Benchmark Novartis's Performance against Key Rivals.LYON, France -- Reportlinker.com announces that a new market research report related to the Pharmaceutical industry industry is available in its catalogue. Novartis AG Novartis AG Swiss pharmaceutical company. It was formed through the 1996 merger of two Swiss firms: Ciba (see Ciba-Geigy) and Sandoz, a chemical company with interests in pharmaceuticals, nutrition, and agriculture. company profile To order that report: www.reportlinker.com/p064472/Novartis-AG-PharmaVitae-Profile.html For more information, contact Nicolas by email nbo@reportlinker.com , or by phone +33 4 37 65 17 03. This analysis examines the historical and forecast performance for Novartis Novartis International AG (NYSE: NVS) is a multinational pharmaceutical company based in Basel, Switzerland that manufactures drugs such as diclofenac (Voltaren), carbamazepine (Tegretol), valsartan (Diovan), imatinib mesylate (Gleevec / Glivec), cyclosporin A (Neoral / 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 Sales forecast A key input to a firm's financial planning process. External sales forecasts are based on historical experience, statistical analysis, and consideration of various macroeconomic factors. for key drugs. An interactive forecasting and analysis tool provides continually con·tin·u·al adj. 1. Recurring regularly or frequently: the continual need to pay the mortgage. 2. updated quantitative and qualitative information. Scope Benchmark Novartis's performance against key rivals in the ethical pharmaceutical sectorAnalyze the reasons driving Novartis's impressive forecast sales CAGR CAGR See: Compound Annual Growth Rate of 7.3% over the period 2006-12Assess Novartis's late stage pipeline, the strongest within the Big Pharma peer set, which will act as the key lever lever, simple machine consisting of a bar supported at some stationary point along its length and used to overcome resistance at a second point by application of force at a third point. The stationary point of a lever is known as its fulcrum. on company sales growth to 2012 CHAPTER 1 EXECUTIVE SUMMARY 2 Key findings 2 Historical and forecast ethical sales performance 3 Therapeutic strategy 4 Launch and expiry outlook 10 Externalization The ability to easily connect to and transfer information between business partners. Increasingly, information systems are designed to make their data available to outside partners and customers. This type of collaboration is expected to be a vital part of IT in the 21st century. See EDI. , geographic and molecule type strategies 13 Externalization strategy 14 Geographic strategy 15 Molecule type strategy 15 SWOT analysis SWOT Analysis A tool that identifies the strengths, weaknesses, opportunities and threats of an organization. 16 Strengths 17 Weaknesses 18 Opportunities 20 Threats 21 Sandoz For the pre-1996 company, see . Sandoz is the generics subsidiary of Novartis, a multinational pharmaceutical company. The company develops, manufactures and markets off-patent medicines as well as pharmaceutical and biotechnological active ingredients. sales growth contribution 21 CHAPTER 2 CORPORATE HISTORY 27 Key findings 27 Background 28 Key corporate developments 28 M&A history 29 Shareholding in Roche 30 Other M&A 31 Sandoz 31 Chiron 32 Rationale rationale (rash´  nal´),n the fundamental reasons used as the basis for a decision or action. 33 Long-term Long-term Three or more years. In the context of accounting, more than 1 year. long-term 1. Of or relating to a gain or loss in the value of a security that has been held over a specific length of time. Compare short-term. growth ensured? 