Novartis Q4 Results
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PluvictoⓇ FY sales close to blockbuster. Supply now unconstrained.
Maintain multi-bn peak sales guidance for current indication (post-taxane)
Company overview
Financial review
Conclusions
Appendix
References
Sales evolution
USD m, % cc
US
Ex-US
+53%
FY USD 980m
+261%
• Q4 sales grew YoY (+53% cc) and QoQ (+7% USD) driven by demand
273
22
179
9
251
170
Q4 2022
Q4 2023
GROWTH
PLUVICTOⓇ
•
•
•
Treatment sites: 300+ US sites, vast majority active and regularly ordering
Unconstrained supply: 99.9% of doses injected on planned day in Q4 in US:
approval of Indianapolis site to increase capacity to 250k RLT doses in 2024
Global network expansion: RLT facility investment in China and Japan
Confident in 2024: Expect return to stronger QoQ growth following earlier
supply disruption
Additional indications
.
PSMAfore (pre-taxane) expect US submission in H2 2024
Additional studies in earlier stages of disease (PSMAddition in mHSPC,
PSMA-DC in localized oligometastatic disease)
Constant currencies (cc), core results are non-IFRS measures; explanation can be found on page 49 of Condensed Financial Report.
□ NOVARTIS | Reimagining Medicine.
Novartis Q4 Results | January 31, 2024
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