2020 Novartis Vas Narasimhan Jpmorgan Presentation

Novartis AG
Reimagining Medicine
Vas Narasimhan, CEO
J.P. Morgan Healthcare Conference
January 13, 2020
Disclaimer
This presentation contains forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995 that can generally be identified by
words such as “potential,” “expected,” “will,” “planned,” “pipeline,” “outlook,” or similar expressions, or by express or implied discussions regarding potential new products, potential
new indications for existing products, potential product launches, or regarding potential future revenues from any such products; or regarding the development or adoption of
potentially transformational technologies, treatment modalities and business models; or regarding the potential financial or other impact on Novartis of the acquisition of The
Medicines Company and the investigational product inclisiran; or regarding potential future sales or earnings of the Group or any of its divisions, or potential shareholder returns; or by
discussions of strategy, plans, expectations or intentions. Such forward-looking statements are based on the current beliefs and expectations of management regarding future events,
and are subject to significant known and unknown risks and uncertainties. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove
incorrect, actual results may vary materially from those set forth in the forward-looking statements. You should not place undue reliance on these statements. In particular, our
expectations could be affected by, among other things: global trends toward healthcare cost containment, including ongoing government, payor and general public pricing and
reimbursement pressures and requirements for increased pricing transparency; regulatory actions or delays or government regulation generally, including potential regulatory actions
or delays with respect to the development of the products described in this presentation; the potential that the strategic benefits, synergies or opportunities expected from the
acquisition of The Medicines Company and the investigational product inclisiran may not be realized or may be more difficult or take longer to realize than expected; the successful
integration of The Medicines Company into the Novartis Group and the timing of such integration; potential adverse reactions to the transaction by customers, suppliers or strategic
partners; dependence on key personnel of The Medicines Company; dependence on third parties to fulfill manufacturing and supply obligations; the inherent uncertainties involved in
predicting shareholder returns; the inherent uncertainties involved in the research and development of new healthcare products, including clinical trial results and additional analysis
of existing clinical data; our ability to obtain or maintain proprietary intellectual property protection, including the ultimate extent of the impact on Novartis of the loss of patent
protection and exclusivity on key products that commenced in prior years and will continue this year; safety, quality, data integrity or manufacturing issues; uncertainties regarding
actual or potential legal proceedings, including, among others, product liability litigation, disputes and litigation with business partners or business collaborators, government
investigations generally, litigation and investigations regarding sales and marketing practices, and intellectual property disputes; uncertainties involved in the development or adoption
of potentially transformational technologies, treatment modalities and business models; our performance on environmental, social and governance measures; political, economic and
trade conditions; uncertainties regarding future global exchange rates; uncertainties regarding future demand for our products; uncertainties regarding potential significant breaches of
data security or data privacy, or disruptions of our information technology systems; and other risks and factors referred to in Novartis AG’s current Form 20-F on file with the United
States Securities and Exchange Commission (the “SEC”). Novartis is providing the information in this presentation as of this date and does not undertake any obligation to update
any forward-looking statements as a result of new information, future events or otherwise.
| J.P. Morgan Healthcare Conference | January 13, 2020 | Novartis Investor Presentation
2
In 2019, we kept executing on our strategy...
Focus Novartis as a leading medicines company powered by advanced therapy platforms and data science
Our focus Our priorities
Focus our company Strengthen our core Unleash the power of Deliver transformative Embrace operational
and capital our people innovation excellence every day
Accelerate Go big on data and Build trust with society

key geographies digital
3
...and delivered strong performance
Continuing operations1, 9M 2019, TSR as of YE 2019
35.0 bn +9% 34.3% +2.2% pts

NET SALES (USD) vs 2018(cc2) IM CORE MARGIN2 (%) vs 2018(cc2)
10.7 bn +18% 3.97 +17%

CORE OPERATINGINCOME2 (USD) vs 2018 (cc2) CORE EPS2 (USD) vs 2018(cc2)
9.4 bn +13% 22.1% Top tier

FREE CASH FLOW2 (USD) vs 2018 (USD) 1-YEAR TSR3 (%) RANKING3
1. Continuing operations as defined on page 44 of the Q3 2019 Condensed Interim Financial Report, excludes Alcon, includes the businesses of Innovative Medicines and Sandoz (including the US generic oral solids and dermatology portfolio),
as well as the continuing corporate functions. 2. Constant currencies (cc), core results and free cash flow are non-IFRS measures. An explanation of non-IFRS measures can be found on page 56 of the Q3 2019 Condensed Interim Financial
Report. 3. TSR in USD from Jan 1st 2019, using 1 day average price at start and 3 month average price at end; ranking when compared to the global HC peer group as defined on page 140 of the NVS 2018 Annual Report, excluding Celgene
4
Our strategy and execution make us unique
We are a focused medicines company with scale and diversification

