Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

Equity Bottom-Up

<ul><li>The CEO of Novartis, with a medical background, emphasizes the importance of focusing on breakthrough innovations and patient impact in leading the company</li><li>Implemented changes to focus on innovative medicines by spinning off non-core businesses, leading to unlocking significant value for the company</li><li>Novartis structures R&amp;D differently by having a strategy and growth function, focusing on key therapeutic areas, and investing in advanced technology platforms like radio ligand therapies and cell and gene therapies</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

The CEO of Novartis, with a medical background, emphasizes the importance of focusing on breakthrough innovations and patient impact in leading the companyImplemented changes to focus on innovative medicines by spinning off non-core businesses, leading to unlocking significant value for the companyNovartis structures R&amp;D differently by having a strategy and growth function, focusing on key therapeutic areas, and investing in advanced technology platforms like radio ligand therapies and cell and gene therapiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Novartis CEO: Medical Innovation, Tech Partnerships, and European Competitiveness

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sandoz-group-ag" target="_blank" data-smartkarma-citation="entities:40453:1" rel="noopener">Sandoz Group (SDZNY US)</a> shares rallied more than 40% from lows in early April, backed by strong topline performance in 1Q25 and 2025 guidance confirmation.</li>
<li>Anticipated biosimilar launches primarily weighted to second half of year. Upcoming launches include Wyost/Jubbonti (denosumab) in Europe, Afqlir (aflibercept) in Europe, and Tyruko (natalizumab) in the U.S.</li>
<li>Sandoz is poised for accelerated growth in the later half of the year and in medium-term as more biosimilars are launched. The company will announce 1H25 result on August 7.</li>
</ul>



Sandoz Group (SDZNY US) shares rallied more than 40% from lows in early April, backed by strong topline performance in 1Q25 and 2025 guidance confirmation.
Anticipated biosimilar launches primarily weighted to second half of year. Upcoming launches include Wyost/Jubbonti (denosumab) in Europe, Afqlir (aflibercept) in Europe, and Tyruko (natalizumab) in the U.S.
Sandoz is poised for accelerated growth in the later half of the year and in medium-term as more biosimilars are launched. The company will announce 1H25 result on August 7.


Sandoz Group (SDZNY US): On a High Momentum; Here’s What Lies Ahead

Thematic (Sector/Industry)

<ul>
<li>EMA’s human medicines committee (CHMP) recommended three new medicines for approval and adopted positive opinion for one generic medicine at its February 2025 meeting. </li>
<li>The committee recommended extending the therapeutic indications of 16 existing medicines, including two cystic fibrosis medicines, KAFTRIO and KALYDECO and oncology drugs CALQUENCE, DARZALEX, ENHERTU, and RINVOQ . </li>
<li>The CHMP concluded that its opinion recommending a marketing authorization for Eisai's Alzheimer’s disease drug Leqembi does not need to be updated.</li>
</ul>


EMA’s human medicines committee (CHMP) recommended three new medicines for approval and adopted positive opinion for one generic medicine at its February 2025 meeting. 
The committee recommended extending the therapeutic indications of 16 existing medicines, including two cystic fibrosis medicines, KAFTRIO and KALYDECO and oncology drugs CALQUENCE, DARZALEX, ENHERTU, and RINVOQ . 
The CHMP concluded that its opinion recommending a marketing authorization for Eisai's Alzheimer’s disease drug Leqembi does not need to be updated.


CHMP Meeting Update: 4 New Medicines Recommended For Approval, Reinstates Previous Leqembi Decision

<ul>
<li>In its January 2025 meeting, EMA’s human medicines committee (CHMP) recommended eight medicines for approval, including four innovative, three biosimilars, and one generic drugs.</li>
<li>The committee has also recommended extensions of indication for eight medicines that are already authorized in the EU.</li>
<li>Marketing applications for two medicines were withdrawn. Among them, withdrawal of Daiichi Sankyo’s datopotamab deruxtecan for non-squamous non-small cell lung cancer is noteworthy.</li>
</ul>


In its January 2025 meeting, EMA’s human medicines committee (CHMP) recommended eight medicines for approval, including four innovative, three biosimilars, and one generic drugs.
The committee has also recommended extensions of indication for eight medicines that are already authorized in the EU.
Marketing applications for two medicines were withdrawn. Among them, withdrawal of Daiichi Sankyo’s datopotamab deruxtecan for non-squamous non-small cell lung cancer is noteworthy.


CHMP Meeting Update: Eight New Medicines Recommended For Approval

<ul>
<li>Eoflow Has been ordered by the U.S. Court to pay $452M as damages. Celltrion has submitted clinical trial application for CT-P44 (Darzalex biosimilar) to the FDA.</li>
<li>Takeda Pharmaceutical entered into an exclusive licensing agreement to develop and commercialize a late-stage oncology drug candidate. Medipal and JCR Pharmaceuticals initiated the Phase I/II trial of JR-446 in Japan.</li>
<li>SanBio has completed second production run for Akuugo suspension for intracranial implantation. Aurobindo Pharma’s U.S. arm Eugia has received final approval from the FDA to manufacture and market Pazopanib Tablets.</li>
</ul>


Eoflow Has been ordered by the U.S. Court to pay $452M as damages. Celltrion has submitted clinical trial application for CT-P44 (Darzalex biosimilar) to the FDA.
Takeda Pharmaceutical entered into an exclusive licensing agreement to develop and commercialize a late-stage oncology drug candidate. Medipal and JCR Pharmaceuticals initiated the Phase I/II trial of JR-446 in Japan.
SanBio has completed second production run for Akuugo suspension for intracranial implantation. Aurobindo Pharma’s U.S. arm Eugia has received final approval from the FDA to manufacture and market Pazopanib Tablets.


APAC Healthcare Weekly (Dec 8)- Eoflow, Celltrion, Takeda, Medipal, SanBio, Aurobindo Pharma

Switzerland

Novartis AG manufactures pharmaceutical and consumer healthcare products. The Company uses innovative science and digital technologies to create transformative treatments in areas of great medical need. Novartis offers patent protected prescription medicine and generic pharmaceuticals and biosimilars.

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Novartis CEO: Medical Innovation, Tech Partnerships, and European Competitiveness

The CEO of Novartis, with a background in medicine and business, has implemented significant changes to focus the company on innovative medicines,...

In Good Company with Nicolai Tangen

Sandoz Group (SDZNY US): On a High Momentum; Here’s What Lies Ahead

Sandoz is poised for accelerated growth in 2H25 with more biosimilars are launched. The company will announce 1H25 result on August 7. Rich...

Tina Banerjee

CHMP Meeting Update: 4 New Medicines Recommended For Approval, Reinstates Previous Leqembi Decision

EMA’s CHMP recommended three new and one generic medicines for approval at its February 2025 meeting. The committee concluded that its positive...

Tina Banerjee

CHMP Meeting Update: Eight New Medicines Recommended For Approval

In its January 2025 meeting, CHMP recommended 8 drugs for approval, including 4 innovative, 3 biosimilars, and 1 generic drugs. The committee has...

Tina Banerjee

APAC Healthcare Weekly (Dec 8)- Eoflow, Celltrion, Takeda, Medipal, SanBio, Aurobindo Pharma

The insight covers key developments in prominent APAC healthcare companies. These developments are expected to impact the financials of the...

Tina Banerjee

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