当前位置:首页 > 报告详情

诺华-investor-presentation-jpm-2025-growth-story.pdf

上传人: c** 编号:604025 2025-02-03 31页 2.25MB

1、Novartisgrowth storyVas Narasimhan,CEOJ.P.Morgan Healthcare ConferenceJanuary 14,2025Disclaimer2This presentation contains forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995,that can generally be identified by words such as“potential,”

2、“expected,”“will,”“planned,”“pipeline,”“outlook,”“confident,”or similar expressions,or by express or implied discussions regarding potential new products,potential new indications for existing products,potential product launches,or regarding potential future revenues from any such products;or regard

3、ing results of ongoing clinical trials;or regarding potential future,pending or announced transactions;regarding potential future sales or earnings;or by discussions of strategy,plans,expectations or intentions,including discussions regarding our continued investment into new R&D capabilities and ma

4、nufacturing;or regarding our capital structure;or regarding the consequences of the spin-off of Sandoz and our transformation into a“pure-play”innovative medicines company.Such forward-looking statements are based on the current beliefs and expectations of management regarding future events and are

5、subject to significant known and unknown risks and uncertainties.Should one or more of these risks or uncertainties materialize,or should underlying assumptions prove incorrect,actual results may vary materially from those set forth in the forward-looking statements.You should not place undue relian

6、ce on these statements.There can be no guarantee that the investigational or approved products described in this presentation will be submitted or approved for sale or for any additional indications or labeling in any market,or at any particular time.Nor can there be any guarantee that such products

word格式文档无特别注明外均可编辑修改,预览文件经过压缩,下载原文更清晰!
三个皮匠报告文库所有资源均是客户上传分享,仅供网友学习交流,未经上传用户书面授权,请勿作商用。
根据报告的内容,本文主要介绍了诺华公司2025年的增长故事。主要内容包括: 1. 诺华已转型为一家专注于创新药物的公司,2018年至2023年销售增长率为+7%,预计2023年至2028年销售增长率为+6%,2024年至2029年销售增长率为+5%。 2. 诺华在心血管-肾脏-代谢、免疫学、神经科学和肿瘤学等四大核心治疗领域拥有强大的产品线和先进的技术平台,包括化学疗法、生物疗法、RNA疗法、放射性配体疗法和基因及细胞疗法。 3. 诺华在四大优先市场(美国、中国、德国和日本)的销售增长迅速,2023年前9个月的销售增长分别为+26%、+25%、+6%和+6%。 4. 诺华预计2024年至2029年核心运营利润率将达到40%以上,并计划通过持续投资研发和资本支出,以及通过战略并购来加强其产品线。 5. 诺华在环境、社会和治理(ESG)方面表现出色,在多个评级中排名第一,并致力于通过创新和提高药品可及性来创造可持续的社会影响。
诺华如何通过技术创新实现增长? 诺华在ESG方面有何突出表现? 诺华未来增长前景如何?
客服
商务合作
小程序
服务号
折叠