Novartis Could Move Forward Neuromuscular Drug Approval After Early Data -- Market Talk

Dow Jones06-11

0640 GMT - Novartis plans to talk with regulators to advance the launch of a neuromuscular-disease drug after releasing results of a clinical trial, but the outcome of the discussions is unclear, Vontobel's Stefan Schneider says in a research note. The Swiss drugmaker said an early and mid-stage study for the drug, del-brax, in rare genetic disease facioscapulohumeral muscular dystrophy met its primary goal. "It remains to be seen, whether approval of the drug can be accelerated--for now we continue to assume launch in 2029 with peak sales estimates of $2 billion at a probability of success of now 60%, up from 50%," the analyst says. Del-brax is one of the assets Novartis gained through its $12 billion acquisition of Avidity Biosciences completed in February. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

June 11, 2026 02:41 ET (06:41 GMT)

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The Swiss drugmaker said an early and mid-stage study for the drug, del-brax, in rare genetic disease facioscapulohumeral muscular dystrophy met its primary goal. \"It remains to be seen, whether approval of the drug can be accelerated--for now we continue to assume launch in 2029 with peak sales estimates of $2 billion at a probability of success of now 60%, up from 50%,\" the analyst says. Del-brax is one of the assets Novartis gained through its $12 billion acquisition of <a href=\"https://laohu8.com/S/RNA\">Avidity Biosciences</a> completed in February. (adria.calatayud@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 11, 2026 02:41 ET (06:41 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0208291251.USD","symbol_name":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2642401338","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2642401338","pubTimestamp":1781160060,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Copyright (c) 2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4585":"ETF&股票定投概念","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","BK4007":"制药","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","NVS":"诺华","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4588":"碎股","BK4578":"CAR-T","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD"},"translate_title":"诺华可能会在早期数据后推进神经肌肉药物的批准——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVS":0.9},"content_text":"0640 GMT - Novartis plans to talk with regulators to advance the launch of a neuromuscular-disease drug after releasing results of a clinical trial, but the outcome of the discussions is unclear, Vontobel's Stefan Schneider says in a research note. 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