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Company Analysis: Novartis

  • ID: 5357323
  • Company Profile
  • January 2021
  • 85 pages
  • Datamonitor Healthcare
  • Novartis AG
The publisher explores Novartis’s prescription pharmaceutical performance and outlook over 2019-29.

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.
Note: Product cover images may vary from those shown
Company Background
  • Company Overview
  • Key Metrics
  • SWOT Analysis
  • Key Drug & Company Information
  • Company Comparison
Recent Earnings Review
  • Earnings Overview
  • Notable Quotes & Important Topics
  • Pharma Insights Analysis
Company Forecast
  • Prescription Pharmaceuticals Sales Outlook
  • Branded Drug Outlook
  • Launch Profile Outlook
  • Therapy Area Outlook
  • Regional Sales Outlook
  • Lifecycle Analysis
Company Profile
  • Marketed & Pipeline Drugs
  • Recent Events & Analyst Opinions
  • Upcoming Catalysts
  • Recent Insights
Clinical Trial Overview
  • Clinical Trial Snapshot
  • Clinical Trials by Country
  • Clinical Trials by Status and Phase
  • Clinical Trials by Drug
Note: Product cover images may vary from those shown
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