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Novartis' Sandoz: Between Generics and Pharma SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Novartis' Sandoz: Between Generics and Pharma


Sandoz, which made a significant investment in bio-similars as a way to differentiate itself from its generic drug industry peers, has to negotiate with its parent company and the innovative pharma division on how best to commercialize its bio-similar portfolio. What is the best way to balance the parenting advantage of Novartis with the unique demands of the generic drug industry?

Authors :: Krishna G. Palepu, Carin-Isabel Knoop

Topics :: Strategy & Execution

Tags :: Organizational culture, Strategy, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Novartis' Sandoz: Between Generics and Pharma" written by Krishna G. Palepu, Carin-Isabel Knoop includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Sandoz Bio facing as an external strategic factors. Some of the topics covered in Novartis' Sandoz: Between Generics and Pharma case study are - Strategic Management Strategies, Organizational culture, Strategy and Strategy & Execution.


Some of the macro environment factors that can be used to understand the Novartis' Sandoz: Between Generics and Pharma casestudy better are - – geopolitical disruptions, increasing energy prices, cloud computing is disrupting traditional business models, increasing government debt because of Covid-19 spendings, competitive advantages are harder to sustain because of technology dispersion, challanges to central banks by blockchain based private currencies, central banks are concerned over increasing inflation, wage bills are increasing, increasing transportation and logistics costs, etc



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Introduction to SWOT Analysis of Novartis' Sandoz: Between Generics and Pharma


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Novartis' Sandoz: Between Generics and Pharma case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Sandoz Bio, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Sandoz Bio operates in.

According to Harvard Business Review, 75% of the managers use SWOT analysis for various purposes such as – evaluating current scenario, strategic planning, new venture feasibility, personal growth goals, new market entry, Go To market strategies, portfolio management and strategic trade-off assessment, organizational restructuring, etc.




SWOT Objectives / Importance of SWOT Analysis and SWOT Matrix


SWOT analysis of Novartis' Sandoz: Between Generics and Pharma can be done for the following purposes –
1. Strategic planning using facts provided in Novartis' Sandoz: Between Generics and Pharma case study
2. Improving business portfolio management of Sandoz Bio
3. Assessing feasibility of the new initiative in Strategy & Execution field.
4. Making a Strategy & Execution topic specific business decision
5. Set goals for the organization
6. Organizational restructuring of Sandoz Bio




Strengths Novartis' Sandoz: Between Generics and Pharma | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Sandoz Bio in Novartis' Sandoz: Between Generics and Pharma Harvard Business Review case study are -

Superior customer experience

– The customer experience strategy of Sandoz Bio in the segment is based on four key concepts – personalization, simplification of complex needs, prompt response, and continuous engagement.

Ability to recruit top talent

– Sandoz Bio is one of the leading recruiters in the industry. Managers in the Novartis' Sandoz: Between Generics and Pharma are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

Learning organization

- Sandoz Bio is a learning organization. It has inculcated three key characters of learning organization in its processes and operations – exploration, creativity, and expansiveness. The work place at Sandoz Bio is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in Novartis' Sandoz: Between Generics and Pharma Harvard Business Review case study emphasize – knowledge, initiative, and innovation.

Organizational Resilience of Sandoz Bio

– The covid-19 pandemic has put organizational resilience at the centre of everthing that Sandoz Bio does. Organizational resilience comprises - Financial Resilience, Operational Resilience, Technological Resilience, Organizational Resilience, Business Model Resilience, and Reputation Resilience.

Sustainable margins compare to other players in Strategy & Execution industry

– Novartis' Sandoz: Between Generics and Pharma firm has clearly differentiated products in the market place. This has enabled Sandoz Bio to fetch slight price premium compare to the competitors in the Strategy & Execution industry. The sustainable margins have also helped Sandoz Bio to invest into research and development (R&D) and innovation.

Training and development

– Sandoz Bio has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Novartis' Sandoz: Between Generics and Pharma Harvard Business Review case study by analyzing – employees retention, in-house promotion, loyalty, new venture initiation, lack of conflict, and high level of both employees and customer engagement.

High brand equity

– Sandoz Bio has strong brand awareness and brand recognition among both - the exiting customers and potential new customers. Strong brand equity has enabled Sandoz Bio to keep acquiring new customers and building profitable relationship with both the new and loyal customers.

