Novartis AG
NVS · Healthcare
$161.25
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Atopic Dermatitis Drugs Market Set to Reach USD 33.42 Billion by 2035, at a CAGR of 7.70% - SNS Insider
The global atopic dermatitis drugs market is projected to grow from USD 15.92 billion in 2025 to USD 33.42 billion by 2035, driven by increased adoption of biologic therapies, JAK inhibitors, and novel treatments. North America leads with 36% market share, while Asia-Pacific shows the fastest growth. Biologics dominate with 42% market share, though high costs and JAK inhibitor safety warnings present challenges.
Royalty Pharma announces update on Novartis’ Phase 3 topline results for pelacarsen
Royalty Pharma announced that Novartis' Phase 3 HORIZON trial for pelacarsen failed to meet its primary endpoint of reducing cardiovascular events in patients with elevated Lp(a). Despite the setback, Royalty Pharma expects to recoup its total $500 million investment and earn a modest positive return due to its protective deal structure that prioritized stable Spinraza royalties. The company reiterates its 2030 Portfolio Receipts target of $4.7 billion or more.
Why Is Merck (MRK) Up 18.2% Since Last Earnings Report?
Merck reported Q2 2026 earnings that beat estimates with adjusted EPS of -$0.13 vs. consensus -$0.26, and revenues of $16.61B exceeding the $16.33B estimate. However, the company lowered its full-year adjusted EPS guidance to $2.66-$2.76 from $5.04-$5.16 due to acquisition-related charges from the Terns Pharmaceuticals deal. Key growth drivers included Keytruda sales up 4% to $8.37B and Winrevair surging 75% to $588M, but Januvia/Janumet declined 31%. Estimate revisions have trended downward, and the stock received a Zacks Rank #3 (Hold) rating.
Novartis' Remibrutinib Delivers Positive Results in Late-Stage MS Studies
Novartis announced positive results from late-stage REMODEL-1/-2 studies showing remibrutinib, a BTK inhibitor, significantly reduced annualized relapse rates versus Aubagio in relapsing multiple sclerosis patients. The drug also reduced inflammatory brain lesions with a favorable safety profile. Novartis plans global regulatory filings and will present data at MSToronto2026. Shares gained 6% on the news.
Novartis remibrutinib, a high-efficacy oral BTK inhibitor, significantly reduces relapse rates and shows favorable safety profile in Phase III RMS trials
Novartis announced positive Phase III REMODEL-1/-2 trial results for remibrutinib, a BTK inhibitor for relapsing multiple sclerosis. The drug showed superiority over teriflunomide in reducing annualized relapse rates and MRI lesions, with clinically meaningful disability progression delays and a favorable safety profile. Novartis plans to submit for regulatory approval globally.