Company Novartis AG

Company Novartis AG

NOVN

CH0012005267

Pharmaceuticals

Analysts' Consensus

Equities

NOVN

CH0012005267

Pharmaceuticals

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Novartis AG

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Pharmaceuticals

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Novartis AG

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Pharmaceuticals

Real-time Estimate Cboe Europe Other stock markets 11:11:26 2024-04-16 am EDT			5-day change	1st Jan Change
85.12 ^CHF	-1.60%		-1.60%	+0.14%

07:28am	Novartis reports positive interim results for Fabhalta	CF
05:26am	Novartis' Investigational Kidney Disease Drug Shows Reduced Disease Marker in Late-stage Trial	MT

Novartis AG is one of the world's leaders in the design, manufacturing, and marketing of pharmaceutical products. Net sales (excluding discontinued operations) break down by therapeutic area as follows:

- oncology (29.9%);

- immunology (17.2%);

- cardiovascular, renal and metabolic diseases (14.1%);

- neuroscience (8.9%).

The remaining net sales (29.9%) are from contract manufacturing of pharmaceutical products.

At the end of 2023, Novartis AG had 33 production sites worldwide.

Net sales are distributed geographically as follows: Europe (33%), the United States (39.5%), Asia/Africa/Australasia (20.5%), Canada and Latin America (7%).

Number of employees: 76,057

CHF in Million	2022	Weight	2023	Weight	Delta
Established Brands 30.0 %	-	-	12,238	30.0 %	-
Oncology 29.9 %	-	-	12,213	29.9 %	-
Immunology 17.2 %	-	-	7,008	17.2 %	-
Cardiovascular, Renal and Metabolic 14.1 %	-	-	5,743	14.1 %	-
Neuroscience 8.9 %	-	-	3,633	8.9 %	-

CHF in Million	2022	Weight	2023	Weight	Delta
United States 39.5 %	16,860	34.9 %	16,139	39.5 %	-4.28%
Europe 18.9 %	10,469	21.7 %	7,704	18.9 %	-26.41%
Asia/Africa/Australasia 9.1 %	4,975	10.3 %	3,700	9.1 %	-25.63%
Germany 7.4 %	4,086	8.5 %	3,026	7.4 %	-25.94%
China 7.2 %	2,987	6.2 %	2,936	7.2 %	-1.73%
Canada and Latin America 7.0 %	3,709	7.7 %	2,854	7.0 %	-23.04%
Japan 4.2 %	2,106	4.4 %	1,729	4.2 %	-17.90%
France 3.8 %	2,156	4.5 %	1,572	3.8 %	-27.09%
Switzerland 2.9 %	926	1.9 %	1,175	2.9 %	+26.88%

Managers	Title	Age	Since
Vasant Narasimhan CEO	Chief Executive Officer	48	04-12-31
Harry Werner Kirsch DFI	Director of Finance/CFO	59	02-12-31
Shreeram Aradhye CTO	Chief Tech/Sci/R&D Officer	62	22-05-15
Steffen Lang COO	Chief Operating Officer	57	17-03-31
Klaus Moosmayer CMP	Compliance Officer	56	18-11-30
Samir Shah IRO	Public Communications Contact	63	03-12-31
Simon Brown PRN	Corporate Officer/Principal	-	13-07-31
Kees Roks AUD	Comptroller/Controller/Auditor	61	22-04-30
Linda Kanitra PRN	Corporate Officer/Principal	-	-
Robert Kowalski HRO	Human Resources Officer	56	21-08-31

Members of the board	Title	Age	Since
Bill Winters BRD	Director/Board Member	62	12-12-31
Simon Moroney BRD	Director/Board Member	65	20-02-27
Hans Jörg Reinhardt CHM	Chairman	68	12-12-31
John Young BRD	Director/Board Member	60	23-03-06
Bridgette Heller BRD	Director/Board Member	63	20-02-27
Ton Büchner BRD	Director/Board Member	59	15-12-31
Charles Sawyers BRD	Director/Board Member	65	12-12-31
Nancy Andrews BRD	Director/Board Member	65	14-12-31
Patrice Bula BRD	Director/Board Member	68	19-02-27
Frans van Houten BRD	Director/Board Member	64	17-02-27

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	2,277,477,752	1,866,336,959 ( 81.95 %)	233,443,766 ( 10.25 %)	81.95 %

