Novartis Ag · SIX:NOVN

Novartis — Q3 2026 Earnings Presentation

91 slides from Novartis's earnings presentation, Oct 27, 2026

  1. Slide 1: Q3 2026 Results

    Content Click below to navigate Investor presentation through the document October 27, 2026 Company overview Financial review Conclusions Appendix References Q3 2026 Results Novartis Q3 Results | October 27, 2026 1

  2. Slide 2: Disclaimer

    Content Click below to navigate through the document Disclaimer Company overview Financial review This 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 “potenti

  3. Slide 3: Company overview

    Content Click below to navigate through the document Company overview Financial review Conclusions Appendix References Company overview Vas Narasimhan, M.D. Chief Executive Officer Novartis Q3 Results | October 27, 2026 3

  4. Slide 4: Sales growth and core margin expansion in Q3, upgraded FY 2026 guidance

    Content Click below to navigate through the document Novartis delivered sales growth and core margin expansion in Q3, 1 Company overview supporting an upgrade to FY 2026 bottom-line guidance Financial review Conclusions USD bn, % cc1 Q3 pipeline highlights Appendix +4% +10% Remibrutinib positive PhI

  5. Slide 5: Priority brands and launches continued strong growth

    GROWTH Content Click below to navigate through the document Priority brands and launches continued to show strong growth, Company overview demonstrating the replacement power of the business Financial review Conclusions Q3 Sales Appendix Sales Growth vs. PY Growth vs. PY USD million USD million cc1

  6. Slide 6: Kisqali Q3 sales grew +37% cc

    GROWTH Content Click below to navigate through the document Kisqali Q3 sales grew +37% cc, continuing to outperform CDK4/6 market ® Company overview Financial review Conclusions Sales evolution US eBC NBRx 1 Kisqali Competitor 1 Competitor 2 US: +38% in Q3, USD 3bn+ YTD Appendix USD m, % cc 80% • eB

  7. Slide 7: Kesimpta Q3 sales grew +22% cc

    GROWTH Content Click below to navigate through the document Kesimpta Q3 sales grew +22% cc, fueled by continued strong demand ® Company overview Financial review Conclusions Sales evolution US: +21% cc in Q3 Appendix USD m, % cc • TRx growth1 outpacing the market, +3%pts in MS (~16% share) and +4.5%

  8. Slide 8: Pluvicto Q3 sales grew +20% cc

    GROWTH Content Click below to navigate through the document Pluvicto Q3 sales grew +20% cc, driven by strong ex-US momentum and ® Company overview US pre-taxane growth Financial review Conclusions Sales evolution US: +9% in Q3 Appendix USD m, % cc • Growth driven by pre-taxane setting (70% of busine

  9. Slide 9: Promising early indicators for PSMAddition launch in US

    GROWTH Content Click below to navigate through the document Promising early indicators for PSMAddition launch in US Company overview Financial review Conclusions Strong foundation in place Launch dynamics Appendix • >2/3 mAPMN/S (mHSPC) • Expect 5-10 weeks lead-time References Infusion patients mana

  10. Slide 10: Leqvio grew +63% cc in Q3

    GROWTH Content Click below to navigate through the document Leqvio grew +63% cc in Q3, reflecting strong demand around the world ® Company overview Financial review Conclusions Sales evolution US: +60% in Q3, outgrowing advanced lipid-lowering market1,2,3 Appendix USD m, % cc • MOTRx growth (+60%) a

  11. Slide 11: Scemblix Q3 sales grew +67% cc

    GROWTH Content Click below to navigate through the document Scemblix Q3 sales grew +67% cc, driven by strong US momentum ® Company overview Financial review Conclusions Sales evolution US 1L NBRx Share (R3M)1 US: +78% in Q3 Appendix USD m, % cc Com petitor 1 Scemblix Com petitor 2 Com petitor 3 Com

  12. Slide 12: Cosentyx Q3 sales grew +9% cc

    GROWTH Content Click below to navigate through the document Cosentyx Q3 sales grew +9% cc, with growth in HS and SpA indications ® Company overview Financial review Conclusions Sales evolution US HS Naive NBRx Share (R4W)1 US: +9% in Q3 Appendix USD m, % cc Com petitor 1 (molecule 1) Com petitor 2 C

