诺华三期临床失败股价大跌，山德士上调指引，Computacenter创纪录

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The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data. Well, let's take a look at some stocks on the move today in Europe. I'm Steven Carroll and I'm joined by our reporter Khloe Mele for more. Chloe, good morning. Novartis shares slumping after a drug trial failure. What's going on? Yeah, it's been quite a tough week so far for Novartis and we're only two days into the week.

So yesterday um it fell quite significantly already because of two failed drug trials within the space of a few days and then today there's another trial setback. So now it's three setbacks within the space of just about a week. So this particular setback it was for a treatment for a muscle wasting disease and the medicine failed in a late stage study. So this particular setback for Novartis is uh potentially even worse than the other ones because this particular medicine uh was really the centerpiece of the uh company's 12 billion takeover of Avidity Biosciences and it's a drug that had been thought really as a potential blockbuster.

The CEO had told uh Bloomberg TV back in July uh that this was a drug that had you know sales potential of five billion dollars or more. Um so now that ambition will have to certainly be revised down and so analysts are saying this is you know major pipeline setback and that is not really helped uh their confidence in in the other therapies that Novatist has gained through in this aidity takeover and now there's going to be really renewed worries about sources of growth for Novatist going forward and especially beyond 2030 because a bunch of its bestselling drugs are facing a a patent cliff and you the biggest patent clip in its history.

Um, so that's going to be a bit of of trouble for Novartis and we are seeing those setbacks really weigh on the shares this morning.

Okay. Well, that's Novartis. Meanwhile, Sandos, which was formerly part of Novartis, is enjoying opposite fortunes. What's going on there?

Yeah, Sandos is doing much better. It raised its medium-term guidance. It also set a new very ambitious pipeline target. So, Sandos makes uh bioimilars which is uh a biological medical product that is uh highly similar to an already approved original reference product and so it wants to increase the number of biosimilars that it makes um to more than 100 by 2040 uh from just 13 currently. So it wants that huge increase in that portfolio and it is investing around $300 million in a biosimilar facility in Slovenia.

Um there's going to be also as well a very big opportunity coming for that company with GRP1s as well because uh the patents for simagide which is the key ingredient for Zmpeek that has started to expire in some countries. Um, and so that's paving the way for uh generic drug companies like Sandos to uh sell cheaper versions of of this key ingredient. And so that will make probably a big difference in the outlook and that's going to be really a big opportunity uh for for that company and and some of its peers as well.

Okay. And finally, computer center in the UK seeing a boost. What's driving the rally? Is it computers by any chance?

Yes, it is indeed. Well, is an IT company um which raised its guidance once again. And so it already had raised its guidance back in July. It's done it again today. And so we are seeing the shares hit a record as a result of that. So the main really the main growth driver for that company has been uh demand from hyperscalers in the US. So computer center is essentially one of those slightly lesserk known AI winners.

Um it's selling data center infrastructure uh like servers uh other types of hardware and then also software integration services to those hyperscalers. and it has a really um wellestablished presence in the west coast of the US as well where a lot of those big tech companies are based. Um and so analysts are saying that the order book is very strong, the momentum is very solid um and that the performance is actually outperforming already very elevated investor expectations.

And so we're seeing shares up almost 100% so far in 2026. And uh given this race guidance and this enthusiasm from all of those analysts and investors, it seems that there might be even further to go for Computer Center. The Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies making news on Wall Street. And for the latest market moving headlines, listen to Bloomberg Radio Live.

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