel="noreferrer noopener">the next four years</a>.</li>
<li>Medtech firm Becton, Dickinson, and Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>) also announced its intention to invest $2.5 billion in U.S. manufacturing capacity <a href="https://www.benzinga.com/general/health-care/25/05/45140102/potential-tariff-bites-into-becton-dickinson-2025-profit-outlook-company-will-invest-2-5-billion-to-boost-us-manufacturing" target="_blank" rel="noreferrer noopener">over the next 5 years</a>.</li>
<li>Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) did not highlight investments in new manufacturing plants; it noted that they already have significant capacity and flexibility to manufacture <a href="https://www.benzinga.com/general/biotech/25/04/45118145/pfizer-ceo-albert-bourla-emphasizes-national-security-in-us-drug-manufacturing" target="_blank" rel="noreferrer noopener">their products in the U.S</a>.</li>
<li>Regeneron Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) seeks to nearly double its manufacturing capacity through a new agreement with <a href="https://www.benzinga.com/general/biotech/25/04/44931246/regeneron-partners-with-japan-based-fujifilm-to-bolster-us-manufacturing-capacity-via-3-billion-deal" target="_blank" rel="noreferrer noopener">FUJIFILM Diosynth Biotechnologies</a>.</li>
<li>Novartis AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) unveiled a sweeping $23 billion investment plan to expand its manufacturing and research infrastructure in the U.S. <a href="https://www.benzinga.com/general/biotech/25/04/44761201/novartis-commits-23-billion-to-expand-us-manufacturing-over-five-years-despite-tariffs-uncertaint" target="_blank" rel="noreferrer noopener">over the next five years</a>.</li>
<li>Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>) announced its plans to invest more than <a href="https://www.benzinga.com/markets/equities/25/03/44433978/johnson-johnson-to-invest-55-billion-in-us-to-boost-manufacturing-drug-discovery" target="_blank" rel="noreferrer noopener">$55 billion in the U.S. over the next four years</a>.</li>
<li>Roche Holdings AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>) announced that it will invest $50 billion in the U.S. over <a href="https://www.benzinga.com/topic/pharmaceuticals" target="_blank" rel="noreferrer noopener">the next five years.</a></li>
<li>Most recently, Bristol-Myers Squibb &amp; Co.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) Christopher Boerner, chair and chief executive officer, <a href="https://www.statnews.com/2025/05/05/bristol-myers-squibb-pharmaceutical-policy-us-trump-administration-innovation-tariffs/" target="_blank" rel="noreferrer noopener">shared</a> plans to invest $40 billion in U.S. R&amp;D, technology, and manufacturing over the next five years in an op-ed published by Stat this week.</li>
</ul>
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Regulations

FDA Expands Surprise Inspections At Foreign Drug And Food Facilities, Targets Double Standards In Overseas Manufacturing Oversight

BioNTech SE&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BNTX#NASDAQ">BNTX</a>)&nbsp;on Monday reported a first-quarter per-share loss of $1.82 (1.73 euros), up from 1.31 euros reported a year ago compared to beating <a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">the consensus of $2.02</a>.
The COVID-19 vaccine maker reported sales of $192.23 million (182 million euros), compared to 187 million euros, beating&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/g45190192/biontech-announces-first-quarter-2025-financial-results-and-corporate-update" rel="noreferrer noopener">the consensus of $177.40 million</a>.
Revenues during the first quarter of 2025 were mainly driven by revenues derived from BioNTech&#8217;s COVID-19 vaccine collaboration.
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&#8220;Our revenues for the first quarter reflect the seasonal demand for COVID-19 vaccines and are in line with our expectations,&#8221;&nbsp;said Jens Holstein, CFO of BioNTech. &#8220;BioNTech&#8217;s robust financial position empowers us to pursue our strategic goal of evolving into a leading biotech company with multiple oncology products by 2030.&#8221;
Cost of sales was 83.8&nbsp;million euros compared to 59.1&nbsp;million&nbsp;a year ago, mainly due to a positive impact of an inventory revaluation in the first quarter of 2024.
Research and development expenses were 525.6&nbsp;million euros compared to 507.5&nbsp;million euros a year ago. The increase was mainly driven by progressing late-stage clinical studies for candidates in BioNTech&#8217;s ADC and antibody portfolio.
Cash and cash equivalents plus security investments&nbsp;as of March&nbsp;31, 2025, reached 15.85 billion euros.
<h2 class="wp-block-heading">CFO Appointment</h2>
BioNTech appointed Ramón Zapata-Gomez to the Management Board on Monday as Chief Financial Officer, effective July 1, 2025. He will join BioNTech from Novartis AG&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) global biomedical research organization, where he has been serving as CFO since 2022. Ramón Zapata will succeed Jens Holstein, who, as previously planned and announced, will retire at the end of his term <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/g45189869/biontech-announces-appointment-of-ram-n-zapata-to-management-board-as-chief-financial-officer" rel="noreferrer noopener">on June 30, 2025</a>.
<h2 class="wp-block-heading">Guidance For 2025</h2>
BioNTech <a target="_blank" href="https://www.benzinga.com/general/biotech/25/03/44220746/pfizers-covid-19-shot-partner-biontech-reports-q4-profit-but-2025-guidance-falls-short-on-expectations" rel="noreferrer noopener">reaffirmed its fiscal year 2025</a> guidance of 1.7 billion-2.2 billion euros compared to the consensus of 2.08 billion euros and revenue phasing similar to 2024, primarily concentrated in the last three to four months, driving the full-year revenue figure. The revenue guidance assumes:
<ul>
<li>Relatively stable vaccination rates, pricing levels, and market share compared to 2024.</li>
<li>Estimated inventory write-downs and other charges by BioNTech&#8217;s collaboration partner Pfizer Inc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) that negatively influence BioNTech&#8217;s revenues.</li>
<li>Anticipated revenues from a pandemic preparedness contract with the German government.</li>
<li>Anticipated revenues from the BioNTech Group service businesses.</li>
<li>Potential changes to the law or governmental policy, including tariffs, public health policy, and evolving public sentiment worldwide, could further negatively impact our anticipated revenues and expenses.</li>
</ul>
BioNTech expects to focus investments on R&amp;D and scaling the business for late-stage development and commercial readiness in oncology while remaining cost-disciplined.
As part of BioNTech&#8217;s strategy, the Company may continue to evaluate appropriate corporate development opportunities to drive sustainable long-term growth and create future value.
Price Action: BNTX stock is down 3.65% at $101.11 at the last check Monday.
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Photo Marcus Krauss via Shutterstock

