Novartis oncology pipeline

Novartis reported its Q2 2025 earnings (Press Release, Webcast, Presentation, Financial Report) where the company provided updates on their oncology pipeline.

Key Oncology Highlights

• Following the recent EU launch of ribociclib (Kisqali, CDK4/6i) + ET in HR+/HER2- eBC Novartis touted the Company as showing “leadership with breast cancer” with ribociclib building momentum in the early stages of its eBC launch 
  • Kisqali will continue to be “one of the key growth drivers” for Novartis through the next decade

Financials

• Ribociclib (Kisqali, CDK4/6i) global product sales totaled $1.2B in Q2 2025 (+64% YoY cc) 
  • Strong financial growth was noted to reflect global positioning as the preferred CDK4/6 inhibitor, powered by the recent EU launch in eBC and continued sales in mBC 

Breast Cancer Development Updates

• P3 NATALEE (NCT03701334): Adjuvant ribociclib + ET in stage II & III HR+/HER2- eBC 
  • A new subgroup analysis presented at ASCO showed that patients receiving ribociclib + ET continued to see consistent reductions in risk of recurrence across all efficacy measures, regardless of age and menopausal status, at median follow-up of 44.2 months