A lot of analysts assume that Novartis is a undoubtful leader because it has better molecules (comparing to Roche). However I am not assured and I would wait results of the second stage of clinical trials. That would sort things out.
I have positive expectations mainly due to improvement in product portfolio. In Nov 2017 Novartis presented new data on RTH258 (ophthalmology), ACZ885 (cardiology), Cosentyx (inflammation) and AMG334 (migraine). These products could be a new wave of blockbusters and could generate up to $8 bln in 2022.