Earnings

Guidance

Management

BNTX

BioNTech Appoints Novartis Executive As Finance Chief, Reaffirms 2025 Outlook Focusing on Oncology Expansion

Humana Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>) on Wednesday posted a first-quarter adjusted EPS of $11.58, up from $7.23 a year ago,&nbsp;beating the <a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">consensus of $10.07</a>.
Humana sales increased from $29.6 billion to $32.11 billion, slightly missing the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b45093637/humana-reports-first-quarter-2025-financial-results-affirms-full-year-2025-adjusted-financial-guid" rel="noreferrer noopener">consensus of $32.22 billion</a>.
The revenue was driven by higher per-member Medicare and state-based contract premiums. The Medicare increase was primarily driven by an increased direct subsidy due to the Inflation Reduction Act (IRA) and membership growth in the company&#8217;s stand-alone PDP and state-based contracts businesses.
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Humana&nbsp;ended the first quarter with 14.84 million in total medical membership, down from 16.35 million in December 2024 and 16.17 million in March 2024. Individual Medicare Advantage membership&nbsp;<a target="_blank" href="https://humana.gcs-web.com/static-files/ef339ddf-83f9-4333-8f2d-4f97fe1e4bcb" rel="noreferrer noopener">reached</a> 5.22 million, down from 5.55 million a year ago.
1Q25 Insurance segment benefit ratio of 87.4% aligns with the previously disclosed expectation of approximately 87.5%.
In its prepared remarks, the company <a target="_blank" href="https://humana.gcs-web.com/static-files/04e1ec5b-ef37-44fc-bf21-0b5d2d6ac304" rel="noreferrer noopener">said</a>, &#8220;We are pleased with a solid start to 2025. Our first quarter Insurance segment benefit ratio of 87.4% reflects medical cost trends that developed in line with our expectations.&#8221;
The company states, &#8220;We remain committed to achieving an individual Medicare Advantage (MA) pretax margin of &#8216;at least 3%&#8217; over time and remain confident in our expectation that our 2025 MA pricing will drive the intended underlying margin improvement.&#8221;
Guidance: Humana expects 2025 GAAP sales of $126 billion-$128 billion versus the <a target="_blank" href="https://www.benzinga.com/25/02/43621782/insurance-giant-humanas-q4-earnings-at-par-with-estimates-2025-profit-outlook-falls-below-street-view" rel="noreferrer noopener">consensus of $126.21 billion</a>.
Sales guidance includes insurance segment sales of $121 billion—$123 billion and center-well segment sales of $20.5 billion—$21.5 billion.
The company said CenterWell Pharmacy was selected as the fulfillment pharmacy for NovoCare Pharmacy, operated by Novo Nordisk A/S&#8217; (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) weight loss medication for cash-pay customers.
The insurer expects an annual membership decline of approximately 550,000 for individual Medicare Advantage, including the company&#8217;s decision to exit certain unprofitable plans and counties. Group Medicare Advantage will remain relatively flat, and Medicare stand-alone PDP growth will be approximately 200,000.
Humana reaffirms the 2025 adjusted EPS outlook of $16.25 versus the consensus of $16.35.
For 2025, Humana expects its insurance segment&#8217;s benefit ratio guidance of approximately 90.1-90.5%.
The company added, &#8220;Looking ahead, the 2026 final MA rate notice better reflects the medical cost trend environment and should enable greater stability within the industry as it serves the 34 million seniors who rely on the MA program.&#8221;
Price Action: HUM stock is down 0.80% at $257.28 at the last check on Wednesday.
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Humana Does Not Alter 2025 Outlook Despite Sales Miss And Medicare Membership Decline