Low bargaining power of suppliers

– Suppliers of Sandoz Bio in the sector have low bargaining power. Novartis' Sandoz: Between Generics and Pharma has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Sandoz Bio to manage not only supply disruptions but also source products at highly competitive prices.

Analytics focus

– Sandoz Bio is putting a lot of focus on utilizing the power of analytics in business decision making. This has put it among the leading players in the industry. The technology infrastructure suggested by Krishna G. Palepu, Carin-Isabel Knoop can also help it to harness the power of analytics for – marketing optimization, demand forecasting, customer relationship management, inventory management, information sharing across the value chain etc.

Innovation driven organization

– Sandoz Bio is one of the most innovative firm in sector. Manager in Novartis' Sandoz: Between Generics and Pharma Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.

Cross disciplinary teams

– Horizontal connected teams at the Sandoz Bio are driving operational speed, building greater agility, and keeping the organization nimble to compete with new competitors. It helps are organization to ideate new ideas, and execute them swiftly in the marketplace.

High switching costs

– The high switching costs that Sandoz Bio has built up over years in its products and services combo offer has resulted in high retention of customers, lower marketing costs, and greater ability of the firm to focus on its customers.






Weaknesses Novartis' Sandoz: Between Generics and Pharma | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Novartis' Sandoz: Between Generics and Pharma are -

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Sandoz Bio is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study Novartis' Sandoz: Between Generics and Pharma can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.

Products dominated business model

– Even though Sandoz Bio has some of the most successful products in the industry, this business model has made each new product launch extremely critical for continuous financial growth of the organization. firm in the HBR case study - Novartis' Sandoz: Between Generics and Pharma should strive to include more intangible value offerings along with its core products and services.

High bargaining power of channel partners

– Because of the regulatory requirements, Krishna G. Palepu, Carin-Isabel Knoop suggests that, Sandoz Bio is facing high bargaining power of the channel partners. So far it has not able to streamline the operations to reduce the bargaining power of the value chain partners in the industry.

Workers concerns about automation

– As automation is fast increasing in the segment, Sandoz Bio needs to come up with a strategy to reduce the workers concern regarding automation. Without a clear strategy, it could lead to disruption and uncertainty within the organization.

Low market penetration in new markets

– Outside its home market of Sandoz Bio, firm in the HBR case study Novartis' Sandoz: Between Generics and Pharma needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Skills based hiring

– The stress on hiring functional specialists at Sandoz Bio has created an environment where the organization is dominated by functional specialists rather than management generalist. This has resulted into product oriented approach rather than marketing oriented approach or consumers oriented approach.

No frontier risks strategy

– After analyzing the HBR case study Novartis' Sandoz: Between Generics and Pharma, it seems that company is thinking about the frontier risks that can impact Strategy & Execution strategy. But it has very little resources allocation to manage the risks emerging from events such as natural disasters, climate change, melting of permafrost, tacking the rise of artificial intelligence, opportunities and threats emerging from commercialization of space etc.

Employees’ incomplete understanding of strategy

– From the instances in the HBR case study Novartis' Sandoz: Between Generics and Pharma, it seems that the employees of Sandoz Bio don’t have comprehensive understanding of the firm’s strategy. This is reflected in number of promotional campaigns over the last few years that had mixed messaging and competing priorities. Some of the strategic activities and services promoted in the promotional campaigns were not consistent with the organization’s strategy.

High dependence on existing supply chain

– The disruption in the global supply chains because of the Covid-19 pandemic and blockage of the Suez Canal illustrated the fragile nature of Sandoz Bio supply chain. Even after few cautionary changes mentioned in the HBR case study - Novartis' Sandoz: Between Generics and Pharma, it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Sandoz Bio vulnerable to further global disruptions in South East Asia.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study Novartis' Sandoz: Between Generics and Pharma, is just above the industry average. Sandoz Bio needs to redesign the compensation structure and incentives to increase the revenue per employees. Some of the steps that it can take are – hiring more specialists on project basis, etc.

Ability to respond to the competition

– As the decision making is very deliberative, highlighted in the case study Novartis' Sandoz: Between Generics and Pharma, in the dynamic environment Sandoz Bio has struggled to respond to the nimble upstart competition. Sandoz Bio has reasonably good record with similar level competitors but it has struggled with new entrants taking away niches of its business.




