# Novartis

Type: Company (NVS)

Source: GetYourBrief — https://getyourbrief.com/entity/novartis
Canonical HTML page: https://getyourbrief.com/entity/novartis

## Timeline

- **2028**: Keytruda Patent Expiry — Merck faces biosimilar competition for its top-selling immunotherapy drug.
- **2028**: Keytruda Patent Cliff — Merck faces the loss of exclusivity for its top-selling cancer immunotherapy.
- **2028-01-01**: Keytruda Patent Cliff — Expected loss of exclusivity for Merck's top-selling cancer drug, Keytruda.
- **2027**: TERN-701 Data Readout — Key clinical milestones for the leukemia candidate are expected to drive valuation.
- **2026-Q4**: Interim Analysis — Expected interim efficacy data from the larger global patient cohort.
- **2026-Q4**: Data Review — Expected first quarterly report on screening uptake and identification rates in Scotland.
- **2026-Q3**: Part 2 Expansion — Full global enrollment for efficacy endpoints (rPFS and OS) expected to accelerate.
- **2026-Q3**: Expected Closing — The deal is anticipated to close following regulatory approvals and Terns shareholder vote.
- **2026**: Expected Closing — Anticipated completion of the acquisition following regulatory reviews.
- **2026-03-25**: Acquisition Announced — Merck and Terns Pharmaceuticals sign a definitive agreement for a $6.7B buyout.
- **2026-03-25**: Acquisition Announcement — Merck announces definitive agreement to buy Terns for $6.7 billion.
- **2026-03-25**: Terns Acquisition Announced — Merck agrees to buy Terns Pharmaceuticals for $6.7 billion to acquire TERN-701.
- **2026-03-23**: Official Rollout — Scotland officially begins screening all newborns for the rare muscle disease.
- **2026-03-17**: Q4 2025 Earnings — Reported year-end financial results and updated 2027 cash runway.
- **2026-03-15**: Expected Rebalancing — Passive funds expected to complete divestment of RNAM shares to match new index weights.

## Recent coverage (20 stories, network-wide)

### Alport Syndrome Market to Hit 47% CAGR Through 2036 on Gene Therapy Pipeline
2026-07-27 09:04:39 · Sector: bio · Sentiment: Strongly positive · Impact: 7/10 · Sources: 2

A new DelveInsight forecast projects a 47% CAGR for the Alport syndrome market through 2036, fueled by a pipeline of gene and targeted therapies. The report highlights ELX-02 from Eloxx as a potential first-mover gene therapy with an 8-week dosing interval, while big pharma players like Bayer and Novartis advance competitors.
Full story: https://getbiobrief.com/story/alport-syndrome-market-47-cagr-2036-bio

### MS Patients Face $33K/Year Without PBS as Review Eyes 50% Price Cut
2026-07-15 21:43:35 · Sector: health · Sentiment: Negative · Impact: 7/10 · Sources: 11

Two of Australia’s most used MS therapies, Ocrevus and Kesimpta, face a PBS pricing review that could slash subsidies by 40–50%. Without coverage, patients could pay over $33,000 annually, jeopardizing treatment access for thousands.
Full story: https://gethealthbrief.com/story/pbs-ms-treatments-review-health

### Novartis, Roche Face 50% PBS Price Cut on MS Drugs as Briumvi Triggers Review
2026-07-15 21:43:22 · Sector: bio · Sentiment: Negative · Impact: 7/10 · Sources: 11

A July 2026 Australian PBS review for Roche's Ocrevus and Novartis’s Kesimpta could reduce government reimbursement by up to 50%, triggered by reference pricing with new low-cost entrant Briumvi. Manufacturers risk margin erosion or market withdrawal.
Full story: https://getbiobrief.com/story/pbs-ms-review-pharma

### 3 Cannes Lions Wins: Audio, Film & Pharma Redefine Marketing
2026-06-22 20:04:18 · Sector: marketing · Sentiment: Positive · Impact: 6/10 · Sources: 2

Hundyai’s audio campaign, The Ordinary’s dystopian film, and Novartis’ 'Relax Your Tight End' won top honors at Cannes Lions 2026, signaling a creative shift for marketers. These victories highlight the power of sonic branding, narrative depth, and humor in health communication as key drivers of audience engagement.
Full story: https://getmarketingbrief.com/story/cannes-lions-monday-grand-prix-marketing-2026

### Merck Strikes $6.7B Terns Acquisition to Counter Keytruda Patent Cliff
2026-03-25 19:20:53 · Sector: startups · Sentiment: Positive · Impact: 8/10 · Sources: 2

