Replies to post #104827 on Biotech Values

[DewDiligence]

NVS—Is there a big pharma board on iHub that might be a better one to ask this question than herein?

No there isn’t—Biotech Values has more coverage of Big Pharma than any board on iHub.

To your question about whether NVS is a good buy, the answer is not a simple one because NVS has many moving parts. Two positives for NVS that I think have been overlooked by the market to some degree are:

• Diovan (NVS’ biggest-selling drug) has substantial sales in emerging markets that will remain even when the drug goes off-patent in the next few years.

• NVS’ share of the collaborations with MNTA on Lovenox and Copaxone has enough upside to move the needle.

Today’s NVS report by Goldman Sachs is a case in point; it focuses on only the obvious stuff such as the Alcon acquisition.