Reuters
07 Oct 2026, 10:02 UTC · 2h ago
Focus: AI companies run virtual drug trials, aim to improve success of human studies
Impact · against what's priced in
The failed del-desiran trial is a non-event for Novartis' current valuation as the market has already corrected for the loss of the $5 billion revenue stream. The 11% share price drop following the results confirms that the loss of market value is already fully reflected.
- NVS−0.10
No priced-in read yet
- In context
The failure of del-desiran removes a potential $5 billion annual revenue stream, but the subsequent 11% drop in share price indicates the market has already adjusted for this loss.
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