One in Four Metastatic Breast Cancer Patients on Novartis Kisqali® Stay Progression-Free for Over Four Years
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 09 2025
0mins
Should l Buy NVS?
Source: Yahoo Finance
Long-term Progression-Free Survival: A pooled analysis of the MONALEESA trials revealed that 25% of patients with HR+/HER2- advanced breast cancer treated with Kisqali® (ribociclib) plus endocrine therapy remained progression-free for four or more years, with a median progression-free survival of 6.8 years.
Statistically Significant Overall Survival: Kisqali is the only CDK4/6 inhibitor to show statistically significant overall survival across all Phase III MONALEESA trials, reinforcing its effectiveness in treating metastatic breast cancer.
NATALEE Trial Findings: A five-year sub-analysis from the NATALEE trial demonstrated that Kisqali combined with a nonsteroidal aromatase inhibitor significantly improves distant disease-free survival compared to the aromatase inhibitor alone, applicable to a broad population of early breast cancer patients.
Biomarker Insights: The analysis identified clinical and genomic factors associated with long-term responses to Kisqali, emphasizing the role of precision medicine in optimizing treatment for patients with advanced breast cancer.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NVS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on NVS
Wall Street analysts forecast NVS stock price to fall
6 Analyst Rating
1 Buy
4 Hold
1 Sell
Hold
Current: 155.080
Low
112.00
Averages
127.75
High
143.00
Current: 155.080
Low
112.00
Averages
127.75
High
143.00
About NVS
Novartis AG is a Switzerland-based pharmaceutical company. The Company develops, manufactures, and markets branded and generic prescription drugs, active pharmaceutical ingredients (APIs), biosimilars and ophthalmic products. The Company uses science and digital technologies for treatments in the disease areas of immunology, dermatology, cancer, ophthalmology, neuroscience, respiratory, cardiovascular, renal and metabolism. The business activities of the Company are divided into two segments: Innovative Medicines, which includes innovative patent-protected prescription medicines for blood pressure, cancer and other ailments, and Sandoz, which includes generic pharmaceuticals and biosimilars.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Impact of Trump's Tariffs One Year Later
- Widespread Tariff Impact: Trump's tariff policies have placed significant economic pressure on U.S. businesses over the past year, with approximately 80% to 85% of costs absorbed by companies, leading to reduced profits and increased consumer prices, thereby exacerbating overall economic uncertainty.
- Retail Sector Adaptation: While large retailers like Walmart have emerged relatively unscathed, smaller businesses have been severely impacted, with Home Depot aiming to limit purchases from any single country to 10% to reduce dependency and enhance supply chain flexibility.
- Automotive Industry Cost Surge: Automakers such as General Motors and Toyota are facing tariff impacts estimated at up to $9.5 billion, and although the Trump administration has taken steps to alleviate overlapping tariffs, overall costs remain significant, forcing companies to reassess their supply chain strategies.
- Pharmaceutical Sector Stability: Pharmaceutical companies have secured three-year tariff exemptions through pricing agreements with Trump, although new tariffs impose 100% on companies that do not reach agreements, the overall industry is still striving to increase investments in U.S. manufacturing.
See More
Biotech Landscape Update: Regulatory Approvals and Acquisitions
- ARS Pharma Expands Neffy Label: ARS Pharmaceuticals received FDA approval to update the Neffy 1mg label, removing age restrictions for individuals weighing over 33 lbs, which is expected to significantly boost market demand and enhance the company's competitive edge in allergy treatment.
- Novo Nordisk Wins Approval for Awiqli: Novo Nordisk's Awiqli (insulin icodec-abae) received FDA approval as the first once-weekly basal insulin, with a U.S. launch planned for 2H 2026, strengthening the company's leadership in diabetes care.
- Biogen Acquires Apellis: Biogen has agreed to acquire Apellis for $41 per share, valuing the deal at approximately $5.6 billion, which is expected to enhance its market share in immunology and rare diseases while driving future revenue growth.
- Takeda's Zasocitinib Clinical Trial Success: Takeda's Zasocitinib showed that about 70% of patients achieved significant skin clearance in Phase 3 trials, with plans to submit a New Drug Application in 2026, further solidifying its position in the dermatology market.
See More
Eli Lilly's AI Investment: Implications for Its Stock Performance.
Eli Lilly's AI Integration: Eli Lilly is positioning itself as a leader in the healthcare industry's integration of artificial intelligence, indicating it has been proactive in this area.
