{"id":56439,"date":"2026-02-05T21:14:03","date_gmt":"2026-02-05T13:14:03","guid":{"rendered":"https:\/\/flcube.com\/?p=56439"},"modified":"2026-02-05T21:14:05","modified_gmt":"2026-02-05T13:14:05","slug":"novartis-revenue-growth-hits-8-despite-entresto-and-promacta-generic-erosion","status":"publish","type":"post","link":"https:\/\/flcube.com\/?p=56439","title":{"rendered":"Novartis Revenue Growth Hits 8% Despite Entresto and Promacta Generic Erosion"},"content":{"rendered":"\n

Novartis AG<\/strong> (NYSE:\u202fNVS<\/a>) reported full\u2011year 2025 net sales of USD\u202f54.5\u202fbillion<\/strong>, up 8% year\u2011on\u2011year (YOY)<\/strong> at constant currency, driven by strong performance of priority brands. Operating income rose 25%<\/strong> to USD\u202f17.6\u202fbillion<\/strong>, achieving a core operating margin of 40.1%<\/strong>. Q4 sales declined 1% YOY<\/strong> to USD\u202f13.3\u202fbillion<\/strong> due to US generic entry for Entresto and Promacta.<\/p>\n\n\n\n

Financial Performance Summary<\/h2>\n\n\n\n
Metric<\/th>2025 Full\u2011Year<\/th>YOY Growth (CER)<\/th>Key Drivers<\/th><\/tr><\/thead>
Net Sales<\/strong><\/td>USD\u202f54.5\u202fB<\/td>+8%<\/td>Priority brands offset generics<\/td><\/tr>
Operating Income<\/strong><\/td>USD\u202f17.6\u202fB<\/td>+25%<\/td>Margin expansion to 40.1%<\/td><\/tr>
Q4 Net Sales<\/strong><\/td>USD\u202f13.3\u202fB<\/td>-1%<\/td>Entresto\/Promacta generic impact<\/td><\/tr>
2026 Guidance<\/strong><\/td>Low single\u2011digit growth<\/td>\u2014<\/td>Navigate patent expiry year<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Product Sales Performance<\/h2>\n\n\n\n
Product<\/th>2025 Sales (USD\u202fB)<\/th>YOY Growth<\/th>Strategic Role<\/th><\/tr><\/thead>
Kisqali (ribociclib)<\/strong><\/td>4.8<\/td>+57%<\/td>Early breast cancer expansion<\/td><\/tr>
Kesimpta (ofatumumab)<\/strong><\/td>4.4<\/td>+36%<\/td>Self\u2011administered MS leader<\/td><\/tr>
Pluvicto (lutetium\u2011177)<\/strong><\/td>2.0<\/td>+42%<\/td>Prostate cancer growth<\/td><\/tr>
Scemblix (asciminib)<\/strong><\/td>1.3<\/td>+85%<\/td>CML differentiation<\/td><\/tr>
Cosentyx (secukinumab)<\/strong><\/td>6.7<\/td>+8%<\/td>Stable immunology base<\/td><\/tr>
Entresto (sacubitril\/valsartan)<\/strong><\/td>7.7<\/td>-2%<\/td>US generics from Q3\u201925<\/td><\/tr>
Promacta\/Revolade (eltrombopag)<\/strong><\/td>1.6<\/td>-27%<\/td>US\/ex\u2011US generic impact<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Regional Performance<\/h2>\n\n\n\n
Region<\/th>2025 Sales (USD\u202fB)<\/th>YOY Growth<\/th>Key Trends<\/th><\/tr><\/thead>
United States<\/strong><\/td>23.3<\/td>+10%<\/td>Priority brands strong<\/td><\/tr>
Europe<\/strong><\/td>16.7<\/td>+8% (+4% cc)<\/td>Kesimpta, Entresto, Kisqali, Pluvicto growth<\/td><\/tr>
Emerging Growth Markets<\/strong><\/td>14.0<\/td>+8% (+10% cc)<\/td>China sales USD\u202f4.2\u202fB (+8%)<\/td><\/tr>
China<\/strong><\/td>4.2<\/td>+8% (USD & cc)<\/td>Key growth driver<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

2026 Outlook & Pipeline Milestones<\/h2>\n\n\n\n