Merck has agreed to acquire Terns Pharmaceuticals for $6.7 billion, securing a late-stage leukemia candidate to diversify its oncology portfolio. The deal provides Merck with TERN-701, a promising treatment for chronic myeloid leukemia, as it prepares for the 2028 patent expiration of its blockbuster drug Keytruda.
Full story: https://getstartupbrief.com/story/merck-acquires-terns-pharmaceuticals-6-7b

### Merck to Acquire Terns Pharmaceuticals for $6.7B to Bolster Oncology Pipeline
2026-03-25 19:18:13 · Sector: bio · Sentiment: Positive · Impact: 8/10 · Sources: 2

Merck has entered into a definitive agreement to acquire Terns Pharmaceuticals for $6.7 billion, securing a promising allosteric BCR-ABL inhibitor for leukemia. The deal is a strategic move to diversify Merck's oncology portfolio as it prepares for the 2028 patent expiration of its blockbuster drug, Keytruda.
Full story: https://getbiobrief.com/story/merck-terns-pharmaceuticals-acquisition-6-7b

### Merck Bolsters Oncology Pipeline with $6.7B Acquisition of Terns Pharmaceuticals
2026-03-25 19:17:39 · Sector: health · Sentiment: Positive · Impact: 8/10 · Sources: 2

Merck has reached a definitive agreement to acquire Terns Pharmaceuticals for $6.7 billion, securing a promising Phase 2 leukemia treatment. The cash deal is a strategic move to diversify Merck's oncology portfolio as it prepares for the 2028 patent expiration of its blockbuster drug Keytruda.
Full story: https://gethealthbrief.com/story/merck-acquires-terns-pharmaceuticals-leukemia-deal

### Merck Acquires Terns for $6.7B to Hedge Against Keytruda Patent Cliff
2026-03-25 16:35:43 · Sector: finance · Sentiment: Positive · Impact: 8/10 · Sources: 2

Merck has agreed to acquire Terns Pharmaceuticals for $6.7 billion in cash to bolster its oncology pipeline ahead of the 2028 patent expiration for its blockbuster drug, Keytruda. The deal centers on TERN-701, a promising leukemia treatment that positions Merck to compete directly with established players like Novartis.
Full story: https://getfinancebrief.com/story/merck-terns-acquisition-oncology-pipeline

### Merck to Acquire Terns for $6.7B to Mitigate Keytruda Patent Cliff
2026-03-25 16:35:08 · Sector: bio · Sentiment: Positive · Impact: 8/10 · Sources: 2

Merck has entered into a definitive agreement to acquire Terns Pharmaceuticals for $6.7 billion in cash, a strategic move to diversify its oncology pipeline. The deal centers on Terns' promising leukemia candidate, TERN-701, as Merck prepares for the 2028 patent expiration of its blockbuster immunotherapy, Keytruda.
Full story: https://getbiobrief.com/story/merck-terns-acquisition-oncology-strategy

### Scotland Becomes First UK Nation to Launch Newborn SMA Screening Program
2026-03-23 02:11:02 · Sector: bio · Sentiment: Positive · Impact: 6/10 · Sources: 2

Scotland has officially become the first nation in the United Kingdom to implement routine newborn screening for Spinal Muscular Atrophy (SMA). This landmark public health initiative aims to identify the rare genetic condition within days of birth, enabling immediate access to life-saving gene therapies before irreversible muscle wasting occurs.
Full story: https://getbiobrief.com/story/scotland-first-uk-newborn-sma-screening

### Scotland Breaks Ranks to Launch UK's First Newborn Screening for Muscle Disease
2026-03-23 02:10:57 · Sector: health · Sentiment: Positive · Impact: 6/10 · Sources: 2

Scotland has officially become the first nation in the United Kingdom to implement routine newborn screening for a rare genetic muscle disease. This landmark policy shift aims to identify affected infants at birth, allowing for immediate intervention and treatment before the onset of irreversible physical symptoms.
Full story: https://gethealthbrief.com/story/scotland-first-uk-newborn-screening-rare-muscle-disease

### Monte Rosa Therapeutics Leverages Novartis Deal to Extend Runway into 2027
2026-03-19 14:20:05 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Monte Rosa Therapeutics reported quarterly results highlighting a robust cash position following its $2.1 billion Novartis partnership. The company is accelerating its molecular glue degrader pipeline with a strategic pivot toward high-value immunology indications.
Full story: https://getbiobrief.com/story/monte-rosa-therapeutics-earnings-analysis-2026