  13. Slide 13: Rhapsido CSU launch momentum; FDA approval in SD

    GROWTH Content Click below to navigate through the document Rhapsido CSU launch momentum continued in Q3; FDA approval ® Company overview in symptomatic dermographism (SD) supports expansion into CIndU Financial review Conclusions CSU CIndU Appendix References Strong launch trajectory in US Building

  14. Slide 14: Important readouts for remibrutinib, del-desiran and pelacarsen

    INNOVATION Content Click below to navigate through the document Important readouts for remibrutinib, del-desiran and pelacarsen in Q3 Company overview Financial review Conclusions Remibrutinib Del-desiran Pelacarsen Appendix Phase III REMODEL-1 and -2 in RMS Phase III HARBOR in DM1 Phase III HORIZON

  15. Slide 15: REMODEL: Remibrutinib comprehensive disease control and favorable safety

    INNOVATION Content Click below to navigate through the document REMODEL: Remibrutinib offers comprehensive disease control and a robust Company overview favorable safety profile, without chronic B-cell depletion Financial review Conclusions Remibrutinib delivered comprehensive …with a robust favorab

  16. Slide 16: Remibrutinib potential USD 4bn+ medicine in RMS

    INNOVATION Content Click below to navigate through the document Remibrutinib has the potential to be a USD 4bn+ medicine in RMS, Company overview with potential further upside from nrSPMS Financial review Conclusions RMS+nrSPMS patients treated globally Appendix 2025 ~85k ~85K References ~440k ~40k

  17. Slide 17: Multiple readouts still expected in 2026, strong catalyst path in 2027

    INNOVATION Content Click below to navigate through the document Multiple readouts still expected in 2026, with a strong catalyst path in 2027 Company overview Financial review Conclusions Select assets (expected) Appendix Readouts 2026 ianalumab 1L ITP Regulatory 2026 Cosentyx® PMR approval (US) Leq

  18. Slide 18: Financial review and 2026 guidance

    Content Click below to navigate through the document Company overview Financial review Conclusions Appendix References Financial review and 2026 guidance Mukul Mehta Chief Financial Officer Novartis Q3 Results | October 27, 2026 18

  19. Slide 19: Q3 performance with net sales growth +4% cc

    FINANCIAL PROFILE Content Click below to navigate through the document Q3 performance with net sales growth at +4% cc and strong core margin 1 1 Company overview expansion Financial review Conclusions Key figures1 Change vs. PY Change vs. PY Q3 Q3 9M 9M Appendix USD million, unless indicated otherwi

  20. Slide 20: Shareholder-friendly capital allocation strategy

    FINANCIAL PROFILE Content Click below to navigate through the document Continuing our shareholder-friendly capital allocation strategy Company overview Financial review Conclusions Appendix Investing in the business Returning capital to shareholders References Investments in organic business Consist

  21. Slide 21: Raising 2026 full year core operating income guidance

    FINANCIAL PROFILE Content Click below to navigate through the document Raising Novartis 2026 full year core operating income guidance 1 Company overview Financial review Conclusions Expected, barring unforeseen events; growth vs. PY in cc1 Appendix Net Core1 operating expected to be in line to expec

  22. Slide 22: H2 with strengthened performance and accelerated sales growth

    FINANCIAL PROFILE Content Click below to navigate through the document H2 with strengthened performance and accelerated quarterly sales growth Company overview Financial review Conclusions 2026 growth vs. PY (cc)1 Appendix Illustrative References 1. Constant currencies (cc) and core results are non-

  23. Slide 23: Expected currency impact for 2026 and 2027

    FINANCIAL PROFILE Content Click below to navigate through the document Expected currency impact for full year 2026 and 2027 Company overview Financial review Conclusions Currency impact vs. PY Appendix %pts, assuming late-October exchange rates prevail in 2026 and 2027 References 1. Core results are

  24. Slide 24: Conclusions

    Content Click below to navigate through the document Company overview Financial review Conclusions Appendix References Conclusions Vas Narasimhan, M.D. Chief Executive Officer Novartis Q3 Results | October 27, 2026 24