Opportunities Novartis' Sandoz: Between Generics and Pharma | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities highlighted in the Harvard Business Review case study Novartis' Sandoz: Between Generics and Pharma are -

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for Sandoz Bio to expand its talent hiring zone. According to McKinsey Global Institute, 20% of the high end workforce in fields such as finance, information technology, can continously work from remote local post Covid-19. This presents a really great opportunity for Sandoz Bio to hire the very best people irrespective of their geographical location.

Buying journey improvements

– Sandoz Bio can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Novartis' Sandoz: Between Generics and Pharma suggest that firm can provide automated chats to help consumers solve their own problems, provide online suggestions to get maximum out of the products and services, and help consumers to build a community where they can interact with each other to develop new features and uses.

Low interest rates

– Even though inflation is raising its head in most developed economies, Sandoz Bio can still utilize the low interest rates to borrow money for capital investment. Secondly it can also use the increase of government spending in infrastructure projects to get new business.

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Sandoz Bio can build a diversified supply chain model across various countries in - South East Asia, India, and other parts of the world. This reconfiguration of global supply chain can help, as suggested in case study, Novartis' Sandoz: Between Generics and Pharma, to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Redefining models of collaboration and team work

– As explained in the weaknesses section, Sandoz Bio is facing challenges because of the dominance of functional experts in the organization. Novartis' Sandoz: Between Generics and Pharma case study suggests that firm can utilize new technology to build more coordinated teams and streamline operations and communications using tools such as CAD, Zoom, etc.

Creating value in data economy

– The success of analytics program of Sandoz Bio has opened avenues for new revenue streams for the organization in the industry. This can help Sandoz Bio to build a more holistic ecosystem as suggested in the Novartis' Sandoz: Between Generics and Pharma case study. Sandoz Bio can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.

Using analytics as competitive advantage

– Sandoz Bio has spent a significant amount of money and effort to integrate analytics and machine learning into its operations in the sector. This continuous investment in analytics has enabled, as illustrated in the Harvard case study Novartis' Sandoz: Between Generics and Pharma - to build a competitive advantage using analytics. The analytics driven competitive advantage can help Sandoz Bio to build faster Go To Market strategies, better consumer insights, developing relevant product features, and building a highly efficient supply chain.

Developing new processes and practices

– Sandoz Bio can develop new processes and procedures in Strategy & Execution industry using technology such as automation using artificial intelligence, real time transportation and products tracking, 3D modeling for concept development and new products pilot testing etc.

Building a culture of innovation

– managers at Sandoz Bio can make experimentation a productive activity and build a culture of innovation using approaches such as – mining transaction data, A/B testing of websites and selling platforms, engaging potential customers over various needs, and building on small ideas in the Strategy & Execution segment.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Sandoz Bio in the field of marketing communication. It will bring down the cost of doing business, provide technology platform to build new products in the Strategy & Execution segment, and it will provide faster access to the consumers.

Changes in consumer behavior post Covid-19

– Consumer behavior has changed in the Strategy & Execution industry because of Covid-19 restrictions. Some of this behavior will stay once things get back to normal. Sandoz Bio can take advantage of these changes in consumer behavior to build a far more efficient business model. For example consumer regular ordering of products can reduce both last mile delivery costs and market penetration costs. Sandoz Bio can further use this consumer data to build better customer loyalty, provide better products and service collection, and improve the value proposition in inflationary times.

Increase in government spending

– As the United States and other governments are increasing social spending and infrastructure spending to build economies post Covid-19, Sandoz Bio can use these opportunities to build new business models that can help the communities that Sandoz Bio operates in. Secondly it can use opportunities from government spending in Strategy & Execution sector.

Learning at scale

– Online learning technologies has now opened space for Sandoz Bio to conduct training and development for its employees across the world. This will result in not only reducing the cost of training but also help employees in different part of the world to integrate with the headquarter work culture, ethos, and standards.




Threats Novartis' Sandoz: Between Generics and Pharma External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Novartis' Sandoz: Between Generics and Pharma are -

Regulatory challenges

– Sandoz Bio needs to prepare for regulatory challenges as consumer protection groups and other pressure groups are vigorously advocating for more regulations on big business - to reduce inequality, to create a level playing field, to product data privacy and consumer privacy, to reduce the influence of big money on democratic institutions, etc. This can lead to significant changes in the Strategy & Execution industry regulations.