5
We have focused Novartis as a medicines company
Medicinal chemistry Diversified Portfolio

Focused medicines company powered by
and industrials healthcare group transformation advanced therapy platforms and data science
1920 - 1996 1996 - 2009 2009 - 2017 2018 - 2019
Acquired Divested OTC1 Acquired Acquired Spun off Acquired Acquired
USD 3.9bn USD 13bn USD 8.7bn USD 2.1bn USD 28bn2 USD 3.4bn3 USD 9.7bn
1. OTC = Consumer Health. 2. Alcon market capitalization on close of 1st day of trading. 3. USD 3.4bn upfront + milestone payments of up to USD 1.9bn
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We are uniquely positioned with scale and focus...
Rx OTC
VC Mtech
AH Other
≥ 200 Gx Bubble size =
company revenue
Size *
Market cap
USD bn
< 200
Conglomerate % Innovative medicines Pure-play

< 80% of revenues from Rx ≥ 80% of revenues from Rx
(Rx) sales
* Novartis 2018 sales excl. Alcon. Note: Each bubble represents a pharma company; Companies grouped by strategic archetype, not strictly to scale. VC = Vaccines, AH = Animal Health, Gx = Generics/Biosimilars, OTC = Consumer Health,
Mtech = Medical Devices / Diagnostics, Other = revenues not attributable to a specific TA and other revenues linked to royalties, in-licensing, etc. Source: Evaluate Pharma 2019; Market caps per Bloomberg November 27, 2019; Annual Reports
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...and diversified across TAs while providing
exposure to cutting-edge platforms
Top-selling drug % Presence in advanced therapy platforms2
Company # of TAs1 of total sales Blockbusters, # Cell Gene RLT RNA
10 8% 15 X X X X
Company 1 10 10% 4 X X
Company 3 9 19% 5
Company 4 9 12% 8 X
Company 6 6 62% 3
Company 7 6 22% 7
Company 8 6 12% 8 X
Company 9 6 16% 6
Company 11 4 31% 6 X
Company 12 3 22% 8
Company 14 2 21% 8 X
1. Only TAs (Therapeutic Areas) with annual 3rd party sales > USD 500m; TA definition as per Evaluate Pharma. 2. Defined as sales from one of the mentioned therapy platforms by 2024 according to Evaluate Pharma
Source: Evaluate Pharma 2019
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We expect to double our business in China by 2024
Number of NDA approvals1

 13 NME approvals over the past 5 years, and 22 NDRL
listings since 2017
50+
 Average # of NDAs expected to double in the next 5 years
x2
 5 average NDA approvals per year 2015-2019
 10 average NDA approvals expected per year 2020-2024
25  50+ NDA approvals planned over the next 5 years
2015-2019 2020-2024  Goal to deliver >90% of 2024+ China submissions

Actual Expected
simultaneously with Global submission
Goal to double our sales over the next 5 years, capitalizing on faster and broader access
1. NDA approvals of new compound + new indication
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Transforming our culture, with the belief it will drive performance

10
We believe our new culture drives performance,
and are rigorously measuring progress
Culture drives performance Measuring progress

Key factors predicting performance among • Team Perspectives provides upward
knowledge workers1 feedback to ~15,000 people managers.
Overall favorability 82/1002
Group goals Inspired
• Our Voice provides quarterly feedback from all
Perceived support for 109,000 associates.
innovation Curious
65% response rate, 74/100 engagement score
(above global benchmark)3
Perceived supervisory support Unbossed
Effect size 0 0.2 0.4 0.6 0.8 1 • People Analytics uses machine learning
across meta-data to assess collaboration and
link between culture and performance
1. Source: “What is known about scientific literature about factors associated with knowledge worker performance,” Rapid Evidence Assessment meta-analysis, Center for Evidence-Based Management (CEBMa), June 2019, commissioned by
Novartis. 2. Results from Team Perspectives conducted in March 2019. 3. Results from Q4 2019 Our Voice survey
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Broad set of initiatives to drive culture change
Inspired Curious Unbossed

