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What You Need To Know About
Novartis’ Top Selling Drugs
Novartis’ Q2 revenue
– Second quarter sales totaled $14.6
billion, up 2%.
– Emerging markets grew 8%.
– Pharmaceuticals sa...
Pharmaceuticals = most important
• Pharmaceutical product sales account for 56% of Novartis’ sales.
• 3 blockbusters are g...
Lucentis
• Lucentis sales improved 7% to $619 million in Q2.
• Novartis’ owns ex-U.S. rights.
•Ex-U.S. market opportunity ...
Gilenya
• Gilenya sales improved 28% to $606 million in Q2.
•Ex-U.S. No. 1 market share for
oral MS treatment.
•Biogen’s T...
Afinitor
• Afinitor sales improved 25% to $384 million in Q2.
•Breast cancer approval helps
drive sales growth.
•5 potenti...
Diovan headwind grows
Rough waters for its blockbuster Diovan.
•Sales fell 20% YoY in 2013 after losing patent protection....
Zometa headwind continues
Zometa sales have fallen even more quickly.
• Zometa sales down 53% to $600 million in 2013.
• S...
Pipeline opportunity
• Zykadia won FDA approval in April
for ALK+ non-small cell lung
cancer.
• Small patient population.
...
Fool-worthy thoughts
•Pharmaceuticals segment headwinds increase this year
due to Diovan monotherapy generic launch.
•Luce...
.Crush non-dividend
paying stocks over the
long term.
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What You Need To Know About Novartis' Most Important Drugs

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Novartis' (NYSE: NVS) is one of the planet's top drug manufacturers and its 3% dividend yield makes it a staple in dividend investor portfolios.
However, Novartis' is facing significant threats from competitors Biogen Idec (NASDAQ: BIIB) and Regeneron (NASDAQ: REGN) which could crimp sales even as generic competition heats up for Novartis' multi-billion blockbuster drug Diovan.
In the following slideshow, you'll learn more about Novartis' most important drugs and the threats and opportunities the lie ahead for them.

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What You Need To Know About Novartis' Most Important Drugs

  1. 1. What You Need To Know About Novartis’ Top Selling Drugs
  2. 2. Novartis’ Q2 revenue – Second quarter sales totaled $14.6 billion, up 2%. – Emerging markets grew 8%. – Pharmaceuticals sales up 1% to $8.2 billion. – Alcon (eye care) sales up 4% to $2.8 billion. – Sandoz (generics) sales up 4% to $2.3 billion. – Consumer health sales up 5% to $1.05 billion. – Vaccines sales down 14% to $240 million. Novartis’ revenue is growing slowly.
  3. 3. Pharmaceuticals = most important • Pharmaceutical product sales account for 56% of Novartis’ sales. • 3 blockbusters are grew more than 20% year-over-year in Q2.
  4. 4. Lucentis • Lucentis sales improved 7% to $619 million in Q2. • Novartis’ owns ex-U.S. rights. •Ex-U.S. market opportunity totals $6 billion annually by 2018. •Market share stabilizing in wet- AMD versus Regeneron & Sanofi’s Eylea. •First quarter 2014 Eylea global net sales increased 54% to $577 million. •Emerging markets growing more quickly than developed markets.
  5. 5. Gilenya • Gilenya sales improved 28% to $606 million in Q2. •Ex-U.S. No. 1 market share for oral MS treatment. •Biogen’s Tecfidera launches this year and threatens share. •Biogen’s Tecfidera approved in March 2013. •Tecfidera has already displaced Gilenya as the No. 1 oral MS drug in the U.S. with $460 million in Q1 U.S. sales.
  6. 6. Afinitor • Afinitor sales improved 25% to $384 million in Q2. •Breast cancer approval helps drive sales growth. •5 potential label expansions by 2017. •HER2 breast cancer: 1st line. •HER2 breast cancer: 2nd/3rd line. •Potential peak sales of $2 billion+.
  7. 7. Diovan headwind grows Rough waters for its blockbuster Diovan. •Sales fell 20% YoY in 2013 after losing patent protection. •Sales still totaled $3.5 billion in 2013. •Q2 sales weaker on U.S. inventory de-stocking ahead of generic launch. •Ranbaxy won FDA approval of its generic Diovan in June. •More risk coming.
  8. 8. Zometa headwind continues Zometa sales have fallen even more quickly. • Zometa sales down 53% to $600 million in 2013. • Sales fell 53% to $76 million in Q2. • Sales are down 63% to $150 million in 1H2014.
  9. 9. Pipeline opportunity • Zykadia won FDA approval in April for ALK+ non-small cell lung cancer. • Small patient population. • 2nd line use behind Pfizer’s Xalkori. • Xalkori sales of $350 million in 2013. • LBH589 filed for FDA approval in Q2 for multiple myeloma. • Outperformed Velcade in phase 3. • LDE225 filed for EU approval in Q2 for advanced basal cell carcinoma.
  10. 10. Fool-worthy thoughts •Pharmaceuticals segment headwinds increase this year due to Diovan monotherapy generic launch. •Lucentis’ wet-AMD sales stabilizing; however, Eylea label expansion to DME could threaten sales in 2015. •Tecfidera roll-out globally will eat into Gilenya ex-U.S. sales. •New drug approvals will need to offset considerable headwinds.
  11. 11. .Crush non-dividend paying stocks over the long term.

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