AI has tangibly improved Novartis's P&L for the first time

“Novartis now expects to speak with the FDA about a potential accelerated approval of pelabresib before the end of the year, CEO Vas Narasimhan told investors on a call Tuesday.”

“We have the “replacement power” ahead of patent cliff”

“Novartis CEO Vas Narasimhan tells CNBC the company must keep pursuing acquisitions that could deliver breakthroughs for patients.”

“The industry has gotten more consolidated. Prices are higher than ever. Access is worse than ever.”

“The rising costs are unsustainable for individuals, for businesses, and for the country. What kind of intervention is a different question.”

“Their survival, especially for the very youngest patients under the age of 35, may actually not be as good as somebody in their 40s or someone in their 60s, despite receiving more…”