Connect to our purpose Go big on learning Build leadership
and provide an inspiring self-awareness and
working environment capabilities
Reimagine
Performance
Management
• Spark live to 83,000 associates, • Coursera: ~3,500 courses completed • 18 countries visited by CEO in 2019
230,000 recognitions given in 2019 by 7,000+ users (~85,000 hours)1 • Unbossed Leadership Experience
• Minimum 14 weeks paid leave for all • LinkedIn Learning: ~14,000 courses (ULE) to be completed in 2020 for the
parents, regardless of gender available, 12,500+ users1 top 300 leaders in the company
1. As of YE 2019
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Delivering breakthrough innovation to patients through traditional and advanced platforms

13
Leading pipeline by key measures
Scale Value Innovation

# of projects1 Estimated 2024 sales from
products launched between 2019-242
Advanced platform
116 PHASE I / II #1 Replacement Power 16 therapies

in clinical development
Company A Pipeline potentially

37 PHASE III
Company B
Company C
~90% first-in-class /
first-in-indication
Company D
Company E
Company F
11 REGISTRATION
Company G
Company H
~80% Target areas of high
unmet need
Company I
1. Including Global Health, excluding Sandoz. 2. Innovative medicine product sales excl. Vaccines and LCM products (e.g. new formulations, combo’s with off patent molecules); compound-based analysis (Ph 2 and 3) with additional
indications allocated to 1st launch. Inclisiran included. Source: Novartis peer group analysis based on data from Evaluate Pharma (download from November 27, 2019)
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2019 was a breakthrough year for Novartis
5 NME approvals of potential blockbusters ...with remarkable impact on patients

in five separate therapeutic areas...
Spinal Muscular
Atrophy
Secondary
Progressive MS
Breast Cancer
Wet AMD
Sickle cell disease
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2020 catalysts maintaining long-term momentum
Potential catalysts Selected examples
Major approvals 1 Ofatumumab (OMB157) Capmatinib (INC280) Cosentyx®
Relapsing MS NSCLC nrAxSpA
QVM / QMF 149 Entresto® Inclisiran (KJX839)
Asthma HFpEF CVRR (US)
Major submissions2 Inclisiran (KJX839) AVXS-101 IT 4 Alpelisib (BYL719)

CVRR (EU) SMA type 2/3 PROS
177Lu-PSMA-617 Spartalizumab (PDR001) combo Entresto®
mCRPC Metastatic melanoma HFpEF
177Lu-PSMA-617 Beovu® Entresto®
Major readouts3
(Phase 3) mCRPC DME Post-acute MI
Asciminib (ABL001) Kisqali® Jakavi®
Chronic Myeloid Leukemia Breast cancer (MONALEESA-2 OS) Chronic GvHD
Phase 3 starts TQJ230 LNP023 MBG453

CVRR PNH MDS
Tropifexor (LJN452) Alpelisib (BYL719) Beovu®
NASH Multiple indications5 PDR
1. First approval in any market. 2. First submission in any market. 3. Readouts enabling submission, label change or pivotal trial initiation. 4. Currently on clinical hold. 5. HER2+ aBC, TNBC, ovarian cancer, head and neck cancer, PROS
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Advancing a breadth of early programs that address
significant unmet need
Selected examples
LNP023 - oral complement Factor B inhibitor TQJ230 - antisense oligonucleotide
Potential first disease modifying

treatment option for several rare
renal diseases Potential first medicine
approved to treat high Lp(a)
Also in development for 1st line
PNH
Iscalimab - fully human IgG1 mAb against CD40 MBG453 - anti-TIM-3 monoclonal antibody
Potential to provide “One Potential first-in-class anti-TIM-

Transplant for Life” 3 monoclonal antibody
Also in development for Sjögren's In development for MDS and
and other indications AML
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Focusing on launch efficiency and margin expansion

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Strong operational performance from growth drivers
Key growth drivers sales

9M 2019 Sales Growth vs PY Growth vs PY % of Innovative Medicines sales
USD Million USD Million cc
28%
2,586 555 30%
1,208 498 75%
21%
Lutathera® 334 248 nm
1,036 192 26% 16%
175 175 nm 10%
325 150 92%
982 140 22%
182 134 nm
9M 2016 9M 2017 9M 2018 9M 2019
102 102 nm
870 99 20% Cosentyx® Tafinlar®+Mekinist® Kisqali® Xiidra®
Entresto ® Xolair® Kymriah® Piqray®
49 49 nm
Promacta® Lutathera® Zolgensma®
nm = Not Meaningful
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Focused on launch excellence for 15 ongoing and
upcoming major launches
Inclisiran (KJX839)
CVRR
Zolgensma® Entresto®
SMA Type 1 HFpEF
Mayzent® Ofatumumab (OMB157) AVXS-101 IT

