Sandoz Group Ltd · SIX:SDZ
Sandoz — Investor Day (2026)
10 slides from Sandoz's investor day presentation, Sep 7, 2026
Slide 1: A world-class commercial engine: North America
A world -class commercial engine North America Keren Haruvi President North America
Slide 2: North America: a core growth engine for Sandoz
Market position Track record How to win North America: a core growth engine for Sandoz Net sales North America 2025 Strong position USD 15bn in biosimilars 1 +23% 3 Generics #3 in US Attractive and growing Biosimilars biosimilar -market opportunity2 #3 in Canada 34% 22 % USD of Sandoz Scale and comm
Slide 3: North America market expected to expand significantly, mainly in biosimilars
Market position Track record How to win North America market expected to expand significantly, mainly in biosimilars 1 340 North America biosimilar and generic markets Market dynamics Gross sales, USD bn 121 US and Canada policy tailwinds accelerating biosimilar adoption 82 91 Biologics drive ~50% o
Slide 4: Strong growth driven by biosimilar launches
Market position Track record How to win Strong growth driven by biosimilar launches Net sales North America CAGR 2023 – 2025 USD bn 2.4 2.4 + 7% 2.1 0.5 0.8 0.8 +36% 1.7 1.6 1.6 (2 %) 2023 2024 2025 Generics Biosimilars Growth at constant currencies. Capital Markets Day 2026 4
Slide 5: Launch leadership in a contested market
Market position Track record How to win Launch leadership in a contested market Sandoz key in -market biosimilars 2 #3 11% in 2026 Market share Sandoz biosimilar share evolution in US and Canada 1 2026 2026 2022 2022 Δ 2022 – Competitor share rank share rank 2026 share Others A 22.9% 1 19.1% 2 +3.8p
Slide 6: Winning in US by matching channel strategy to benefit design
Market position Track record How to win Winning in US by matching channel strategy to benefit design Pharmacy benefit Medical benefit Prescriptions filled at pharmacy Physician -administered in hospitals, infusion centres, etc. Self-administered Fragmented customer base of Adoption driven by three m
Slide 7: From strategy to impact: biosimilar case studies
Market position Track record How to win From strategy to impact: biosimilar case studies Pharmacy benefit Medical benefit 2023 2025 How to win: How to win: Private label for early entry First-to-market Partner of choice IP expertise Supply reliability End -to-end operational readiness Why it matters
Slide 8: Proactive engagement drives market success
Market position Track record How to win Proactive engagement drives market success Converting to impact Excellent relationships with customers and providers Pioneering private label through Integrated commercial capabilities trusted relationships Leadership in key molecules Deep technical and market
Slide 9: North America: a strategic region for biosimilars
Market position Track record How to win North America: a strategic region for biosimilars Significant growth momentum in biosimilars in US Bio100 strategy Differentiate with In market 2015 reliable supply 2006 201 9 2023 2024 1 20 25 2025 2025 Power scalable, data -driven, disciplined and competitiv
Slide 10: Roadmap to extended leadership in biosimilars, underpinned by clear strategic ambitions
Market position Track record How to win Roadmap to extended leadership in biosimilars, underpinned by clear strategic ambitions Today By 2030 By 2035 A leading player in a Establishing leadership Market leadership competitive market Leading pipeline Largest in -market portfolio Consistent pipeline e