Novartis AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) agreed to acquire Regulus Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGLS#NASDAQ">RGLS</a>) on Wednesday for an initial payment of $7.00 per share in <a href="https://www.benzinga.com/general/health-care" target="_blank" rel="noreferrer noopener">cash or $0.8 billion</a>.
The upfront cash portion of the consideration represents a premium of 274% to Regulus&#8217; 60-day volume-weighted average stock price and 108% to Regulus&#8217; closing <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/n45095629/regulus-therapeutics-enters-into-agreement-to-be-acquired-by-novartis-ag" rel="noreferrer noopener">price on&nbsp;April 29, 2025</a>.
Regulus is a clinical-stage biopharmaceutical company developing microRNA therapeutics for severe renal disease and autosomal dominant polycystic kidney disease (ADPKD).
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The lead asset for ADPKD, farabursen, is a novel, next-generation oligonucleotide targeting miR-17 that recently completed a Phase 1b multiple-ascending dose clinical trial.
In addition, Regulus shareholders will receive a contingent value right (CVR) providing for payment of&nbsp;$7.00&nbsp;per share, contingent upon the achievement of a milestone regarding the regulatory approval of Regulus&#8217; lead product candidate, farabursen.
If the milestone is achieved, total consideration, including the CVR, would be approximately&nbsp;$1.7 billion.
The transaction is expected to close in the second half of 2025. Regulus will continue to operate as a separate and independent company.
In March, Regulus Therapeutics released topline results from all patients in the fourth cohort in its Phase&nbsp;1b&nbsp;MAD study of farabursen <a target="_blank" href="https://www.benzinga.com/general/biotech/25/03/44519887/regulus-therapeutics-stock-shoots-higher-after-positive-results-from-investigational-drug-for-rare-type-of-kidney-disease" rel="noreferrer noopener">(RGLS8429) for ADPKD</a>.
Cohort 4 data highlights:
<ul>
<li>Increases in urinary PC1 and PC2 levels were similar to cohort 3 and reached a similar level of statistical significance compared to placebo (PC1 p=0.026; PC2 p=0.014).</li>
<li>The mean htTKV growth rate over 4 months was 0.05%, while placebo subjects in the trial experienced a mean growth rate of 2.58%.</li>
<li>Changes in htTKV were highly correlated with changes in renal cyst volume, suggesting farabursen directly impacts disease progression by limiting abnormal cyst growth.</li>
</ul>
Novartis strengthened its kidney disease portfolio after the U.S. Food and Drug Administration (FDA) granted accelerated approval for&nbsp;Vanrafia (atrasentan) to reduce proteinuria in adults with primary immunoglobulin A nephropathy (IgAN) at risk of&nbsp;<a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44631273/novartis-secures-third-fda-approval-for-its-kidney-disease-portfolio-in-one-year" rel="noreferrer noopener">rapid disease progression</a>.
This is Novartis' third U.S. approval for its kidney disease portfolio in the last year. Fabhalta&nbsp;was granted FDA approval in&nbsp;<a target="_blank" href="https://www.benzinga.com/general/biotech/25/03/44544720/fda-oks-novartis-prostate-cancer-treatment-triples-eligible-patient-pool" rel="noreferrer noopener">C3 glomerulopathy in&nbsp;March 2025</a>&nbsp;and accelerated approval in&nbsp;<a target="_blank" href="https://www.benzinga.com/general/biotech/24/08/40254535/fda-approves-expanded-use-of-novartis-rare-disease-drug-fabhalta-for-kidney-disease" rel="noreferrer noopener">IgAN in&nbsp;August 2024</a>.
Price Action: RGLS stock is up 132.9% at $7.85 during the premarket session at the last check Wednesday.
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Novartis To Buy US Kidney Drug Developer Regulus Therapeutics For Around $800 Million

Regulus Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGLS#NASDAQ">RGLS</a>), a biopharmaceutical company focused on the discovery and development of innovative medicines targeting microRNAs (the "Company" or "Regulus"), today announced that it has entered into an agreement and plan of merger with Novartis AG ("Novartis") and an indirectly wholly owned subsidiary of Novartis, pursuant to which Novartis will acquire Regulus for an initial payment of $7.00 per share in cash at closing, or $0.8 billion. The upfront cash portion of the consideration represents a premium of 274 percent to Regulus' 60-day volume-weighted average stock price and 108 percent to Regulus' closing price on April 29, 2025. In addition, Regulus shareholders will receive a contingent value right (CVR) providing for payment of $7.00 per share, contingent upon the achievement of a milestone with respect to regulatory approval of Regulus' lead product candidate, farabursen. Total consideration including the CVR, if the milestone is achieved, would be approximately $1.7 billion. The transaction has been unanimously approved by the Boards of Directors of both companies.
Completion of the transaction is expected in the second half of 2025, subject to the satisfaction or waiver of customary closing conditions, including the tender of shares representing at least a majority of the total number of Regulus' outstanding shares, and other customary closing conditions and regulatory clearance. Until that time, Regulus will continue to operate as a separate and independent company.
&nbsp;

Novartis To Buy Regulus Therapeutics For $7.00/Shr In Cash, With Potential To Receive Addl $7.00/Shr In Cash Through Contingent Value Right, For Total Equity Value Of Up To About $1.7B

Novartis AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) reported first-quarter 2025 adjusted earnings per share of $2.28, beating the <a href="https://www.benzinga.com/earnings">street view of $2.10</a>.
Quarterly sales of $13.23 billion marginally outpaced the analyst consensus estimate of $13.12 billion.
Quarterly net sales grew 12% (+15% at constant currency), with volume contributing 15 percentage points to growth.
Heart failure drug Entresto <a href="https://www.novartis.com/sites/novartis_com/files/q1-2025-media-release-en.pdf" target="_blank" rel="noreferrer noopener">sales</a> grew 22% at constant currency to $2.26 billion, driven by demand-led growth in China and Japan, with increased penetration in hypertension.
Cosentyx&nbsp;sales jumped 18% at constant currency to $1.53 billion in the quarter. Sales grew mainly in the US, emerging growth markets, and Europe, driven by recent launches and volume growth in core indications.
Sales of the multiple sclerosis drug&nbsp;Kesimpta&nbsp;reached $899 million, up 43% at constant currency. Novartis said sales grew mainly in the US, emerging growth markets, and Europe, driven by recent launches and volume growth in core indications.
Kisqali sales increased 56% cc to $956 million, including +87% growth in the U.S., with strong momentum from the recently launched early breast cancer indication and continued share gains in metastatic breast cancer.
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Core operating income was $5.6 billion, up 23% (+27% at constant currency), mainly driven by higher net sales.
Outlook: For fiscal year 2025, Novartis expects Net sales to grow in the high single digits compared to the mid-to-high single digits <a target="_blank" href="https://www.benzinga.com/general/health-care/25/01/43380284/novartis-q4-earnings-beat-estimates-ceo-dismisses-entresto-patent-expiration-worries" rel="noreferrer noopener">expected earlier</a>.
2025 core operating income is expected to grow in the low double digits, compared to the high single to low double digits forecasted earlier.
"We assume&nbsp;Tasigna,&nbsp;Promacta, and&nbsp;Entresto&nbsp;US generic entry mid-2025 for forecasting purposes," Novartis said in the release.
Reuters cited CEO Vas Narasimhan, who said the company had historically expanded capacity in Europe and other regions to serve the U.S.
&#8220;We now want to ensure that 100% of the demand of our key products in the U.S. is produced in the U.S.,&#8221; Reuters noted, citing Narasimhan in a media call, declining to provide details on volumes.
"Even in this I think complex geopolitical environment, we feel confident we can deliver now this upgraded guidance," Narasimhan <a target="_blank" href="https://www.cnbc.com/2025/04/29/novartis-earning-q1-2025.html" rel="noreferrer noopener">told</a> CNBC's Squawk Box Europe.
Price Action: Novartis stock is up 0.51% at $113.20 at the last check Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/45066980/spotify-grows-subscribers-and-revenue-but-profit-miss-sends-stock-sliding" target="_blank" rel="noreferrer noopener">Spotify Adds 3 Million Subscribers But Profit Miss Sends Stock Sliding</a></li>
</ul>
Image: Shutterstock