  25. Slide 25: Conclusions: sales growth, pipeline progress, upgraded guidance

    Content Click below to navigate through the document Company overview Financial review Delivered sales growth in Q3 driven by Upgraded full-year guidance priority brands and launches, demonstrating for core operating income following Conclusions the replacement power of the business strong bottom-li

  26. Slide 26: Meet Novartis Management

    Content Click below to navigate through the document Upcoming investor event Company overview Financial review Conclusions Appendix Meet Novartis Management References Mid-term guidance 2026-2031 Breakout sessions by therapeutic area and long-term outlook Panel session on AI in R&D Updated peak sale

  27. Slide 27: Appendix

    Content Click below to navigate through the document Company overview Financial review Conclusions Appendix Innovation: Pipeline overview Financial performance Innovation: Clinical trials Abbreviations References Appendix Novartis Q3 Results | October 27, 2026 27

  28. Slide 28: Key innovation milestones in 2026

    INNOVATION Content Click below to navigate through the document Key innovation milestones in 2026 Company overview 2026 selected key events (expected) H1 2026 H2 2026 Status as of end Q3 Rhapsido® CIndU3 US US approval in October Financial review Regulatory Pluvicto® mAPMN/S US, JP, CN US & CN appro

  29. Slide 29: Our pipeline projects at a glance

    INNOVATION Content Click below to navigate through the document Our pipeline projects at a glance Company overview Financial review Conclusions Phase I/II Phase III Registration Total Appendix Innovation: Pipeline overview Oncology 19 9 1 29 Financial performance Innovation: Clinical trials Solid tu

  30. Slide 30: Novartis pipeline in Phase I

    INNOVATION 17 lead indications Content Click below to navigate through the document Novartis pipeline in Phase I Lead indication Oncology Neuroscience Company overview Code Name Mechanism Indication(s) Code Name Mechanism Indication(s) Solid tumors EDK060 EDK060 - Charcot-Marie-Tooth disease Financi

  31. Slide 31: Novartis pipeline in Phase II

    INNOVATION 22 lead indications Content Click below to navigate through the document Novartis pipeline in Phase II Lead indication Oncology Immunology Company overview Code Name Mechanism Indication(s) Code Name Mechanism Indication(s) Solid tumors DDY391 DDY391 VAV1-directed MGD Psoriatic arthritis

  32. Slide 32: Novartis pipeline in Phase III

    INNOVATION 8 lead indications Content Click below to navigate through the document Novartis pipeline in Phase III Lead indication Oncology Neuroscience Company overview Code Name Mechanism Indication(s) Code Name Mechanism Indication(s) Solid tumors BAF312 Mayzent® S1P1,5 receptor modulator Multiple

  33. Slide 33: Novartis pipeline in registration

    INNOVATION 4 lead indications Content Click below to navigate through the document Novartis pipeline in registration Lead indication Oncology Company overview Code Name Mechanism Indication(s) Hematology Financial review DAK539 pelabresib1 BET inhibitor Myelofibrosis Conclusions Neuroscience Code Na

  34. Slide 34: Novartis submission schedule: new molecular entities

    INNOVATION Content Click below to navigate through the document Novartis submission schedule New Molecular Entities: Lead and supplementary indications Company overview CRM Immunology Neuroscience Oncology Non-core TA project Financial review 2026 2027 2028 ≥2029 Conclusions del-zota zigakibart 225

  35. Slide 35: Novartis submission schedule: existing brands

    INNOVATION Content Click below to navigate through the document Novartis submission schedule Supplementary indications for existing brands Company overview CRM Immunology Neuroscience Oncology Non-core TA project Financial review 2026 2027 2028 ≥2029 Conclusions Cosentyx® Fabhalta® Lutathera ® Fabha

  36. Slide 36: Net debt increased by USD 15.5bn

    Content Click below to navigate through the document Net debt increased by USD 15.5bn as the FCF was more than offset mainly 1 Company overview by M&A and the annual dividend payment Financial review Conclusions USDbn -15.5 Appendix Innovation: Pipeline overview Financial performance Innovation: Cli