Industry Response: The healthcare sector is currently working to adopt AI technologies, highlighting a broader trend towards innovation in medical practices.
See More
Novartis' Fabhalta Significantly Reduces Kidney Failure Risk
- Clinical Trial Results: In the APPLAUSE-IgAN study, Fabhalta significantly reduced the risk of kidney failure, with patients experiencing a 49.3% slower decline in kidney function compared to placebo, indicating its critical role in delaying disease progression in IgAN patients.
- Proteinuria Improvement: Over two years, 40.7% of patients on Fabhalta achieved the target of less than 1g/g proteinuria in 24-hour urine collections, significantly outperforming the 23.7% in the placebo group, highlighting Fabhalta's potential in enhancing kidney health.
- FDA Priority Review: Fabhalta has received priority review from the FDA based on its novel mechanism of action and robust data, which is expected to provide more effective treatment options for IgAN patients and further solidify Novartis's leadership in the kidney disease sector.
- Safety Assessment: The safety profile of Fabhalta over two years was consistent with previous findings, with low rates of adverse events comparable to placebo, establishing a solid foundation for its long-term use and enhancing patient confidence in the treatment.
See More
Novartis Proposes Acquisition of Excellergy to Expand Immunology Pipeline
- Acquisition Scale: Novartis has announced a proposed acquisition of Excellergy for up to $2 billion, including upfront and milestone payments, expected to close in the second half of 2026, demonstrating the company's strategic commitment to expanding its immunology pipeline.
- Therapeutic Potential: Exl-111, a next-generation anti-IgE antibody currently in phase I trials, could significantly broaden Novartis' market reach across high-value indications such as food allergies and chronic urticaria if clinical data validate early findings.
- Enhanced Allergy Portfolio: This acquisition complements Novartis' existing allergy product line, particularly the co-promoted Xolair with Roche, further solidifying its deep expertise in IgE biology and supporting long-term growth in the immunology sector.
- Market Performance and Outlook: Novartis shares have risen 33% over the past year, significantly outperforming the industry growth of 10.1%, and despite facing generic competition for key drugs, the company is banking on key growth drivers like Kisqali and Kesimpta to support revenue growth.
See More
Novartis Acquires Excellergy to Enhance Immunology Strategy
- Acquisition Scale: Novartis has agreed to acquire Excellergy for up to $2 billion in upfront and milestone payments, with the transaction expected to close in the second half of 2026, marking a significant investment in its immunology strategy.
- New Therapy Development: Excellergy's Exl-111, a Phase 1 anti-IgE antibody, aims to surpass conventional therapies by dissociating receptor-bound IgE, potentially offering faster and deeper suppression of allergic pathways, which could improve symptom control for food allergies, chronic urticaria, and allergic asthma.
- Support from Preclinical Data: Fiona Marshall, President of Biomedical Research at Novartis, highlighted that Exl-111 has shown promising results in preclinical and early clinical data, supporting its potential for stronger disease control and more convenient dosing, thereby enhancing Novartis's treatment options in allergic diseases.
- Market Performance: Novartis's stock has traded between $97.72 and $170.46 over the past year, closing at $149.70 on Thursday with a 0.70% increase, although it dipped slightly to $149.38 in pre-market trading, reflecting a positive market reaction to the acquisition news.
See More
Impact of Trump's Tariffs One Year Later
- Widespread Tariff Impact: Trump's tariff policies have placed significant economic pressure on U.S. businesses over the past year, with approximately 80% to 85% of costs absorbed by companies, leading to reduced profits and increased consumer prices, thereby exacerbating overall economic uncertainty.
- Retail Sector Adaptation: While large retailers like Walmart have emerged relatively unscathed, smaller businesses have been severely impacted, with Home Depot aiming to limit purchases from any single country to 10% to reduce dependency and enhance supply chain flexibility.
- Automotive Industry Cost Surge: Automakers such as General Motors and Toyota are facing tariff impacts estimated at up to $9.5 billion, and although the Trump administration has taken steps to alleviate overlapping tariffs, overall costs remain significant, forcing companies to reassess their supply chain strategies.
- Pharmaceutical Sector Stability: Pharmaceutical companies have secured three-year tariff exemptions through pricing agreements with Trump, although new tariffs impose 100% on companies that do not reach agreements, the overall industry is still striving to increase investments in U.S. manufacturing.
