Novartis AG · SIX:NOVN
Novartis — Investor Day (September 2008)
8 slides from Novartis's investor day presentation, Sep 3, 2008
Slide 1: Germany: Winning in a Transforming Market
Germany: Winning in a Transforming Market Sandoz Day Helmut Fabry CEO Sandoz Germany September 3, 2008 Sandoz Germany: Steadily expanding leadership Profile Germany sales, in USD bn #1 in Germany 1.5 Associates: 4,300 1.3 Three brands Headquarters: Holzkirchen Production and D&R sites 0.8
Slide 2: Winning in a transforming market
Winning in a transforming market Flexible and agile organization • Effective • Simple • Efficient Leverage • Use market leadership for new difficult-to-makes and biosimilars • Build on #1 Hexal brand Expand and enrich prescription drug portfolio 3 | Sandoz Day | Helmut Fabry | September 3, 200
Slide 3: Dispensing power depends on product segment
Dispensing power depends on product segment Key dispensing influencer Individual Buying Physician pharmacy groups Brand Product brand Main Special- ties product INN+ Company brand 2008 type Standard Pure products Distribution, price INN Doctor Pharmacy Key sales force sales force accounts 5 | Sandoz
Slide 4: Germany: Agility and flexibility key to success
Germany: Agility and flexibility key to success Despite high level of … Sandoz is well-prepared for future challenges uncertainty in the market… Clear #1 in the German generics market Rebate contracts Successful integration of Sandoz and Hexal Stakeholder influence Leading in rebate contra
Slide 5: Sandoz quick to adapt new business model
Sandoz quick to adapt new business model Share of SHI1 rebate contract-regulated market (62% of total market) Quarterly development Market share as of June 2008 40 Sandoz Sandoz Group 35% 35 Group Ratiopharm Group 25% 30 Stada Group 17% 25 Ratiopharm Group Mylan 5% 20 Stada Neuraxpharma 1% 15 Group
Slide 6: German leader in difficult-to-make products
German leader in difficult-to-make products Fentanyl patches Market share1 29% Market share growth2 +2 ppt Number of generic competitors 11 Metoprolol Succinate Market share1 47% Market share growth2 +0 ppt Number of generic competitors 1 Leuprone Market share1 6% Market share growth
Slide 7: Strong OTC profile enhances prescription brands
Strong OTC profile enhances prescription brands Gingium Market share1 29% Number of competitors >35 #2 market segment rank ACC Akut Market share1 85% Number of competitors >25 Clear #1 market segment rank Calcium Sandoz Market share1 9% Number of competitors >155 Top 3 in market se
Slide 8: Winning in a transforming market
Winning in a transforming market Sandoz Group Germany Winning in a transforming market Enhance #1 position: Flexible and agile organization Brand and market share Preferred business partner Leverage market leadership Coverage of every segment • #1 and trusted Hexal brand • Strong company b