Roche Holding Ltd · SIX:RO
Roche — BofA Global Healthcare Conference 2021
17 slides from Roche's conference presentation, September 2021
Slide 1: Rejuvenation, Diversification, Transformation
Rejuvenation, Diversification, Transformation Severin Schwan | CEO Roche BofA Global Healthcare Conference, London, September 2021
Slide 2: Covid: How we see the future, and our contribution bring society back to normal
Covid: How we see the future, and our contribution bring society back to normal Strong rejuvenation and diversification - passion about innovation 2
Slide 3: SARS-CoV-2: Our outstanding contribution battling the pandemic
SARS-CoV-2: Our outstanding contribution battling the pandemic > 1 million hospitalized patients received Roche’s treatments = positive Ph III results Overview: not all COVID-19 related developments and health solutions captured; EUA=emergency use authorization; RUO=Research use only; * through GenM
Slide 4: SARS-CoV-2: Pandemic outlook
SARS-CoV-2: Pandemic outlook Three scenarios how the pandemic might evolve in coming years Less severe Three potential scenarios More severe A B C COVID-19 cases plummet COVID-19 will become a Constant mutations create and disease vanishes soon seasonal endemic disease an unpredictable disease Lower
Slide 5: Strong rejuvenation and diversification - passion about innovation
Covid: How we see the future, and our contribution bring society back to normal Strong rejuvenation and diversification - passion about innovation 5
Slide 6: Pharmaceuticals: Strong portfolio rejuvenation and diversification
Pharmaceuticals: Strong portfolio rejuvenation and diversification HY 2011 HY 2016 HY 2021 AHR CHFm CHFm CHFm AHR AHR 16,815 19,460 21,671 Metabolism/Bone Oncology Ophthalmology Renal anemia Immunology Infectious diseases Other Neuroscience Hemophila A Source: Pharma HY sales as reported in HY repor
Slide 7: Pipeline at all times high: Assets in Ph III & registration
Pipeline at all times high: Assets in Ph III & registration Continued momentum in the second half Outlook H2 2021: 10 new Ph III studies planned 18 Tecentriq + lurbinectedin in 1L maintenance ES-SCLC NMEs 2 Venclexta in adults with AML in first remission after chemo 14 3 13 Gavreto in RET-mutant med
Slide 8: Roche with leading portfolio of multiple modalities
Roche with leading portfolio of multiple modalities Small Large molecules Nucleic acid based medicines Cell therapies Vaccines molecules Antibodies Small Protein RNA based Gene Cell & protein Vaccines molecules conjugates technologies therapy therapies engineering Monoclonal antibodies; antibody Act
Slide 9: Roche pipeline evolution, increasing leverage of multiple modalities
Roche pipeline evolution, increasing leverage of multiple modalities Diversify the portfolio for future growth Industry: Pipeline by therapeutic modality1 Roche: Pipeline by therapeutic modality2 100% 100% 90% Antibodies 90% Antibodies Conjugated & minimized antibodies 80% 80% Bispecific antibodies
Slide 10: Broadening and deepening the ophthalmology portfolio
Broadening and deepening the ophthalmology portfolio Core focus area for Roche Faricimab PDS with ranibizumab PDS with DutaFabs Geographic Atrophy • Anti-VEGF/Ang2 bispecific mAb • First Roche intravitreal implant • DutaMab technology enables • Chronic progressive degeneration creation of a novel bi
Slide 11: Committed to advancing the understanding of CNS diseases
Committed to advancing the understanding of CNS diseases Leveraging digital approaches to improve research & disease management Smarter, more efficient R&D Patient care & access MULTIPLE SCLEROSIS MULTIPLE SCLEROSIS NeuroImmunology Internal decision endpoints Patient care tools Digital, MRI, PET, EE
Slide 12: Investing in early disease in Oncology
Investing in early disease in Oncology Presenting the opportunity for cure Lung / Rare GI / GU Molecule Indication Ph 1 Ph 2 Ph 3 Molecule Indication Ph 1 Ph 2 Ph 3 Adjuvant NSCLC IMpower010 Adjuvant RCC IMmotion010 Tecentriq Neoadjuvant NSCLC IMpower030 Adjuvant HCC IMbrave050 Adjuvant SCCHN IMvoke
Slide 13: Recent deals and partnerships
Recent deals and partnerships1 Accelerate drug discovery and driving personalized healthcare Technology stage at the time of licensing Research technologies Early stage assets Late stage assets Digital & PHC 92 new agreements in 2020 focused on High disease burden / Promising targets / Novel enablin
Slide 14: Our replace and extend strategy is progressing well
Our replace and extend strategy is progressing well Entering new Replace ongoing franchises franchises Strong news flow ahead (data readout) tiragolumab (SKY-1) Oncology: in PDL1-high NSCLC Gazyva, Tecentriq (mUC, SCLC, tiragolumab (SKY-2) Venclexta, HCC, mM), in 1L ES-SCLC MabThera/Rituxan Polivy,
Slide 15: Positive outlook re-iterated
Positive outlook re-iterated Pharma NME and Dia launches Ocrevus, Perjeta, Hemlibra, Tecentriq, Venclexta, Gazyva, Alecensa, Xofluza, Polivy, Rozlytrek, Evrysdi, Enspryng, PHESGO, Gavreto, PDS, faricimab, etrolizumab, tiragolumab, gantenerumab, giredestrant, etc. cobas 6800/8800, cobas 5800, cobas p
Slide 16: Doing now what patients need next
Doing now what patients need next
Slide 17: Strong commercial potential throughout late stage portfolio
Strong commercial potential throughout late stage portfolio +24 late-stage assets PDS w/ ranibizumab AT-527 with large sales potential faricimab prasinezumab crovalimab fenebrutinib Xofluza giredestrant SRP-9001 Evrysdi inavolisib anti-tau mAbs Enspryng tiragolumab gantenerumab Phesgo glofitamab etr