SPMS Relapsing MS SMA Type 2/3
Piqray® Capmatinib (INC280) Alpelisib (BYL719)

Breast Cancer NSCLC PROS
Beovu® Cosentyx® 177Lu-PSMA-617

Wet AMD nrAxSpA mCRPC
Adakveo® QVM / QMF 149 PDR001 combo

Sickle cell disease Asthma Metastatic melanoma
2019 2020 2021
Ongoing Upcoming
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Committed to driving consistent margin expansion
Innovative Medicines
Core margin (%)
Mid to high + Sales momentum of key growth drivers and
Mid 30s operational excellence on upcoming launches
34 30s
31 32 + Productivity programs in Novartis Technical
Operations and Novartis Business Services
+ Resource allocation in commercial units
‒ Generic erosion
2017 2018 9M 2019 near term medium ‒ Launch investments for potential future
term blockbusters, including inclisiran
Key assumption: All guidance includes forecast assumption that no Gilenya® generics enter in 2020 in the US
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Advancing deep transformations in NTO and NBS
NTO1 NBS2
• Reduced ~1,800 FTEs across global functions • On track to reduce ~600 FTEs by 2022
Organization and site operations (net of site exits) • Associates in NGSCs3 from <40% to >50%
Strategic Levers
• 10 sites exited • Footprint reduction through sale, lease-back,

• 9 additional exits announced and Activity-Based Working (20+ offices)
Footprint • 102 out of 210 warehouses consolidated • Moved to single service provider for REFS
• -28% suppliers for FP and API • New Chief Procurement Officer

Procurement • -45% suppliers for indirect materials • Optimizing terms with top 100 suppliers
• Delivering advanced analytics solutions on • Continued investments in tech enablers

Data & Digital asset, material and inventory management • Re-design of key enterprise processes
Contributing to goal of ~USD 2bn savings by the end of 2020

1. NTO = Novartis Technical Operations; Baseline YE 2016. 2. NBS = Novartis Business Services; Baseline YE 2018. 3. NGSCs = Novartis Global Service Centers
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Scaling a bold digital transformation to become a leader across sectors

23
Four core elements to our digital transformation
Become
Scale Make Pursue
the #1 partner
12 digital lighthouses Novartis digital bolder moves
in tech ecosystem
Spanning the entire value >1,500 associates mobilized Scale novel partnership Getting ready for disruptive
chain, from development to Rapidly build Data Science accelerator: the Novartis healthcare scenarios through
commercial operations and AI capabilities Biome large-scale alliances, e.g.:
In full flight with 2-3 year Complement internal skills • Microsoft: AI Innovation Lab
Move to One Digital global
implementation horizon and capabilities
collaboration platform • AWS1: TechOps optimization
Investing in technology Closely linked to business • Tencent: Heart Failure
Dedicated leadership
platforms, including CRM, priorities patient solution in China
capability program
MDM, API
1. AWS: Amazon Web Services
24
Taking concrete steps along the value chain
25
Advancing longstanding efforts to expand access, tackle global challenges, and build trust

26
In 2019 we made important progress on our efforts
to build lasting trust with society
Ethical Standards Pricing & Access Global Health Corporate Citizenship
Rolled out globally the new Third Brought LIC & LMIC prices in Signed partnership for SCD Joined the UN Equal Pay
Party Risk Management system line with EU5 average with the Government of Ghana International Coalition
Drafting the new Code of Ethics, Outlined new access strategy Joined Global Chagas Disease Achieved 44% female
co-created with our associates for sub-Saharan Africa Coalition representation in management
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Introducing ambitious targets in 2020 to drive our
ESG efforts, fully reflected in our governance
Holistic set of ESG targets for 2020... ...deeply embedded in our operating model
Pillar Target
• Systematically reviewed
Transparency on clinical trials
Ethical Tracked bi-monthly at the Trust & Reputation
Strengthen Third Party Risk Management Committee, a sub-committee of the Executive
Standards
Fully integrate Human Rights into TPRM Committee of Novartis (ECN) chaired by the CEO
Increase patient reach
Pricing &
Access
Enhance access • Linked to compensation
Implement pricing principles Cascaded into ECN personal objectives, and
Malaria: Advance development of new drugs directly impacting compensation
Global
Sickle cell disease: Expand coverage
Health • Transparently disclosed
Chagas: Progress on clinical trial
Reduce energy & carbon
To be included in 2020 Annual Report, providing
Corporate full disclosure on our goals and progress
Reduce waste
Citizenship
Reduce water
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Bold long-term aspirations across the ESG spectrum
Selected examples
Reduce launch time lag Achieve carbon neutrality

to 3 months in LMICs in own operations by 2025
Implement access strategy for Deliver on UN EPIC

advanced therapies in LMICs and LGBTI equity pledges
Transform treatment of malaria with Holistically address

