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Today's Bonus News 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 attention in the biotechnology trade. However, many investors are turning their focus to other areas of the sector, particularly cancer research. Novartis AG (NYSE: NVS) is up over 31% in 2025, and a novel cancer therapy could provide the Swiss company with a long runway for growth. A Radioactive Moonshot Oncology remains a cornerstone of biotech. An emerging subsector—radioactive cancer treatments—is being pioneered by Novartis in the form of radioligand therapy. Trump has just signed an executive order creating America's first-ever National Investment Fund — a game-changing system designed to replace income taxes and send direct payouts to everyday Americans.
More than $1 TRILLION is expected to be distributed... and YOU could be eligible to claim a massive check. Click here to claim your stake before it's too late. Radioligand therapy is a targeted radiation treatment that delivers radioactive isotopes directly to cancer cells via an IV infusion, sparing healthy tissue unlike traditional therapies. Physicians have described the results as "unprecedented." In clinical trials, this approach eradicated visible metastatic cancer on patients' scans within six months. CEO Vas Narasimhan estimates the radioligand market could be worth $25 billion to $30 billion today, up from $10 billion in 2021. Novartis has secured a clear first-mover advantage and is using its financial resources to build high barriers to entry for competitors. Why Patience Will Be Needed Radioligand therapy is still nascent and may take 10 to 15 years to become mainstream, so investors must be patient. One challenge is infrastructure. Creating cancer-fighting isotopes is one thing; delivering them is another. The isotopes lose effectiveness if not infused within three to five days, requiring radiation-shielded hospital rooms and 24/7 GPS tracking for the vials. Novartis has invested heavily to address these logistical hurdles, including deploying artificial intelligence (AI) to forecast disruptions from air traffic delays to severe weather—yet building this network takes time. The Long-Term vs. the Short-Term for Novartis Novartis isn't a speculative biotech. It maintains an established pipeline of drugs for cancer, autoimmune diseases, multiple sclerosis and cardiovascular conditions. The company also boasts one of the industry's most competitive pipelines, with candidates at various clinical trial stages. In its second-quarter earnings report, Novartis posted $14.05 billion in revenue, up 10% year-over-year. Earnings per share (EPS) rose 22% year-over-year, though growth is expected to slow to about 4.5% over the next 12 months. Between now and 2027, analysts forecast earnings growth of roughly 10%. Part of that uptick 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 NVS stock has enjoyed a strong uptrend through 2025, but technical indicators suggest a potential pause or pullback. Trading around $128, the shares sit roughly 3.5% above the consensus analyst price target, leaving limited near-term upside. The stock's price-to-earnings (P/E) ratio is also about 15% above its historical average, introducing valuation risk. NVS recently touched the upper Bollinger Band near $131 and has since eased back—a common sign of short-term exhaustion. The shares remain well above their 50-day simple moving average of $121.24, with the middle Bollinger Band at $125.40 serving as the first level of support. Below that, the $119–$121 zone should offer stronger downside protection. Momentum indicators are mixed: the MACD remains positive, confirming the broader bullish trend, while the RSI near 52 indicates the stock is no longer overbought. This setup often leads to consolidation or a mild pullback as the market digests recent gains. With resistance near $131–$135 and valuation stretched relative to consensus targets, risk skews to the downside. Investors may prefer to wait for a dip toward the $121–$125 range before initiating new positions. 
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