Novartis AG · SIX:NOVN
Novartis — UBS Conference 2005
16 slides from Novartis's conference presentation, Sep 27, 2005
Slide 1: Leading Innovations
Leading Innovations David R. Epstein President, Novartis Oncology CEO, Novartis Specialty Medicines The following information contains certain "Forward-looking Statements" relating to the Company's business, which can be identified by the use of forward-looking terminology such as "will" or "expect"
Slide 2: Agenda / Business Portfolio – Increasing Weight of Medicines
Agenda • Overview • Oncology – building on success • New therapies for highly prevalent diseases 3 UBS Conference Sep 27th, 2005 / David Epstein Business Portfolio – Increasing Weight of Medicines In % of Group sales Non Drug OTC/AH Sandoz 1996 2001 2003 2005E Pharma 18 14 11 10 11 42 11 12 17 8 9 8
Slide 3: 2005 Is a Successful Year for Novartis
2005 Is a Successful Year for Novartis Regulatory Data Submissions decisions • Exjade ® Phase III ü • Exjade ® chronic iron • Focalin™ XR (US) ü • LAF237 Phase III ü overload ü • Aclasta ®1 Paget’s disease • SPP100 Phase III ü • LDT600 hepatitis B (US & EUü ) • SPP100 Phase Ilb/III ü • Comtan® Parki
Slide 4: Novartis Oncology – Growing Sales and Market Segment Share, Driven by Four Strong Brands
Novartis Oncology – Growing Sales and Market Segment Share, Driven by Four Strong Brands Total sales H1 (YTD Jun) 1 USD m • Four growing brands including 2 blockbusters: +21% in LC - Glivec ®2 3 000 2 490 - Zometa® 2 500 - Femara® 2 002 2 000 - Sandostatin LAR® 1 500 • Excellent launch track record
Slide 5: Broad Oncology Pipeline Spans Multiple Technologies and Tumor Settings
Broad Oncology Pipeline Spans Multiple Technologies and Tumor Settings Phase I Phase II Phase III In Registration LBH589 EPO906 PTK7871 Exjade® Solid & liquid tumors Solid tumors Colorectal cancer Chronic iron overload Femara ® AEE788 LBQ707 Glivec® 2 Early adjuvant Solid tumors Solid tumors GBM3 br
Slide 6: Exjade Has Potential to Expand the Market Segment and Reach > USD 500 m in Sales
Exjade ® Has Potential to Expand the Market Segment and Reach > USD 500 m in Sales Potential Exjade ® sales drivers with estimated magnitude Range of potential incremental sales USD m 500+ 115 Desferal® Better com- Increased Adoption by Exjade® sales (2004) pliance with revenue per unchelated sales
Slide 7: Significant News Flow Expected Through Mid-2006
Significant News Flow Expected Through Mid- 2006 • Exjade®: Anticipated approval and launch in Switzerland, US and EU • Femara®: Anticipated early adjuvant approval and launch in US and EU; anticipated approval in Japan for breast cancer • Glivec ®: Submissions in Ph+ ALL and Rare Diseases; start of
Slide 8: SPP100 (Phase III) – Next Generation in Blood Pressure and Vascular Disease Control
SPP100 (Phase III) – Next Generation in Blood Pressure and Vascular Disease Control • First daily oral renin inhibitor for hypertension • Efficacious in monotherapy and excellent candidate for combination therapy Liver Angiotensinogen • Potential for improved end-organ protection via SPP100 Renin X
Slide 9: Study 2308 Confirms Statistically Significant Blood Pressure Reduction Across all Doses
Study 2308 Confirms Statistically Significant Blood Pressure Reduction Across all Doses Blood pressure reduction (sitting, mm Hg) Placebo SPP100 150 mg SPP100 300 mg SPP100 600 mg 0 diastolic diastolic diastolic systolic dias systolic systolic sys -2 -4 -6 -8 -10 -12 * * -14 * *§ -16 * * -18 n=165 n
Slide 10: SPP100 – First in New Class of Renin-inhibiting Anti-hypertensive Drugs
SPP100 The First in a New Class of Antihypertensives Key unmet needs in hypertension 1. 70% of patients still not at goal despite taking on average over 2 drugs • > 4 drugs needed to get to goal 2. Majority of hypertensives have a co-morbidity – increasing their risk 3. Elevated PRA is correlated to
Slide 11: LAF237 – Oral DPP4 Inhibitor with Potential for Sustainable Diabetes Control
LAF237 – Oral DPP41 Inhibitor with Potential for Sustainable Diabetes Control • First in a highly attractive new class of LAF237 compounds (incretin enhancer) • Effective as monotherapy and in Mixed meal combination DPP4 • Effectively reduces HbA1c GLP-12 & • Good tolerability with no nausea and no
Slide 12: 52 Week Data with Monotherapy Confirm Early and Sustained Reductions in HbA1c
52 Week Data with Monotherapy Confirm Early and Sustained Reductions in HbA1c Mean HbA1c % LAF237 100 mg (n=511) metformin 2 000 mg (n=249) 10 8.71 8.75 * 7.56 7.46 8 7.40 7.13 6 4 2 0 Baseline 12 weeks 52 weeks 104 weeks *p < 0.05 versus LAF237 Source: Study 2309 data on file per protocol populatio
Slide 13: LAF237 Significantly Reduces HbA1c in T2DM Patients Requiring Insulin
LAF237 Significantly Reduces HbA1c in T2DM Patients Requiring Insulin Duration: 24 weeks LAF237 100 mg + insulin Placebo + insulin 0 HbA1c reduction (%) from baseline - 0.1 - 0.2 - 0.24 - 0.3 - 0.4 - 0.5 - 0.51 - 0.6 p < 0.022 Baseline HbA1c 8.52 8.54 Source: Study 2311 data on file 25 UBS Conferenc
Slide 14: LAF237 – Add-on Is Main Source of Business at Launch
LAF237 Holds Promise of Improving Pancreatic Islet Function Thus Modifying the Disease Course Key unmet needs in diabetes • Lowering HbA1c to target goals and sustaining durable control • Delaying disease onset/modifying long-term disease progression • Simple, safe and well tolerated treatment with
Slide 15: LAF237 Summary and Conclusions
LAF237 Summary and Conclusions • Pancreatic islet dysfunction is the key determinant of the onset and progression of type 2 diabetes • Clinical data confirms that LAF237 restore insulin sensitivity and normalises islet cell function long-term in patients with T2DM • New phase IIb/III data shows that
Slide 16: FTY720 – Phase II Showed Strong Efficacy in Multiple Sclerosis After 6 Months
FTY720 – Phase II Showed Strong Efficacy in Multiple Sclerosis After 6 Months Time to first relapse Annualized relapse rate FTY 1.25 mg n=92 % of relapse-free patients FTY 5.0 mg n=93 p = 0.01 Placebo n=92 p = 0.009 0.77 100 0.80 n=92 90 0.60 80 70 0.40 0.35 0.36 60 n=93 n=92 50 0.20 40 FTY720 1.25m