Novartis’s remibrutinib falls short of investor efficacy thresholds: How much sales can its safety advantage support?
Goldman Sachs believes remibrutinib’s multiple sclerosis data fell short of investor expectations and that its better liver safety is insufficient to drive rapid replacement of existing therapies. The company has set a peak sales target of more than 8 billion US dollars across all indications, but evidence on switching treatments and the pace of physician adoption remain key constraints.
Goldman Sachs ·