USD 100m committed in R&D1 sickle cell disease in Ghana
1. Commonwealth Heads of Government Meeting April 2018, commitment over the next 5 years
29
We're beginning to realize our vision
Holistically address sickle cell disease in Ghana
Drone delivery of hydroxyurea to rural areas Public-private partnership with the government
30
Thank you
Abbreviations
AI Artificial Intelligence MS Multiple Sclerosis
AMD Age-related macular degeneration NASH Non-alcoholic steatohepatitis
AML Acute myeloid leukemia NBS Novartis Business Services
API (slide 22) Active Pharmaceutical Ingredient NDA New Drug Application
API (slide 24) Application Programming Interface NDRL National Drug Reimbursement List
cc Constant Currencies NGSC Novartis Global Service Center
CRM Customer Relationship Management NME New Molecular Entity
CVRR Cardiovascular Risk Reduction nrAxSpA Non-radiographic axial spondyloarthritis
DME Diabetic macular edema NSCLC Non-small cell lung cancer
FP Finished Product NTO Novartis Technical Operations
FTE Full Time Equivalent PDR Proliferative diabetic retinopathy
GvHD Graft-versus-host disease PNH Paroxysmal nocturnal haemoglobinuria
HC Healthcare Post-acute MI Post-Acute Myocardial Infarction
HER2+ aBC Human epidermal growth factor receptor-2 positive advanced breast cancer PROS PIK3CA related overgrowth spectrum
HFpEF Chronic heart failure with preserved ejection fraction PY Previous Year
IgG1 Immunoglobulin G REFS Real Estate & Facility Services
IM Innovative Medicines RLT Radio Ligand Therapy
LBGTI Lesbian, gay, bisexual, transgender, intersex SCD Sickle Cell Disease
LCM Lifecycle Management SMA Spinal muscular atrophy
LIC Low Income Countries TA Therapeutic Area
LMIC Low Middle Income Countries TNBC Triple negative breast cancer
Lp(a) Lipoprotein(a) TPRM Third Party Risk Management
mAb Monoclonal antibody TSR Total Shareholder Return
mCRPC Metastatic castration-resistant prostate cancer UN EPIC United Nations Equal Pay International Coalition
MDM Master Data Management YE Year End
MDS Myelodysplastic syndrome YTD Year-To-Date
32
Our pipeline projects at a glance
Phase 1/2 Phase 3 Registration Total