Novartis Q1 Earnings Beat Street View, CEO 'Confident' In Delivering Upgraded Guidance

U.S. stock futures rose Tuesday morning as investors looked ahead to upcoming earnings reports and awaited greater market clarity throughout the week.
Things haven&#8217;t moved all that much on the trade and tariffs front, with Treasury Secretary Scott Bessent merely stating on Monday that <a href="https://www.benzinga.com/25/04/45038824/treasury-secretary-scott-bessent-says-its-up-to-china-to-de-escalate-trade-tensions-india-to-be-the-first-trade-deal-to-be-signed">it was up to China</a> to &#8220;de-escalate&#8221; trade tensions. Bessent also hinted at a potential trade deal with India, saying that &#8220;it would be one of the first deals we would sign,&#8221; which investors will be watching closely.
This is set to be a packed earnings week for Wall Street, with four of the &#8220;Mag 7&#8243;— Microsoft&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>),&nbsp;Meta&nbsp;Platforms&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>),&nbsp;Apple&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>),&nbsp;and Amazon&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), set to release their quarterly results over the next couple of days.
On Tuesday, investors will be closely watching the results of several heavy-hitters, such as Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), Coca-Cola Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>), Novartis AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), AstraZeneca PLC (NASDAQ:&nbsp;AZN), and Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>).
U.S. 10-Year Treasuries are at 4.23%, while the 2-Year Treasuries are at 3.70%. The CME Group's FedWatch&nbsp;<a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a>&nbsp;shows the markets pricing a 91.1% likelihood of interest rates remaining unchanged during the FOMC meeting, the first week of May, marking a decline from Friday last week, at 95.3%, and Monday at 93.1%
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td class="has-text-align-center" data-align="center">Futures</td>
<td class="has-text-align-center" data-align="center">Change (+/-)</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Dow Jones</td>
<td class="has-text-align-center" data-align="center">0.28%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">S&amp;P 500</td>
<td class="has-text-align-center" data-align="center">0.20%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Nasdaq 100</td>
<td class="has-text-align-center" data-align="center">0.21%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Russell 2000</td>
<td class="has-text-align-center" data-align="center">0.19%</td>
</tr>
</tbody>
</table>
</figure>
The&nbsp;SPDR S&amp;P 500 Trust ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) was up 0.04% on Monday, while the Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which tracks the Nasdaq-100 Index was down 0.03%, according to <a href="https://pro.benzinga.com/dashboard?_gl=1&#x2A;138z7gr&#x2A;_gcl_au&#x2A;MjA5Njc0MjY1My4xNzQwODM2NTUw&#x2A;_ga&#x2A;R1MxLjEuMTc0NDY0ODA3Mi4yLjAuMTc0NDY0ODA3NS4wLjAuMA..&#x2A;_ga_V7ZK73W7N0&#x2A;MTc0NTgyOTMzMy4xLjEuMTc0NTgyOTYyMy4wLjAuMA..">Benzinga Pro</a> data. 
Cues From Last Session:
Almost all S&amp;P 500 sectors closed in the green on Monday, barring consumer staples and technology. While the index was up just 0.06%, it marked its fifth-straight winning day. There was no economic data released during the day, just a few earnings releases, which were mixed.
Waste Management Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WM#NYSE">WM</a>), Domino's Pizza Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DPZ#NASDAQ">DPZ</a>), and NXP Semiconductors N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) were few of the companies that reported Monday, with most of them being a mixed bag, with hits and misses across consensus estimates.
See Also: <a href="https://www.benzinga.com/25/04/45057906/palantirs-defense-moat-ex-employee-reveals-how-pltr-could-dominate-ai-defenseamid-pricing-puzzles-and-competitive-pressures" target="_blank" rel="noreferrer noopener">Fortress Palantir: Former Insider Explains How PLTR Could Conquer The AI-Defense Battlefield Despite Pricing Puzzles And Competition</a>
As of Monday, the Nasdaq 100 is down 12.6% from its high of 22,222.61 points, the S&amp;P 500 is down 10% from 6147.43 points, and the Dow Jones Industrial Average is down 10.75% from 45,073.63 points.
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td class="has-text-align-center" data-align="center">Index</td>
<td class="has-text-align-center" data-align="center">Performance (+/-)</td>
<td class="has-text-align-center" data-align="center">Value</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Nasdaq Composite</td>
<td class="has-text-align-center" data-align="center">-0.09%</td>
<td class="has-text-align-center" data-align="center">17,366.13</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">S&amp;P 500</td>
<td class="has-text-align-center" data-align="center">0.06%</td>
<td class="has-text-align-center" data-align="center">5,528.75</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Dow Jones</td>
<td class="has-text-align-center" data-align="center">0.28%</td>
<td class="has-text-align-center" data-align="center">40,227.59</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Russell 2000</td>
<td class="has-text-align-center" data-align="center">0.41%</td>
<td class="has-text-align-center" data-align="center">1,965.55</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
According to analysts at Charles Schwab (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHW#NYSE">SCHW</a>), the <a href="https://www.schwab.com/learn/story/weekly-traders-outlook">outlook for the week</a> is being described as &#8220;Volatile,&#8221; given the several mega-cap earnings that are scheduled to be released this week, alongside volatility-inducing economic data, such as the Monthly Jobs Report, Jobless Claims, and more.
Trader and mentor at UIFCA, Eric Daniel, has posted on X that the markets are approaching the perfect volatility storm, in part due to the reasons stated above, alongside the Federal Reserve FOMC meeting on the 6th and 7th of May. 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Market approaching the perfect volatility storm: Fed meeting Big tech earnings Jobs report Friday Pre-market action suggests caution. My approach: Reduced position sizes, defined risk strategies, patience for premium opportunities. Discipline &gt; Prediction this week.
&mdash; Eric Daniel (@EricDaniel_NYC) <a href="https://twitter.com/EricDaniel_NYC/status/1916692599714304068?ref_src=twsrc%5Etfw">April 28, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Upcoming Economic Data:
Here&#8217;s what investors will be monitoring on Tuesday,
<ul>
<li>The Advanced U.S. trade balance in goods, Advanced retail inventories, and the Advanced wholesale inventories for March will be out by 8:30 AM ET. </li>
<li>The S&amp;P Case-Shiller home price index (20 cities) for February will be out by 9 AM ET. </li>
<li>The Consumer Confidence Report for April and the Job Openings Report for March will be out by 10 AM ET.</li>
</ul>
Stocks In Focus:
<ul>
<li>Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) shares are up 0.41% in pre-market trade, with the company set to release its earnings after markets close on Tuesday. Analyst consensus estimates stand at $9.5 billion in revenue, and $2.68 per share earnings. </li>
<li>Coca-Cola Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) is down 0.06% in pre-market trade, as investors wait for the company&#8217;s first quarter results, scheduled to be released before the opening bell. Analysts expect the company to post $0.72 per share in earnings, from $11.2 billion in revenue. </li>
<li>AstraZeneca PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NYSE">AZN</a>) is down 2.57% in pre-market trade. The company just released its earnings, with a miss on top-line estimates, but a beat at the bottom. </li>
<li>Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) is up 0.13% in pre-market trade, with the company set to announce its quarter results before markets open. Analysts expect $0.68 per share in earnings, from $14.1 billion in revenue. </li>
<li>Honeywell International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>) is scheduled to release its quarterly results before markets open, with analysts expecting $2.21 earnings, on $9.6 billion in revenue. The stock is up 0.63% in pre-market trade.</li>
</ul>
Commodities, Gold And Global Equity Markets:
Crude oil futures continue to decline, down 1.10% during the early New York session, trading at $61.37 per barrel. Gold Spot U.S. Dollar is down 0.66%, trading at $3,313 per ounce, down from record high levels of $3.400 per ounce this time last week.
The U.S. Dollar Index (DXY) is up 0.26%, trading at 99.26 against a basket of other currencies.
Asian markets are up on Tuesday, with the Nikkei, Kospi, and the Nifty 50, all in the green, barring the Chinese benchmarks that continue to decline. Australia&#8217;s ASX 200 is up, while New Zealand&#8217;s NZX 50 is down during the day.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/media/25/04/45058018/trumps-145-china-tariffs-spark-seller-backlash-as-amazon-prime-day-2025-faces-pullouts-and-discount-cuts-report" target="_blank" rel="noreferrer noopener">Trump's 145% China Tariffs Spark Seller Backlash As Amazon Prime Day 2025 Faces Pullouts And Discount Cuts: Report</a></li>
</ul>
Photo courtesy: Frontpage / Shutterstock.com