33 Resolving Chiron's historical manufacturing problem 34 CHAPTER 3 HISTORICAL PERFORMANCE 35 Key findings 35 Introduction 36 Revenue and growth rate analysis, 2001-06 36 Revenue and growth rate vs. peer set 37 Product analysis, 2001-06 39 Growth drivers 39 Glivec 39 Diovan Di·o·van A trademark for the drug valsartan. valsartan Diovan Pharmacologic class: Angiotensin II receptor antagonist Therapeutic class: Antihypertensive 40 Zometa 40 Co-Diovan 40 Femara Fe·mar·a A trademark for the drug letrozole. letrozole Warning - Hazardous drug! Femara Pharmacologic class: Aromatase inhibitor 40 Operating revenue operating revenue Revenue from any regular source. Revenue from sales is adjusted for discounts and returns when calculating operating revenue. Compare other revenue. and cost analysis, 2001-06 41 Operating revenue/cost analysis 43 CHAPTER 4 FORECAST PERFORMANCE 45 Key findings 45 Introduction 46 Revenue and growth rate, 2006-12 46 Product analysis, 2006-12 48 Growth drivers 53 Glivec 53 Aclasta 54 Tekturna 54 Lucentis 55 Exjade 55 Growth resistors 55 Lotrel 55 Lamisil Lamisil Terbinafine Dermatology An antifungal for tinea pedis, tinea cruris, tinea corporis due to Epidermophyton floccosum, Trichophyton mentagrophytes, T rubrum, fluconazole-resistant oral candidiasis. See Fluconazole. 56 Trileptal 56 Therapy area analysis, 2006-12 58 Oncology oncology /on·col·o·gy/ (ong-kol´ah-je) the sum of knowledge regarding tumors; the study of tumors. on·col·o·gy n. 61 Other 62 Infectious disease Infectious disease A pathological condition spread among biological species. Infectious diseases, although varied in their effects, are always associated with viruses, bacteria, fungi, protozoa, multicellular parasites and aberrant proteins known as prions. 62 Musculosketal 62 Gastroenterology gastroenterology Medical specialty dealing with digestion and the digestive system. In the 17th century Jan Baptista van Helmont conducted the first scientific studies in the field; William Beaumont published his own observations in 1833. 62 Therapy area focus 63 Cardiovascular cardiovascular /car·dio·vas·cu·lar/ (-vas´ku-ler) pertaining to the heart and blood vessels. car·di·o·vas·cu·lar adj. Abbr. & hematology hematology Branch of medicine concerned with the nature, function, and diseases of the blood. It covers the cellular and serum composition of blood, the coagulation process, blood-cell formation, hemoglobin synthesis, and disorders of all these. 65 Oncology 66 Musculoskeletal musculoskeletal /mus·cu·lo·skel·e·tal/ (-skel´e-t'l) pertaining to or comprising the skeleton and muscles. mus·cu·lo·skel·e·tal adj. Relating to or involving the muscles and the skeleton. 68 Launches and expiries analysis, 2006-12 71 Launch portfolio 71 Core portfolio 74 Expiry portfolio 76 Launch/core/expiry configuration 77 Externalization analysis, 2006-12 81 Geographic analysis, 2006-12 86 Molecule type analysis, 2006-12 90 CHAPTER 5 KEY PRODUCTS AND COMPETITORS 95 Key findings 95 Overview 96 Oncology 97 Gleevec/Glivec 97 Overview 97 Sales forecast 98 News flow 98 Femara 102 Overview 102 Sales forecast 103 News flow 103 Cardiovascular 106 Diovan/Co-Diovan 106 Overview 106 Sales forecast 107 News flow 108 Exforge 113 Overview 113 Sales forecast 114 News flow 115 Tekturna 117 Overview 117 Sales forecast 118 News flow 118 Galvus 122 Overview 122 Sales forecast 123 News flow 123 Lotrel 127 Overview 127 Sales forecast 128 News flow 128 Lescol Les·col A trademark for the drug fluvastatin. fluvastatin sodium Lescol, Lescol XL Pharmacologic class: HMG-CoA reductase inhibitor Therapeutic class: Antihyperlipidemic 130 Overview 130 Sales forecast 131 News flow 131 Musculoskeletal 134 Aclasta/Reclast 134 Overview 134 Sales forecast 135 News flow 136 Infectious diseases infectious diseases: see communicable diseases. 