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For Your Education and Enjoyment 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 spotlight in the biotechnology sector, but investors are also eyeing breakthroughs in cancer research. Novartis AG (NYSE: NVS) has climbed more than 31% in 2025, and its novel cancer therapies could extend the Swiss drugmaker's growth runway. A Moonshot That's Radioactive Oncology remains one of biotech's most critical fields, and Novartis is pioneering an emerging subsector: radioligand therapy. This targeted radiation treatment delivers radioactive isotopes directly to cancer cells via an IV infusion, minimizing damage to healthy tissue—unlike traditional therapies. George Gilder handed President Reagan the first microchip that helped create $6.5 trillion in wealth over the last 40 years. Now he's stepping forward with an even bigger prediction about what's being built in the Arizona desert.
He believes 3 little-known companies will explode when a bombshell announcement just days from now. Smart investors are already positioning themselves. Click here to see what's coming before the story goes mainstream. In clinical trials, doctors have reported seeing results they "have never seen before," with scans showing metastatic cancer cleared within six months. CEO Vas Narasimhan now estimates the radioligand market could reach $25–30 billion, up from his 2021 projection of about $10 billion. Novartis has leveraged its first-mover advantage and strong cash position to build significant barriers to entry for potential competitors. Why Patience Will Be Needed Despite the excitement, this technology is still in its infancy and may take 10 to 15 years to become routine. The challenge lies in logistics: radioactive isotopes must be used within three to five days before their effectiveness declines, requiring specialized facilities such as radiation-proof infusion suites and 24/7 tracking of GPS-enabled vials. Novartis is addressing these hurdles—investing in infrastructure and using artificial intelligence to forecast everything from air-traffic delays to severe weather. However, building this ecosystem takes time. The Long Term vs. the Short Term for Novartis Novartis is far from a speculative biotech. It maintains an established pipeline of drugs targeting cancer, autoimmune diseases, multiple sclerosis, and cardiovascular conditions. The company also boasts one of the industry's most competitive development pipelines, with candidates across all clinical trial phases. In its second-quarter earnings report, Novartis posted $14.05 billion in revenue, up 10% year over year, while earnings per share rose 22%. Analysts expect earnings growth to slow to about 4.5% over the next 12 months, then accelerate to roughly 10% annually through 2027. Part of this growth will come from a planned $23 billion investment in U.S. manufacturing over the next five years to mitigate tariff risks. NVS Stock May Be Due for a Pullback After a strong run in 2025, technical indicators suggest Novartis shares could pause or pull back. Trading around $128, the stock sits about 3.5% above the consensus analyst price target, leaving limited near-term upside. It also carries a price-to-earnings ratio roughly 15% above its historical average. NVS recently touched its upper Bollinger Band near $131 and has since retreated, a classic sign of short-term exhaustion. The 50-day simple moving average at $121.24 provides the first support layer, followed by the middle Bollinger Band at $125.40. Below that, the $119–$121 zone offers stronger downside protection. Momentum indicators are mixed: the MACD remains positive, confirming the broader uptrend, while the RSI at 52 suggests momentum has cooled and the stock is no longer overbought. With resistance looming around $131–$135 and stretched valuation metrics, the near-term risk skews lower. Investors may want to await a pullback into the $121–$125 range before initiating new positions. 
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