Economics

AAPL

AMZN

MSFT

NXPI

SCHW

WELL

US Stock Futures Edge Higher Tuesday: Expert Warns Of 'Perfect Volatility Storm' With Major Earnings And Economic Data Due This Week

Press Releases

Promising Data for Treating Gastrointestinal Cancer Leading to Hopeful Advancements for Pancreatic & Anal Cancers

GeminiBio Appoints Mike Stella to Board

Novartis data presentations at AAAAI and AAD underscore commitment to advancing treatment of hidradenitis suppurativa (HS) and chronic spontaneous urticaria (CSU)

Novartis receives third FDA approval for oral Fabhalta® (iptacopan) - the first and only treatment approved in C3 glomerulopathy (C3G)

The Radoff-JEC Group Nominates Three Highly Qualified Candidates for Election to the Atea Pharmaceuticals Board of Directors

Global Radiotherapy Market Expected to Reach $9.62 Billion By 2030 Realizing Growth Due to Technological Advancements

Novartis receives FDA accelerated approval for Vanrafia® (atrasentan), the first and only selective endothelin A receptor antagonist for proteinuria reduction in primary IgA nephropathy (IgAN)

Barbara Weber, M.D., Elected to ITM Supervisory Board

Global Billion Dollar Oncology Industry Experiencing Substantial Growth Driven by Increasing Cancer Incidences

NYSE Content Advisory: Pre-Market update + Wall Street reopens after Juneteenth

ARVN

ATNM

AVIR

CARM

COYA

MEIP

ONCY

RIBT

RLAY

RVMD

SYBX

TNGX

TSX:ONC

TSX:PHO

Amneal Pharmaceuticals, Inc. - Class A Common Stock

Amneal Pharmaceuticals

Axsome Therapeutics

AstraZeneca PLC - American Depositary Shares

AstraZeneca

Bristol-Myers Squibb Company Common Stock

Bristol-Myers Squibb

Corcept Therapeutics Incorporated - Common Stock

Corcept Therapeutics

Elanco Animal Health Incorporated Common Stock

Elanco Animal Health

GSK plc American Depositary Shares (Each representing two Ordinary Shares)

