Novartis AG · SIX:NOVN
Novartis — Investor Day (January 2006)
6 slides from Novartis's investor day presentation, Jan 19, 2006
Slide 1: Consumer Health – Driving Growth through Strategic Brands
Consumer Health – Driving Growth through Strategic Brands Paul Choffat CEO Novartis Consumer Health Member of the Executive Committee of Novartis The following information contains certain forward-looking statements relating to the Company’s business, which can be identified by the use of forward-lo
Slide 2: Strong Growth Performance in 2005 / Outperforming our Markets
Strong Growth Performance in 2005 in USD m vs. 2004 in USD vs. 2004 in LC Sales 7 256 +8% +8% Operating Income 1 055 +5% • All business units outgrow their markets, except CIBA Vision growing in line with market • OTC, Medical Nutrition and Gerber as the main growth drivers • Ongoing success of laun
Slide 3: Return on Sales Development in 2005 / OTC – Highlights
Return on Sales Development in 2005 %-pt. change • Productivity gains more than offset GM1 - 0.3 by product upgrades, net reduction in Animal Health’s US fall sales offer and lens care supply issue R&D +/- 0 M&S - 0.8 • Investments behind major brands • BMS integration costs Other2 + 0.6 • Provision
Slide 4: OTC – Driving Growth of Strategic Brands / BMS Products Strengthen US Portfolio
OTC – Driving Growth of Strategic Brands Innovation • Lamisil® ONCETM as technologically advanced unique format (film-forming solution) – received marketing approval in UK and Switzerland (2H 2005) Consumer-oriented marketing initiatives • Voltaren® “Joy of movement” promotion based on new insights
Slide 5: OTC – Attractive Opportunities / Animal Health – Highlights
OTC – Attractive Opportunities • Further enhance sales and marketing execution in key markets and key categories • Strengthen portfolio of top brands with innovative and superior products (e.g. Triaminic® Thin Strips, Lamisil® ONCETM) • Grow dynamically in emerging markets • Further leverage Rx to O
Slide 6: Gerber – Highlights / 2006 Consumer Health Priorities
Gerber – Highlights • Leading company in baby nutrition market segment in the Americas • Innovative toddler product launches in US: Snacks, cereals and fruit drinks • Start Healthy, Stay Healthy™ education campaign – focusing on obesity – gaining momentum • Elected one of 10 “Breakaway Brands” in US