  37. Slide 37: IR Clinical Studies

    Content Click below to navigate through the document Company overview Financial review Conclusions Appendix Innovation: Pipeline overview IR Clinical Studies Financial performance Innovation: Clinical trials Clinical Trials Update > C ardiovascular, Renal and Metabolic > I mmunology > N euroscience

  38. Slide 38: Cardiovascular, Renal and Metabolic

    Content Click below to navigate through the document Company overview Financial review Cardiovascular, Conclusions Appendix Cardiovascular, Innovation: Pipeline overview RenalRenal andandMetabolic Financial performance Innovation: Clinical trials Metabolic > C ardiovascular, Renal and Metabolic > I

  39. Slide 39: abelacimab – FXI/FXIa inhibitor

    Content abelacimab – FXI/FXIa inhibitor Click below to navigate through the document Company overview NCT05712200 LILAC-TIMI 76 (CMAA868A2302) Financial review Indication Stroke prevention in atrial fibrillation (SPAF) Phase Phase 3 Conclusions Patients 2500 Primary Efficacy: Time to first event of

  40. Slide 40: atrasentan – ETA receptor antagonist

    Content atrasentan – ETA receptor antagonist Click below to navigate through the document Company overview NCT04573478 ALIGN (CHK01-01) Financial review Indication IgA nephropathy Phase Phase 3 Conclusions Patients 404 Primary 1) Double-blind period: Change in proteinuria: the change in urine protei

  41. Slide 41: DII235 – siRNA targeting Lp(a) mRNA

    Content DII235 – siRNA targeting Lp(a) mRNA Click below to navigate through the document Company overview NCT07235046 (CDII235A12201) Financial review Indication Risk reduction in cardiovascular disease w elevated Lp(a) Phase Phase 2b Conclusions Patients 234 Primary 1) Time averaged percentage chan

  42. Slide 42: Fabhalta – CFB inhibitor

    Content Fabhalta® – CFB inhibitor Fabhalta® – CFB inhibitor Click below to navigate through the document Company overview NCT04578834 APPLAUSE-IgAN (CLNP023A2301) NCT05755386 APPARENT (CLNP023B12302) Financial review Indication IgA nephropathy Indication Immune complex-mediated membranoproliferative

  43. Slide 43: Leqvio – siRNA (regulation of LDL-C)

    Content Leqvio® – siRNA (regulation of LDL-C) Click below to navigate through the document Company overview NCT03705234 ORION-4 (CKJX839B12301) NCT05030428 VICTORION-2P (CKJX839B12302) Financial review Indication Secondary prevention of cardiovascular events in patients with elevated levels of Indic

  44. Slide 44: Leqvio – siRNA (regulation of LDL-C)

    Content Leqvio® – siRNA (regulation of LDL-C) Click below to navigate through the document Company overview NCT05739383 VICTORION-1P (CKJX839D12302) Financial review Indication CVRR (Primary prevention) Phase Phase 3 Conclusions Patients 14012 Primary Time to the first occurrence of 4P-MACE Appendix

  45. Slide 45: LTP001 – SMURF1 Inhibitor

    Content LTP001 – SMURF1 Inhibitor Click below to navigate through the document Company overview NCT06649110 (CLTP001A12202) Financial review Indication Pulmonary arterial hypertension Phase Phase 2 Conclusions Patients 232 Primary Part A- Number of participants with Adverse events (AEs) and Serious

  46. Slide 46: PAC001 – anti-IL6 mAb

    Content PAC001 – anti-IL6 mAb Click below to navigate through the document Company overview NCT06362759 TRANQUILITY (CPAC001A12201) Financial review Indication ASCVD Phase Phase 2 Conclusions Patients 143 Primary Evaluate the effects of TOUR006 compared with placebo on hs-CRP Appendix Outcome Innova

  47. Slide 47: pelacarsen – ASO targeting Lp(a)

    Content pelacarsen – Antisense oligonucleotide (ASO) Click below to navigate targeting Lp(a) through the document Company overview NCT04023552 Lp(a)HORIZON (CTQJ230A12301) Financial review Indication Secondary prevention of cardiovascular events in patients with elevated levels of lipoprotein(a) Con

