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Novartis acquires biotech firm Excellergy

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Sentiment Timeline

Event Timeline

Oct 02, 2026 Big Pharma turns to China for new drugs as patent cliff drives … Bullish

Apr 02, 2026 Novartis AG (NVS) Announces Final Two-Year Results From Phase III APPLAUSE‑IgAN Study Neutral

Mar 31, 2026 Centessa Pharmaceuticals Stock Soars 45% Over Acquisition Deal With Eli Lilly And … Bullish

Mar 28, 2026 Novartis to buy U.S.-based biotech firm Excellergy for up to $2 billion Neutral

🤖 AI Overview

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On March 29, Novartis (NVS) announced positive two-year results from the Phase III APPLAUSE-IgAN study of Fabhalta in IgA nephropathy. Separately, on March 27, Novartis agreed to acquire U.S.-based biotech firm Excellergy for up to $2 billion. This acquisition follows Novartis' earlier deal with Abogen Biosciences, worth up to $7.8 billion, for an experimental autoimmune disease treatment.

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These deals reflect Big Pharma's increased interest in Chinese biotechs and early-stage assets, driven by patent cliffs and a search for new drugs. Novartis' acquisitions could boost its pipeline and growth prospects, potentially repricing its valuation. Meanwhile, Excellergy's shareholders stand to gain, with Centessa Pharmaceuticals' shareholders already benefiting from Eli Lilly's acquisition offer.

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Investors should watch for Novartis' Q1 earnings on April 27, which may provide more details on the Excellergy acquisition and its impact on guidance. Additionally, regulatory decisions on Fabhalta, expected in 2023, will be crucial for Novartis' pipeline and valuation. Lastly, further M&A activity in the sector, potentially involving other Big Pharma players, could be triggered by these deals.

AI Overview as of Oct 03, 2026

Timeline

First SeenMar 28, 2026

Last UpdatedOct 28, 2026