HUTCHMED (China) Limited - American Depositary Shares

HUTCHMED (China)

Haleon plc American Depositary Shares (Each representing two Ordinary Shares)

Haleon

Jazz Pharmaceuticals plc - Ordinary Shares

Jazz Pharmaceuticals

Johnson & Johnson

Eli Lilly

Merck & Co

Novo Nordisk

Organon

Prestige Consumer Healthcare Inc. Common Stock

Prestige Consumer

Pfizer

Dr. Reddy's Laboratories Ltd Common Stock

Dr Reddy's Laboratories

Royalty Pharma plc - Class A Ordinary Shares

Royalty Pharma

Sanofi

Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock)

Takeda Pharmaceutical Co

Teva Pharmaceutical Industries Limited American Depositary Shares

Teva Pharmaceutical Indus

Verona Pharma plc - American Depositary Shares

Verona Pharma

Viatris

Zoetis

BMO Capital

B of A Securities

Goldman Sachs

Morgan Stanley

화요일(29일) 아침 미국 지수 선물이 소폭 상승세를 보이는 가운데, 오늘 투자자들이 주목할 만한 주식은 다음과 같다.
<ul>
<li>제너럴 모터스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>): 화요일 개장 전 실적을 발표할 예정이다. 주당순이익 2.66달러, 매출 432억 1천만 달러가 예상된다. 주가는 월요일 애프터마켓에서 0.3% 상승하여 47.39달러에 거래되었다.</li>
<li>코카콜라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>): 화요일 개장 전 실적을 발표할 예정이다. 주당순이익 72센트, 매출 111억 7천만 달러로 예상된다. 주가는 월요일 애프터마켓에서 0.1% 하락하여 71.70달러에 거래되었다.</li>
<li>산미나 코퍼레이션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SANM#NASDAQ">SANM</a>): 2분기 긍정적인 실적을 발표했지만, 3분기에 대한 저조한 전망을 제시했다. 회사는 3분기에 조정된 주당순이익을 1.35달러에서 1.45달러 사이로 전망했고, 시장 예상치인 1.53달러에 못 미칠 것으로 보인다고 밝혔다. 또한 현재 분기 매출은 19억 2,500만 달러에서 20억 2,500만 달러로 전망하며, 시장 예상치인 20억 6천만 달러에 미치지 못할 것으로 보인다. 주가는 월요일 애프터마켓에서 7.1% 하락하여 75.02달러에 거래되었다.</li>
</ul>
자세한 내용은 <a href="https://www.benzinga.com/premarket/">프리마켓 보도</a>를 확인하세요.
<ul>
<li>노바티스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>): 1분기 예상보다 좋은 실적을 발표하고 2025년 가이던스를 상향 조정했다. 주가는 월요일 애프터마켓에서 0.02% 상승하여 112.65달러에 거래되었다.</li>
<li>스타벅스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>): 화요일 폐장 후 실적을 발표할 예정이다. 주당순이익 48센트, 매출 88억 3천만 달러에 이를 것으로 예상된다. 주가는 월요일 애프터마켓에서 0.3% 상승하여 84.18달러에 거래되었다.</li>
</ul>
사진 출처: Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

월요일(21일) 밤 미국 지수 선물은 연준의 독립성에 대한 우려가 커지고 도널드 트럼프 대통령이 금리 인하를 하지 않은 제롬 파월 연준 의장을 <a href="https://benzinga.com/markets/equities/25/04/44902537/selling-on-threat-to-powell-dollar-stocks-and-bonds-fall-gold-and-yen-rise" target="_blank" rel="noopener">거듭 공격</a>하면서 미국 증시가 월요일을 하락세로 마감했음에도 불구하고 상승했다.
S&amp;P 500 선물은 0.47% 상승한 5,209포인트, 나스닥 선물은 0.51% 상승한 18,010포인트, 다우존스 선물은 0.45% 상승한 38,500포인트를 기록하고 있다. 이러한 상승세는 월요일 오전 정규장 동안의 급격한 매도세 이후 나온 것이다.
일본의 벤치마크 지수인 닛케이 225 지수는 또다시 불안한 출발을 보였다. 닛케이 225는 0.50% 하락 출발 이후 회복세를 보이다가 다시 하락세로 돌아서 현재 109포인트(0.32%) 하락한 상태로 거래되고 있다.
<a href="https://tradingeconomics.com/japan/stock-market" target="_blank" rel="noopener">트레이딩이코노믹스 데이터</a>에 따르면 이는 월요일 미국 달러 대비 7개월 만에 최고치를 기록한 엔화 강세가 일본의 수출 의존도가 높은 산업에 부담을 주고 있기 때문으로 분석된다.
미국 달러 지수(DXY)는 월요일에 3년 만에 최저치인 97.923을 기록했는데, 이는 2022년 이후 최저치다. 그러나 장 후반에 회복세를 보이며 현재 98선을 회복했으며 현재 0.16% 상승한 98.47에 거래되고 있다.
투자자들은 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), SAP(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>), 노바티스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), 버라이즌 커뮤니케이션스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>), 록히드 마틴(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) 등오늘 실적 발표를 예정하고 있는 여러 대형주에 주목하고 있다.
사진 제공: tadamichi on Shutterstock.com
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

