Novartis 2026 Guidance a Bit Soft on Earnings -- Market Talk

Dow Jones

02/04

0803 GMT - Novartis's guidance for this year is a bit soft on core earnings before interest and taxes, Morgan Stanley analysts Thibault Boutherin and Sarita Kapila write in a research note. The Swiss drugmaker also reported some minor delays in trial results that could cause shares to underperform, they say. The company's forecast of a decline in core EBIT "reflects the impact of [loss of patent exclusivity] and expected margin dilution from the Avidity acquisition," the analysts add. (william.gray@wsj.com)

(END) Dow Jones Newswires

February 04, 2026 03:04 ET (08:04 GMT)

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The Swiss drugmaker also reported some minor delays in trial results that could cause shares to underperform, they say. The company's forecast of a decline in core EBIT \"reflects the impact of [loss of patent exclusivity] and expected margin dilution from the Avidity acquisition,\" the analysts add. 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The Swiss drugmaker also reported some minor delays in trial results that could cause shares to underperform, they say. The company's forecast of a decline in core EBIT \"reflects the impact of [loss of patent exclusivity] and expected margin dilution from the Avidity acquisition,\" the analysts add. (william.gray@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  February 04, 2026 03:04 ET (08:04 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":"LU0267386448.USD","symbol_name":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2608535524","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608535524","pubTimestamp":1770192240,"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":"0803 GMT - Novartis's guidance for this year is a bit soft on core earnings before interest and taxes, Morgan Stanley analysts Thibault Boutherin and Sarita Kapila write in a research note. The Swiss drugmaker also reported some minor delays in trial results that could cause shares to underperform, they say. The company's forecast of a decline in core EBIT \"reflects the impact of [loss of patent exclusivity] and expected margin dilution from the Avidity acquisition,\" the analysts add. 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The Swiss drugmaker also reported some minor delays in trial results that could cause shares to underperform, they say. The company's forecast of a decline in core EBIT \"reflects the impact of [loss of patent exclusivity] and expected margin dilution from the Avidity acquisition,\" the analysts add. (william.gray@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 04, 2026 03:04 ET (08:04 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}