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How Are Novartis’s Respiratory Drugs Positioned after 1H17?

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COPD portfolio revenue trends

In 1H17, Novartis’s (NVS) COPD (chronic obstructive pulmonary disorder) portfolio reported revenues of around $318 million, which is a ~1% decline on a year-over-year (or YoY) basis. In 2Q17, its COPD portfolio reported revenues of around $163 million, which is a 7% decline on a YoY basis and a 5% increase on a quarter-over-quarter basis.

Novartis’s COPD portfolio includes Ultibro breezhaler, Seebri breezhaler, and Onbrez breezhaler. In 1H17, Ultibro breezhaler, Seebri breezhaler, and Onbrez breezhaler reported revenues of around $190 million, $72 million, and $56 million, respectively, compared to $178 million, $74 million, and $70 million in 1H16.

In 2Q17, the Ultibro breezhaler, Seebri breezhaler, and Onbrez breezhaler reported revenues of around $99 million, $36 million, and $28 million, respectively, compared to $100 million, $39 million, and $37 million in 2Q16.

The Ultibro breezhaler, Seebri breezhaler, and Onbrez breezhaler are used for maintenance bronchodilator therapy for symptomatic relief for adults with COPD.

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Xolair revenues

In 1H17, Novartis’s Xolair reported revenues of around $428 million, which is ~6% growth on a YoY basis. In 2Q17, Xolair generated revenues of around $226 million, which is 7% growth on a YoY basis and 12% growth on a quarter-over-quarter basis.

Xolair (omalizumab) is used for the treatment of moderate-to-severe persistent asthma in patients aged six years or above with a positive skin test to a perennial aeroallergen where symptoms couldn’t be adequately managed with inhaled corticosteroids. Xolair is also indicated in individuals aged 12 years or above with chronic idiopathic urticarial and who remained symptomatic after H1 antihistamine therapy.

Novartis’s peers in the respiratory drugs market including GlaxoSmithKline (GSK), Boehringer, Merck (MRK), AstraZeneca, Roche (RHHBY), and others. The PowerShares International Dividend Achievers Portfolio (PID) invests ~1.5% of its total portfolio holdings in Novartis.

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