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Opinion
How Abogen went from COVID hype to a $7.8B Novartis deal
After Abogen Biosciences’ COVID shot missed the commercial window, the big question was whether its mRNA technology could create value beyond vaccines. Novartis’ $575 million upfront commitment is the clearest external validation yet of that broader therapeutic potential.
October 9, 2026
·
5 min read
·
Lewis Zhang
C-suite
Novartis’ board faces investor scrutiny after M&A misfires and R&D flops
Back-to-back failures of multiple late-phase trials have raised questions about how Novartis has deployed capital in pursuit of drugs to drive growth through the 2030s.
September 11, 2026
·
5 min read
·
Nick Paul Taylor
Deals
Novartis bets up to $900M for radioligand therapy from China’s BoomRay
Novartis is the current radiopharma leader with two FDA-approved therapies in Pluvicto and Lutathera.
September 23, 2026
·
2 min read
·
Tristan Manalac
Manufacturing
3 steps for taking on Novartis in radiopharma: Curium up first
To successfully challenge Novartis on two planned fronts, Curium will need to overcome the unique challenges posed by radiopharmaceutical supply to get products to patients and win market share.
September 29, 2026
·
4 min read
·
Nick Paul Taylor
Earnings
Novartis faces $1.9B hit from Avidity fail but maintains confidence in $12B buy
Novartis remains “very happy” with its $12 billion acquisition of Avidity Biosciences, despite a Phase 3 disappointment for the antibody-oligonucleotide conjugate del-desiran.
October 27, 2026
·
4 min read
·
Tristan Manalac
Neuroscience
Novartis drops $125M for Sironax’s tech to cross blood-brain barrier
Novartis stands alongside Big Pharma peers that have similarly invested in technologies to penetrate the blood-brain barrier, including GSK, Roche and Eli Lilly.
September 17, 2026
·
2 min read
·
Tristan Manalac
Autoimmune disease
Novartis ends mid-stage Fabhalta study in lupus, insists no efficacy or safety issues
Novartis will continue to study Fabhalta in other indications, with late-stage studies in two rare diseases—atypical haemolytic uraemic syndrome and generalized myasthenia gravis—expected to read out later this year and next year, respectively.
October 19, 2026
·
2 min read
·
Tristan Manalac
Editorial
After Novartis’ devastating M&A losses, long live the executive willing to try
Big Pharma needs more—not fewer—bold bets on rare and difficult diseases after Novartis’ efforts to invest in muscular dystrophy and ALS hit major roadblocks this month.
September 17, 2026
·
2 min read
·
Annalee Armstrong
Press Releases
Longhorn Vaccines and Diagnostics Appoints Vijay Singh, PhD, as Chief Scientific Officer
September 23, 2026
·
2 min read
Clinical research
Novartis drags peers down with triple asset stumble
Novartis’ shares fell 13% this week after the report of three separate late-stage asset setbacks. The impact went beyond the Swiss drugmaker, dragging peers down across the market.
September 11, 2026
·
1 min read
·
Annalee Armstrong
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