Shirley Tan

Shirley Tan asked about Pluvicto's launch curve, expected inflection in Q4 and next year, peak sales ambition, and progress in tackling commercialization challenges like reimbursement and referral networks.

Answer

CEO Vasant Narasimhan stated that Pluvicto is on the steep part of its launch curve with strong Q3 growth, expecting solid Q4 growth despite holiday slowdowns. He reaffirmed the $5 billion peak sales ambition, driven by the pre-taxane launch and future HSPC indication. He noted successful tackling of structural challenges, with over 700 prescribing clinics and high patient access, and increased comfort with prefilled syringes, building a strong foundation for the radioligand therapy platform.

Shirley Tan asked about Pluvicto's launch curve, expected inflection in Q4 and next year, peak sales ambition, and progress in tackling commercialization challenges like reimbursement and referral networks.

Answer

Vasant Narasimhan, CEO of Novartis, stated that Pluvicto is on the steep part of its launch curve with strong Q3 growth, expecting solid Q4 growth despite holiday slowdowns. He reaffirmed the $5 billion peak sales potential, driven by the pre-taxane launch and future HSPC indication. He noted successful tackling of structural challenges, with over 700 prescribing clinics and high patient access, supported by the prefilled syringe rollout.