Ticker brief
NVS NOVARTIS AG-SPONSORED ADR
Consumer, Non-cyclical · Pharmaceuticals
last close
$151.12
1 day
-3.3%
14 days
+5.1%
mkt cap
$305.1B
signals 14d
18
authors 14d
12
crowd 14d
-1.1σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 28% rich · 91 pctile own 1y | IV/HV 1.35× |
| Skew — 25Δ RR 30d | -0.008 84 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | +0.01 thin | 5-session Δ -0.00 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-02-04 (z=3.0) |
| CSP screen | rank #91 · $146.3 strike · 0.44% prem | on the CSP screen (2026-10-23) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now -0.50 (−1 bearish … +1 bullish)
Who spoke12
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @bioinvestor24 | A | -0.87 | 4 | -0.61 |
| @Tickeron | C | +1.53 | 3 | +0.05 |
| @buzztickr | C | · | 2 | +0.00 |
| @LogicalThesis | A | -1.21 | 1 | -0.20 |
| @CrweWorld | C | · | 1 | +0.15 |
| @investseekers | B | +0.02 | 1 | -0.30 |
| @adamfeuerstein | A | -1.03 | 1 | +0.25 |
| @CHItrader | B | -0.22 | 1 | +0.25 |
| @GetPursa | C | +0.10 | 1 | +0.20 |
| @BPharmCatalyst | C | · | 1 | +0.50 |
| @harry03994688 | A | -0.16 | 1 | +0.15 |
| @OracleNYSE | C | +0.83 | 1 | -0.50 |
Recent signals18of 18 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @OracleNYSE | -0.50 | Reports Novartis terminated its Fabhalta lupus-nephritis trial after Part 1. | +0.3% | tweet ↗ |
| 2026-10-13 | @bioinvestor24 | -0.50 | Argues well-funded biotechs can outlast weakening big pharma and force eventual dealmaking. | +6.1% | tweet ↗ |
| 2026-10-13 | @bioinvestor24 | -0.60 | Argues failed expensive pharma deals strengthen bargaining power for well-funded small and mid-cap biotechs. | +6.1% | tweet ↗ |
| 2026-10-13 | @Tickeron | +0.35 | Compares two pharma leaders' growth products and patent-cliff pressures without choosing a winner. | +6.1% | tweet ↗ |
| 2026-10-12 | @Tickeron | +0.05 | Contrasts GSK's pipeline acceleration and cost savings with Novartis's scale, growth and patent risks. | +5.1% | tweet ↗ |
| 2026-10-12 | @Tickeron | -0.25 | Favors Lilly's 48% growth and positive trials over Novartis's slower growth, patent expiries and trial failures. | +5.1% | tweet ↗ |
| 2026-10-11 | @harry03994688 | +0.15 | Explains that ALNY developed Leqvio and NVS commercializes it. | +5.1% | tweet ↗ |
| 2026-10-10 | @buzztickr | +0.00 | Flags a sponsor-registered Phase 4 readout scheduled for today. | +5.1% | tweet ↗ |
| 2026-10-07 | @bioinvestor24 | -0.65 | Says both companies suffered or are suffering major management and pipeline destruction. | +5.5% | tweet ↗ |
| 2026-10-07 | @BPharmCatalyst | +0.50 | Reports FDA label-expansion approvals for NVS's Rhapsido and PFE's TUKYSA. | +5.5% | tweet ↗ |
| 2026-10-07 | @GetPursa | +0.20 | Novartis reports Rhapsido safety data consistent with its CSU label, with no routine lab monitoring required. | +5.5% | tweet ↗ |
| 2026-10-07 | @CHItrader | +0.25 | Reports encouraging safety findings for rhapsido in symptomatic dermographism, with bleeding still monitored. | +5.5% | tweet ↗ |
| 2026-10-07 | @bioinvestor24 | -0.70 | Calls for the Novartis CEO to leave while distinguishing the Novo Nordisk CEO favorably. | +5.5% | tweet ↗ |
| 2026-10-07 | @adamfeuerstein | +0.25 | Discusses promising next-generation Duchenne exon-skipping therapies from Novartis and Dyne. | +5.5% | tweet ↗ |
| 2026-10-07 | @investseekers | -0.30 | Reports an AI clinical-trial model's predictions, track record and potential sector implications. | +5.5% | tweet ↗ |
| 2026-10-07 | @CrweWorld | +0.15 | Reports upcoming late-breaking remibrutinib and broader multiple-sclerosis portfolio data. | +5.5% | tweet ↗ |
| 2026-10-03 | @buzztickr | +0.00 | Flags an NVS Phase 1 readout scheduled for October 5. | +7.2% | tweet ↗ |
| 2026-10-02 | @LogicalThesis | -0.20 | Expects biotech M&A to resume after a four-month drought, while noting recent acquisition failures. | +7.2% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.