# Novartis

Type: Company (NVS)

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/novartis
Canonical HTML page: https://getfinancebrief.com/entity/novartis

## Timeline

- **2026-03-15**: Expected Rebalancing — Passive funds expected to complete divestment of RNAM shares to match new index weights.
- **2026-03-08**: Earnings Previews — Seeking Alpha releases Q4 2025 previews for both Voyager and Zevra.
- **2026-03-05**: CFO Appointment — Zevra Therapeutics names Justin Renz as Chief Financial Officer.
- **2026-03-03**: S&P Index Deletion — S&P Dow Jones Indices removes RNAM from Global BMI and TMI benchmarks.
- **2026-02-27**: Novartis Deal Closure — Avidity finalizes agreement with Novartis, launching Atrium Therapeutics spinout.
- **2025-Q3**: Voyager Partnership Update — Voyager reports progress on TRACER platform milestones with Novartis.
- **2024-Q4**: Miplyffa Approval — Zevra receives FDA approval for arimoclomol in NPC.

## Recent coverage (4 stories)

### Merck Acquires Terns for $6.7B to Hedge Against Keytruda Patent Cliff
2026-03-25 16:35:43 · Sentiment: Bullish · Impact: 8/10 · Sources: 2

Merck has agreed to acquire Terns Pharmaceuticals for $6.7 billion in cash to bolster its oncology pipeline ahead of the 2028 patent expiration for its blockbuster drug, Keytruda. The deal centers on TERN-701, a promising leukemia treatment that positions Merck to compete directly with established players like Novartis.
Full story: https://getfinancebrief.com/story/merck-terns-acquisition-oncology-pipeline

### Biotech Earnings Preview: Voyager and Zevra Face Critical Q4 Milestones
2026-03-08 22:55:45 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Voyager Technologies and Zevra Therapeutics are set to report Q4 2025 results, highlighting a pivotal shift from clinical development to commercial execution and platform validation. Investors are focused on Zevra's Miplyffa launch trajectory and Voyager's CNS-focused partnership revenue.
Full story: https://getfinancebrief.com/story/voyager-zevra-q4-2025-earnings-preview

### Avidity Biosciences Exits S&P Indices Amid Strategic Shift and Novartis Deal
2026-03-03 02:21:16 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Avidity Biosciences (RNAM) has been removed from the S&P Global BMI and S&P TMI indices, effective March 2026. This technical deletion follows a major strategic milestone involving a deal closure with Novartis, signaling a period of significant structural transition for the biotech firm.
Full story: https://getfinancebrief.com/story/avidity-biosciences-rnam-sp-index-deletion-analysis

### JIA Market Set for 5.6% CAGR Growth Through 2036 as Biologics Drive Expansion
2026-02-19 02:08:55 · Sentiment: Bullish · Impact: 6/10 · Sources: 4

The Juvenile Idiopathic Arthritis (JIA) market is projected to expand at a 5.6% CAGR through 2036, reaching multi-billion dollar valuations driven by advanced biologic therapies. Major pharmaceutical players including Bristol-Myers Squibb and Novartis are positioned to capture significant share with next-generation treatments.
Full story: https://getfinancebrief.com/story/juvenile-idiopathic-arthritis-market-growth-2036

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