Novartis post-Sandoz spinoff is a pure-play innovative pharma with strong cardiovascular (Entresto, Leqvio) and oncology (Pluvicto, Kisqali) franchises. Pluvicto radioligand expansion into earlier prostate cancer lines is a multi-billion opportunity. Leqvio twice-yearly LDL injection finally hitting volume after slow launch. M&A firepower available with deleveraged balance sheet.
Signals scoped to CH · Company-specific tagging coming soon.