The publisher explores Novartis’s prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (3 November 2020)
Model updates (22 July 2020)
Model updates (3 June 2020)
Model updates (26 February 2020)
Snapshot
- Overview - Novartis’s strong launch portfolio will drive robust revenue growth over the forecast period.
- Key themes - [1] Novartis’s launch portfolio is expected to generate $10bn in 2029, as the company’s late-stage pipeline results in several new approvals each year [2] Novartis has a leadership position in the cell and gene therapy markets [3] Cosentyx and Entresto will remain blockbusters for years to come and see significant growth [4] Litigation around Gilenya generics and launch trajectory of Mayzent are key for stabilizing Novartis’s market share in multiple sclerosis.
Model updates (3 November 2020)
- Cosentyx forecast adjusted lower in the US due to COVID-19 impact
- Afinitor forecast adjusted lower in the US due to generic competition
- Adakveo forecast adjusted higher due to continued strong launch
- Zolgensma forecast adjusted lower due to lower-than-expected sales in the US
- Tabrecta forecast adjusted higher due to launch trends
- Mayzent forecast adjusted lower in the US due to impact from generic dimethyl fumarate
- PDR001 forecast removed due to failure of Phase III COMBI-i trial.
Model updates (22 July 2020)
- Lucentis forecast adjusted lower due to COVID-19 impact
- Entresto forecast adjusted lower
- Sandostatin forecast adjuster lower
- Zolgensma forecast adjusted lower in the US and higher internationally due to launch trends in Europe
- Xiidra forecast adjusted lower due to removal of European launch
- Beovu forecast adjusted lower due to incidence of severe adverse events negatively impacting launch trajectory
- Adakveo forecast adjusted higher due to continued launch trends.
Model updates (3 June 2020)
- Adakveo forecast adjusted higher due to strong initial launch
- Lucentis forecast adjusted lower due to COVID-19 impact
- Kymriah forecast adjusted lower
- Mayzent forecast adjusted lower.
Model updates (26 February 2020)
- Cosentyx forecast adjusted higher due to continued above-market growth in dermatology and rheumatology
- Gilenya forecast adjusted higher due to assumed later generic entry in the US
- Sandostatin forecast adjusted higher due to re-evaluation of generic competition to Sandostatin LAR
- Lutathera forecast adjusted lower due to plateauing of sales in the US
- Kisqali forecast adjusted higher due to accelerated growth in the US
- Kymriah forecast adjusted lower due to less uptake of CAR-T globally
- Piqray forecast adjusted higher due to launch trend and improved testing rates for PIK3CA mutations
- Zolgensma forecast adjusted higher due to continued growth and share gains in spinal muscular atrophy
- Mayzent forecast adjusted higher due to improving launch trajectory
- Beovu forecast adjusted higher due to strong launch, although recent adverse events temper near-term outlook
- Arzerra forecast adjusted higher due to launch expectations in multiple sclerosis
- Inclisiran forecast added due to closing of The Medicines Company acquisition.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview