Novartis AG: PharmaVitae Profile

Publication Date	November 2007
Publisher	Datamonitor
Product Type	Report
Pages	170
ISBN Number	not applicable
Product Code	DAT03307

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Summary

Introduction

This analysis examines the historical and forecast performance for Novartis in the ethical pharmaceutical sector. The profile encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative information.

Reasons to Purchase

Benchmark Novartis's performance against key rivals in the ethical pharmaceutical sector
Analyze the reasons driving Novartis's impressive forecast sales CAGR of 7.3% over the period 2006-12
Assess Novartis's late stage pipeline, the strongest within the Big Pharma peer set, which will act as the key lever on company sales growth to 2012

Content

Chapter 1 Executive Summary
- Key Findings
- Historical And Forecast Ethical Sales Performance
- Therapeutic Strategy
- Launch And Expiry Outlook
- Externalization, Geographic And Molecule Type Strategies
- Externalization Strategy
- Geographic Strategy
- Molecule Type Strategy
- Swot Analysis
- Strengths
- Weaknesses
- Opportunities
- Threats
- Sandoz Sales Growth Contribution
Chapter 2 Corporate History
- Key Findings
- Background
- Key Corporate Developments
- M&A History
- Shareholding In Roche
- Other M&A
- Sandoz
- Chiron
- Rationale
- Long-Term Growth Ensured?
- Resolving Chiron's Historical Manufacturing Problem
Chapter 3 Historical Performance
- Key Findings
- Introduction
- Revenue And Growth Rate Analysis, 2001-06
- Revenue And Growth Rate Vs. Peer Set
- Product Analysis, 2001-06
- Growth Drivers
- Glivec
- Diovan
- Zometa
- Co-Diovan
- Femara
- Operating Revenue And Cost Analysis, 2001-06
- Operating Revenue/Cost Analysis
Chapter 4 Forecast Performance
- Key Findings
- Introduction
- Revenue And Growth Rate, 2006-12
- Product Analysis, 2006-12
- Growth Drivers
- Glivec
- Aclasta
- Tekturna
- Lucentis
- Exjade
- Growth Resistors
- Lotrel
- Lamisil
- Trileptal
- Therapy Area Analysis, 2006-12
- Oncology
- Other
- Infectious Disease
- Musculosketal
- Gastroenterology
- Therapy Area Focus
- Cardiovascular & Hematology
- Oncology
- Musculoskeletal
- Launches And Expiries Analysis, 2006-12
- Launch Portfolio
- Core Portfolio
- Expiry Portfolio
- Launch/Core/Expiry Configuration
- Externalization Analysis, 2006-12
- Geographic Analysis, 2006-12
- Molecule Type Analysis, 2006-12
Chapter 5 Key Products And Competitors
- Key Findings
- Overview
- Oncology
- Gleevec/Glivec
- Overview
- Sales Forecast
- News Flow
- Femara
- Overview
- Sales Forecast
- News Flow
- Cardiovascular
- Diovan/Co-Diovan
- Overview
- Sales Forecast
- News Flow
- Exforge
- Overview
- Sales Forecast
- News Flow
- Tekturna
- Overview
- Sales Forecast
- News Flow
- Galvus
- Overview
- Sales Forecast
- News Flow
- Lotrel
- Overview
- Sales Forecast
- News Flow
- Lescol
- Overview
- Sales Forecast
- News Flow
- Musculoskeletal
- Aclasta/Reclast
- Overview
- Sales Forecast
- News Flow
- Infectious Diseases
- Lamisil
- Overview
- Sales Forecast
- News Flow
- Cns
- Fty720
- Overview
- Sales Forecast
- News Flow
- Trileptal
- Overview
- Sales Forecast
- News Flow
- Other
- Exjade
- Overview
- Sales Forecast
- News Flow
- Lucentis
- Overview
- Sales Forecast
- News Flow
- R&D Pipeline
Chapter 6 Appendix
- Ims Vs. Company-Reported Data Reconciliation
- References
- Abbreviations
List Of Tables
- Table 1: Peer Set Overview
- Table 2: Operating Revenue/Cost Analysis ($M), 2001-06
- Table 3: Operating Cost Ratio Analysis (% Of Total Revenues), 2001-06
- Table 4: Product Portfolio Overview, Sales ($M), 2006-12
- Table 5: Therapy Area Overview, Sales ($M), 2006-12
- Table 6: Launch Portfolio Overview, Sales ($M), 2006-12
- Table 7: Core Portfolio Overview, Sales ($M), 2006-12
- Table 8: Expiry Portfolio Overview, Sales ($M), 2006-12
- Table 9: Externally Developed Portfolio ($M), 2006-12
- Table 10: Molecule Type Overview, Sales ($M), 2006-12
- Table 11: Key Products Overview
- Table 12: Gleevec/Glivec: Overview
- Table 13: Gleevec/Glivec: Sales Forecast ($M), 2006-12
- Table 14: Gleevec/Glivec: News Flow
- Table 15: Femara: Overview
- Table 16: Femara: Sales Forecast ($M), 2006-12
- Table 17: Femara: News Flow
- Table 18: Diovan/Co-Diovan: Overview
- Table 19: Diovan: Sales Forecast ($M), 2006-12
- Table 20: Co-Diovan: Sales Forecast ($M), 2006-12
- Table 21: Diovan/Co-Diovan: News Flow
- Table 22: Exforge: Overview
