• Home
  • Latest
  • Fortune 500
  • Finance
  • Tech
  • Leadership
  • Lifestyle
  • Rankings
  • Multimedia
CommentaryMedicines

Novartis CEO: We Need a Different Approach to Drug Discovery

By
Vas Narasimhan
Vas Narasimhan
and
Bethany Cianciolo
Bethany Cianciolo
Down Arrow Button Icon
By
Vas Narasimhan
Vas Narasimhan
and
Bethany Cianciolo
Bethany Cianciolo
Down Arrow Button Icon
March 12, 2018, 10:54 AM ET
SWITZERLAND-PHARMACEUTICAL-EARNINGS-HEALTH-NOVARTIS
Outgoing CEO of Swiss pharmaceutical and drug maker Novartis Joe Jimenez (L) shakes hands with incoming Novartis CEO Vasant Narasimhan during the annual results 2017 press conference in Basel on January 24, 2018. Swiss pharmaceuticals giant Novartis said on January 24 that strong sales of two of its main blockbuster drugs enabled it to turn in a "good operational performance" in 2017. Novartis said in a statement that net profit climbed by 15 percent to $7.7 billion in 2017 on a one-percent increase in sales to $49.1 billion. / AFP PHOTO / Ruben SPRICH (Photo credit should read RUBEN SPRICH/AFP/Getty Images)Ruben Sprich—AFP/Getty Images

Heart disease remains the number one cause of death worldwide, accounting for more than 30% of all global deaths. Yet the discovery of new cardiovascular medicines is at its lowest point in decades and represents less than 10% of global research and development spending.

Heart disease runs in my family—I have watched as close loved ones died suddenly from heart attacks or slowly over time from heart failure. As a physician-scientist who has led an R&D organization, I ask myself: Why is it that medical innovation in this area has stagnated, even as innovations in other therapeutic areas have increased?

Part of the answer lies in the history of innovation that significantly improved our standard of care over the last few decades. Thanks to new medical discoveries, we made significant progress in addressing many heart-related conditions that affect millions of people, such as high cholesterol and high blood pressure. Demonstrating a meaningful benefit over these medicines, while satisfying the current research and regulatory requirements in cardiovascular diseases, often requires large-scale clinical trials with thousands of patients over many years. When a new cardiovascular medicine is approved—even if it is a breakthrough innovation—commercial uptake can be slow, with budget concerns often overriding patient benefits. These challenges make drug discovery and development increasingly risky and cost-prohibitive.

It is in the best interest of patients, doctors, and society to have access to life-saving innovations to treat heart diseases. To ensure this access, we need a shift from broad-based development strategies to a more focused medicines approach in cardiovascular diseases. And for this shift to be sustainable, all players in the health care ecosystem, including regulators and payers, must reimagine their current approach.

First, we as pharmaceutical companies need to get better at applying a precision medicine approach in cardiovascular disease, similar to oncology, where it has already demonstrated significant patient benefit. Precision medicine means identifying the patients most likely to respond to therapies using proven targeting methods, such as genotyping or phenotyping. This, in turn, can make it possible to obtain robust data from smaller and more homogenous populations. It also means identifying and tracking biomarkers—naturally occurring molecules, genes, or characteristics that help us to identify diseases and specific pathological or physiological processes—during the course of treatment so that patients’ responses can be monitored in more real-time and treatment can be adjusted depending on the outcome. For large-outcome studies, it means introducing innovative trial designs that combine technology and real-world evidence to accelerate development timelines. Together, such changes could help us to deliver transformational medicines that are more meaningful to patients and health care providers.

Second, we need to unleash the full potential of today’s scientific advancements and sophisticated analytical tools that make it possible to uncover valuable information from large-outcome trials to inform patient care. Our current health care ecosystem isn’t set up to readily recognize scientifically robust subgroup data—which shows us the effects of treatment on specific populations within a broader study—in cardiovascular drug approvals, even if it comes from large-scale, multi-year studies—unless the group developing the treatment pre-identifies specific comparisons. Regulators should consider evolving their policies and guidelines to enable them to more fully reflect on the merits of such findings when making key decisions and establishing product labeling, similar to emerging regulatory guidance on the use of real-world evidence. This could mean accepting data from more targeted patient groups. It could mean considering new scientific evidence, such as additional surrogate biomarkers, which are two biological aspects of a disease that are proven to be associated—allowing you to study one (the surrogate) and make scientific conclusions for both based on the association of the two to support regulatory decision-making. This is a common practice in other medical areas like diabetes. It could also mean embracing new technologies—an area where we are seeing strides with the creation of a Center of Excellence on Digital Health within the FDA, which will provide digital health oversight.

Take, for example, the Novartis Phase III CANTOS trial—a six-year landmark study of more than 10,000 patients, which met its primary endpoint and showed, for the first time in history, that targeting inflammation reduces cardiovascular risk in people who survived a heart attack. All patients who entered the study had excess inflammation, which put them at an increased risk of another event such as a heart attack, stroke, or death. When evaluating the results, researchers found that certain patients achieved a much greater cardiovascular risk reduction than the overall population while—importantly—maintaining a similar safety profile, which means the safety of the therapy was comparable to the broader study population. These were patients whose inflammation level dropped below the entry criteria of the study, as measured with a simple blood test after the first dose of treatment. This exciting finding opens up the possibility that in the future, doctors may be able to identify and target patients most likely to benefit from long-term therapy, which can further inform their treatment decisions and lower costs.

 

Finally, by bringing life-saving medicines that are highly targeted to patients who can achieve optimal benefits, we can not only improve public health outcomes—we can also limit the financial impact on the overall health care system. In return, we hope that payers and policymakers involved in reimbursement decisions of value-based medicines will start to remove some of the legacy barriers that have been put in place to control budget impact of widely used medications of the past.

