Hi there, Thank you for subscribing to MarketBeat Daily Ratings. We're excited to have you onboard! Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. Please take a moment to confirm your subscription by clicking the link below. You may not receive your daily ratings newsletter without confirming your subscription. Click Here to Confirm Your Subscription to MarketBeat Daily Ratings Thank you again for subscribing. We look forward to being an important part of your investing journey.
Matthew Paulson
Founder and CEO, MarketBeat.
Confirm Your Subscription to MarketBeat Daily Ratings Here
Today's Bonus Content 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 trade, absorbing much of investors’ attention. Yet many are shifting focus to other areas—particularly cancer research. Shares of Novartis AG (NYSE: NVS) are up more than 31% in 2025, and its novel cancer therapies could extend the Swiss drugmaker’s growth runway. A Moonshot That Is Radioactive Oncology remains one of the most critical fields in biotech. A fast-growing subsector is radioligand therapy, a targeted radiation treatment that delivers radioactive isotopes directly to cancer cells via an IV infusion. By homing in on malignant cells, it spares healthy tissue—unlike traditional radiation or chemotherapy. Jeff has identified five of the past seven number-one performing tech stocks — before they took off. His Tesla call alone could have made readers 21 TIMES THEIR MONEY, if they listened to his recommendation. Don't miss his next big prediction. Click here now to see how AI is coming to life. Novartis is at the forefront of radioligand therapy, and early clinical data are striking. Doctors report they’ve achieved outcomes they’ve “never seen before,” with some trials showing complete clearance of metastatic tumors on patient scans within six months. CEO Vas Narasimhan estimates the radioligand market could reach $25 billion to $30 billion, up from roughly $10 billion in 2021. Novartis’s first-mover advantage is significant, and the company has invested heavily to establish high entry barriers for potential competitors. Why Patience Will Be Needed This technology is still in its infancy and could take 10 to 15 years to become widely adopted. A major challenge is logistics: the short half-life of therapeutic isotopes means they must be administered within three to five days of production before decay diminishes their potency. Hospitals need specialized radiation-safe rooms and around-the-clock tracking for isotope shipments. To address this, Novartis is building an end-to-end supply chain and leveraging artificial intelligence (AI) to forecast everything from air-traffic delays to severe weather. Nonetheless, scaling this infrastructure will take time. The Long-Term vs. the Short-Term for Novartis Novartis is far from a speculative biotech play. It maintains an established pipeline spanning cancer, autoimmune disorders, multiple sclerosis and cardiovascular disease. It also boasts one of the industry’s most competitive pipelines, with candidates in various clinical stages. In its second-quarter earnings report, Novartis posted $14.05 billion in revenue, up 10% year-over-year, while earnings per share climbed 22%. However, EPS growth is expected to decelerate to about 4.5% over the next 12 months, before rising roughly 10% cumulatively through 2027. A significant driver will be its plan to invest $23 billion in U.S. manufacturing over five years to mitigate tariff risks. NVS Stock May Be Due for a Pullback After a strong uptrend in 2025, NVS stock may be poised for a pause or modest pullback. At roughly $128 per share, it trades about 3.5% above the consensus analyst price target, suggesting limited immediate upside. The stock’s price-to-earnings ratio is also about 15% above its historical average. NVS recently touched the upper Bollinger Band near $131 before easing lower—a classic signal of short-term exhaustion. While it still sits well above its 50-day moving average of $121.24, the middle Bollinger Band at $125.40 provides the first support level. Below that, the $119–$121 range should offer stronger downside protection. Momentum indicators are mixed: the MACD remains positive, confirming the broader uptrend, but the RSI has cooled to around 52. This setup often leads to a sideways or slightly lower trading range as the market digests recent gains. With resistance looming near $131–$135 and valuations stretched against consensus targets, risk skews to the downside in the near term. Investors may want to await a pullback toward $121–$125 before establishing new positions. 
| 