O NCO LO G Y 57 20 2 79
PHARMACEUT ICALS 59 17 9 85
Cardiovascular, Renal, Metabolism 9 3 1 13
Immunology, Hepatology, Dermatology 21 6 2 29
Neuroscience 8 1 1 10
Ophthalmology 5 3 1 9
Respiratory 11 4 3 18
Global Health 5 0 1 6
BIO SIMILARS 0 1 0 1
Total 116 38 11 165
CRM: Cardiovascular, Renal & Metabolism. IHD: Immunology, Hepatology & Dermatology. NS: NeuroScience.
Data as of Dec 5, 2019
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Novartis pipeline in Phase 1 (1 of 2) 34 lead indications
Lead indication
Oncology
Code Name Mechanism Indication(s)
177Lu-NeoB 177Lu-NeoB Radioligand therapy target GRPR Multiple solid tumors
177Lu-PSMA-R2 177Lu-PSMA-R2 Radioligand therapy target PSMA Prostate cancer
ADPT01 NIR178, LAG525, spartalizumab, canakinumab, capmatinib LAG3 Inhibitor,PD1 Inhibitor TNBC
BLZ945 BLZ945 + spartalizumab CSF-1 Inhibitor + PD1 Inhibitor Solid tumors
CSJ137 CSJ137 Growth Factor Inhibitor Anaemia
CTL019 Kymriah® CD19 CART Lymphoma
DKY709 DKY709 + spartalizumab - Cancers
EGF816 nazartinib + LXH254, ribociclib, capmatinib, Opdivo, Mekinist EGFR Inhibitor NSCLC
HDM201 HDM201 + MBG453, venetoclax MDM2 Inhibitor Haematological malignancy
JEZ567 JEZ567 CD123 CART AML
JJO686 JJO686 CD22 CART ALL
LHC165 LHC165 + spartalizumab TLR7 Agonist Solid tumors
LSZ102 LSZ102, ribociclib, alpelisib SERD BC
LXF821 LXF821 EGFR CART, PD1 Inhibitor Glioblastoma multiforme
LXH254 LXH254 (combos) cRAF Inhibitor Solid tumors Solid tumors
MAK683 MAK683 EED Inhibitor Cancers
MAS825 MAS825 - Inflammatory diseases
MBG453 MBG453 (combos) TIM3 Antagonist Cancers
MCM998 MCM998, LXG250 BCMA CART, CD19 CART Multiple myeloma
MIK665 MIK665 MCL1 Inhibitor AML Haematological malignancy AML (combo)
MIW815 MIW815 STING Agonist Solid tumors Solid tumors (combo)
NIS793 NIS793, spartalizumab TGFB1 Inhibitor, PD1 Inhibitor Solid tumors
NIZ985 NIZ985, spartalizumab IL-15 Agonist Solid tumors
NJH395 NJH395 - Solid tumors
NZV930 NZV930, spartalizumab, NIR178 CD73 Antagonist Solid tumors
PDR001 spartalizumab, CJM112, LCL161 PD1 Inhibitor, TIM3 Antagonist AML Solid tumors (combo) Solid tumors (combo) Solid tumors (combo)
SQZ622 SQZ622 CD123xCD3 Modulator AML
TNO155 TNO155 SHP2 Inhibitor Solid tumors (combo) Solid tumors (combo)
VAY736 ianalumab + ibrutinib BAFF-R Inhibitor,BTK Inhibitor Haematological malignancy
VOB560 VOB560 - Cancers
VPM087 VPM087 IL1B Antagonist 1st line CRC / 1st line RCC
WNT974 WNT974 + spartalizumab Porcupine Inhibitor Solid tumors
YTB323 YTB323 + ibrutinib CD19 CART Haematological malignancy
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Novartis pipeline in Phase 1 (2 of 2) 34 lead indications
Lead indication
Immunology, Hepatology, Dermatology

DFV890 DFV890 - Multiple Indications
LRX712 LRX712 - Osteoarthritis
MHS552 MHS552 - Autoimmune Indications
MHV370 MHV370 - SLE
Neuroscience
OAV101 AVXS-101 Survival motor neuron protein SMA type 2/3 (IT formulation)1
gene therapy
OAV201 AVXS-201 MECP2 gene therapy Rett syndrome
Respiratory Disease
CMK389 CMK389 IL-18 Inhibitor Sarcoidosis
Cardiovascular, Renal, Metabolism