  48. Slide 48: QCZ484 – AGT siRNA

    Content QCZ484 – AGT siRNA Click below to navigate through the document Company overview NCT06857955 (CQCZ484A12201) Financial review Indication Hypertension Phase Phase 2 Conclusions Patients 396 Primary Change from baseline at Month 3 in mean 24hr systolic blood pressure (SBP) by Appendix Outcome

  49. Slide 49: zigakibart – Anti-APRIL

    Content zigakibart – Anti-APRIL Click below to navigate through the document Company overview NCT05852938 BEYOND (CFUB523A12301) Financial review Indication IgA nephropathy Phase Phase 3 Conclusions Patients 383 Primary Change from Baseline to week 104 in eGFR Appendix Outcome Innovation: Pipeline o

  50. Slide 50: YMI024 – NLRP3 inhibitor

    Content YMI024 – NLRP3 inhibitor Click below to navigate through the document Company overview NCT07830719 (CYMI024A12202) Financial review Indication Risk reduction in cardiovascular disease Phase Phase 2b Conclusions Patients 180 Primary Change from baseline in log-transformed IL-6 Appendix Outcom

  51. Slide 51: Immunology

    Content Click below to navigate through the document Company overview Financial review Conclusions Appendix Innovation: Pipeline overview Immunology Financial performance Innovation: Clinical trials Immunology > C ardiovascular, Renal and Metabolic > I mmunology > N euroscience > O ncology > I n-mar

  52. Slide 52: DDY391 – VAV1-directed MGD

    Content DDY391 – VAV1-directed MGD Click below to navigate through the document Company overview NCT07801495 (CDDY391A12201) Financial review Indication Psoriatic arthritis Phase Phase 2 Conclusions Patients 220 Primary Outcome 1) Part A: Number of participants achieving American College of Rheumato

  53. Slide 53: DDY391 – VAV1-directed MGD

    Content DDY391 – VAV1-directed MGD Click below to navigate through the document Company overview NCT07737743 (CDDY391B12201) Financial review Indication Sjögren's Disease Phase Phase 2 Conclusions Patients 334 Primary Outcome 1) Part A and B: Change from baseline in ESSDAI score at week 24 Appendix

  54. Slide 54: GHZ339 – IL-13, IL-18 inhibitor

    Content GHZ339 – IL-13, IL-18 inhibitor Click below to navigate through the document Company overview NCT06947993 PLATFORM-AD (CADPT17A12201) Financial review Indication Atopic dermatitis Phase Phase 2 Conclusions Patients 224 Primary Outcome Change from baseline in the Eczema Area and Severity Inde

  55. Slide 55: GIA632 – IL-15 mAb

    Content GIA632 – IL-15 mAb Click below to navigate through the document Company overview NCT07431177 (CGIA632B12201) NCT07220577 (CGIA632A12201) Financial review Indication Non-segmental Vitiligo Indication Atopic dermatitis Phase Phase 2 Phase Phase 2 Conclusions Patients 210 Patients 34 Primary Pe

  56. Slide 56: GIA632 – IL-15 mAb

    Content GIA632 – IL-15 mAb Click below to navigate through the document Company overview NCT07775924 ELIPSI (CGIA632C12201) Financial review Indication Lichen planus Phase Phase 2 Conclusions Patients 259 Primary Outcome Number of participants achieving an Investigator Global Assessment (IGA) respon

  57. Slide 57: ianalumab – BAFF-R inhibitor (SIRIUS-LN)

    Content ianalumab – BAFF-R inhibitor, ADCC-mediated B-cell Click below to navigate depletor through the document Company overview NCT05126277 SIRIUS-LN (CVAY736K12301) Financial review Indication Lupus Nephritis Phase Phase 3 Conclusions Patients 452 Primary Outcome Frequency and percentage of parti

  58. Slide 58: ianalumab – BAFF-R inhibitor (SIRIUS-SLE)

    Content ianalumab – BAFF-R inhibitor, ADCC-mediated B-cell ianalumab – BAFF-R inhibitor, ADCC-mediated B-cell Click below to navigate depletor depletor through the document Company overview NCT05639114 SIRIUS-SLE 1 (CVAY736F12301) NCT05624749 SIRIUS-SLE 2 (CVAY736F12302) Financial review Indication

  59. Slide 59: ianalumab – BAFF-R inhibitor (VENUSS)

    Content ianalumab – BAFF-R inhibitor, ADCC-mediated B-cell Click below to navigate depletor through the document Company overview NCT06470048 VENUSS (CVAY736S12201) Financial review Indication Systemic sclerosis Phase Phase 2 Conclusions Patients 200 Primary 3/5 Revised Composite Response Index in S

  60. Slide 60: ianalumab – BAFF-R inhibitor (THALASSA)

    Content ianalumab – BAFF-R inhibitor, ADCC-mediated B-cell Click below to navigate depletor through the document Company overview NCT07621809 THALASSA (CVAY736A22301) Financial review Indication Sjögren´s Disease (high symptom burden) Phase Phase 3 Conclusions Patients 570 Primary Change in baseline

  61. Slide 61: Rhapsido – BTK inhibitor

    Content Rhapsido® – BTK inhibitor Click below to navigate through the document Company overview NCT05976243 RemIND (CLOU064M12301) Financial review Indication Chronic inducible urticaria Phase Phase 3 Conclusions Patients 362 Primary 1. Proportion of participants with complete response in Total Fric

  62. Slide 62: Rhapsido – BTK inhibitor

    Content Rhapsido® – BTK inhibitor Click below to navigate through the document Company overview NCT07768371 (CLOU064I12301) Financial review Indication Food allergy Phase Phase 3 Conclusions Patients 576 Primary Outcome Measures Sub-study 1: Number of participants achieving response status (tolerate

  63. Slide 63: Rhapsido – BTK inhibitor

    Content Rhapsido® – BTK inhibitor Click below to navigate through the document Company overview NCT06799000 RECHARGE1 (CLOU064J12301) NCT06840392 RECHARGE2 (CLOU064J12302) Financial review Indication Hidradenitis suppurativa Indication Hidradenitis suppurativa Phase Phase 3 Phase Phase 3 Conclusions

  64. Slide 64: Rhapsido – BTK inhibitor

    Content Rhapsido® – BTK inhibitor Click below to navigate through the document Company overview NCT07700056 (CLOU064R12301) NCT07811869 (CLOU064R12302) Financial review Indication Chronic pruritus of unknown origin (CPUO) Indication Chronic pruritus of unknown origin (CPUO) Phase Phase 3 Phase Phase

  65. Slide 65: Neuroscience

    Content Click below to navigate through the document Company overview Financial review Conclusions Appendix Innovation: Pipeline overview Neuroscience Financial performance Innovation: Clinical trials Neuroscience > C ardiovascular, Renal and Metabolic > I mmunology > N euroscience > O ncology > I n

  66. Slide 66: Del-desiran – siRNA DMPK knockdown

    Content Del-desiran – siRNA DMPK knockdown Click below to navigate through the document Company overview NCT06411288 HARBOR (CEWF980A12301) Financial review Indication Myotonic Dystrophy Type 1 (DM1) Phase Phase 3 Conclusions Patients 159 Primary Hand function – video Hand Opening Time (vHOT) Append

  67. Slide 67: Del-brax – siRNA DUX4 knockdown

    Content Del-brax – siRNA DUX4 knockdown Click below to navigate through the document Company overview NCT07038200 FORTITUDE-3 (CDWH213A12301) Financial review Indication Facioscapulohumeral Muscular Dystrophy (FSHD) Phase Phase 3 Conclusions Patients 200 Primary Quantitative Muscle Testing (QMT) com

  68. Slide 68: Del-zota – PMO mediated exon 44 skipping

    Content Del-zota – PMO mediated exon 44 skipping Click below to navigate through the document Company overview NCT06244082 EXPLORE44OLE (CKPE179A12201) NCT07587242 SAFARI44 (CKPE179A12301) Financial review Indication Duchenne Muscular Dystrophy (DMD) Indication Duchenne Muscular Dystrophy (DMD) Phas

  69. Slide 69: Fabhalta – CFB inhibitor

    Content Fabhalta® – CFB inhibitor Click below to navigate through the document Company overview NCT06517758 APPRAISE (CLNP023Q12301) Financial review Indication Generalized Myasthenia Gravis (gMG) Phase Phase 3 Conclusions Patients 146 Primary Change from baseline to Month 6 in Myasthenia Gravis Act

