Novartis AG · SIX:NOVN

Novartis — Citi Conference 2008

11 slides from Novartis's conference presentation, May 22, 2008

  1. Slide 1: Novartis Oncology – Leadership in Cancer and Hematology That Changes Patients' Lives

    Novartis Oncology – Leadership in Cancer and Hematology That Changes Patients’ Lives Hervé Hoppenot Chief Commercial Officer, Head of Global Product Strategy and Scientific Development, Novartis Oncology New York City, May 22, 2008 These materials contain certain forward-looking statements relating

  2. Slide 2: Q1 2008 Novartis Group Performance – Continuing Operations with Higher Sales and Earnings

    Q1 2008 Novartis Group Performance – Continuing Operations1 with Higher Sales and Earnings Group key figures Q1 2007 Q1 2008 Change Change in USD m in USD m in % USD in % LC2 Net sales 9 128 9 909 +9 0 Operating income 2 335 2 488 +7 Net income 2 092 2 308 +10 EPS (USD) 0.89 1.02 +15 Number of assoc

  3. Slide 3: Delivering Double-digit Growth and Share Gain

    …Delivering Double-digit Growth and Share Gain In USD m 6951 5909 5096 13% 4214 16% 3310 20% 2432 21% 1878 26% 28% 2001 2002 2003 2004 2005 2006 2007 7.7%1 Global oncology segment share gain 10.02 % 10%1 Share of Novartis Pharma sales 303% 1 Q4 2001 2 Q3 2007 3 Q4 2007 Source: Novartis Oncology; IMS

  4. Slide 4: Key Brands with Strong Performance

    Overall Key Brands with Strong Performance Q1 Growth (LC) vs. PY ƒ Unparalleled 88% 6-year overall survival in CML1 22%3 ƒ Expanding use in GIST2 ƒ Most potent aromatase inhibitor 22% ƒ Only oral once-daily treatment for iron 55% intoxification ƒ Most prescribed treatment for acromegaly 7% and neuro

  5. Slide 5: Glivec Dose Escalation Allows Suboptimal Responding Patients to Achieve Durable Responses

    Glivec® Dose Escalation Allows Suboptimal Responding Patients to Achieve Durable Responses ƒ Post-hoc analysis of the impact of Glivec® dose escalation in the IRIS trial (n=106) • 20% of patients had dose increases to 600-800 mg/d up from 400mg/d • Within 12 months after escalation 86% achieved CHR1

  6. Slide 6: Tasigna Now Approved in Over 40 Countries

    Tasigna® Now Approved in Over 40 Countries Filed June ’07 ahead of dasatinib … as well as in several countries in Latin America and Emerging Growth Markets 11 | Citi Conference | Hervé Hoppenot | 22 May 2008 Impressive Tasigna® Efficacy in Glivec® Resistant / Intolerant Patients Further Improves Ove

  7. Slide 7: Striking Results in First De-novo CML Patients Treated With Tasigna

    Striking Results in First 33 De-novo CML Patients Treated With Tasigna® Imatinib 400 mg5 CCyR1 and MMR2 rates in newly-diagnosed Imatinib 800 mg5 CML patients Nilotinib 800 mg 97 100 100 Patients3 with CCyR1 (%) Patients4 with MMR2 (%) 86 82 62 65 54 45 47 45 37 34 24 13 6 8 0 3 months 6 months 12 m

  8. Slide 8: Tasigna Off to a Good Start

    Tasigna® Off to a Good Start Weekly TRx US market segment share1, Weekly NRx US share in 2nd line CML in % segment, in % Dasatinib launch 100 100 90 90 80 80 70 70 60 60 50 50 40 40 30 30 20 20 10 10 Dasatinib 0 0 Jul 2006 – April 2008 Nov 2007 – April 2008 1 Including GIST sales Source: IMS 15 | Ci

  9. Slide 9: Broad And Deep Portfolio – Innovative Compounds in Registration Trials

    Broad And Deep Portfolio – Goal to Have 6 Innovative Compounds in Registration Trials by End of May Confirmatory NME Exploratory Registration NME9 roll-out Phase II Phase III LCM HCD122 LBQ707 EPO906 Tasigna® (JPN) Hem. tumors Solid Tumors Ovarian cancer IM9 res. / intol.CML4 TKI258 PKC412 SOM230 He

  10. Slide 10: ASA404: Pivotal Trial in Lung Cancer Initiated

    ASA404: Pivotal Trial in Lung Cancer Initiated ASA404 Phase II results in NSCLC1, Kaplan-Meier survival curves 1200mg/m3 ASA404 + carboplatin + paclitaxel Phase III initiated in Q1 2008 ƒ Randomized, double-blind, Design multinational phase III trial Surviving ƒ Stage IIIB/IV NSCLC1 Population patie

  11. Slide 11: Strong News Flow Continues Through 2008

    Strong News Flow Continues Through 2008 ƒ Regulatory decisions on Tasigna® in Japan expected ƒ Planned key filings • Glivec® adjuvant GIST1 • RAD001 renal cell cancer after VEGF2 failure • Glivec® 800 mg in CML3 (TOPS study) ƒ Initiation of new registration studies • PKC412 in FLT-3 mutated AML4 and

Novartis — Citi Conference 2008 on 6ix