Name	Equities	%	Valuation
NOVARTIS AG 6.625 %	145,083,991	6.625 %	14 073 M CHF
Sandoz Family Foundation 4.070 %	89,135,960	4.070 %	8 646 M CHF
UBS Asset Management Switzerland AG 3.123 %	68,391,910	3.123 %	6 634 M CHF
Universal-Investment-Gesellschaft mbH (Invt Mgmt) 0.3011 %	6,593,896	0.3011 %	640 M CHF
State Street Global Advisors Ltd. 0.2108 %	4,616,703	0.2108 %	448 M CHF
UBS AG (Investment Management) 0.1782 %	3,902,170	0.1782 %	379 M CHF
La Mondiale SAM (Investment Portfolio) 0.1776 %	3,888,630	0.1776 %	377 M CHF
MFS International (UK) Ltd. 0.1769 %	3,873,030	0.1769 %	376 M CHF
MFS International Singapore Pte. Ltd. 0.1738 %	3,806,964	0.1738 %	369 M CHF
Union Investment Privatfonds GmbH 0.1659 %	3,632,402	0.1659 %	352 M CHF

Name	Equities	%	Valuation
Dodge & Cox 0.6012 %	13,165,538	0.6012 %	1 274 M CHF
PRIMECAP Management Co. 0.5893 %	12,905,697	0.5893 %	1 248 M CHF
Eaton Vance Management 0.3239 %	7,092,253	0.3239 %	686 M CHF
Dimensional Fund Advisors LP 0.2776 %	6,078,175	0.2776 %	588 M CHF
Loomis, Sayles & Co. LP 0.2744 %	6,009,900	0.2744 %	581 M CHF
Fiduciary Trust Company International 0.2701 %	5,915,750	0.2701 %	572 M CHF
U.S. Trust Company of Delaware 0.2401 %	5,258,331	0.2401 %	509 M CHF
Wellington Management Co. LLP 0.2167 %	4,746,599	0.2167 %	459 M CHF
Wells Fargo Bank NA 0.1824 %	3,994,934	0.1824 %	386 M CHF
The Ayco Co. LP 0.1615 %	3,535,902	0.1615 %	342 M CHF

Name	Equities	%	Valuation
LUKB Expert Fondsleitung AG -	64,694	-	6 M CHF
ATP Fondsmaeglerselskab A/S -	46,082	-	4 M CHF
Swiss Rock Asset Management AG -	19,614	-	2 M CHF
Niederer & Partners AG -	5,300	-	513 818 CHF
JPMorgan Asset Management (China) Co Ltd. -	2,652	-	257 103 CHF
Liontrust Portfolio Management Ltd. -	474	-	45 953 CHF

Name	Equities	%	Valuation
NOVARTIS AG 6.63%	145,083,991	6.63%	14,073,485,173 $
SANDOZ GROUP AG 4.30%	18,524,209	4.30%	559,613,390 $
NOVARTIS INDIA LIMITED 70.68%	17,450,680	70.68%	215,208,068 $
ERASCA, INC. 8.15%	12,307,692	8.15%	25,353,846 $
THIRD HARMONIC BIO, INC. 6.49%	2,642,762	6.49%	24,947,673 $
OCULIS HOLDING AG 4.68%	1,713,521	4.68%	20,647,928 $
POSEIDA THERAPEUTICS, INC. 6.12%	5,908,089	6.12%	18,846,804 $
MOLECULAR PARTNERS AG 4.78%	1,739,130	4.78%	7,095,929 $
PRECISION BIOSCIENCES, INC. 6.30%	413,577	6.30%	5,608,104 $
GAMIDA CELL LTD. 3.27%	4,336,759	3.27%	156,123 $

