TD Cowen将Novartis提升为优于业绩,称2029年增长强劲,其驱动力是管道和战略重点。 TD Cowen upgrades Novartis to outperform, citing strong growth through 2029 driven by its pipeline and strategic focus.

TD Cowen将Novartis升级为优于业绩,指出在肿瘤学、罕见疾病和心血管疗法的强有力管道推动下,2029年出现了强劲、可持续的增长前景,同时战略重点是高边缘特殊药物、扩大在新兴市场的存在以及对基因治疗和MRNA技术的投资。 TD Cowen upgraded Novartis to outperform, citing a strong, sustainable growth outlook through 2029 driven by a robust pipeline in oncology, rare diseases, and cardiovascular therapies, along with strategic focus on high-margin specialty drugs, expanding presence in emerging markets, and investments in gene therapy and mRNA technology. 该公司强调了该公司在专利到期时保持盈利能力的能力,并表示相信该公司的管理和长期价值的创造,尽管在监管和定价方面存在挑战,但设定了价格目标,表明有重大的利得。 The firm highlighted the company’s ability to maintain profitability amid patent expirations and expressed confidence in its management and long-term value creation, despite regulatory and pricing challenges, setting a price target indicating significant upside.