트럼프의 파월 비판으로 美 증시 하락 후 S&P 500 및 나스닥 선물 상승···日 증시는 엔화 강세 속 불안한 출발

도널드 트럼프 대통령은 화요일(8일) <a href="https://www.benzinga.com/topic/tariffs" target="_blank" rel="noopener">외국 의약품</a>에 대한 "주요 관세" 계획을 공개했다.
트럼프 대통령은 <a href="https://www.benzinga.com/25/04/44708204/trump-hints-at-major-tariff-on-imported-pharmaceuticals-us-pharma-stocks-tumble-in-wednesday-pre-market" target="_blank" rel="noopener">전국공화당의회위원회(NRCC) 만찬</a>에서 이렇게 말했다. "우리는 곧 의약품에 대한 주요 관세를 발표할 것이다&#8230;관세 소식을 들으면 회사들은 중국을 떠날 것이다&#8230;대부분 제품이 미국에서 판매되기 때문이다.&#8221;
또한 트럼프는 에어포스원 기내에서 기자들에게 "제약" 관세가 "이전에는 실제로 보지 못했던 수준"에 도달할 것이라며 "가까운 장래에 발표될 것"이라고 말했다고 <a href="https://www.bbc.com/news/articles/cedyylj1v32o" target="_blank" rel="noopener">BBC는 덧붙였다.</a>
트럼프 대통령은 지난주 관세를 발표하면서 의약품을 새로운 관세 대상에서 제외했는데, 이는 <a href="https://www.benzinga.com/general/biotech/25/04/44652075/us-tariffs-spare-drugmakers-but-threaten-diabetes-device-industry" target="_blank" rel="noopener">의약품 수입</a>에 25% 관세를 부과하겠다는 이전 발언 이후 압박을 받던 업계에 안도감을 안겨준 것으로 보인다.
수요일(9일) 트럼프 대통령은 깜짝 발표를 통해 <a href="https://www.benzinga.com/topic/tariffs" target="_blank" rel="noopener">미국의 무역 조치</a>에 보복하지 않은 국가에 대해 90일 동안 관세를 유예한다고 발표했다. 이 소식은 광범위한 리스크온 랠리에 불을 붙였고, 주요 지수는 수개월 만에 최고치를 기록하고 변동성이 급락했다.
트럼프는 최근 트루스 소셜에 올린 글에서 중국이 "존중이 부족하다"고 비난하며 중국산 제품에 대한 즉각적인 125% 관세 인상을 선언했다.
그는 "가까운 시일 내에 중국이 미국과 다른 국가를 상대로 폭리를 취하는 것이 더 이상 지속 가능하지도, 용납될 수도 없다는 것을 깨닫게 되기를 바란다"고 말했다. 그리고 "나의 강력한 제안에도 불구하고 어떤 방식, 형태, 형태로든 보복을 하지 않은" 75개 이상의 국가들을 칭찬했다.
이에 대한 보상으로 이들 국가는 일시적 10% 상호관세와 90일간 추가 관세 유예로부터 혜택을 받게 될 것이다.
바이오제약 산업은 트럼프 대통령의 첫 임기 동안을 포함하여 역사적으로 관세로부터 보호받아왔다.
트럼프 대통령은 자세한 내용을 밝히지 않았지만, 그의 발언은 특히 인도산 의약품에 의존하는 구매자들을 불안하게 만들었다. 인도는 미국에서 사용되는 모든 제네릭 의약품의 거의 절반을 공급하여 수십억 달러의 의료 비용을 절감하는 데 기여하고 있다.
미국은 인도의 연간 의약품 수출액 130억 달러 중 약 3분의 1을 구매하는 주요 시장이다. 인도 제약 회사들은 관세가 추가되면 가격을 인상해야 하며, 이로 인해 미국 내 의료 비용이 증가할 수 있다고 경고한다.
시플라(Cipla)와 닥터 레디스 래버러토리스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDY#NYSE">RDY</a>) 같은 일부 회사는 미국에 공장을 가지고 있지만, 대부분은 수익성이 낮은 제네릭 의약품을 생산하기에는 비용이 너무 많이 든다고 말한다.
뱅크오브아메리카 증권 애널리스트는 트럼프 행정부가 제약 산업에 관세를 부과할 계획이라면 1962년 무역확장법에 따른 &#8216;섹션 232조 조사&#8217;를 통해 특정 상품 수입이 국가 안보를 위협하는지 여부를 결정할 가능성이 높다고 말했다.
232조 조사의 일반적인 일정은 약 1년이다. 여기에 동일한 일정이 적용된다면 의약품 수입에 대한 관세는 빠르면 올해 말에나 발효될 가능성이 높다. 제약 산업에 대한 232조 조사가 곧 시작될지는 확실하지 않지만, 최근 행정부의 발언을 보면 가능성이 있는 것으로 보인다. 하지만 조사를 시작한다고 해서 반드시 관세가 부과된다는 보장은 없다.
애널리스트 팀 앤더슨(Tim Anderson)은 2025년 1분기 실적 시즌이 곧 시작되므로 기업들이 실적 발표에서 잠재적 관세에 대해 논의할지 여부를 지켜볼 필요가 있다고 말한다.
즉, 실제 수익에 미치는 영향은 2025년 이후가 되어야 나타날 가능성이 높기 때문에 투자자들은 답변보다 더 많은 질문을 남길 수 있다.
웨드부시 애널리스트 댄 아이브스는 화요일에 "미국에서 그냥 만들 수 있다고 말하는 것은 아시아의 공급망이 실제로 얼마나 복잡한지, 그리고 지난 30년 동안 미국 소비자를 위해 전자, 칩, 반도체, 하드웨어 및 스마트폰이 어떻게 구축되어 왔는지를 과소평가하는 것"이라고 <a href="https://www.benzinga.com/25/04/44698325/trump-tariff-strategy-self-inflicted-market-debacle-says-wedbush-analyst">썼다</a>.
주요 제약 회사의 주가, 예를 들어 길리어드 사이언스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), 머크 앤 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>), 일라이 릴리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>), 아스트라제네카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>), 로슈 홀딩스(OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>), 사노피(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>), 노바티스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), 아겐스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARGX#NASDAQ">ARGX</a>), UCB SA(OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJY#OTC">UCBJY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJF#OTC">UCBJF</a>), 노보 노디스크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>), 리제네론(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>), GSK(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) 및 화이자(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>)는 수요일에 하락했다가 90일 관세 유예 발표 후 반등했다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%ED%8A%B8%EB%9F%BC%ED%94%84%EC%9D%98-%EA%B9%9C%EC%A7%9D-%EA%B4%80%EC%84%B8-%EC%9C%A0%EC%98%88-%EA%B3%A8%EB%93%9C%EB%A7%8C%EC%82%AD%EC%8A%A4%EB%8A%94-%EA%B2%BD%EA%B8%B0%EC%B9%A8%EC%B2%B4-%EC%A0%84/">트럼프의 깜짝 관세 유예, 골드만삭스는 경기침체 전망 철회…美 증시 2008년 이후 일일 최대 상승</a>