Globally, this could mean designing reimbursement strategies to address the needs of patients who derive the most benefit from new therapies. In the U.S. specifically, it could mean easing prior authorization requirements or reducing out-of-pocket Medicare costs for seniors who suffer the most from cardiovascular disease. These changes would make it easier for physicians to prescribe—and patients to obtain—the life-saving therapies they need.

There’s been much discussion on this topic, but the time to act is now. We must work together—payers, regulators, policymakers, and industry—to challenge old paradigms and reimagine the way we bring transformative cardiovascular medicines from the lab and into the lives of people who need them. Our patients deserve nothing less.

Vas Narasimhan is CEO of Novartis.

About the Authors
By Vas Narasimhan
See full bioRight Arrow Button Icon
By Bethany Cianciolo
See full bioRight Arrow Button Icon

Latest in Commentary

Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025

Most Popular

Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Fortune Secondary Logo
Rankings
  • 100 Best Companies
  • Fortune 500
  • Global 500
  • Fortune 500 Europe
  • Most Powerful Women
  • Future 50
  • World’s Most Admired Companies
  • See All Rankings
Sections
  • Finance
  • Fortune Crypto
  • Features
  • Leadership
  • Health
  • Commentary
  • Success
  • Retail
  • Mpw
  • Tech
  • Lifestyle
  • CEO Initiative
  • Asia
  • Politics
  • Conferences
  • Europe
  • Newsletters
  • Personal Finance
  • Environment
  • Magazine
  • Education
Customer Support
  • Frequently Asked Questions
  • Customer Service Portal
  • Privacy Policy
  • Terms Of Use
  • Single Issues For Purchase
  • International Print
Commercial Services
  • Advertising
  • Fortune Brand Studio
  • Fortune Analytics
  • Fortune Conferences
  • Business Development
  • Group Subscriptions
About Us
  • About Us
  • Editorial Calendar
  • Press Center
  • Work At Fortune
  • Diversity And Inclusion
  • Terms And Conditions
  • Site Map
  • About Us
  • Editorial Calendar
  • Press Center
  • Work At Fortune
  • Diversity And Inclusion
  • Terms And Conditions
  • Site Map
  • Facebook icon
  • Twitter icon
  • LinkedIn icon
  • Instagram icon
  • Pinterest icon

Latest in Commentary

hormuz
CommentaryIran
With Hormuz under strain, a trade corridor built for resilience faces a real-world test
By Angela Chitkara and Samantha SuttonApril 17, 2026
11 hours ago
broker
CommentarySoftware
The 3 forces quietly dismantling the business model that made enterprise software fabulously profitable
By Michael Jacobides and Stefano PuntoniApril 17, 2026
13 hours ago
welti
CommentaryIran
Switzerland’s former ambassador to Iran: here’s how to end this war — and why Pakistan isn’t enough
By Philippe WeltiApril 17, 2026
18 hours ago
Anita Beveridge-Raffo is Head of Retail and Consumer Goods at Palantir Technologies
CommentaryAI agents
Palantir exec: the biggest mistake retailers are making with AI? Trying to do it all with one agent
By Anita Beveridge-RaffoApril 16, 2026
1 day ago
wyle
CommentaryHealth
‘The Pitt’ reveals why healthcare desperately needs a new front door
By Jeremy MorganApril 16, 2026
2 days ago
health
CommentaryHealth Care Service
Two physicians on ending the waiting-room era: bring care home
By Benjamin Kornitzer and Bill FristApril 16, 2026
2 days ago

Most Popular

Pope Leo warned the world is in ‘big trouble’ if Elon Musk becomes the first trillionaire
Success
Pope Leo warned the world is in ‘big trouble’ if Elon Musk becomes the first trillionaire
By Preston ForeApril 17, 2026
15 hours ago
A world going broke: IMF says America's $39 trillion national debt is actually a global problem—and AI may be the only rescue
Economy
A world going broke: IMF says America's $39 trillion national debt is actually a global problem—and AI may be the only rescue
By Nick LichtenbergApril 16, 2026
1 day ago
Jeff Bezos pledged $10 billion for climate change. With the 2030 clock ticking, his wife, Lauren Sánchez Bezos, is leading the charge to spend it
Environment
Jeff Bezos pledged $10 billion for climate change. With the 2030 clock ticking, his wife, Lauren Sánchez Bezos, is leading the charge to spend it
By Sydney LakeApril 15, 2026
2 days ago
Germany already told its workers to ditch four-day weeks and work-life balance. Now the government wants to cut their pay for calling in sick, too
Success
Germany already told its workers to ditch four-day weeks and work-life balance. Now the government wants to cut their pay for calling in sick, too
By Orianna Rosa RoyleApril 16, 2026
2 days ago
MacKenzie Scott is bypassing the Ivy League and rewriting the $79 billion higher ed playbook by giving to HBCUs and community colleges
Politics
MacKenzie Scott is bypassing the Ivy League and rewriting the $79 billion higher ed playbook by giving to HBCUs and community colleges
By Sydney LakeApril 16, 2026
1 day ago
Iran has reopened the Strait of Hormuz—but experts say it now holds a card that works ‘almost like a nuclear deterrent’
Energy
Iran has reopened the Strait of Hormuz—but experts say it now holds a card that works ‘almost like a nuclear deterrent’
By Eva RoytburgApril 17, 2026
9 hours ago

© 2026 Fortune Media IP Limited. All Rights Reserved. Use of this site constitutes acceptance of our Terms of Use and Privacy Policy | CA Notice at Collection and Privacy Notice | Do Not Sell/Share My Personal Information
FORTUNE is a trademark of Fortune Media IP Limited, registered in the U.S. and other countries. FORTUNE may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.