Longevity Weekly Pulse Key Pipeline Catalysts To Watch

UBS reviews upcoming late-stage clinical trials for AstraZeneca and Novartis, highlighting a potential $25bn peak sales opportunity. Despite binary clinical risks, the bank maintains both as core holdings in its 'Longevity' equity list due to attractive risk-reward profiles.

Key Takeaways

• 1.Upcoming late-stage clinical trial results in cancer, cardio-metabolic conditions, and neurology for AstraZeneca and Novartis are key catalysts for 2H26.
• 2.Successful trials for these two companies could represent a combined peak sales opportunity of USD 25bn.
• 3.Valuation levels for AstraZeneca and Novartis are considered attractive following pullbacks from year-to-date highs, reinforcing their status as core holdings in the Longevity list.

Table of Contents

• Longevity weekly pulse #56: Key pipeline catalysts to watch
• Thoughts of the week
• AstraZeneca
• Novartis
• Conclusion
• Charts of the week
• Risk Table
• 12 month rating history
• Appendix

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial