诺华预计2025-2030年销售复合年增长率为+5-6%

投资观察
Nov 20, 2025

11月20日(路透社) - 诺华制药(NOVARTIS AG)发布消息称,预计2025-2030年的销售复合年增长率(CAGR)将达到+5-6%,长期增长受益于30多项潜在高价值的管线资产。 *KISQALI和SCEMBLIX的高峰销售指导上调;诺华目前拥有八项风险降低的市场在售资产,预计高峰销售潜力在30亿至100亿美元之间。*预计未来两年将有15项以上的可能提交的数据发布,以支持长期增长。*管线包括30多种潜在高价值的药物,其中10种以上在过去两年内获得许可或收购。*展望:预计到2029年将恢复至40%以上的利润率。*计划收购Avidity Biosciences预计将在2026年上半年完成。*KISQALI的销售指导从80亿美元上调至100亿美元以上;SCEMBLIX的销售指导从30亿美元上调至40亿美元以上。

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