HSY244 HSY244 - Atrial fibrillation
LTW980 LTW980 - Hypertriglyceridemia
MBL949 MBL949 - Diabetes
Global Health
KAF156 ganaplacide - Malaria prophylaxis
1. FDA placed a partial hold on AVXS-101 intrathecal clinical trials for SMA patients based on findings in a small pre-clinical animal study
35
Novartis pipeline in Phase 2 27 lead indications
Lead indication
Oncology Neuroscience
Code Name Mechanism Indication(s) Code Name Mechanism Indication(s)
ABL001 asciminib BCR-ABL Inhibitor CML 1L AFQ056 AFQ056 mGluR5 Antagonist Addiction
ACZ885 canakinumab IL-1b Inhibitor Sickle cell anaemia BAF312 Mayzent® S1P1 Modulator Ped MS Stroke
BYL719 Piqray® PI3K Pathway,AKT1 Inhibitor PROS LMI070 branaplam Survival motor neuron protein SMA
CTL019 Kymriah CD19 CART r/r DLBCL (+ pembro) MIJ821 MIJ821 NR2B Inhibitor Depression
EGF816 nazartinib+capmatinib Opdivo EGFR Inhibitor NSCLC OMB157 ofatumumab CD20 Antagonist Ped MS
INC280 capmatinib c-Met Inhibitor NSCLC
c-Met Inhibitor + spartalizumab HCC NSCLC Respiratory Disease
INC424 Jakavi® JAK1 Inhibitor Myelofibrosis (combination)
LAG525 LAG525 LAG3 Inhibitor Solid Tumors
ACZ885 canakinumab IL-1b Inhibitor Sarcoidosis
MBG453 MBG453 TIM3 Antagonist HR-MDS Unfit AML
CJM112 CJM112 IL-17A Inhibitor Asthma
NIR178 NIR178, spartalizumab Ad2AR Inhibitor, PD1 Inhibitor Cancers
CSJ117 CSJ117 TSLP Inhibitor Severe asthma
PDR001 spartalizumab PD1 Inhibitor Nasopharyngeal cancer Metastatic melanoma (combo)
LOU064 LOU064 BTK Inhibitor Asthma
SEG101 crizanlizumab P-selectin Inhibitor Sickle cell anaemia with crisis
QAW039 fevipiprant DP2 (CRTh2) Antagonist Rhinitis allergic Nasal polyps COPD ped Asthma
QBW251 QBW251 CFTR Potentiator COPD
VAY736 ianalumab BAFF-R Inhibitor IPF
AIN457 Cosentyx® IL17A Inhibitor SpA IVIV GCA Lichen Planus
Cardiovascular, Renal, Metabolism
CFZ533 iscalimab CD40 Inhibitor Renal/Liver Tx SjS HS
LJC242 tropifexor&cenicriviroc CCR2 Inhibitor, FXR agonist NASH Code Name Mechanism Indication(s)
LJN452 tropifexor FXR agonist NASH Nash (combos) CFZ533 iscalimab CD40 Inhibitor Lupus Nephritis
LNA043 LNA043 ANGPTL3 Agonist Osteoarthritis LMB763 nidufexor FXR Agonist Diabetic Nephropathy
LOU064 LOU064 BTK Inhibitor Chronic spontaneous urticaria SjS LNP023 LNP023 CFB Inhibitor PNH iMN C3G IgAN
LYS006 LYS006 Anti-inflammatory Acne
VAY736 ianalumab BAFF-R Inhibitor pSjS AIH SLE Global Health
ZPL389 adriforant HRH4 Antagonist Atopic dermatitis
KAE609 cipargamin PfATP4 inhibitor Malaria Malaria severe
Ophthalmology KAF156 ganaplacide - Malaria
Code Name Mechanism Indication(s) LXE408 LXE408 Protozoan Inhibitor Visceral leishmaniasis
CPK850 CPK850 RLBP1 AAV RP
ECF843 ECF843 rh-Lubricin Dry eye
LKA651 LKA651 EPO Inhibitor Diabetic retinopathy
SAF312 SAF312 TRPV1 Antagonist COSP
UNR844 UNR844 disulfide bonds Modulator Presbyopia
36
Novartis pipeline in Phase 3 6 lead indications
Lead indication
Oncology Respiratory Disease

177Lu-PSMA-617 177Lu-PSMA-617 Targeted Radioligand Therapy mCRPC IGE025 Xolair® IgE Inhibitor CSU (for CN) Auto-injector Food allergy
ABL001 asciminib BCR-ABL Inhibitor CML 3L QAW039 fevipiprant DP2 (CRTh2) Antagonist Asthma
Adjuvant
ACZ885 canakinumab IL-1b Inhibitor NSCLC 1L NSCLC 2L
NSCLC
BYL719 Piqray PI3K Pathway,AKT1 Inhibitor HER2+ adv BC TNBC HNSCC 2/3L Ovarian cancer
CTL019 Kymriah CD19 CART r/r Follicular 1L high risk r/r DLBCL 1st Adult r/r ALL Cardiovascular, Renal, Metabolism
lymphoma ALL, pediatrics relapse
and young
adults LCZ696 Entresto® AT-II / NEP,NEP,AGTR1,AGTR2 Inhibitor Post-AMI HFpEF
ETB115 Promacta® Thrombopoietin receptor (TPO-R) Radiation sickness syndrome Food effect free formulation TQJ230 TQJ230 Anti-Apo(a) ASO targeting Lp(a) CVRR
Agonist
INC424 Jakavi JAK1 Inhibitor Acute GVHD Chronic GVHD
LEE011 Kisqali® CDK4 Inhibitor HR+/HER2- BC (adj)
PDR001 spartalizumab PD1 Inhibitor m BRAF V600+ melanoma (+Taf/Mek)
Biosimilars
SEG101 crizanlizumab P-selectin Inhibitor Sickle cell anemia new formulations Code Name Mechanism Indication(s)
GP2411 denosumab anti RANKL mAb Denosumab BioS

