Novartis Q4 Results
↓
↑
Content
Click below to navigate
through the document
ScemblixⓇ continues strong launch trajectory, driven by increasing
recognition of its differentiated profile and high unmet need in CML
Company overview
Financial review
Conclusions
Appendix
References
Sales evolution
USD m
US
Ex-US
FY USD 413m
+179%
+143%
125
43
GROWTH
SCEMBLIX®
(asciminib) 20 mg, 40 mg tablets
•
•
FY and Q4 sales more than doubled driven by highly differentiated profile
Leading 3L+ market share in US (NBRx 43%, TRX 22%) and ex-US (TRX 28%)1
High unmet need in 3L patients: >50% of hematologists aim to improve quality
of life and management of side effects²
ASCEMBL Ph3 data 3L with nearly 4 years of follow-up reinforces differentiated
profile vs. alternative TKIs; with sustained efficacy and safety benefit³
Global rollout in 3L ongoing with approval in 60+ countries; access pathways in
25+, with consistently positive feedback from payers on added clinical benefit
52
.
10
82
42
Q4 2022
Q4 2023
3. Mauro M.J. et
Ph+ CML-CP - Philadelphia chromosome-positive chronic myeloid leukemia in chronic phase. 1. US: October rolling 3-months US IQVIA CML market sizing report (Jan 2024). Ex-US: IPSOS & IQVIA Oncology Dynamics, EU5 and JP, MAT
October 2023). 2. Survey on unmet needs in CML at EHA: reveals the need for treatment decisions that balance quality of life, efficacy, and tolerability goals; Chronic Myeloid Leukemia Survey on Unmet Needs (CML SUN).
al., ASH 2023, Poster 4536 (median follow-up of 3.7 years). 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
12View entire presentation