Roche Holding Ltd · SIX:RO
Roche — Societe Generale The Premium Review Conference 2022
11 slides from Roche's conference presentation, Dec 2, 2022
Slide 1: Slide 1
Slide 2: Societe Generale The Premium Review Conference 2022
Societe Generale The Premium Review Conference 2022 Alan Hippe | CFO Roche Paris, 2 December 2022
Slide 3: Forward-looking statements
This presentation contains certain forward-looking statements. These forward-looking statements may be identified by words such as ‘believes’, ‘expects’, ‘anticipates’, ‘projects’, ‘intends’, ‘should’, ‘seeks’, ‘estimates’, ‘future’ or similar expressions or by discussion of, among other things, str
Slide 4: Roche group: Reallocating resources to R&D, defending margins while managing patent cliff
Roche group: Reallocating resources to R&D, defending margins while managing an exceptional patent cliff and growing the company Roche Group growth 2021 vs. 2018 4
Slide 5: Continuously increasing pipeline breadth and depth
Continuously increasing pipeline breadth and depth All-time high for Ph III AIs and industry-leading number of NMEs in the clinic Projects in Ph III & registration Record number of NMEs and AIs (YTD Sep 2022) 18 Phase I Phase II 2 NMEs 8% 2% 3% 10% 14 3 13 13 11% 2 38% 2 1 3% 62 11 3 29 11% 31% 1 4
Slide 6: New platform technologies added with cyclic peptides and CAR-Ts
New platform technologies added with cyclic peptides and CAR-Ts *List of pipeline molecules where targets and MOA have been disclosed = Oncology pipeline = Neuroscience and I2O pipeline 6
Slide 7: NMEs launches with significant upside: Vabysmo and Lunsumio
2 NMEs launches with significant upside: Vabysmo and Lunsumio First-in-class bispecifics launched in ophthalmology and malignant hematology Roche: Leading in bispecific antibodies • First bispecific mAb that bridges activated factor IX (FIXa) and FX to restore function of missing FVIII 2017 • Approv
Slide 8: Pharma portfolio diversification progressing
Pharma portfolio diversification progressing YTD 2022 absolute growth of products at CER YTD 2022 sales split YTD Sep 2017 YTD Sep 2022 CHF 39.4bn CHF 47.0bn AHR AHR Oncology Infectious diseases Ophthalmology AHR Neuroscience Other pharma Immunology Hemophilia A Diagnostics Absolute values and growt
Slide 9: New innovations driving market access
New innovations driving market access High throughput testing solutions cobas® 6800/8800 Mass Spectrometry Doubled our installed based during the pandemic First fully integrated mass spectrometry ● Integration of mass spec into the Core Lab ● Sample in - result out ● Increase patient access to mass
Slide 10: Major data readouts in 2022-24 to drive growth in mid-term
Major data readouts in 2022-24 to drive growth in mid-term tiragolumab + Tecentriq RG6058 1L PD-L1+ NSCLC tiragolumab + Tecentriq inavolisib RG6058 RG6114 1L esophageal cancer 1L HR+ PiK3CAm BC crovalimab giredestrant IA RG6107 RG6171 PNH 1L ER+ mBC gantenerumab SRP-9001 New Molecular Entities RG145
Slide 11: Doing now what patients need next
Doing now what patients need next
Roche — Societe Generale The Premium Review Conference 2022 on 6ix