- Table 23: Exforge: Sales Forecast ($M), 2006-12
- Table 24: Exforge: News Flow
- Table 25: Tekturna: Overview
- Table 26: Tekturna: Sales Forecast ($M), 2006-12
- Table 27: Tekturna: News Flow
- Table 28: Galvus: Overview
- Table 29: Galvus: Sales Forecast ($M), 2006-12
- Table 30: Galvus: News Flow
- Table 31: Lotrel: Overview
- Table 32: Lotrel: Sales Forecast ($M), 2006-12
- Table 33: Lotrel: News Flow
- Table 34: Lescol: Overview
- Table 35: Lescol: Sales Forecast ($M), 2006-12
- Table 36: Lescol: News Flow
- Table 37: Aclasta/Reclast: Overview
- Table 38: Aclasta: Sales Forecast ($M), 2006-12
- Table 39: Aclasta/Reclast: News Flow
- Table 40: Lamisil: Overview
- Table 41: Lamisil: Sales Forecast ($M), 2006-12
- Table 42: Lamisil: News Flow
- Table 43: Fty720: Overview
- Table 44: Fty720: Sales Forecast ($M), 2006-12
- Table 45: Fty720: News Flow
- Table 46: Trileptal: Overview
- Table 47: Trileptal: Sales Forecast ($M), 2006-12
- Table 48: Trileptal: News Flow
- Table 49: Exjade: Overview
- Table 50: Exjade: Sales Forecast ($M), 2006-12
- Table 51: Exjade: News Flow
- Table 52: Lucentis: Overview
- Table 53: Lucentis: Sales Forecast ($M), 2006-12
- Table 54: Lucentis: News Flow
- Table 55: Novartis's R&D Pipeline
List Of Figures
- Figure 1: Historical And Forecast Ethical Sales Performance (% Cagr), Novartis And Big Pharma Peer Set
- Figure 2: Therapeutic Focus Vs. Big Pharma Peer Set (%), 2006
- Figure 3: Launch, Core And Expiry, Absolute Sales Growth, 2006-12 (Sales As % Of 2006 Sales), Novartis
- Figure 4: Launch, Core And Expiry, Absolute Sales Growth, 2006-12 (Sales As % Of 2006 Sales), Peer Set
- Figure 5: Molecule Type, Externalization And Geographic Market Dependency (%) Vs. Peer Set, 2006
- Figure 6: Molecule Type, Externalization And Geographic Market Dependency (%) Vs. Peer Set, 2012
- Figure 7: Swot Analysis Of Novartis
- Figure 8: Novartis Ethical Pharmaceuticals/Sandoz Sales Contribution, 2006-12 (% Of 2006 Sales)
- Figure 9: Recent M&A History/Corporate Structure
- Figure 10: Revenue & Growth Rate (Ethical Sales) ($M), 2001-06
- Figure 11: Ethical Revenue ($M) And Growth Rate (%) Vs. Peer Set, 2001-06
- Figure 12: Growth Drivers/Resistor Products Of Historical Revenue Performance ($M), 2001-06
- Figure 13: Operating Revenue/Cost Analysis ($M), 2001-06
- Figure 14: Operating Cost Ratio Analysis (% Of Total Revenues), 2001-06
- Figure 15: Ethical Revenue ($M) And Growth Rate (%), 2006-12
- Figure 16: Top Five Products By Sales ($M), 2006
- Figure 17: Top Five Products By Sales ($M), 2012
- Figure 18: Growth Drivers And Resistors By Product, 2006-12
- Figure 19: Key Strategic Products, Sales ($M), 2006-12
- Figure 20: Ethical Sales By Therapy Area ($M), 2006-12
- Figure 21: Growth Drivers And Resistors By Therapy Area ($M), 2006-12
- Figure 22: Ethical Sales By Therapy Area (%), 2006-12
- Figure 23: Therapy Area Focus Compared With Peer Set (% Total Ethical Sales), 2006
- Figure 24: Therapy Area Focus Compared With Peer Set (% Total Ethical Sales), 2012
- Figure 25: Launch Schedule, Sales ($M), 2006-12
- Figure 26: Core Products Sales Growth ($M), 2006-12
- Figure 27: Expiry Schedule, Sales ($M), 2006-12
- Figure 28: Launch, Core And Expiry, Sales ($M), 2006-12
- Figure 29: Launch, Core And Expiry, Absolute Sales Growth, 2006-12 (Sales As % Of 2006 Sales), Novartis
- Figure 30: Launch, Core And Expiry, Absolute Sales Growth, 2006-12 (Sales As % Of 2006 Sales), Peer Set
- Figure 31: Externalization Dependency, Sales ($M), 2006-12
- Figure 32: Growth Drivers And Resistors, Externally Vs. Internally Discovered Products, Sales ($M), 2006-12
- Figure 33: Externalization Dependency Vs. Peer Set, % Total Sales, 2006
- Figure 34: Externalization Dependency Vs. Peer Set, % Total Sales, 2012
- Figure 35: Geographical Sales Breakdown ($M), 2006-12
- Figure 36: Growth Drivers And Resistors By Geography, Sales ($M), 2006-12
- Figure 37: Us Dependency Vs. Peer Set, % Total Sales, 2006
- Figure 38: Us Dependency Vs. Peer Set, % Total Sales, 2012
- Figure 39: Growth Drivers And Resistors By Molecule Type, Sales ($M), 2006-12
- Figure 40: Molecule Type Sales Breakdown ($M), 2006-12
- Figure 41: Biologics Dependency Vs. Peer Set, % Total Sales, 2006
- Figure 42: Biologics Dependency Vs. Peer Set, % Total Sales, 2012
- Figure 43: Ims Vs. Company-Reported Ethical Sales Discrepancy ($M), 2006
- Figure 44: Ims Vs. Company-Reported Ethical Sales Forecast Growth Rates (%), 2006-12