139 Lamisil 139 Overview 139 Sales forecast 140 News flow 140 CNS See Continuous net settlement. CNS See continuous net settlement (CNS). 142 FTY FTY Failure to Yield (law enforcement) FTY First Time Yield FTY Fulton County Airport-Brown Field Airport (Atlanta, GA) 720 142 Overview 142 Sales forecast 143 News flow 143 Trileptal 146 Overview 146 Sales forecast 147 News flow 147 Other 149 Exjade 149 Overview 149 Sales forecast 150 News flow 150 Lucentis 152 Overview 152 Sales forecast 153 News flow 154 R&D pipeline 157 CHAPTER 6 APPENDIX 159 IMS (1) See IP Multimedia Subsystem. (2) (Information Management System) An early IBM hierarchical DBMS for IBM mainframes. IMS was widely implemented throughout the 1970s under MVS and continues to be used under z/OS. vs. company-reported data reconciliation 159 References 162 Abbreviations 163 List of Tables Table 1: Peer set overview 37 Table 2: Operating revenue/cost analysis ($m), 2001-06 41 Table 3: Operating cost ratio analysis (% of total revenues), 2001-06 43 Table 4: Product portfolio overview, sales ($m), 2006-12 48 Table 5: Therapy area overview, sales ($m), 2006-12 58 Table 6: Launch portfolio overview, sales ($m), 2006-12 72 Table 7: Core portfolio overview, sales ($m), 2006-12 74 Table 8: Expiry portfolio overview, sales ($m), 2006-12 76 Table 9: Externally developed portfolio ($m), 2006-12 81 Table 10: Molecule type overview, sales ($m), 2006-12 90 Table 11: Key products overview 96 Table 12: Gleevec/Glivec: overview 97 Table 13: Gleevec/Glivec: sales forecast ($m), 2006-12 98 Table 14: Gleevec/Glivec: news flow 98 Table 15: Femara: overview 102 Table 16: Femara: sales forecast ($m), 2006-12 103 Table 17: Femara: news flow 103 Table 18: Diovan/Co-Diovan: overview 106 Table 19: Diovan: sales forecast ($m), 2006-12 107 Table 20: Co-Diovan: sales forecast ($m), 2006-12 107 Table 21: Diovan/Co-Diovan: news flow 108 Table 22: Exforge: overview 113 Table 23: Exforge: sales forecast ($m), 2006-12 114 Table 24: Exforge: news flow 115 Table 25: Tekturna: overview 117 Table 26: Tekturna: sales forecast ($m), 2006-12 118 Table 27: Tekturna: news flow 118 Table 28: Galvus: overview 122 Table 29: Galvus: sales forecast ($m), 2006-12 123 Table 30: Galvus: news flow 123 Table 31: Lotrel: overview 127 Table 32: Lotrel: sales forecast ($m), 2006-12 128 Table 33: Lotrel: news flow 128 Table 34: Lescol: overview 130 Table 35: Lescol: sales forecast ($m), 2006-12 131 Table 36: Lescol: news flow 131 Table 37: Aclasta/Reclast: overview 134 Table 38: Aclasta: sales forecast ($m), 2006-12 135 Table 39: Aclasta/Reclast: news flow 136 Table 40: Lamisil: overview 139 Table 41: Lamisil: sales forecast ($m), 2006-12 140 Table 42: Lamisil: news flow 140 Table 43: FTY720: overview 142 Table 44: FTY720: sales forecast ($m), 2006-12 143 Table 45: FTY720: news flow 143 Table 46: Trileptal: overview 146 Table 47: Trileptal: sales forecast ($m), 2006-12 147 Table 48: Trileptal: news flow 147 Table 49: Exjade: overview 149 Table 50: Exjade: sales forecast ($m), 2006-12 150 Table 51: Exjade: news flow 150 Table 52: Lucentis: overview 152 Table 53: Lucentis: sales forecast ($m), 2006-12 153 Table 54: Lucentis: news flow 154 Table 55: Novartis's R&D pipeline 157 List of Figures Figure 1: Historical and forecast ethical sales performance (% CAGR), Novartis and Big Pharma peer set 3 Figure 2: Therapeutic focus vs. Big Pharma peer set (%), 2006 5 Figure 