Novartis

Company NVS

Last mentioned: Mar 25, 2026

Timeline

  1. Keytruda Patent Cliff

    Expected loss of exclusivity for Merck's top-selling cancer drug, Keytruda.

  2. Keytruda Patent Expiry

    Merck faces biosimilar competition for its top-selling immunotherapy drug.

  3. TERN-701 Data Readout

    Key clinical milestones for the leukemia candidate are expected to drive valuation.

  4. Data Review

    Expected first quarterly report on screening uptake and identification rates in Scotland.

  5. Expected Closing

    The deal is anticipated to close following regulatory approvals and Terns shareholder vote.

  6. Part 2 Expansion

    Full global enrollment for efficacy endpoints (rPFS and OS) expected to accelerate.

  7. Anticipated Milestone

    Expected Phase 1 data readout for MRT-6160 in autoimmune diseases.

  8. Terns Acquisition Announced

    Merck agrees to buy Terns Pharmaceuticals for $6.7 billion to acquire TERN-701.

  9. Acquisition Announced

    Merck and Terns Pharmaceuticals sign a definitive agreement for a $6.7B buyout.

  10. Q4 2025 Earnings

    Reported year-end financial results and updated 2027 cash runway.

  11. Primary Objectives Met

    Telix announces Part 1 achieved all primary safety and dosimetry goals.

  12. Scotland Launch

    Scotland officially begins nationwide screening for all newborns.

  13. Q4 2025 Earnings

    Both companies report full-year 2025 results and 2026 guidance.

  14. Novartis Settlement

    Novartis announces a confidential settlement with the Henrietta Lacks estate.

  15. Part 1 Completion

    Enrollment for the safety and dosimetry portion of the study concludes.

  16. Olpruva Scaling

    Zevra reports steady growth in urea cycle disorder market share.

  17. Novartis Expansion

    Voyager expands its capsid discovery collaboration with Novartis.

  18. MRT-2359 Update

    Released preliminary Phase 1 safety and target engagement data.

  19. Miplyffa Approval

    Zevra receives FDA approval for arimoclomol in NPC treatment.

  20. Trial Initiation

    ProstACT GLOBAL Phase 3 study begins enrollment.

Stories mentioning Novartis 8

acquisition Bullish

Merck to Acquire Terns for $6.7B to Mitigate Keytruda Patent Cliff

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.

2 sources
pharma Bullish

Scotland Becomes First UK Nation to Launch Newborn SMA Screening Program

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.

2 sources
pharma Neutral

Voyager and Zevra Set for Q4 Earnings Amid Commercial and Pipeline Shifts

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.

2 sources
pharma Neutral

Novartis Settles With Henrietta Lacks Estate Over HeLa Cell Usage

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.

2 sources
pharma Bullish

JIA Market to Reach $2.3B as Biologic Innovation Drives 5.6% CAGR through 2036

The Juvenile Idiopathic Arthritis (JIA) market is set for a decade of steady growth, projected at a 5.6% CAGR as advanced biologics from Bristol-Myers Squibb, Novartis, and UCB enter the pediatric space. With the 7MM market valued at $2.3 billion in 2025, the shift toward targeted therapies like SOTYKTU and BIMZELX is expected to redefine treatment standards for an estimated 173,000 patients by 2036.

4 sources

About Novartis coverage

This page surfaces every story mentioning Novartis across our biotech coverage. We track each entity's appearance over time so readers can trace how the narrative evolves — which developments are isolated incidents, which build into longer arcs, and which reframe how operators in the space think about the entity. Story selection uses the same multi-source verification gate applied across the rest of our coverage.

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