# Novartis Type: Company (NVS) Source: Healthcare Intelligence Brief — https://gethealthbrief.com/entity/novartis Canonical HTML page: https://gethealthbrief.com/entity/novartis ## Timeline - **2028**: Keytruda Patent Cliff — Merck faces the loss of exclusivity for its top-selling cancer immunotherapy. - **2026-Q4**: Interim Analysis — Expected interim efficacy data from the larger global patient cohort. - **2026**: Expected Closing — Anticipated completion of the acquisition following regulatory reviews. - **2026-03-25**: Acquisition Announcement — Merck announces definitive agreement to buy Terns for $6.7 billion. - **2026-03-23**: Official Rollout — Scotland officially begins screening all newborns for the rare muscle disease. - **2026-03-10**: Primary Objectives Met — Announcement that Part 1 successfully validated safety and dosimetry profiles. - **2026-03-10**: FY 2025 Earnings — Legend Biotech reports full-year financial results and 2026 strategic outlook. - **2026-02-26**: Novartis Settlement — Novartis resolves its legal dispute with the estate over the commercial use of HeLa cells. - **2026**: Data Evaluation — Expected first review of screening efficacy and treatment referral rates in Scotland. - **2025-12-15**: Pipeline Update — Initial Phase 1 data released for solid tumor candidates in neuroendocrine carcinoma. - **2025-Q4**: Scottish Policy Review — Scottish health officials evaluate the feasibility of independent implementation. - **2025-09-30**: Manufacturing Milestone — Ghent facility reaches full operational capacity for commercial production. - **2025-04-15**: Label Expansion — Carvykti receives FDA approval for earlier lines of multiple myeloma treatment. - **2025**: Enrollment Milestone — Completion of patient enrollment for the Part 1 SELECT lead-in phase. - **2024-Q1**: Study Initiation — Launch of the ProstACT Global Phase 3 study for mCRPC. ## Recent coverage (8 stories) ### MS Patients Face $33K/Year Without PBS as Review Eyes 50% Price Cut 2026-07-15 21:43:35 · Sentiment: Negative · Impact: 7/10 · Sources: 11 Two of Australia’s most used MS therapies, Ocrevus and Kesimpta, face a PBS pricing review that could slash subsidies by 40–50%. Without coverage, patients could pay over $33,000 annually, jeopardizing treatment access for thousands. Full story: https://gethealthbrief.com/story/pbs-ms-treatments-review-health ### Merck Bolsters Oncology Pipeline with $6.7B Acquisition of Terns Pharmaceuticals 2026-03-25 19:17:39 · Sentiment: Positive · Impact: 8/10 · Sources: 2 Merck has reached a definitive agreement to acquire Terns Pharmaceuticals for $6.7 billion, securing a promising Phase 2 leukemia treatment. The cash deal is a strategic move to diversify Merck's oncology portfolio as it prepares for the 2028 patent expiration of its blockbuster drug Keytruda. Full story: https://gethealthbrief.com/story/merck-acquires-terns-pharmaceuticals-leukemia-deal ### Scotland Breaks Ranks to Launch UK's First Newborn Screening for Muscle Disease 2026-03-23 02:10:57 · Sentiment: Positive · Impact: 6/10 · Sources: 2 Scotland has officially become the first nation in the United Kingdom to implement routine newborn screening for a rare genetic muscle disease. This landmark policy shift aims to identify affected infants at birth, allowing for immediate intervention and treatment before the onset of irreversible physical symptoms. Full story: https://gethealthbrief.com/story/scotland-first-uk-newborn-screening-rare-muscle-disease ### Legend Biotech Reports 2025 Results as Carvykti Scales in Early-Line Myeloma 2026-03-10 13:45:01 · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Legend Biotech (LEGN) has released its full-year 2025 financial results, showcasing significant revenue growth driven by the continued commercial expansion of its lead CAR-T therapy, Carvykti. The company highlighted major manufacturing milestones and a strategic pivot toward solid tumor indications following a year of intensive market penetration in earlier lines of multiple myeloma treatment. Full story: https://gethealthbrief.com/story/legend-biotech-q4-fy2025-earnings-analysis ### Telix’s ProstACT Phase 3 Hits Primary Goals, Advancing Prostate Cancer Therapy 2026-03-10 00:55:17 · Sentiment: Positive · Impact: 7/10 · Sources: 4 Telix Pharmaceuticals has successfully met the primary objectives for Part 1 of its global Phase 3 ProstACT study, validating the safety and dosimetry of its lead therapeutic candidate, TLX591. This milestone de-risks the antibody-based radiopharmaceutical program and clears the path for the trial's continued expansion in metastatic castration-resistant prostate cancer. Full story: https://gethealthbrief.com/story/telix-prostact-phase-3-primary-objectives-achieved ### Biotech Earnings Preview: Voyager and Zevra Q4 2025 Results in Focus 2026-03-08 22:52:33 · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Voyager Technologies and Zevra Therapeutics are set to report Q4 2025 earnings, highlighting a critical juncture for gene therapy delivery and rare disease commercialization. Investors are prioritizing updates on the TRACER platform milestones and the market penetration of newly launched orphan drugs. Full story: https://gethealthbrief.com/story/voyager-zevra-q4-2025-earnings-preview ### Novartis Settles with Henrietta Lacks Estate Over Unauthorized HeLa Cell Use 2026-02-27 01:27:42 · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Novartis has reached a confidential settlement with the estate of Henrietta Lacks, resolving claims that the pharmaceutical giant unjustly profited from her 'immortal' cell line. This agreement marks a major milestone in the ongoing legal and ethical reckoning over the historical exploitation of Black patients in medical research. Full story: https://gethealthbrief.com/story/novartis-henrietta-lacks-settlement-hela-cells ### Lantheus and Heron Signal Long-Term Growth Amid Mixed Q4 Performance 2026-02-26 13:15:01 · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Lantheus Holdings and Heron Therapeutics both reported mixed fourth-quarter results for the 2025 fiscal year, balancing immediate commercial headwinds with aggressive long-term guidance. Both companies introduced fiscal year 2026 outlooks, signaling a strategic shift toward post-2025 growth catalysts and pipeline diversification. Full story: https://gethealthbrief.com/story/lantheus-heron-q4-earnings-fy26-outlook --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://gethealthbrief.com/guides/methodology for the full editorial methodology.