Novartis AG

NVSleader

Novartis is a Swiss pharmaceutical giant focused exclusively on innovative medicines after spinning off its Sandoz generics business in 2023. It has a leading position in cardiovascular (Entresto), oncology (Kisqali), immunology (Cosentyx), and gene therapy (Zolgensma).

⇄ Compare

Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($45.7B)

Data statis (memuat keuangan langsung…)

Innovative Medicines (100%)

Komposisi segmen dan pelanggan utama

Detail produk

Kisqali (ribociclib)12%

CDK4/6 inhibitor for HR+/HER2- breast cancer, competing with Pfizer's Ibrance. Major growth driver with best-in-class overall survival data.

Cosentyx (secukinumab)16%

IL-17A antibody for plaque psoriasis, PsA, and AS. One of the world's top 10 drugs by revenue (~$5.8B).

Entresto (sacubitril/valsartan)14%

Heart failure treatment — fastest-growing Novartis product.

Zolgensma + Gene Therapies8%

One-time gene therapy for spinal muscular atrophy (SMA), priced at $2.1M per treatment.

Other Innovative Medicines50%

Kesimpta (MS), Lutathera (neuroendocrine tumors), Kymriah (CAR-T), and oncology pipeline.

Hubungan Rantai Pasok

Pesaing

Pfizer Inc.

Oncology, cardiovascular drugs

Dampak: competing in breast cancer (Ibrance vs Kisqali)

Eli Lilly and Company

Innovative medicines

Dampak: competing in rare diseases

Konteks makro dan pasar

제약 / 바이오Berita sektor

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

Katalis mendatang

◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)◆MRNA 암백신 FDA BLA 제출 예정◆REGN EYLEA HD 유럽 허가 결과

Berita terkini

Memuat berita...

Analisis AI

Klik "Dapatkan Analisis AI" untuk analisis rantai pasok Novartis AG.

Info Perusahaan

Kantor Pusat

Basel, Switzerland

Didirikan

1996

Karyawan

78,000

Situs Web

novartis.com

Gambaran umum sektor — 제약 / 바이오

Berita sektor