### Legend Biotech Reports 2025 Results as Carvykti Scales in Early-Line Myeloma
2026-03-10 13:45:01 · Sector: health · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Legend Biotech (LEGN) has released its full-year 2025 financial results, showcasing significant revenue growth driven by the continued commercial expansion of its lead CAR-T therapy, Carvykti. The company highlighted major manufacturing milestones and a strategic pivot toward solid tumor indications following a year of intensive market penetration in earlier lines of multiple myeloma treatment.
Full story: https://gethealthbrief.com/story/legend-biotech-q4-fy2025-earnings-analysis

### Telix Pharmaceuticals Hits Key Milestone in Phase 3 Prostate Cancer Trial
2026-03-10 00:58:12 · Sector: bio · Sentiment: Positive · Impact: 7/10 · Sources: 4

Telix Pharmaceuticals has announced that Part 1 of its ProstACT GLOBAL Phase 3 study for TLX591 successfully met its primary objectives. This milestone confirms the safety and dosimetry of the company's lead radiopharmaceutical candidate for metastatic prostate cancer, clearing the way for full trial expansion.
Full story: https://getbiobrief.com/story/prostact-phase-3-primary-objectives-achieved

### Telix’s ProstACT Phase 3 Hits Primary Goals, Advancing Prostate Cancer Therapy
2026-03-10 00:55:17 · Sector: health · Sentiment: Positive · Impact: 7/10 · Sources: 4

Telix Pharmaceuticals has successfully met the primary objectives for Part 1 of its global Phase 3 ProstACT study, validating the safety and dosimetry of its lead therapeutic candidate, TLX591. This milestone de-risks the antibody-based radiopharmaceutical program and clears the path for the trial's continued expansion in metastatic castration-resistant prostate cancer.
Full story: https://gethealthbrief.com/story/telix-prostact-phase-3-primary-objectives-achieved

### Biotech Earnings Preview: Voyager and Zevra Face Critical Q4 Milestones
2026-03-08 22:55:45 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Voyager Technologies and Zevra Therapeutics are set to report Q4 2025 results, highlighting a pivotal shift from clinical development to commercial execution and platform validation. Investors are focused on Zevra's Miplyffa launch trajectory and Voyager's CNS-focused partnership revenue.
Full story: https://getfinancebrief.com/story/voyager-zevra-q4-2025-earnings-preview

### Voyager and Zevra Set for Q4 Earnings Amid Commercial and Pipeline Shifts
2026-03-08 22:53:06 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Voyager Technologies and Zevra Therapeutics are preparing to report Q4 2025 results, highlighting a pivotal period for gene therapy platforms and rare disease commercialization. Investors are focused on Voyager's partnership revenue and Zevra's initial market traction for its newly approved NPC treatment.
Full story: https://getbiobrief.com/story/voyager-zevra-q4-2025-earnings-preview

### Biotech Earnings Preview: Voyager and Zevra Q4 2025 Results in Focus
2026-03-08 22:52:33 · Sector: health · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Voyager Technologies and Zevra Therapeutics are set to report Q4 2025 earnings, highlighting a critical juncture for gene therapy delivery and rare disease commercialization. Investors are prioritizing updates on the TRACER platform milestones and the market penetration of newly launched orphan drugs.
Full story: https://gethealthbrief.com/story/voyager-zevra-q4-2025-earnings-preview

### Avidity Biosciences Exits S&P Indices Amid Strategic Shift and Novartis Deal
2026-03-03 02:21:16 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Avidity Biosciences (RNAM) has been removed from the S&P Global BMI and S&P TMI indices, effective March 2026. This technical deletion follows a major strategic milestone involving a deal closure with Novartis, signaling a period of significant structural transition for the biotech firm.
Full story: https://getfinancebrief.com/story/avidity-biosciences-rnam-sp-index-deletion-analysis

### Novartis Settles With Henrietta Lacks Estate Over HeLa Cell Usage
2026-02-27 01:28:17 · Sector: bio · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Novartis has reached a confidential settlement with the estate of Henrietta Lacks, ending litigation over the unauthorized use of her 'immortal' HeLa cells. This marks the latest in a series of legal victories for the Lacks family against pharmaceutical giants that profited from cells taken without consent in 1951.
Full story: https://getbiobrief.com/story/novartis-settles-henrietta-lacks-hela-lawsuit

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