Backlash against dominant players

– US Congress and other legislative arms of the government are getting tough on big business especially technology companies. The digital arm of Sandoz Bio business can come under increasing regulations regarding data privacy, data security, etc.

New competition

– After the dotcom bust of 2001, financial crisis of 2008-09, the business formation in US economy had declined. But in 2020 alone, there are more than 1.5 million new business applications in United States. This can lead to greater competition for Sandoz Bio in the Strategy & Execution sector and impact the bottomline of the organization.

Stagnating economy with rate increase

– Sandoz Bio can face lack of demand in the market place because of Fed actions to reduce inflation. This can lead to sluggish growth in the economy, lower demands, lower investments, higher borrowing costs, and consolidation in the field.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Sandoz Bio can face downward pressure on margins from increasing competition from international players. The international players have stable revenue in their home market and can use those resources to penetrate prominent markets illustrated in HBR case study Novartis' Sandoz: Between Generics and Pharma .

Environmental challenges

– Sandoz Bio needs to have a robust strategy against the disruptions arising from climate change and energy requirements. EU has identified it as key priority area and spending 30% of its 880 billion Euros European post Covid-19 recovery funds on green technology. Sandoz Bio can take advantage of this fund but it will also bring new competitors in the Strategy & Execution industry.

Instability in the European markets

– European Union markets are facing three big challenges post Covid – expanded balance sheets, Brexit related business disruption, and aggressive Russia looking to distract the existing security mechanism. Sandoz Bio will face different problems in different parts of Europe. For example it will face inflationary pressures in UK, France, and Germany, balance sheet expansion and demand challenges in Southern European countries, and geopolitical instability in the Eastern Europe.

Barriers of entry lowering

– As technology is more democratized, the barriers to entry in the industry are lowering. It can presents Sandoz Bio with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the sector.

High level of anxiety and lack of motivation

– the Great Resignation in United States is the sign of broader dissatisfaction among the workforce in United States. Sandoz Bio needs to understand the core reasons impacting the Strategy & Execution industry. This will help it in building a better workplace.

Shortening product life cycle

– it is one of the major threat that Sandoz Bio is facing in Strategy & Execution sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.

Aging population

– As the populations of most advanced economies are aging, it will lead to high social security costs, higher savings among population, and lower demand for goods and services in the economy. The household savings in US, France, UK, Germany, and Japan are growing faster than predicted because of uncertainty caused by pandemic.

Technology acceleration in Forth Industrial Revolution

– Sandoz Bio has witnessed rapid integration of technology during Covid-19 in the Strategy & Execution industry. As one of the leading players in the industry, Sandoz Bio needs to keep up with the evolution of technology in the Strategy & Execution sector. According to Mckinsey study top managers believe that the adoption of technology in operations, communications is 20-25 times faster than what they planned in the beginning of 2019.

Easy access to finance

– Easy access to finance in Strategy & Execution field will also reduce the barriers to entry in the industry, thus putting downward pressure on the prices because of increasing competition. Sandoz Bio can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.




Weighted SWOT Analysis of Novartis' Sandoz: Between Generics and Pharma Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers in the HBR case study Novartis' Sandoz: Between Generics and Pharma needs to zero down on the relative importance of each factor mentioned in the Strengths, Weakness, Opportunities, and Threats quadrants. We can provide the relative importance to each factor by assigning relative weights. Weighted SWOT analysis process is a three stage process –

First stage for doing weighted SWOT analysis of the case study Novartis' Sandoz: Between Generics and Pharma is to rank the strengths and weaknesses of the organization. This will help you to assess the most important strengths and weaknesses of the firm and which one of the strengths and weaknesses mentioned in the initial lists are marginal and can be left out.

Second stage for conducting weighted SWOT analysis of the Harvard case study Novartis' Sandoz: Between Generics and Pharma is to give probabilities to the external strategic factors thus better understanding the opportunities and threats arising out of macro environment changes and developments.

Third stage of constructing weighted SWOT analysis of Novartis' Sandoz: Between Generics and Pharma is to provide strategic recommendations includes – joining likelihood of external strategic factors such as opportunities and threats to the internal strategic factors – strengths and weaknesses. You should start with external factors as they will provide the direction of the overall industry. Secondly by joining probabilities with internal strategic factors can help the company not only strategic fit but also the most probably strategic trade-off that Sandoz Bio needs to make to build a sustainable competitive advantage.



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