Novartis Bets Big on Meningitis:Wall Street Awaits Blockbuster Vaccine Franchise
This article was originally published in RPM Report
Executive Summary
Two years after shaking up the vaccine field with its big entry-acquisition of Chiron, Novartis AG has identified a make-or-break pair of projects in the meningitis area. The meningitis vaccines will determine whether the Novartis bet on vaccines will turn into a smart long-term diversification or a low-return move into an unfamiliar and unfriendly segment of health care.