Q4 2021 Results
Participants
Company overview
Pharmaceuticals
Oncology
Financial review
Conclusion
Appendix
Expect to grow sales 4%+ CAGR 2020-2026
Illustrative Group sales
USD billion, cc
-9
TasignaⓇ
LucentisⓇ
XolairⓇ
Without any pipeline contribution
~+1.5% CAGR CC
LeqvioⓇ3
Lu-PSMA-617
ScemblixⓇ3
Other pipeline
CosentyxⓇ
KesimptaⓇ
KisqaliⓇ
ZolgensmaⓇ
SandostatinⓇ
GilenyaⓇ
AfinitorⓇ
PiqrayⓇ
Sandoz
EntrestoⓇ
~+5% CAGR CC
if Entresto LoE
beyond 20262
+4% CAGR CC
2020
IM Core Margin
35%
Future Gx impact
up to 20261
In-market growth
drivers / Base business
IM Division pipeline
probabilized
Excludes potential impact from US healthcare reform. Compared to R&D Day 2021, removed Ligelizumab in CSU.
Votrient. 2. For internal forecasting purposes we do not expect Gx in US at least until 2025. 3. Approved in US.
2026
IM Core Margin
High 30s
1. Estimated based on relevant patents; further extensions possible. Additional products include Promacta, Q-Family and
8 Investor Relations | Q4 2021 Results
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