Novartis AG

Lichtstrasse 35

4056, Basel

+41 61 324 1111

http://www.novartis.com

Name	Category and Sector
Novartis International AG Novartis International AG Pharmaceuticals: MajorHealth Technology Novartis International AG manages the Novartis Group. It provides administrative, financial, legal, and technical services. It also offers scientific consultation to the Group. The company was founded on December 13, 1989 and is headquartered in Basel, Switzerland.	Pharmaceuticals: Major
Novartis BioVenturesAG Novartis BioVenturesAG Investment ManagersFinance Part of Novartis AG, Novartis BioVenturesAG is an alternative investment manager. The private company is based in Basel, Switzerland.	Investment Managers
NOVARTIS INDIA LIMITED	Pharmaceuticals: Major
Novartis Securities Investment Ltd. Novartis Securities Investment Ltd. Investment ManagersFinance Part of Novartis AG, Novartis Securities Investment Ltd. is an investment bank that offers investment advice. The private company is located in Bermuda.	Investment Managers
EBEWE Pharma Ges.m.b.H. Nfg.KG EBEWE Pharma Ges.m.b.H. Nfg.KG Pharmaceuticals: MajorHealth Technology EBEWE Pharma Ges.m.b.H. Nfg.KG engages in the development and manufacture of injectable pharmaceutical specialties. The firm offers therapy solutions for colon, lung, breast, and prostate cancer. It also specializes in drug and pharmaceutical development, as well as preclinical studies. The company was founded in 1934 and is headquartered in Unterach am Attersee, Austria.	Pharmaceuticals: Major
Novartis Capital Corp. Novartis Capital Corp. Finance/Rental/LeasingFinance Novartis Capital Corp. engages in the manufacture of pharmaceutical products. The company is headquartered in East Hanover, NJ.	Finance/Rental/Leasing
Novartis Finance SA	Finance/Rental/Leasing
Sandoz GmbH Sandoz GmbH Pharmaceuticals: MajorHealth Technology Sandoz GmbH manufactures generic pharmaceuticals and biotechnological drugs. Its products includes bio-similars, inhalers, patches, injectables, and oral solids. The company was founded in 1946 and is headquartered in Kundl, Austria.	Pharmaceuticals: Major
Novartis Pharma AG Novartis Pharma AG Pharmaceuticals: MajorHealth Technology Novartis Pharma AG engages in the research in as well as the production and distribution of pharmaceutical, chemical, medical, and biotechnological products. It also provides related services. The company was founded on October 25, 1989 and is headquartered in Basel, Switzerland.	Pharmaceuticals: Major
Novartis Holding AG Novartis Holding AG Financial ConglomeratesFinance Part of Novartis AG, Novartis Holding AG is a Swiss healthcare company that provides solutions to address the evolving needs of patients worldwide. The private company is based in Basel, Switzerland. Novartis Holding specializes in Managed Access Programs and is committed to the discovery, development, and marketing of innovative products to improve the well-being of all Canadians. The company prides itself on its commitment to diversity and to nurturing an inclusive and inspiring environment.	Financial Conglomerates
Novartis UK Pension Scheme	Investment Managers
Novartis Investments SARL Novartis Investments SARL Financial ConglomeratesFinance Novartis Investments SARL is an investment holding company with interest in medicines and pharmaceuticals sector. The company was founded on July 05, 2002 and is headquartered in Luxembourg.	Financial Conglomerates
Novartis Investment Ltd.
Novartis Healthcare Pvt Ltd. Novartis Healthcare Pvt Ltd. Pharmaceuticals: MajorHealth Technology Part of Novartis AG, Novartis Healthcare Pvt Ltd. is an Indian company that manufactures and markets health care and nutritional products. The private company is based in Mumbai, India. The company was founded in 1997. The CEO is Sanjay Prabhakar Murdeshwar.	Pharmaceuticals: Major
Alcon Ophthalmika GmbH
Novartis Investment Ltd. (2120)
Novartis Services, Inc.
Sandoz Pvt Ltd. Sandoz Pvt Ltd. Pharmaceuticals: GenericHealth Technology Part of Novartis AG, Sandoz Pvt Ltd. is an Indian company that develops, manufactures and markets generic pharmaceutical products. The private company is based in Mumbai, India and was founded in 1995.	Pharmaceuticals: Generic
Novartis Pharma GmbH Novartis Pharma GmbH Pharmaceuticals: MajorHealth Technology Novartis Pharma GmbH engages in the production and sale of pharmaceutical products. The firm establishes and operates institutes for the development of medicinal products. It also conducts research and development in the field of pharmacy. The company was founded by Johann Rudolf Geigy-Gemuseus in 1758 and is headquartered in Vienna, Austria.	Pharmaceuticals: Major

Trading Rating

Investor Rating

ESG Refinitiv

B-

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

94.7 USD

Average target price

107.5 USD

Spread / Average Target

+13.51%

Consensus

Estimates Revisions

Company calendar

	1st Jan change	Capi.
NOVARTIS AG	+0.02%	207B
ELI LILLY AND COMPANY	+28.79%	676B
NOVO NORDISK A/S	+23.69%	559B
JOHNSON & JOHNSON	-5.84%	356B
MERCK & CO., INC.	+15.75%	320B
ABBVIE INC.	+4.32%	286B
ASTRAZENECA PLC	+3.28%	213B
ROCHE HOLDING AG	-9.08%	199B
AMGEN INC.	-7.82%	142B
SANOFI	-3.38%	116B

Other Pharmaceuticals

Healthcare

Pharmaceuticals & Medical Research

Pharmaceuticals

Pharmaceuticals

Other Pharmaceuticals