Novartis Results to Show Effects of Patent Expiration, Acquisitions

Dow Jones15:00

0700 GMT - Novartis is expected to report lower core earnings for the second quarter due to the effect of patent expirations for key drugs and increased research-and-development spending from recent acquisitions, Citi analysts say in a research note. The Swiss drugmaker is expected to post a 12% drop in core earnings per share at constant currency to $2.15, according to Citi's estimate. This reflects a sales hit from generic competition for its Entresto, Promacta and Tasigna drugs, as well as the consolidation of research spending from recent acquisitions such as Avidity, the analysts say. It seems too early for a guidance upgrade, they add. Beyond the results, the analysts say they will be looking at Novartis's confidence on upcoming trial results for drug candidates pelacarsen, remibrutinib and del-desiran. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

July 15, 2026 03:00 ET (07:00 GMT)

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This reflects a sales hit from generic competition for its Entresto, Promacta and Tasigna drugs, as well as the consolidation of research spending from recent acquisitions such as Avidity, the analysts say. It seems too early for a guidance upgrade, they add. Beyond the results, the analysts say they will be looking at Novartis's confidence on upcoming trial results for drug candidates pelacarsen, remibrutinib and del-desiran. 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