  70. Slide 70: Kesimpta – anti-CD20

    Content Kesimpta® – anti-CD20 Click below to navigate through the document Company overview NCT06869785 FILIOS (COMB157Q12301) Financial review Indication Multiple Sclerosis new dosing regimen Phase Phase 3 Conclusions Patients 196 Primary Ofatumumab plasma pharmacokinetics - area under the curve, u

  71. Slide 71: Mayzent / Kesimpta pediatric MS

    Content Mayzent® – S1P1,5 receptor modulator / Kesimpta – CD20 antagonist Click below to navigate through the document Company overview NCT04926818 NEOS (CBAF312D2301) Financial review Indication Multiple Sclerosis, pediatrics Phase Phase 3 Conclusions Patients 129 Primary Annualized relapse rate (A

  72. Slide 72: NIO752 – Tau antisense oligonucleotide

    Content NIO752 – Tau antisense oligonucleotide Click below to navigate through the document Company overview NCT07498426 PRESERVE (CNIO752A12301) Financial review Indication Progressive Supranuclear Palsy Phase Phase 3 Conclusions Patients 300 Primary Change from baseline in the rPSPRS-10 score Appe

  73. Slide 73: remibrutinib – BTK inhibitor

    Content remibrutinib – BTK inhibitor remibrutinib – BTK inhibitor Click below to navigate through the document Company overview NCT05147220 REMODEL-1 (CLOU064C12301) NCT05156281 REMODEL-2 (CLOU064C12302) Financial review Indication Multiple Sclerosis, relapsing Indication Multiple Sclerosis, relapsi

  74. Slide 74: remibrutinib – BTK inhibitor

    Content remibrutinib – BTK inhibitor Click below to navigate through the document Company overview NCT07225504 REMASTER (CLOU064P12301) Financial review Indication Secondary progressive multiple sclerosis Phase Phase 3 Conclusions Patients 1275 Primary Time to 6-month confirmed disability progressio

  75. Slide 75: Votoplam – Huntington modulator

    Content Votoplam – Huntington modulator Click below to navigate through the document Company overview NCT07326709 INVEST-HD (CHTT227A12301) Financial review Indication Huntington’s Disease (HD) Phase Phase 3 Conclusions Patients 770 Primary Change from Baseline in cUHDRS score Appendix Outcome Innov

  76. Slide 76: Oncology

    Content Click below to navigate through the document Company overview Financial review Conclusions Appendix Innovation: Pipeline overview Oncology Financial performance Innovation: Clinical trials Oncology > C ardiovascular, Renal and Metabolic > I mmunology > N euroscience > O ncology > I n-market

  77. Slide 77: 225Ac-PSMA-617 – Radioligand therapy target PSMA

    Content 225Ac-PSMA-617 – Radioligand therapy target PSMA Click below to navigate through the document Company overview NCT06855277 AcTFirst (CAAA817B12301) NCT06780670 PSMAcTION (CAAA817A12201) Financial review Indication Metastatic castration-resistant prostate cancer Indication post Lu Metastatic

  78. Slide 78: ianalumab – 1L Immune Thrombocytopenia

    Content ianalumab – BAFF-R inhibitor, ADCC-mediated B-cell Click below to navigate depletor through the document Company overview NCT05653349 VAYHIT1 (CVAY736I12301) Financial review Indication 1L Immune Thrombocytopenia Phase Phase 3 Conclusions Patients 225 Primary Rate of Stable Response off trea

  79. Slide 79: iptacopan – CFB inhibitor

    Content iptacopan – CFB inhibitor Click below to navigate through the document Company overview NCT05935215 APPRECIATE (CLNP023F12302) Financial review Indication Atypical haemolytic uraemic syndrome Phase Phase 3 Conclusions Patients 50 Primary Percentage of participants free of TMA manifestation d

  80. Slide 80: Lutathera – Radioligand therapy target SSTR

    Content Lutathera® – Radioligand therapy target SSTR Click below to navigate through the document Company overview NCT06784752 NETTER-3 (CAAA601A62301) Financial review Indication Gastroenteropancreatic neuroendocrine tumors Phase Phase 3 Conclusions Patients 240 Primary Progression Free Survival (P

