Novartis Investor Presentation
1. Core TAs
New Novartis: Our strategy
Our focus
> Core Therapeutic Areas
Technology platforms
Priority geographies
Capital allocation / structure
Our priorities
Conclusion
Abbreviations
...with the largest growth potential and existing Novartis expertise
TA size and growth contribution
Illustrative. Bubble size = 2022-27 revenue contribution to growth, $bn.
250
<0%
0-5%
5-10%
=
negative contribution to growth.
>10%
7
50
2022 Market Size ($bn)
150
200
KX
100
LA
0
C
I
EL
F
E
D
J
A
A
Oncology
B
Central Nervous System
C
Immunology
(incl. Dermatology)
D
Cardiovascular
2
E
Endocrine
F
Blood
G
Respiratory
B
H
Sensory Organs
C
J
Gastro-Intestinal
Genito-Urinary
L
K Systemic Anti-Infectives
Musculoskeletal
Within each Therapeutic Area
Clear disease area priorities
✓ Promising lead assets
☐ Focus on lifecycle
management
Expected Growth (% CAGR 2022-27)
Source: Evaluate Pharma (July, 15 2022). Note: Chart excludes 'Various' and 'Other Rx and OTC Pharma' segments; Evaluate Pharma data not pro-forma for Consumer Health business separation for J&J and GSK.
1. Reflects latest setbacks in Alzheimer's trials (Athira Pharma's fosgonimeton), FDA's negative opinion for Acadia's NuplazidⓇ, failed launch of Biogen's AduhelmⓇ and failed read out of Roche's crenezumab. 2. Includes obesity
Novartis Investor Presentation | September 22, 2022
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