Novartis Pharma AG: Kisqali shows clinically meaningful overall survival in broadest HR+/HER2- early breast cancer population at high risk of recurrence

Novartis (NVS) reported that Kisqali, combined with endocrine therapy, reduced the risk of death by 19% in early breast cancer patients over six years, according to the NATALEE trial. The study showed continued improvement in invasive disease-free survival and fewer metastatic recurrences. Novartis plans to present the results at ESMO 2026. NVS stock closed at $156.27, up 1.52%.

Novartis reported that Kisqali (ribociclib) plus endocrine therapy reduced the risk of death by 19.1% compared to endocrine therapy alone in high-risk early breast cancer patients, based on six-year NATALEE trial data. The study showed consistent overall survival benefits across key subgroups, with a hazard ratio of 0.809. Results were presented at the European Society for Medical Oncology Annual Meeting 2026.

Novartis reported six-year data from the NATALEE trial, showing Kisqali (ribociclib) plus endocrine therapy reduced the risk of death by 19.1% compared to endocrine therapy alone in HR+/HER2- early breast cancer patients. The study included 5,101 patients across 20 countries, with benefits observed in overall survival, invasive disease-free survival, and other endpoints. Kisqali is approved in over 100 countries for breast cancer treatment.

Novartis reported six-year data from the NATALEE study, showing Kisqali plus endocrine therapy reduced death risk by 19.1% in high-risk early breast cancer. The treatment also improved invasive disease-free survival by 5.3% at six years, with no new safety concerns. Analysts note the data supports broader adoption and potential revenue durability.

Novartis (NOVN: VX) received European Commission approval for Cosentyx to treat polymyalgia rheumatica in adults who do not respond to glucocorticoids or relapse during treatment. This makes Cosentyx the first IL-17A inhibitor approved in Europe for this condition.

Novartis's pelacarsen, co-developed with Ionis Pharmaceuticals, failed to reduce cardiovascular events despite lowering Lp(a) levels in a Phase 3 trial. The results challenge the Lp(a) targeting thesis and may impact other programs like olpasiran and lepodisiran. Analysts had forecasted $6B in peak annual U.S. sales for pelacarsen.