Novartis AG: PharmaVitae Profile

Introduction

This analysis examines the historical and forecast performance for Novartis in the prescription pharmaceutical sector. The profile encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales forecasts for key drugs.
Features and benefits

* Gain insight into Novartis's strategic outlook across the next 6 years.* Analyze company sales forecasts by product, therapy area, lifecycle stage, geography, molecule type and source.
Highlights

Strategic insight into the prospects for Novartis over the next six years. Picking out key strengths, weaknesses, opportunities and threats and evaluating the company's prescription pharmaceuticals outlook using a variety of cuts of the historical and forecast sales.
Your key questions answered

* Benchmark Novartis's performance against key rivals in the prescription pharmaceutical sector* Assess how Novartis is forecast to deliver the strongest prescription pharmaceutical sales growth of any Big Pharma company over the period 2009-15.* Analyse Novartis's 'focused diversification' strategy based on its presence in the branded, generic, vaccine, eyecare and consumer health segments.

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TABLE OF CONTENTS
ABOUT DATAMONITOR HEALTHCARE 2
About the PharmaVitae team 2
Chapter 1 About this profile 3
PharmaVitae Explorer database 3
Chapter structure 3
Data sourcing 4
Chapter 2 Executive summary 5
Key findings 5
Prescription pharmaceutical sales and growth rate performance, 2003–15 6
Financial performance, 2003–15 7
Novartis: PharmaVitae forecasts at a glance 8
Strategic insight 9
SWOT analysis 19
Chapter 3 Quarterly update 28
Latest quarterly sales 28
Latest quarterly financial analysis 29
Latest comment 31
Latest prescription pharma product news 40
Latest corporate news 47
Chapter 4 Company introduction 51
Key findings 51
Background 52
Key corporate developments 52
M&A history 52
Chapter 5 Company sales 57
Key findings 57
Prescription pharmaceutical sales and growth rate analysis, 2003–15 58
Product analysis 60
Therapy area analysis 70
Geographic analysis 73
Launch/core/expiry analysis 75
Molecule type analysis 82
Externalization analysis 85
Chapter 6 Company financials 88
Key findings 88
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2003–09 89
Operating costs and profit analysis 90
Chapter 7 Key products 95
Overview 95
Chapter 8 Appendix 125
References 125
Abbreviations 125
Exchange rates 126
About Datamonitor 127
Datamonitor consulting 127
Disclaimer 129


TABLE OF TABLES
Table 1: Novartis – PharmaVitae forecasts at a glance 8
Table 2: Novartis quarterly sales ($m), Q309–Q310 28
Table 3: Novartis quarterly financials ($m), Q309-Q310 29
Table 4: Novartis product portfolio overview ($m), 2003–09 62
Table 5: Novartis product portfolio overview ($m), 2009–15 66
Table 6: Novartis prescription pharmaceutical sales by therapy area ($m), 2009–15 72
Table 7: Novartis prescription pharmaceutical sales by geographic region ($m), 2009–15 74
Table 8: Novartis launch portfolio overview ($m), 2009–15 76
Table 9: Novartis core portfolio overview ($m), 2009–15 77
Table 10: Novartis expiry portfolio overview ($m), 2009–15 78
Table 11: Novartis (Sandoz) generics portfolio overview ($m), 2009–15 79
Table 12: Novartis prescription pharmaceutical sales by molecule type ($m), 2009–15 84
Table 13: Novartis prescription pharmaceutical sales by source ($m), 2009–15 87
Table 14: Total Novartis sales by business unit ($m), 2003–09 89
Table 15: Novartis operating revenue/cost analysis ($m), 2003–09 91
Table 16: Novartis operating cost ratio analysis (% of total revenues), 2003–09 92
Table 17: Novartis operating cost ratio analysis (% of total revenues), 2009–15 93
Table 18: Novartis operating revenue/cost analysis ($m), 2009–15 94
Table 19: Novartis Key products overview 95
Table 20: Glivec/Gleevec: overview 97
Table 21: Glivec/Gleevec: sales forecast ($m), 2009–15 98
Table 22: Gilenia: overview 101
Table 23: Gilenia: sales forecast ($m), 2009–15 102
Table 24: QMF149: overview 104
Table 25: QMF149: sales forecast ($m), 2009–15 105
Table 26: QVA149: overview 107
Table 27: QVA149: sales forecast ($m), 2009–15 108
Table 28: Tasigna: overview 110
Table 29: Tasigna: sales forecast ($m), 2009–15 111
Table 30: Diovan: overview 113
Table 31: Diovan: sales forecast ($m), 2009–15 114
Table 32: Co-Diovan: overview 115
Table 33: Co-Diovan: sales forecast ($m), 2009–15 116
Table 34: Zometa: overview 118
Table 35: Zometa: sales forecast ($m), 2009–15 119
Table 36: Femara: overview 121
Table 37: Femara: sales forecast ($m), 2009–15 122
Table 38: Sandostatin: overview 123
Table 39: Sandostatin: sales forecast ($m), 2009–15 124
Table 40: Exchange rates, 2010 126


TABLE OF FIGURES
Figure 1: The PharmaVitae Explorer 3
Figure 2: Novartis prescription pharmaceutical performance, sales ($m) and growth rate (%), 2003–15 6
Figure 3: Novartis’s financial performance ($m), 2003–15 7
Figure 4: Novartis prescription pharmaceutical sales growth by business area ($m), 2009-15 10
Figure 5: Novartis prescription pharmaceutical sales growth by business area (branded portfolio segmented) ($m), 2009-15 11
Figure 6: Sandoz corporate structure demonstrating diverse growth opportunities 13
Figure 7: Sandoz M&A driven geographic expansion ($m), 2003-15 14
Figure 8: Synergies between Alcon and Novartis 17
Figure 9: Novartis SWOT analysis 19
Figure 10: Sandoz M&A history, 2001-09 53
Figure 11: Novartis prescription pharmaceutical performance, sales ($m) and growth rate (%), 2003–15 58
Figure 12: Novartis Key product sales ($m), 2003–15 60
Figure 13: Novartis key sales growth drivers and resistors ($m), 2003–09 63
Figure 14: Novartis key sales growth drivers and resistors ($m), 2009–15 68
Figure 15: Novartis prescription pharmaceutical sales by therapy area ($m), 2003–15 70
Figure 16: Novartis prescription pharmaceutical sales by geographic region ($m), 2003–15 73
Figure 17: Novartis launch/core/expiry configuration ($m), 2009–15 81
Figure 18: Novartis prescription pharmaceutical sales by molecule type ($m), 2003–15 83
Figure 19: Novartis prescription pharmaceutical sales by source ($m), 2003-15 86
Figure 20: Novartis operating revenue/cost analysis ($m), 2003–15 90


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