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Additional Reading from MarketBeat.com Novartis' Moonshot Cancer Therapy Could Be Future Growth DriverWritten by Chris Markoch. Published 9/9/2025. 
Key Points - Novartis is pioneering radioligand therapy, a targeted radioactive cancer treatment with blockbuster potential.
- The company invests heavily in infrastructure to overcome logistical hurdles, but mainstream adoption may take a decade.
- NVS stock is up more than 30% in 2025 and trades above consensus price targets, suggesting near-term downside risk.
GLP-1 drugs have dominated the biotechnology sector, but investors are increasingly looking to cancer research for the next big breakthrough. Novartis AG (NYSE: NVS) has surged more than 31% in 2025, and a groundbreaking cancer therapy could propel further gains. A Moonshot That Is Radioactive Oncology remains one of biotech's most critical fields. A growing subsector is radioactive cancer treatments, also known as radioligand therapy, which Novartis is pioneering. Verastem Inc. surged 1,670%—from just $0.32 to $5.68. Early investors who spotted the opportunity before the crowd saw extraordinary gains.
Now, Stock News Trends is releasing its new Wealth Building Report, featuring little-known companies with breakout potential for 2025. This expert research is available 100% free—but only for a limited time. Click here to claim your free Wealth Building Report now. This targeted radiation therapy delivers radioactive isotopes directly to cancer cells via an IV drip, sparing healthy tissue typically affected by conventional treatments. In clinical trials, Novartis's radioligand therapy cleared metastatic tumors from patient scans within six months—results doctors describe as "unseen before." Novartis CEO Vas Narasimhan now projects the radioligand market to reach $25–30 billion, up from his 2021 forecast of $10 billion. The company's first-mover advantage and substantial cash investments have also raised barriers to entry for competitors. Why Patience Will Be Needed Investors will need patience: this nascent technology could take 10 to 15 years to become mainstream. The main hurdle is infrastructure. Isotopes must be administered within three to five days—before decay diminishes their effectiveness. That requires specialized facilities (radiation-proof rooms) and 24/7 GPS tracking for isotope shipments. Novartis is investing heavily, even using artificial intelligence to predict air-traffic delays and severe weather. Building this delivery network, however, takes time. The Long-Term vs. the Short-Term for Novartis Novartis isn't a speculative biotech. It maintains an established pipeline targeting cancer, autoimmune diseases, multiple sclerosis and cardiovascular conditions. In fact, it has one of the industry's most competitive pipelines, with candidates across all clinical phases. In its second-quarter earnings report, Novartis posted $14.05 billion in revenue, up 10% year over year, and saw EPS jump 22%. Analysts forecast EPS growth to slow to about 4.5% over the next 12 months, then rebound to roughly 10% annually through 2027. The company also plans to invest $23 billion in U.S. manufacturing over five years to mitigate tariff risks. NVS Stock May Be Due for a Pullback Although NVS stock has rallied strongly in 2025, technical indicators suggest it may be ripe for a pause or pullback. At around $128, shares trade about 3.5% above the consensus analyst price target, limiting near-term upside. Moreover, the stock's P/E ratio sits roughly 15% above its historical average, adding valuation risk. NVS recently touched the upper Bollinger Band near $131 and has since eased lower—a common sign of short-term exhaustion. The stock remains well above its 50-day simple moving average at $121.24, with the middle Bollinger Band at $125.40 offering initial support. Support strengthens in the $119–$121 zone. Momentum indicators are mixed: the MACD remains positive, affirming the longer-term uptrend, while the RSI hovers near 52, indicating that momentum has cooled and the stock is no longer overbought. With resistance at $131–$135 and valuations stretched versus targets, risk skews lower. Investors may prefer to wait for a pullback into the $121–$125 range before considering new positions. 
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