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).

共有:

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製品と売上

製品別売上シェア

売上内訳 ($45.7B)

静的データ（リアルタイム財務ロード中…）

Innovative Medicines (100%)

セグメント構成と主要顧客

製品詳細

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.

サプライチェーン関係

競合他社

Pfizer Inc.

Oncology, cardiovascular drugs

影響: competing in breast cancer (Ibrance vs Kisqali)

Eli Lilly and Company

Innovative medicines

影響: competing in rare diseases

マクロ・市場概況

제약 / 바이오セクターニュース

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%

次の主要イベント

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

AI分析

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企業情報

本社所在地

Basel, Switzerland

設立

1996

従業員数

78,000

ウェブサイト

novartis.com

セクター概況 — 제약 / 바이오

セクターニュース