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

产品与营收

产品营收占比

营收构成 ($45.7B)

静态数据（加载实时财务…）

Innovative Medicines (100%)

业务板块构成与主要客户

产品详情

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.

供应链关系

竞争对手

Pfizer Inc.

Oncology, cardiovascular drugs

影响: competing in breast cancer (Ibrance vs Kisqali)

Eli Lilly and Company

Innovative medicines

影响: competing in rare diseases

宏观与市场背景

제약 / 바이오行业新闻

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%

近期催化剂

◆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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企业信息

总部

Basel, Switzerland

成立时间

1996

员工人数

78,000

官网

novartis.com

行业概况 — 제약 / 바이오

行业新闻