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▶ 2:52 · $ALC · $SDZNY · Narasimhan says Novartis spin-offs including Alcon unlocked $100B in value
episode briefing
In Good Company with Nicolai Tangen

Vasant Narasimhan - CEO of Novartis | Podcast | In Good Company | Norges Bank Investment Management

2025-06-25 · 2 company · 6 thematic
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2 bull0 bear0 neu
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vasant narasimhan

CEO of Novartis since 2018, previously Chief Medical Officer and Head of Global Drug Development. Physician-scientist with frontline global health experience in tuberculosis and malaria. Led Novartis transformation to pure-play innovative medicines company.

quote
“we spun Alcon, spun Sandos, uh sold our Ro steak. And what's incredible to me now when you look at our company, our market cap is 235 billion. When you add back all of those companies that we put out uh into the public markets, you add ano…”
—vasant narasimhan
now playing · $ALC · $SDZNY
$ALC···bullish· mediumvasant narasimhan
Narasimhan says Novartis spin-offs including Alcon unlocked $100B in value
Spinning off Alcon, Sandoz and other non-core businesses unlocked nearly $100B in combined market cap, proving that focus on innovative medicines creates shareholder value.
$SDZNY···bullish· mediumvasant narasimhan
Narasimhan says Novartis spin-offs including Sandoz unlocked $100B in value
Spinning off Alcon, Sandoz and other non-core businesses unlocked nearly $100B in combined market cap, proving that focus on innovative medicines creates shareholder value.