It amuses me that some sell-side analysts have already turned on Novartis (NVS) management and are calling for a break-up of the company. Such is the nature of working in a business where you always have to fight to get the buy-side to listen, I suppose. In any case, Novartis management has done itself no favors with a execution blunders across the enterprise and unimpressive growth. As such, there are still plenty of better ideas out there in pharma-land.
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Execution Blurring Novartis' Potential
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