Società Novartis AG

NOVN

CH0012005267

Prodotti farmaceutici

Consensus Analisti

Attività

Vendite per attività

Vendite per regione

Dirigenti

Amministratori

Classe di azioni

Azionisti

Partecipazioni

Coordinate società

Società del gruppo

Settore

Vendite per attività

Vendite per regione

Rating per Novartis AG

Revisioni EPS

Utili trimestrali - Indice di sorpresa

Settore Prodotti farmaceutici - Altri

Mercato chiuso - Swiss Exchange Altri mercati azionari 17:31:30 26/04/2024			Variaz. 5gg	Var. 1 gen.
89,5 ^CHF	-0,56%		+4,64%	+5,46%

26/04	Borsa svizzera: chiude in rialzo, SMI +0,74%	AW
26/04	NOVARTIS AG : Jefferies conferma il rating Buy	ZD

Novartis AG è uno dei leader mondiali nella progettazione, produzione e commercializzazione di prodotti farmaceutici. Le vendite nette (escluse le attività cessate) sono suddivise per area terapeutica come segue:
- oncologia (29,9%);
- immunologia (17,2%);
- malattie cardiovascolari, renali e metaboliche (14,1%);
- neuroscienze (8,9%).
Le vendite nette rimanenti (29,9%) derivano dalla produzione a contratto di prodotti farmaceutici.
Alla fine del 2023, Novartis AG aveva 33 siti di produzione in tutto il mondo.
Le vendite nette sono distribuite geograficamente come segue: Europa (33%), Stati Uniti (39,5%), Asia/Africa/Australasia (20,5%), Canada e America Latina (7%).

Numero di dipendenti: 76 057

CHF in Milioni	2022	Peso	2023	Peso	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 Milioni	2022	Peso	2023	Peso	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%

Dirigenti	Titolo	Età	Da
Vasant Narasimhan CEO	Chief Executive Officer	48	01/01/05
Harry Werner Kirsch DFI	Director of Finance/CFO	59	01/01/03
Shreeram Aradhye CTO	Chief Tech/Sci/R&D Officer	62	16/05/22
Steffen Lang COO	Chief Operating Officer	57	01/04/17
Klaus Moosmayer CMP	Compliance Officer	56	01/12/18
Samir Shah IRO	Public Communications Contact	63	01/01/04
Simon Brown PRN	Corporate Officer/Principal	-	01/08/13
Kees Roks AUD	Comptroller/Controller/Auditor	61	01/05/22
Linda Kanitra PRN	Corporate Officer/Principal	-	-
Robert Kowalski HRO	Human Resources Officer	56	01/09/21

Amministratori	Titolo	Età	Da
Bill Winters BRD	Director/Board Member	62	01/01/13
Simon Moroney BRD	Director/Board Member	65	28/02/20
Hans Jörg Reinhardt CHM	Chairman	68	01/01/13
John Young BRD	Director/Board Member	60	07/03/23
Bridgette Heller BRD	Director/Board Member	62	28/02/20
Ton Büchner BRD	Director/Board Member	59	01/01/16
Charles Sawyers BRD	Director/Board Member	65	01/01/13
Nancy Andrews BRD	Director/Board Member	65	01/01/15
Patrice Bula BRD	Director/Board Member	68	28/02/19
Frans van Houten BRD	Director/Board Member	64	28/02/17

	Voto	Quantità	Flottante	Autocontrollo	Flottante totale
Azione A	1	2 189 930 497	1 866 336 959 ( 85,22 %)	233 443 766 ( 10,66 %)	85,22 %

Nome	Azioni	%	Valorizzazione
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. 0,2103 %	4 604 889	0,2103 %	447 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. 0,1715 %	3 755 587	0,1715 %	364 M CHF
Union Investment Privatfonds GmbH 0,1659 %	3 632 402	0,1659 %	352 M CHF

Nome	Azioni	%	Valorizzazione
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

Nome	Azioni	%	Valorizzazione
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

Nome	Azioni	%	Valorizzazione
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 $
MORPHOSYS AG 11.57%	4 360 100	11.57%	316 438 618 $
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 $

Novartis AG

Lichtstrasse 35

4056, Basel

+41 61 324 1111

http://www.novartis.com

Nome	Categoria e settore
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

Rating Trading

Rating Investimento

ESG Refinitiv

B-

Altri rating

Vendita

Buy

Raccomandazione media

Accumulate

Numero di analisti

Ultimo prezzo di chiusura

97,84 USD

Prezzo obiettivo medio

108,5 USD

Differenza / Target Medio

+10,88%

Consenso

Revisioni delle Stime

Calendario della società

Biotecnologia/Farmaceutici

Biotecnologia/Farmaceutici

Prodotti farmaceutici

Prodotti farmaceutici - Altri

	Variaz. 1 gen.	Capi.
NOVARTIS AG	+5,46%	200 Mrd
ELI LILLY AND COMPANY	+25,83%	661 Mrd
NOVO NORDISK A/S	+27,00%	566 Mrd
JOHNSON & JOHNSON	-6,76%	352 Mrd
MERCK & CO., INC.	+20,34%	332 Mrd
ABBVIE INC.	+3,00%	283 Mrd
ASTRAZENECA PLC	+13,09%	231 Mrd
ROCHE HOLDING AG	-9,61%	195 Mrd
AMGEN INC.	-6,26%	145 Mrd
PFIZER, INC.	-11,77%	144 Mrd

Prodotti farmaceutici - Altri