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▶ 10:06 · Oncology · Narasimhan highlights radioligand therapy as pioneering new modality targeting radiation to tumors
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
sentiment
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.

now playing · Oncology
Gene & Cell Therapytailwindscore 8/10vasant narasimhan
Narasimhan: Cell therapy can reset immune system, turning back autoimmune disease clock by 15-20 years
Cell therapy data shows ability to reset the immune system in severe immunological diseases, potentially delivering dramatic responses that reverse disease progression by decades.
Oncologytailwindscore 8/10vasant narasimhan
Narasimhan highlights radioligand therapy as pioneering new modality targeting radiation to tumors
Radioligand therapy links radioactive particles to drugs that micro-target tumors, opening a whole new area of medicine where Novartis is a pioneer.
AI Drug Discoverytailwindscore 9/10vasant narasimhan
Narasimhan: AI partnerships with Isomorphic Labs, Palantir, Microsoft accelerating drug discovery
AI is already optimizing drug candidates at scale, shortening early development by years, with Isomorphic Labs designing novel structures for undruggable targets across six-plus projects.
Healthcare Systems & Policyheadwindscore 9/10vasant narasimhan
Narasimhan warns Europe's drug price controls are driving manufacturing and innovation to US and China
European governments commoditize innovation through budget constraints and artificial generic pricing, causing market size to halve versus US, $250B in manufacturing announcements moving to…
Life Sciences & Drug Developmenttailwindscore 9/10vasant narasimhan
Narasimhan: China's biotech ecosystem now rivals Boston and San Diego with fastest clinical trial recruitment
China modernized regulation, created national reimbursement and value-based pricing, achieving fastest clinical trial startup/recruitment globally, regulator speed matching US, and novel dr…
Geopolitics & Traderiskscore 8/10vasant narasimhan
Narasimhan warns US-China clinical trial decoupling would hugely damage biopharma innovation
Balkanizing clinical trial data acceptance between US and China would significantly set back drug timelines because global recruitment relies on Asia for pace, and dual approvals maximize r…