AIN457 Cosentyx IL17A Inhibitor Lupus Psoriasis Hidradenitis AS H2H PsA H2H
Nephritis 300mg AI suppurativa
QGE031 ligelizumab IgE Inhibitor Chronic spontaneous urticaria
Ophthalmology
RTH258 Beovu® VEGF Inhibitor Diabetic retinopathy RVO DME
Neuroscience
OMB157 ofatumumab CD20 Antagonist r MS
37
Novartis pipeline in registration 4 lead indications
Lead indication
Oncology Cardiovascular, Renal, Metabolism

BYL719 Piqray PI3K Pathway,AKT1 Inhibitor HR+/ HER2-- adv BC (postm) 2L (+ fulv) LCZ696 Entresto AT-II / NEP,NEP,AGTR1,AGTR2 Pediatric CCF
SEG101 Adakveo® P-selectin Inhibitor Sickle cell disease Inhibitor
Immunology, Hepatology, Dermatology Global Health

AIN457 Cosentyx IL17A Inhibitor Ped Psoriasis nr-axSpA LAM320 Lamprene® SMPD1 Inhibitor Tuberculosis
Ophthalmology
RTH258 Beovu VEGF Inhibitor nAMD
Neuroscience
OAV101 Zolgensma® Gene therapy SMA type 1 (IV formulation)
Respiratory Disease
IGE025 Xolair IgE Inhibitor Nasal polyps
QMF149 Indacaterol acetate Long acting β2-adrenergic Asthma
+mometasone furoate agonist + inhaled corticosteroid
QVM149 Indacaterol acetate Long acting β2-adrenergic Asthma
+mometasone fuorate agonist + long-acting muscarinic
+glycopyrrnium bromide antagonist + inhaled
corticosteroid
38

2020 Novartis Vas Narasimhan Jpmorgan Presentation

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2020 Novartis Vas Narasimhan Jpmorgan Presentation

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Novartis AG

Our focus Our priorities

Accelerate Go big on data and Build trust with society

Continuing operations1, 9M 2019, TSR as of YE 2019

35.0 bn +9% 34.3% +2.2% pts

10.7 bn +18% 3.97 +17%

9.4 bn +13% 22.1% Top tier

Our focus Our priorities

Accelerate Go big on data and Build trust with society

Medicinal chemistry Diversified Portfolio

Acquired Divested OTC1 Acquired Acquired Spun off Acquired Acquired

Conglomerate % Innovative medicines Pure-play

Number of NDA approvals1

2015-2019 2020-2024  Goal to deliver >90% of 2024+ China submissions

Our focus Our priorities

Accelerate Go big on data and Build trust with society

Culture drives performance Measuring progress

Inspired Curious Unbossed

Our focus Our priorities

Accelerate Go big on data and Build trust with society

Scale Value Innovation

116 PHASE I / II #1 Replacement Power 16 therapies

Company A Pipeline potentially

5 NME approvals of potential blockbusters ...with remarkable impact on patients

Sickle cell disease

Major submissions2 Inclisiran (KJX839) AVXS-101 IT 4 Alpelisib (BYL719)

Phase 3 starts TQJ230 LNP023 MBG453

Potential first disease modifying

Potential to provide “One Potential first-in-class anti-TIM-

Our focus Our priorities

Accelerate Go big on data and Build trust with society

Key growth drivers sales

Mayzent® Ofatumumab (OMB157) AVXS-101 IT

Piqray® Capmatinib (INC280) Alpelisib (BYL719)

Beovu® Cosentyx® 177Lu-PSMA-617

Adakveo® QVM / QMF 149 PDR001 combo

2019 2020 2021

+ Resource allocation in commercial units

• 10 sites exited • Footprint reduction through sale, lease-back,

• -28% suppliers for FP and API • New Chief Procurement Officer

• Delivering advanced analytics solutions on • Continued investments in tech enablers

Contributing to goal of ~USD 2bn savings by the end of 2020

Our focus Our priorities

Accelerate Go big on data and Build trust with society

1. AWS: Amazon Web Services

Our focus Our priorities

Accelerate Go big on data and Build trust with society

Ethical Standards Pricing & Access Global Health Corporate Citizenship

Reduce launch time lag Achieve carbon neutrality

Implement access strategy for Deliver on UN EPIC

Transform treatment of malaria with Holistically address

Phase 1/2 Phase 3 Registration Total

Data as of Dec 5, 2019

Immunology, Hepatology, Dermatology

Cardiovascular, Renal, Metabolism

Data as of Dec 5, 2019

Oncology Respiratory Disease

Immunology, Hepatology, Dermatology

Data as of Dec 5, 2019

Oncology Cardiovascular, Renal, Metabolism

Immunology, Hepatology, Dermatology Global Health

Data as of Dec 5, 2019

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