BASEL (dpa-AFX) – The Swiss pharmaceutical companies Novartis and Roche are cautious about the financial impact of the agreement concluded with the US government on Friday evening. For Novartis, however, the agreement is fully included in the medium-term forecast.
Novartis will publish details for 2026 at the beginning of February when it presents its financial figures for the fourth quarter, the pharmaceutical company said on Saturday in response to a request from AWP. The medium-term forecast still applies: According to this, net sales are expected to increase at an annual growth rate of 5 to 6 percent at constant exchange rates from 2025 to 2030, with a return to a core margin of over 40 percent.
People at Roche are more silent. The pharmaceutical company confirms its recently raised guidance for 2025, a spokeswoman simply said when asked. In October, Roche announced that it was targeting a mid-single-digit percentage increase in sales and a high-single-digit to low double-digit percentage increase in core earnings per title in 2025 at constant exchange rates.
Comparable prices
Going forward, Novartis will aim to introduce its medicines in all high-cost countries at comparable prices based on the value they deliver to patients, health systems and society, Novartis said when asked about possible price increases outside the US.
In order to continue to offer patients innovative medicines, a local pricing and compensation environment is needed in which innovations are recognized and rewarded, said the Roche spokeswoman. By spending more on innovative medicines, European countries could increase the continent’s competitiveness and attractiveness for investment, as well as promote a “more equitable global distribution of contributions to research and development for life-saving therapies.”
Duty exemption for three years
On Friday evening, nine international pharmaceutical companies, including the Roche subsidiary Genentech and Novartis, reached an agreement with the US government on lower drug prices in the USA. The measures also include bringing future drugs onto the market in high-wage countries at comparable prices, it said.
In return, the pharmaceutical companies receive an exemption from tariffs on pharmaceutical products in the USA for three years. The two Swiss companies also reiterated their previous intentions to make billions of dollars in investments in the USA for the production of medicines./tp/AWP/he
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