Jacob Plieth — $NVS should have kept Monjuvi and dumped off pelabresib to $INCY, instead of the other way around #Asco26↗
April 2026 · 1 mention
Apr 13
Jacob Plieth — Let's remember again that $NVS dumped off darovasertib for $2.5m in cash + $3.5m in $IDYA series B preferred stock.↗
March 2026 · 8 mentions
Mar 25
Jacob Plieth — $MRK, a company with no CML presence, buys $TERN, a company that only pivoted to CML 2 years ago. And other surprises, via @apexonco -> https://t.co/MtOjGJmTfd $ELVN $NVS $PFE $…↗
Mar 25
Adam Feuerstein ✡️ — @JacobPlieth FTC would have blocked a $NVS bid for $TERN, I think. $BMY buying $TERN made a lot of sense, and it needs it more than Merck. Maybe a higher bid is coming.↗
Jacob Plieth — Interesting Qs raised by Evercore's Jon Miller: $NVS will have looked at all PI3Kα players, so why did it pick Synnovation? Was it preference for pan-mut vs $OKUR mut-specific? Saf…
February 2026 · 3 mentions
Feb 19
Jacob Plieth — @onco_park And now $NVS QEQ278 is terminated. 0% ORR per #Targets25 https://t.co/WnxIXAr4Lo↗
Feb 4
Jacob Plieth — @AppleHelix Bizarre. So why has $NVS removed it from its pipeline?↗
Feb 4
Jacob Plieth — Confirmned discontinuation of $NVS PIT565, which seems to be a specifically targeted T-cell engager (also hit CD2). cf $AZN Titan platform.↗
December 2025 · 4 mentions
Dec 9
Jacob Plieth — $TERN wins #ASH25, via @ApexOnco -> https://t.co/6mQGwnSUq8 $ELVN $NVS↗
Dec 8
Jacob Plieth — @BLLPHD I wonder whether someone years ago in the branding department of $NVS or $GRCL decided to go with the "fast" angle on this type of manufacturing, whereas in fact its real U…↗
Dec 8
Adam Feuerstein ✡️ — $TERN Results in Terns leukemia drug study suggest it could be a successor to Novartis $NVS blockbuster https://t.co/51H9opufDT #ASH25↗
Dec 8
Jacob Plieth — The harsh reality of so-called "fast Car-T manufacturing": $GILD still having to bridge ~35% of patients, just like $NVS was doing previously #ASH25 https://t.co/pdqppkDrCH
November 2025 · 2 mentions
Nov 24
Jacob Plieth — $NVS: we're going to study an arthritis drug in lung cancer!
$NOVO: hold my beer.↗
Nov 19
Jacob Plieth — $GSK just followed $NVS $LLY $PFE & $SNY into myeloid cell engagers. LTZ tech seems to do this via activity at CLEC5A↗
October 2025 · 9 mentions
Oct 26
Adam Feuerstein ✡️ — Novartis $NVS to buy RNA-focused Avidity $RNA in $12B deal
... the Swiss pharma also framed the deal as one that would give it a new platform, with Avidity designing a class of…↗
Oct 26
Adam Feuerstein ✡️ — $RNA raised nearly $700M at $40 just over one month ago...
Today, bought by $NVS at $72.↗
Oct 26
Adam Feuerstein ✡️ — $NVS buying $RNA $72 per share - $12B
https://t.co/K5REunIdu9↗
Oct 26
Adam Feuerstein ✡️ — $NVS for $RNA. Here it comes, per Bloomberg
https://t.co/iQg2xHGsIT
September 2025 · 4 mentions
Sep 10
Jacob Plieth — In 2023 $NVS paid $LEGN $100m for an anti-DLL3 Car-T. First human data at #WCLC25 show that this still a work in progress. Via @ApexOnco -> https://t.co/sXZa93t77h↗
Sep 9
Adam Feuerstein ✡️ — $NVS speculation tied to acquisitions of $CYTK and $RNA
Then, $NVS buys $TRML.
Ok!↗
Sep 9
Adam Feuerstein ✡️ — Novartis $NVS to buy Tourmaline Bio $TRML, gaining promising heart medicine
The deal, worth about $1.4 billion, comes as the Swiss pharma aims to find its next top sellers via @Dre…↗
Sep 9
Adam Feuerstein ✡️ — From May, the drug $NVS just bought for $1.4B. Congrats, Sandeep!
$TRML Tourmaline drug cuts inflammation tied to heart disease https://t.co/4csvyJxRYv
August 2025 · 3 mentions
Aug 21
Jacob Plieth — Plus some other #WCLC25 presentations of note: https://t.co/xavXaIItJu $LEGN $TIL $NVS $BNTX $CADL↗
Aug 6
Adam Feuerstein ✡️ — Backing up @mroliverbarnes et al reporting here, I heard same $NVS for $RNA chatter a few weeks ago. I wasn't able to confirm enough to report on it, unlike the FT folks, so well d…↗
Aug 6
Adam Feuerstein ✡️ — Novartis $NVS reportedly considering acquisition of Avidity Biosciences $RNA - Financial Times.↗
June 2025 · 3 mentions
Jun 5
Jacob Plieth — @NotGenentech The $RHHBY Vividion data is the only clinical Werner one I can see at #AACR25. Preclinical stuff only on Nimbus, $NVS etc.↗
Jun 5
Jacob Plieth — $RHHBY dumps Werner helicase. Over to $GSK, $NVS, Nimbus & Moma. Via @ApexOnco -> https://t.co/nrFQP64eMR https://t.co/KiDoTjHV3y↗
Jun 5
Jacob Plieth — @NotthatkindofDr @BertrandBio @avidresearch Has anyone seen any human data for $NVS HRO761? That molecule has been in the clinic since mid-2023...↗
Jacob Plieth — @NotGenentech $NVS Piqray now seems like yesterday's tech. Toxic, and hits wild-type. Same for $RHHBY Itovebi (despite the bizarre claim that that's a degrader).↗
Mar 20
Jacob Plieth — $NVS follows $LLY into mutation-selective PI3Kα inhibition. What does this mean for $RLAY $OKUR & $COGT? Via @ApexOnco -> https://t.co/WAzlp5zE7a↗
Mar 20
Jacob Plieth — Imagine being Synnovation: you raise ~$140m from VCs, put the money towards a Parp1 inhibitor that generates underwhelming clinical data. Then along comes $NVS and gives you $2bn f…↗
Mar 20
Jacob Plieth — $NVS paying $2bn for Synnovation's SNV4818, after $LLY paid $1.5bn for Scorpion's STX-478. Mechanistically, seems like good news for $RLAY, bad for $OKUR & $COGT↗
Jacob Plieth — Novel synthetic lethality approaches from Synnovation, Artios & $NVS leave much to prove. Via @ApexOnco at #ESMO25 -> https://t.co/B5FWHlomX6 $IDYA $RPTX $GSK↗
Oct 18
Jacob Plieth — @ablT315I Yeah, pretty bad data - even worse than in #ESMO25 abstract! $NVS discontinuing WRN in 3... 2... 1...↗
Oct 17
Jacob Plieth — #sadtrombobe for $NVS Werner helicase inhibitor HRO761, via Michael Foote #ESMO25 https://t.co/XBc3TIjaQ3↗
Oct 13
Jacob Plieth — #ESMO25 regular abstracts are now live, with first-in-human data being revealed by $LLY $INCY $DSNKY $MRNA $NVS Parabilis & others. Preview via @ApexOnco https://t.co/4oZFL7a5b…↗
Oct 13
Jacob Plieth — And now we know why $NVS #ESMO25 https://t.co/1UnjXW23tc↗