Novartis (NOVN) Investor presentation summary

Cardiovascular, renal, and metabolic diseases

• Atherosclerotic cardiovascular disease will affect millions, with significant populations not at LDL-C goal or on advanced lipid-lowering therapy across the US, Japan, EU5, and China by 2026.

• Stroke prevention in atrial fibrillation shows high prevalence, with substantial numbers of high-stroke-risk patients and those treated with anticoagulants in major markets.

• Autosomal dominant polycystic kidney disease, IgA nephropathy, and complement 3 glomerulopathy have notable diagnosed and treated populations, with persistent proteinuria as a key marker.

Immunology

• Psoriasis and psoriatic arthritis have large diagnosed and treated populations, with a significant subset receiving systemic or biologic therapies.

• Axial spondylarthritis, hidradenitis suppurativa, and polymyalgia rheumatica also represent substantial patient groups, with moderate-to-severe and biologic-eligible segments identified.

• Chronic urticaria (spontaneous and inducible) and food allergy are prevalent, with many patients uncontrolled or at high risk despite treatment.

• Sjögren's, systemic lupus erythematosus, lupus nephritis, and systemic sclerosis have significant diagnosed and treated populations, with moderate-to-severe cases highlighted.

Neuroscience

• Multiple sclerosis, spinal muscular atrophy, and Duchenne muscular dystrophy have considerable diagnosed and treatment-eligible populations, with gene therapy eligibility noted for SMA.

• Myotonic dystrophy type 1, facioscapulohumeral muscular dystrophy, ALS, Huntington's disease, myasthenia gravis, and progressive supranuclear palsy are tracked with prevalence and treatment addressability.