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DewDiligence

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DewDiligence

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Re: RC2 post# 132037

Tuesday, 11/29/2011 8:45:19 PM

Tuesday, November 29, 2011 8:45:19 PM

Post# of 252776

Might there be a more fundamental reason for NVS' slide? Seems to me I've seen some negative comments about their pipeline, but can't now remember the source.

NVS had a pipeline setback on NVA237/QVA149 for COPD, but it happened more than a month ago (#msg-68424624) and was unsurprising (see prologue of #msg-64761738). Also, the SOM230 NDA for Cushing’s disease was withdrawn in October (#msg-68418660), but this is a minor product candidate.

All told, I don’t think the under-performance of NVS’ share price in recent months can be attributed to the drug pipeline.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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