  81. Slide 81: Pelabresib – BET Inhibitor

    Content Pelabresib – BET Inhibitor Click below to navigate through the document Company overview NCT04603495 MANIFEST-2 (CDAK539A12301) NCT07357727 MANIFEST-3 (CDAK539A12303) Financial review Indication Myelofibrosis Indication Myelofibrosis Phase Phase 3 Phase Phase 3 Conclusions Patients 430 Patie

  82. Slide 82: Pluvicto – Radioligand therapy target PSMA

    Content Pluvicto® – Radioligand therapy target PSMA Click below to navigate through the document Company overview NCT05939414 PSMA-DC (CAAA617D12302) Financial review Indication Oligometastatic prostate cancer Phase Phase 3 Conclusions Patients 450 Primary Metastasis Free Survival (MFS) Appendix Out

  83. Slide 83: luxdegalutamide – Androgen receptor protein degrader

    Content luxdegalutamide – Androgen receptor protein degrader Click below to navigate through the document Company overview NCT07047118 LuxAR-02 (CJSB462B12201) NCT06991556 LuxAR-03 (CJSB462C12201) Financial review Indication Metastatic castration resistant prostate cancer Indication Metastatic hormo

  84. Slide 84: Vijoice – PI3Ki

    Content Vijoice® – PI3Ki Click below to navigate through the document Company overview NCT05948943 EPIK-L1 (CBYL719P12201) Financial review Indication Lymphatic Malformation Phase Phase 2/3 Conclusions Patients 232 Primary Stage 2: Radiological response rate at Week 24 of Stage 2 (adult and pediatri

  85. Slide 85: In-market Brands & Global Health

    Content Click below to navigate through the document Company overview Financial review In-market Brands Conclusions Appendix In-market Brands Innovation: Pipeline overview & Global Health Financial performance Innovation: Clinical trials & Global Health > C ardiovascular, Renal and Metabolic > I mmu

  86. Slide 86: Ganaplacide+lumefantrine – malaria

    Content Ganaplacide+lumefantrine – Non-artemisinin Click below to navigate plasmodium falciparum inhibitor through the document Company overview NCT05842954 KALUMA (CKLU156A12301) Financial review Indication Malaria, uncomplicated Phase Phase 3 Conclusions Patients 1720 Primary PCR-corrected adequat

  87. Slide 87: Rydapt – Multi-targeted kinase inhibitor

    Content Rydapt® – Multi-targeted kinase inhibitor Click below to navigate through the document Company overview NCT03591510 (CPKC412A2218) Financial review Indication Acute myeloid leukemia, pediatrics Phase Phase 2 Conclusions Patients 22 Primary Occurrence of dose limiting toxicities Appendix Outc

  88. Slide 88: EDI048

    Content EDI048 Click below to navigate through the document Company overview NCT07249463 CRYPTONITE (CEDI048A12201) Financial review Indication Cryptosporidiosis infection Phase Phase 2 Conclusions Patients 80 Primary Average stool grade after the initiation of EDI048 or placebo treatment Appendix O

  89. Slide 89: Abbreviations

    Content Click below to navigate through the document Abbreviations Company overview Financial review Abbreviation Full form Abbreviation Full form Abbreviation Full form 1L First-line EMA European Medicines Agency NMPA National Medical Products Administration (China) Conclusions 2L Second-line ESC E

  90. Slide 90: References (1/2)

    Content Click below to navigate through the document References (1/2) Company overview Financial review Kisqali ® (slide 6 references) 1 IQVIA Market Sizing Monthly Report, Aug 2026, rolling 3 months; Data lag ~ 2 months. Conclusions 2 eBC DE & UK NBRx monthly share from BEST as of Jun 2026 and Jul

  91. Slide 91: References (2/2)

    Content Click below to navigate through the document References (2/2) Company overview Financial review Scemblix® (slide 11 references) 1 US IQVIA CML market sizing report, Sep 2026 (up to Jun 2026 data month); Nomenclature changed to more accurately reflect the IQVIA patient-level data used in this

Novartis — Q3 2026 Earnings Presentation on 6ix