Novartis

Summary

Pharmaceutical company intelligence reports from Espicom provide a full review of the company's activities together with five-year sales forecasts for its key products. The company's financial performance is covered in-depth, from its latest results to a complete analysis of its latest full fiscal year and an outlook for the future. A section on company strategy covers mergers, acquisitions and divestitures, key agreements, products and R&D. An overview of key products and R&D is followed by a comprehensive review of the company's product portfolio and research and development pipeline by therapeutic area. In addition, supplementary appendices provide more in-depth information on financials, agreements and corporate events.

Following the merger of Ciba and Sandoz, the spin-off of the Agribusiness sector and the sale of the remaining activities of the Industry division, Novartis has become a leading company in the life sciences field and has operations in approximately 140 countries worldwide. Novartis is currently organised into the four divisions of Pharmaceuticals, Consumer Health, Sandoz, and Vaccines & Diagnostics, created following the acquisition of Chiron Corporation. Within Pharmaceuticals, the company's current growth drivers include Diovan (valsartan), Glivec/Gleevec (imatinib), Femara (letrozole) and Zometa (zoledronate).

Novartis delivered a steady performance in 2008. Operating income was down by 30.1 per cent and net income down by 31.2 per cent. Within Pharmaceuticals, Novartis' strategic products such as Diovan (valsartan), Glivec/Gleevec (imatinib), Femara (letrozole) and Zometa (zoledronate) continued to perform well, while Consumer Health benefited from the North American OTC business of Bristol-Myers Squibb which was acquired in 2005. Sales at Sandoz increased by 20.3 per cent due to the continued effects of the Hexal and Eon Labs acquisitions, which have made it a world leader in generics.

In the longer term, as a research-intensive company which has benefited from the Chiron acquisition, Novartis has a strong pharmaceutical pipeline with a total of 139 compounds under development. With a number of projects in late-stage development, of particular note is fingolimod, which is under Phase III development for multiple sclerosis.

Contents

• Executive Summary
  • A Detailed And Comprehensive Overview Of Current Financial Position, Company Strategy, Product And Pipeline Analysis.
• Therapeutic Area Focus
  • Key Product Analysis And Forecasting
  • Cardiovascular And Metabolism
  • Diovan/Co-Diovan (Valsartan)
  • Exforge (Amlodipine+Valsartan)
  • Galvus (Vildagliptin)
  • Lescol (Fluvastatin)
  • Lotrel (Amlodipine+Benazepril)
  • Tekturna/Rasilez (Aliskiren)
  • Oncology/Haematology
  • Exjade (Deferasirox)
  • Femara (Letrozole)
  • Glivec/Gleevec (Imatinib)
  • Sandostatin (Octreotide)
  • Tasigna (Nilotinib)
  • Zometa (Zoledronic Acid)
  • Neuroscience
  • Comtan (Entacapone)
  • Exelon (Rivastigmine)
  • Extavia (Interferon Beta-1b)
  • Ritalin/Focalin (Methylphenidate)
  • Stalevo (Entacapone+Carbidopa+Levodopa)
  • Trileptal (Oxcarbazepine)
  • Ophthalmics/Dermatology/
  • Gastrointestinal/Urology
  • Elidel (Pimecrolimus)
  • Lamisil (Terbinafine)
  • Lucentis (Ranibizumab)
  • Zelnorm/Zelmac (Tegaserod)
  • Infectious Diseases/Transplantation/
  • Immunology
  • Certican (Everolimus)
  • Sandimmun/Neoral (Ciclosporin)
  • Sebivo/Tyzeka (Telbivudine)
  • Arthritis/Bone
  • Aclasta/Reclast (Zoledronic Acid)
  • Miacalcic/Miacalcin (Synthetic Salmon Calcitonin)
  • Voltaren/Cataflam (Diclofenac Sodium)
  • Respiratory
  • Foradil (Formoterol Fumarate)
  • Xolair (Omalizumab)
• Operational Data
  • A Wealth Of Background And Detail
  • A Full 5-Year Financial Performance Assessment
  • Key Agreements
  • Infrastructure
  • Subsidiaries And Joint Ventures