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    Graham Parry

    Senior European Pharmaceuticals/Healthcare Equity Analyst at Bank of America

    Graham Parry is a Senior European Pharmaceuticals/Healthcare Equity Analyst at Bank of America Merrill Lynch based in London, specializing in pharmaceutical and healthcare equity research across major European markets. He covers leading healthcare and pharmaceuticals companies, providing investment insights and sector analysis, and is recognized for his impactful research in guiding investment strategies. Parry began his analyst career in the early 2000s and has been with Bank of America since at least 2004, with prior experience including a degree from the University of Oxford. He holds a prominent network in the finance sector and is known for his deep industry expertise and academic credentials.

    Graham Parry's questions to NOVARTIS (NVS) leadership

    Graham Parry's questions to NOVARTIS (NVS) leadership • Q2 2024

    Question

    In a second question, Graham Parry from Bank of America asked if Novartis might need to revisit its peak sales guidance for Kesimpta given its strong performance, and inquired about its market penetration in the U.S. and rest of world.

    Answer

    CEO Vasant Narasimhan acknowledged the strong performance and internal debate about Kesimpta's ultimate potential, noting there is 'plenty of room to run' as B-cell inhibitors gain share. He mentioned the company is looking at the peak sales potential but will provide more precise guidance when ready. He also suggested the underwhelming data from BTK inhibitors could provide a further tailwind for Kesimpta's long-term growth.

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