Novartis
Asia Leaders
Vasant Narasimhan Remade Novartis as a Pure-Play Medicines Company. New Launches Must Outrun the Patent Cycle
Novartis is strategically simpler but commercially exposed to patent erosion. Vasant Narasimhan's next test is making new medicines grow faster than older franchises decline.
Asia Leaders
Vasant Narasimhan Is Funding Novartis’s Next Growth Cycle with Debt, Deals and China Capacity
Vasant Narasimhan has committed Novartis to a rapid sequence of acquisitions and Chinese investment while net debt rises. The strategy could rebuild growth across RNA medicine, oncology and radioligand therapy, but execution now matters more than portfolio rhetoric.
Asia Leaders
Vasant Narasimhan Narrowed Novartis to Innovative Medicines. The Portfolio Must Now Outrun Its Patent Losses
Novartis is strategically cleaner but its leading medicines face inevitable erosion. Vasant Narasimhan’s next task is converting a promising pipeline into dependable growth.