Q3 2023 Results - Reimagining Medicine
Company overview
Financial review
Conclusions
Appendix
References
KesimptaⓇ continues strong launch trajectory across regions
Sales evolution
USD m, % cc
Ex-US
US
+124%*
US: growing faster than market1,2
■ TRX +75% Q3 vs. PY (market +3%)
■ NBRX +30% Q3 vs. PY (market +18%)
657
■ B-cell NBRx share ~56% of MS market
250
289
407
239
Q3 2022
Q3 2023
GROWTH
Kesimpta
Europe: launch momentum progressing
■ >29k patients treated, majority naive or first switch
■ Q3 sales includes one-time revenue deduction adjustment*
Confident in future growth
Only about 1/3 of MS patients on B-cell therapy
■ NBRX leadership in key markets including Germany
Compelling product profile: 1 minute a month dosing from home/anywhere³;
5-year efficacy4, safety and tolerability data 5,6
*Without the one-time revenue deduction
adjustment, sales growth +86% cc
See last page for references. TRX - total prescriptions. NBRX new to brand prescription.
Interim Financial Report.
MS Multiple Sclerosis. Constant currencies (cc), core results are non-IFRS measures; explanation can be found on page 48 of Condensed
8 Investor Relations | Q3 2023 Results
✓ NOVARTIS | Reimagining MedicineView entire presentation