Novartis : Reassuring CMD on the medium to long-term outlook
>Prefer quality over quantity - At its CMD in London yesterday, Novartis confirmed its pure player positioning in innovative medicine and its strategy focused on four therapeutic areas (cardiovascular/renal, oncology, neuroscience and immunology), five technological platforms and four geographical regions (US, China, Germany, Japan). We note the ambition to continue to improve R&D productivity by reducing the time-to-market (in part thanks to the use of AI) and focus...Novartis is a multinational healthcare group based in Switzerland. Co. provides healthcare solutions that address the evolving needs of patients and societies worldwide. Co.'s broad portfolio includes innovative medicines, eye care products and cost-saving generic pharmaceuticals. Co.'s operations are organized along three operating divisions: Innovative Medicines Division; Sandoz Division; and Alcon Division. Co.'s operations are supported by the Novartis Institutes for BioMedical Research and Novartis Business Services.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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