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Sandoz Group (SDZ) investor relations material
Sandoz Group Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary20 Nov, 2025
Market outlook and product strategy
GLP-1 market expected to develop mid-next year, with focus on diabetes for Canadian patients and conservative expansion strategy.
Market growth constrained by manufacturing capacity and cold chain logistics, with price elasticity a key factor in emerging markets.
Biosimilars remain the core focus, with six biologics launched this year and more launches planned, including Aflibercept in the US next year.
Regulatory changes reducing development costs for biosimilars seen as a major opportunity, enabling more assets for the same investment.
Preference for developing products for Europe first due to regulatory certainty, with US as a secondary opportunity.
M&A, partnerships, and pipeline development
Just–Evotec Biologics acquisition aims to increase control, profit, and flexibility, with integration expected next year and long-term accretive impact.
Capital investment for integration is net neutral, with most CapEx already spent and product output expected post-2030.
Strategic partnerships and in-licensing deals, such as with Samsung, expand the portfolio without significant development costs.
Pipeline currently around 28 products, with ambitions to increase significantly in coming years.
China seen as a partnership opportunity rather than a direct market, leveraging global platform for Chinese companies.
Product performance and market execution
Ustekinumab and Denosumab launches have performed strongly, with unique offerings like auto injectors and early reimbursement codes driving market share.
Cordavis biosimilar has converted 60–70% of the available market, with future growth dependent on price negotiations and market expansion.
Tyruko launched recently, focusing on acquiring new patients and receiving positive initial feedback.
Antibiotic supply sustainability highlighted, with calls for government support to maintain Western manufacturing.
Generics strategy avoids value-added medicines, focusing on access and price rather than innovation.
What GLP-1 market dynamics are overlooked?
How do new regs affect biosimilar competition?
How to ensure penicillin supply sustainability?
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Next Sandoz Group earnings date
Q4 20254 Mar, 2026
Next Sandoz Group earnings date
Q4 20254 Mar, 2026
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Frequently asked questions
Sandoz Group AG is a swiss pharmaceutical company focusing on the development, manufacture, and marketing of generic pharmaceuticals and biosimilars.Sandoz operates in two primary segments: generics, which include drugs that are structurally equivalent to original drugs whose patents have expired, and biosimilars, which, unlike generics, are slightly different from other approved reference biologics but have no clinically significant differences. With a global footprint, Sandoz engages in the healthcare technology field by buying and selling intellectual property and other assets related to generics and biosimilar drugs, both domestically and internationally. The company is headquartered in Rotkreuz, Switzerland, and its shares are listed on the SIX Swiss Exchange.
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