See More
Biotech Landscape Update: Regulatory Approvals and Acquisitions
- ARS Pharma Expands Neffy Label: ARS Pharmaceuticals received FDA approval to update the Neffy 1mg label, removing age restrictions for individuals weighing over 33 lbs, which is expected to significantly boost market demand and enhance the company's competitive edge in allergy treatment.
- Novo Nordisk Wins Approval for Awiqli: Novo Nordisk's Awiqli (insulin icodec-abae) received FDA approval as the first once-weekly basal insulin, with a U.S. launch planned for 2H 2026, strengthening the company's leadership in diabetes care.
- Biogen Acquires Apellis: Biogen has agreed to acquire Apellis for $41 per share, valuing the deal at approximately $5.6 billion, which is expected to enhance its market share in immunology and rare diseases while driving future revenue growth.
- Takeda's Zasocitinib Clinical Trial Success: Takeda's Zasocitinib showed that about 70% of patients achieved significant skin clearance in Phase 3 trials, with plans to submit a New Drug Application in 2026, further solidifying its position in the dermatology market.
See More
Eli Lilly's AI Investment: Implications for Its Stock Performance.
Eli Lilly's AI Integration: Eli Lilly is positioning itself as a leader in the healthcare industry's integration of artificial intelligence, indicating it has been proactive in this area.
Industry Response: The healthcare sector is currently working to adopt AI technologies, highlighting a broader trend towards innovation in medical practices.
See More
Novartis' Fabhalta Significantly Reduces Kidney Failure Risk
- Clinical Trial Results: In the APPLAUSE-IgAN study, Fabhalta significantly reduced the risk of kidney failure, with patients experiencing a 49.3% slower decline in kidney function compared to placebo, indicating its critical role in delaying disease progression in IgAN patients.
- Proteinuria Improvement: Over two years, 40.7% of patients on Fabhalta achieved the target of less than 1g/g proteinuria in 24-hour urine collections, significantly outperforming the 23.7% in the placebo group, highlighting Fabhalta's potential in enhancing kidney health.
- FDA Priority Review: Fabhalta has received priority review from the FDA based on its novel mechanism of action and robust data, which is expected to provide more effective treatment options for IgAN patients and further solidify Novartis's leadership in the kidney disease sector.
- Safety Assessment: The safety profile of Fabhalta over two years was consistent with previous findings, with low rates of adverse events comparable to placebo, establishing a solid foundation for its long-term use and enhancing patient confidence in the treatment.
See More
Novartis Proposes Acquisition of Excellergy to Expand Immunology Pipeline
- Acquisition Scale: Novartis has announced a proposed acquisition of Excellergy for up to $2 billion, including upfront and milestone payments, expected to close in the second half of 2026, demonstrating the company's strategic commitment to expanding its immunology pipeline.
- Therapeutic Potential: Exl-111, a next-generation anti-IgE antibody currently in phase I trials, could significantly broaden Novartis' market reach across high-value indications such as food allergies and chronic urticaria if clinical data validate early findings.
- Enhanced Allergy Portfolio: This acquisition complements Novartis' existing allergy product line, particularly the co-promoted Xolair with Roche, further solidifying its deep expertise in IgE biology and supporting long-term growth in the immunology sector.
- Market Performance and Outlook: Novartis shares have risen 33% over the past year, significantly outperforming the industry growth of 10.1%, and despite facing generic competition for key drugs, the company is banking on key growth drivers like Kisqali and Kesimpta to support revenue growth.
See More
Novartis Acquires Excellergy to Enhance Immunology Strategy
- Acquisition Scale: Novartis has agreed to acquire Excellergy for up to $2 billion in upfront and milestone payments, with the transaction expected to close in the second half of 2026, marking a significant investment in its immunology strategy.
- New Therapy Development: Excellergy's Exl-111, a Phase 1 anti-IgE antibody, aims to surpass conventional therapies by dissociating receptor-bound IgE, potentially offering faster and deeper suppression of allergic pathways, which could improve symptom control for food allergies, chronic urticaria, and allergic asthma.
- Support from Preclinical Data: Fiona Marshall, President of Biomedical Research at Novartis, highlighted that Exl-111 has shown promising results in preclinical and early clinical data, supporting its potential for stronger disease control and more convenient dosing, thereby enhancing Novartis's treatment options in allergic diseases.
- Market Performance: Novartis's stock has traded between $97.72 and $170.46 over the past year, closing at $149.70 on Thursday with a 0.70% increase, although it dipped slightly to $149.38 in pre-market trading, reflecting a positive market reaction to the acquisition news.
See More
