Investors are shifting focus from GLP-1 drugs to cancer research in the biotechnology sector. Novartis AG is up over 31% in 2025 due to a novel cancer treatment, radioligand therapy, which targets cancer cells with radioactive isotopes. The treatment has shown promising results in clearing metastatic cancer within six months.

Novartis estimates the radioligand market could reach $25-30 billion. However, the technology may take 10-15 years to become mainstream due to logistical challenges in delivering radioactive isotopes. Novartis is investing in infrastructure and using AI to streamline the process, but significant time is needed for full implementation.

Novartis has an established pipeline of drugs and reported a 10% increase in revenue in the second quarter of 2025. Earnings are projected to grow around 10% by 2027, partly due to a $23 billion investment in U.S. manufacturing. Despite strong performance, NVS stock may face a pullback as it nears resistance levels and trades at a higher P/E ratio than historical averages. Investors should watch for a potential pullback before considering new positions.

Read more at Nasdaq.: Novartis’ Moonshot Cancer Therapy Could Be Future Growth Driver