The David Rubenstein Show Vas Narasimhan
Mar 7, 2024
Novartis CEO Vas Narasimhan discusses transforming the company into an innovative medicines giant. Topics include pharmaceutical innovations, AI in drug research, sustainability efforts, diversity & inclusion, and essential skills for CEOs. Insights on career growth in the pharmaceutical industry and market investment opportunities.
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Patent Cliff Challenge
- The pharmaceutical industry faces a constant innovation treadmill due to 17-year patent cycles.
- Only companies with robust R&D can replace lost revenue from expiring patents and sustain growth.
Next-Gen Weight-Loss Drugs
- Weight-loss drugs based on GLP-1 are effective but have room for improvement.
- Novartis aims to develop next-generation weight-loss drugs with better muscle preservation and less frequent dosing.
Alzheimer's Drug Development
- Alzheimer's disease requires very early intervention, making treatment challenging.
- Targeting other accumulating brain elements like tau offers potential for next-generation therapies.