사진 출처: MargJohnsonVA via Shutterstock
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애브비(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)와 노바티스 AG(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>)가 금요일 시장 개장 전 <a href="https://www.benzinga.com/earnings" target="_blank" rel="noopener">4분기 실적</a>을 발표할 준비를 하면서 투자자들은 두 제약 대기업 주가의 기술적 분석에 주목하고 있다.
애브비는 정체된 추세에 갇혀 있는 반면, 노바티스는 더 강한 상승 모멘텀을 보이고 있다.
차트를 분석해 보겠다.
또한 읽어보기: <a href="https://www.benzinga.com/general/health-care/25/01/43321236/rfk-jr-and-big-pharma-stocks-to-watch-as-health-secretary-hopeful-answers-pointed-questions-on-drugs-insurance-trump-exec-orders">RFK Jr.와 빅파마: 보건장관 후보가 약물, 보험, 트럼프 행정명령에 대한 날카로운 질문에 답변</a>
<h1 class="wp-block-heading">애브비: 중립 상태에 갇힘</h1>
애브비의 기술적 구성은 혼재된 신호를 나타다.
<figure class="wp-block-image size-full"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent013025&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" class="wp-image-758712" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/30131850/Screenshot-2025-01-30-at-11.40.39-PM.png" sizes="(max-width: 626px) 100vw, 626px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/30131850/Screenshot-2025-01-30-at-11.40.39-PM.png 626w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/30131850/Screenshot-2025-01-30-at-11.40.39-PM-300x235.png 300w" alt="" width="626" height="490" /></a></figure>
<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent013025&amp;t=be2bearmibe3na1">차트는 Benzinga Pro를 사용하여 생성되었습니다.</a>
애브비 주식은 단기 이동 평균선 위에서 거래되고 있으며, 8일 ($173.14) 및 20일 ($175.20) 단순 이동 평균(SMA)이 상승 신호를 보이고 있다. 그러나 장기 추세는 다른 이야기를 하고 있다. 애브비 주식은 50일 ($175.33) SMA와 밀접하게 정렬되어 있고 200일 ($178.77) SMA 아래에 있어 하방 압박이 지속되고 있음을 나타낸다. 이동 평균 수렴 발산(MACD) 지표가 -0.89로 음수를 나타내면서 이 약세 편향을 강화하고, 상대 강도 지수(RSI)가 50.39로 중립적 모멘텀을 시사한다.
전반적으로 애브비는 방향을 잡기 위해 고군분투하고 있으며, 약간의 매도 압박이 돌파 가능성을 억제하고 있다. 강력한 실적이 예상된다면 주가는 주요 저항선 수준을 넘어설 수 있지만, 현재 상황은 애브비가 추가적인 보합에 취약하다는 것을 시사한다.
<h1 class="wp-block-heading">노바티스: 상승 모멘텀을 타고 상승 중</h1>
반면, 노바티스는 확실히 상승하고 있다.
<figure class="wp-block-image size-full"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent013025&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" class="wp-image-758716" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/30131921/Screenshot-2025-01-30-at-11.49.01-PM.png" sizes="(max-width: 626px) 100vw, 626px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/30131921/Screenshot-2025-01-30-at-11.49.01-PM.png 626w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/30131921/Screenshot-2025-01-30-at-11.49.01-PM-300x235.png 300w" alt="" width="626" height="490" /></a></figure>
노바티스는 단기 및 중기 이동 평균선 위에서 거래되고 있으며, 8일 ($101.27), 20일 ($99.57) 및 50일 ($100.44) SMA가 모두 지지 역할을 하고 있다. MACD가 0.68로 상승 모멘텀을 나타내고, RSI가 63.61로 과매수 되지 않은 강세를 보여준다.
그러나 주가는 200일 SMA ($106.77) 아래에 있어 주의가 필요하다.
<h1 class="wp-block-heading">투자자에게 주는 시사점</h1>
실적 발표를 앞두고 노바티스는 기술적 우위를 보유하고 있으며, 더 강한 상승 구조와 상승 모멘텀을 보여준다. 반면 애브비는 범위에 갇혀 있으며 상승을 위한 촉매가 필요하다.
투자자들은 중요한 저항선 수준을 주의 깊게 지켜봐야 한다. 애브비는 $177 이상, 노바티스는 $106 이상에서 실적 발표 후 추가 움직임의 징후를 확인해야 한다.
다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/25/01/43244657/goldman-sachs-raises-abbvies-price-forecast-sees-opportunity-despite-challenges">애브비, 면역학 성장으로 모멘텀 구축, 골드만 긍정적 유지</a></li>
</ul>
사진: Romix Image via Shutterstock
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