Novartis Elevates Midterm Sales Forecast, CEO Highlights Robust Pipeline
Novartis Elevates Midterm Sales Forecast, CEO Highlights Robust Pipeline
Novartis has outlined its projections for 2024-2029, maintaining a 5% CAGR target with 2024 as the base year.On Thursday, Novartis AG (NYSE:NVS) raised its mid-term sales guidance, increasing its compound annual growth rate (CAGR) target to 6% from 5% for 2023-2028.
週四，諾華製藥(紐交所：NVS)上調了其中期銷售指引，將2023-2028年的複合年增長率(CAGR)目標從5%提高到6%。
The upgrade reflects performance from current growth drivers and anticipated launches, many of which are expected to retain U.S. exclusivity into the 2030s.
升級反映了當前增長驅動因素的表現和預期的推出，其中許多預計將在2030年代保持美國獨家權。
The updated forecast, announced ahead of the company's Meet Novartis Management event in London, underscores its confidence in sustained momentum.
公司在倫敦舉行「遇見諾華管理團隊」活動之前宣佈的更新的預測強調了其對持續勢頭的信心。
Novartis has outlined its projections for 2024-2029, maintaining a 5% CAGR target with 2024 as the base year.
諾華已經明確了其2024-2029年的預測，以2024年作爲基準年，保持5%的CAGR目標。
The company remains on track to achieve a core operating income margin of over 40% by 2027, supported by continued sales growth and productivity enhancements.
該公司仍在計劃於2027年實現40%以上的核心營業利潤率，其支撐點爲持續的銷售增長和生產力提升。
Also Read: Positive Outlook For Novartis As Company Capitalizes On Growing Treatment Opportunities, Analyst Highlights
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The company said the business is gaining strong momentum, with eight marketed brands expected to generate $3 billion to $8 billion at peak sales.
公司表示，業務正獲得強勁勢頭，預計8個推出的品牌將在銷售高峰期達到30億至80億美元。
CEO Vas Narasimhan noted increased peak sales estimates for flagship drugs, including Cosentyx, Kisqali, Kesimpta, Pluvicto, and Leqvio, alongside 15 pivotal submission-enabling readouts in the pipeline.
首席執行官Vas Narasimhan指出，標誌性藥物的銷售高峰估計增加，包括Cosentyx、Kisqali、Kesimpta、Pluvicto和Leqvio，以及管道中的15個關鍵提交支持報告。
He highlighted the company's long-term strategy, identifying more than 30 promising pipeline assets poised to rejuvenate its portfolio and sustain mid-single-digit growth beyond 2029.
他強調了公司的長期戰略，標識出超過30個有前途的管道資產，有望重振其組合並在2029年後維持中單位數增長。
Over the past two years, Novartis has executed more than 30 deals targeting exploratory and preclinical stages. Recent acquisitions, such as Kate Therapeutics and a collaboration with Ratio Therapeutics, bolster its radioligand and gene therapy pipelines, expanding opportunities in neuromuscular and radiotherapeutic advancements.
在過去兩年裏，諾華製藥已執行了超過30項旨在探索性和臨床前階段的交易。最近的收購案例，如凱特治療和與 Ratio Therapeutics 的合作，鞏固了其放射配基和基因療法管道，擴大了神經肌肉和放射治療方面的機遇。
In October, Novartis reported third-quarter sales of $12.823 billion, up 9% (+10% on constant currency), beating the consensus of $12.76 billion. Volume contributed 12 percentage points to growth.
在十月份，諾華製藥報告了第三季度銷售額達到128.23億美元，增長了9%（在不變貨幣情況下增長了10%），超過了127.6億美元的共識。成交量對增長貢獻了12個百分點。
The company said, "All key growth drivers contributed to the momentum. We achieved important indications expansions for Kisqali in early breast cancer and Fabhalta in IgA nephropathy..."
公司表示：「所有關鍵增長驅動因素都爲這一勢頭做出了貢獻。我們在早期乳腺癌和IgA腎病的指示擴大方面取得了重要進展...」
Novartis has acquired Kate Therapeutics to enhance and strengthen its portfolio of gene therapies.
諾華製藥已收購了凱特治療公司，以增強和加強其基因療法組合。
Kate Therapeutics is a San Diego-based, preclinical-stage biotechnology company focused on developing adeno-associated virus (AAV)-based gene therapies to treat genetically defined neuromuscular diseases.
凱特治療是一家總部位於聖地亞哥的臨床前階段生物技術公司，專注於開發基於腺相關病毒（AAV）的基因療法，用於治療基因定義的神經肌肉疾病。
The transaction value is up to $1.1 billion, comprising an upfront payment and potential additional milestone payments.
交易價值高達11億美元，包括一筆前期付款和潛在的額外里程碑付款。
Kate Therapeutics' primary programs include preclinical candidates for Duchenne muscular dystrophy, facioscapulohumeral dystrophy, and myotonic dystrophy type 1.
凱特治療的主要項目包括杜歐肌肉萎縮症、肩胛肌萎縮症和無力性肌肉萎縮症的臨床前候選者。
Price Action: NVS stock is up 0.24% at $103.34 at the last check on Thursday.
股價走勢：諾華製藥股票最近一次週四檢測時上漲0.24%，報103.34美元。
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Photo by Taljat David via Shutterstock
攝影：通過shutterstock的Taljat David拍攝
譯文內容由第三人軟體翻譯。
