Novartis AG · SIX:NOVN
Novartis — Investor Day (June 2008)
13 slides from Novartis's investor day presentation, Jun 4, 2008
Slide 1: Novartis Vaccines: Driving growth through innovation
Novartis Vaccines Driving growth through innovation Cambridge, 4 June 2008 Disclaimer These materials contain certain forward-looking statements relating to the Group's business, which can be identified by the use of forward-looking terminology such as "outlook", "expected", "will", "potential", "pi
Slide 2: Novartis Vaccines and Diagnostics poised for strong growth
Novartis Vaccines and Diagnostics poised for strong growth Organization today is a world-class platform for growth Vaccines market set to expand: new disease targets, broader age groups vaccinated Expansion is enabled by new vaccine discovery technology, an area where Novartis is a leader No
Slide 3: Continuous improvement in financial performance
Continuous improvement in financial performance 3rd Party Net Sales Operating income USD in m USD in m +25% 80 72 1 600 +31% 1 452 1 400 60 1 160 1 200 1 000 885 40 800 20 600 400 0 200 0 - 20 1 2 2005 2006 2007 - 26 - 40 1 Reported under Chiron based on US GAAP. 2 Pro-Forma, includes 4 months un-au
Slide 4: Expanding a world class research team
Expanding a world class research team Leadership in both traditional and novel research approaches New research site in Cambridge Siena Research center • Planned to open July 2008 – establish center of excellence in viral vaccine discovery Nature, 446:124-125, 2007 7 | Novartis Vaccines and Diag
Slide 5: Exciting pipeline of new vaccines
Exciting pipeline of new vaccines Preclinical Phase I Phase II Phase III Registration Menveo® Ixiaro® 6 Borrelia6 GBS2 Aflunov® US H5N1 pre-pandemic adolescent Japanese Men ACWY encephalitis Candida HIV4 Fluad pediatric Menveo® infants Aflunov® EU Men ACWY H5N1 pre-pandemic GAS1 HCV3,6 P aeruginosa6
Slide 6: A broad product portfolio is driving growth
A broad product portfolio is driving growth Egg-based influenza vaccines Influenza Cell culture influenza vaccine Adjuvanted influenza vaccine Meningitis Meningitis C conjugate vaccine Tick borne encephalitis vaccine Travel Rabies vaccine ® DTwP HepB Hib vaccine for the developing world1 Pediatric ®
Slide 7: Vaccines value proven
Agenda A platform for future growth Future expectations from the vaccines sector Conclusions Review of the day Vaccines value proven … Pathogens for which vaccines have been developed Year 14 | Novartis Vaccines and Diagnostics | Joerg Reinhardt | 4 June 2008 | Cambridge, MA 7
Slide 8: Expansion of vaccination accelerating
… and expansion of vaccination accelerating Therapeutic vaccines Cancer Improved products: combinations, Chronic infectious disease better delivery, better protection Neonatal pathogens Infectious diseases with no vaccine Nosocomial pathogens Pathogens for which vaccines have been deve
Slide 9: Broad agreement: prevention is high value
Broad agreement: prevention is high value Policy makers, governments, thought leaders strongly support vaccination programs Disease prevention can be more cost effective than treatment1 • Leads to continued support from payors, including private insurers, governments, and others Consumer accep
Slide 10: New skills harnessed to drive discovery of novel vaccines
New skills are being harnessed to drive discovery of novel vaccines Glycoconjugation 2,200,000 1 100,000 2,100,000 200,000 2,000,000 300,000 1,900,000 400,000 1,800,000 Reverse vaccinology 500,000 1,700,000 600,000 1,600,000 700,000 1,500,000 800,000 1,400,000 900,000 1,300,000 1,000,000 1,200,000 1
Slide 11: Vaccines are an excellent fit for Novartis
Agenda A platform for future growth Future expectations from the vaccines sector Conclusions Review of the day Vaccines are an excellent fit for Novartis Healthcare shifting from treatment to prevention – vaccines are complementary to therapeutics Positive synergies in Research and in biological
Slide 12: Novartis Vaccines and Diagnostics – driving growth through innovation
Novartis Vaccines and Diagnostics – driving growth through innovation Research programs expected to drive durable future growth: GAS, GBS, H pylori, S pneumoniae, RSV, many others Menveo®, MenB vaccine and Ixiaro® offer potential for entry into the top tier Vaccines for influenza, TBE, rabies and im
Slide 13: Agenda for today
Agenda for today Time Topic Speaker 9:30-9:50 Driving growth through innovation Joerg Reinhardt 9:50-10:10 A renaissance in vaccine Rino Rappuoli innovation 10:10-10:40 Building a world class vaccine Ralf Clemens pipeline 10:40-11:05 Building a global leader in Vas Narasimhan meningitis prevention 1