3: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), Novartis 11 Figure 4: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), peer set 12 Figure 5: Molecule type, externalization and geographic market dependency dependency In international relations, a weak state dominated by or under the jurisdiction of a more powerful state but not formally annexed by it. Examples include American Samoa (U.S.) and Greenland (Denmark). (%) vs. peer set, 2006 13 Figure 6: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2012 14 Figure 7: SWOT analysis of Novartis 16 Figure 8: Novartis Ethical Pharmaceuticals/Sandoz sales contribution, 2006-12 (% of 2006 sales) 22 Figure 9: Recent M&A history/corporate structure 29 Figure 10: Revenue & growth rate (ethical sales) ($m), 2001-06 36 Figure 11: Ethical revenue ($m) and growth rate (%) vs. peer set, 2001-06 38 Figure 12: Growth drivers/resistor products of historical revenue performance ($m), 2001-06 39 Figure 13: Operating revenue/cost analysis ($m), 2001-06 42 Figure 14: Operating cost ratio analysis (% of total revenues), 2001-06 44 Figure 15: Ethical revenue ($m) and growth rate (%), 2006-12 46 Figure 16: Top five products by sales ($m), 2006 51 Figure 17: Top five products by sales ($m), 2012 52 Figure 18: Growth drivers and resistors by product, 2006-12 53 Figure 19: Key strategic products, sales ($m), 2006-12 57 Figure 20: Ethical sales by therapy area ($m), 2006-12 60 Figure 21: Growth drivers and resistors by therapy area ($m), 2006-12 61 Figure 22: Ethical sales by therapy area (%), 2006-12 63 Figure 23: Therapy area focus compared with peer set (% total ethical sales), 2006 64 Figure 24: Therapy area focus compared with peer set (% total ethical sales), 2012 69 Figure 25: Launch schedule, sales ($m), 2006-12 73 Figure 26: Core products sales growth ($m), 2006-12 75 Figure 27: Expiry schedule, sales ($m), 2006-12 77 Figure 28: Launch, core and expiry, sales ($m), 2006-12 78 Figure 29: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), Novartis 79 Figure 30: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), peer set 80 Figure 31: Externalization dependency, sales ($m), 2006-12 82 Figure 32: Growth drivers and resistors, externally vs. internally discovered products, sales ($m), 2006-12 83 Figure 33: Externalization dependency vs. peer set, % total sales, 2006 84 Figure 34: Externalization dependency vs. peer set, % total sales, 2012 85 Figure 35: Geographical sales breakdown ($m), 2006-12 86 Figure 36: Growth drivers and resistors by geography, sales ($m), 2006-12 87 Figure 37: US dependency vs. peer set, % total sales, 2006 88 Figure 38: US dependency vs. peer set, % total sales, 2012 89 Figure 39: Growth drivers and resistors by molecule type, sales ($m), 2006-12 91 Figure 40: Molecule type sales breakdown ($m), 2006-12 92 Figure 41: Biologics dependency vs. peer set, % total sales, 2006 93 Figure 42: Biologics dependency vs. peer set, % total sales, 2012 94 Figure 43: IMS vs. company-reported ethical sales discrepancy DISCREPANCY. A difference between one thing and another, between one writing and another; a variance. (q.v.) 2. Discrepancies are material and immaterial. ($m), 2006 160 Figure 44: IMS vs. company-reported ethical sales forecast growth rates Growth Rates The compounded annualized rate of growth of a company's revenues, earnings, dividends, or other figures. Notes: Remember, historically high growth rates don't always mean a high rate of growth looking into the future. (%), 2006-12 161 More market research reports? Go to http://www.reportlinker.com |
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