Slide 1: Roche
Slide 2: 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 3: Roche Q1 2026 sales
Roche Q1 2026 sales Basel, 23 April 2026
Slide 4: Group
Group Thomas Schinecker Chief Executive Officer
Slide 5: Performance Outlook
Performance Outlook
Slide 6: Q1 2026: Strong Group sales growth at +6% at CER
Q1 2026: Strong Group sales growth at +6% at CER Q1 results at CER ▪ Group sales growth +6%, +7% for Pharma and +3% for Diagnostics (still impacted in H1 by the healthcare pricing reforms in China) ▪ Weaker and earlier flu season impacting Xofluza and Diagnostics respiratory sales ▪ LOE impact of ro
Slide 7: Q1 2026: Consistent strong growth
Q1 2026: Consistent strong growth Diagnostics still impacted in H1 2026 by the healthcare pricing reforms in China Group sales growth %CER +15% +10% +9% +9% +9% +9% +8% +8% +6% +6% +6% +5% +2% +2% +1% +1% 0% COVID-19 pandemic Pandemic phase out Post-pandemic Base business: +1%* Base business: +8%* B
Slide 8: Q1 2026: Strong Pharma sales driving Group growth
Q1 2026: Strong Pharma sales driving Group growth Diagnostics impacted by healthcare pricing reforms in China and low flu season sales YTD Mar YTD Mar 2026 2025 Change in % CHFbn CHFbn CHF CER Pharmaceuticals Division 11.5 11.9 -4 7 Diagnostics Division 3.3 3.5 -7 3 Roche Group 14.7 15.4 -5 6 CER: C
Slide 9: Key growth drivers of the Roche portfolio
Key growth drivers of the Roche portfolio All segments delivering growth 2026 sales Diagnostics: Pathology Lab with strong +3% (CHFbn, YoY CER growth) growth; Core Lab growing despite China Phesgo: Conversion ongoing; HER2+ BC franchise healthcare pricing reforms to peak in 2026 with strong tail Tec
Slide 10: Expanding NVIDIA collaboration with large-scale AI factory
Expanding NVIDIA collaboration with large-scale AI factory Accelerating development of therapeutics and diagnostics Strategic investments into AI Powering solutions across the entire value chain Molecular design & discovery Lab-in-the-Loop: Foundation models for de novo molecule generation in silico
Slide 11: Performance Outlook
Performance Outlook
Slide 12: Substantial pipeline progress across TAs since start of the year
Substantial pipeline progress across TAs since start of the year 6 pivotal Phase III readouts, including 2 NMEs, remaining in 2026 Key regulatory milestones Key Phase III readouts Phase II readouts in obesity giredestrant filing giredestrant in 1L ER+/HER2- mBC enicepatide (CT-388) Ph III initiated
Slide 13: Up to 19 NMEs with launch potential by 2030
Up to 19 NMEs with launch potential by 2030 Two NMEs with Ph III readouts in 2026 (divarasib in NSCLC and sefaxersen in IgAN) afimkibart 0.5-1bn peak sales 1-2bn peak sales enicepatide** IBD, AtD, RA, MASH >3bn peak sales Obesity +/- T2D 2-3bn peak sales sefaxersen* acmopatide*** IgAN T1D with BMI ≥
Slide 14: Roche Diagnostics: Key technology launches driving future growth
Roche Diagnostics: Key technology launches driving future growth AXELIOS sequencing solution launching in summer 2026 Key platform launches Selected assays cobas Lp(a) Gen 2 Near Patient Care Core Lab Molecular Lab Cardiovascular risk Elecsys hs-TnT Gen 6 Acute coronary syndrome Accu-Chek SmartGuide
Slide 15: 2026 guidance confirmed
2026 guidance confirmed LOE impact of roughly CHF 1bn expected for 2026 Group sales growth1 Mid single digit sales growth Core EPS growth1 High single digit Core EPS growth Dividend outlook Further increase dividend in Swiss francs 1. At CER: Constant exchange rates (avg. full year 2025); LOE: Loss
Slide 16: Finance
Finance Alan Hippe Chief Financial Officer
Slide 17: Q1 2026: Group growth +6% at CER
Q1 2026: Group growth +6% at CER Business growth exceeding impact of healthcare pricing reforms in China and LOE +6% at CER CHFm +148 +842 -63 -60 -1,585 15,440 14,722 Q1 2025 Pharma LOE Dia China Fx Q1 2026 (excl. LOE) (excl. China) healthcare pricing reforms CER: Constant exchange rates (avg. full
Slide 18: Exchange rate impact on sales growth
Exchange rate impact on sales growth Negative impact mainly driven by the USD, JPY, CNY (APAC), EUR, ARS (LATAM) and TRY (Other) -0.5%p -1.3%p +6.0% CER CHF sales growth sales growth 2026 -6.7%p 2026 vs. vs. 2025 2025 -4.7% -0.5%p -0.8%p -0.9%p CER EUR APAC USD LATAM JPY Other CHF CER: Constant exch
Slide 19: Q1 2026: Currency impact and outlook
Q1 2026: Currency impact and outlook USD / CHF Assumed avg. YTD 2026 Assuming the 31 March 2026 exchange rates remain stable -13% -8% -6% -4% 0.90 until the end of 2026. 0.86 0.84 0.83 2026 impact1 is expected to be (%p): 0.78 0.79 0.80 Q1 Q2 Q3 Q4 0.79 Sales -11 -4 -1 0 0.79 0.77 0.79 0.80 0.80 0.8
Slide 20: 2026 guidance confirmed
2026 guidance confirmed LOE impact of roughly CHF 1bn expected for 2026 Group sales growth1 Mid single digit sales growth Core EPS growth1 High single digit Core EPS growth Dividend outlook Further increase dividend in Swiss francs 1. At CER: Constant exchange rates (avg. full year 2025); LOE: Loss
Slide 21: Pharmaceuticals Division
Pharmaceuticals Division Teresa Graham CEO Roche Pharmaceuticals
Slide 22: Q1 2026: Pharmaceuticals sales
Q1 2026: Pharmaceuticals sales Strong growth in US, International and Japan YTD Mar YTD Mar 2026 2025 Change in % CHFm CHFm CHF CER Pharmaceuticals Division 11,469 11,949 -4 7 United States 5,693 6,224 -9 5 Europe 2,234 2,320 -4 -1 Japan 649 671 -3 14 International 2,893 2,734 6 ##### 16 CER: Consta
Slide 23: Q1 2026: Diversified set of key growth drivers
Q1 2026: Diversified set of key growth drivers Xolair, Phesgo, Hemlibra, Vabysmo, Ocrevus and Polivy driving growth; Xofluza impacted by weak flu season Xolair 26% Phesgo 27% Hemlibra 13% Vabysmo 13% Ocrevus 6% Polivy 26% Evrysdi 19% Alecensa 12% Columvi 77% Itovebi 307% Tecentriq 4% MabThera/Rituxa
Slide 24: Oncology growing +3% at CER
Oncology/Hematology Oncology growing +3% at CER Giredestrant: lidERA US filing using PRV achieved; evERA PDUFA set for 18th Dec Q1 update Itovebi ▪ Phesgo: Global conversion rate climbing to 55%* CHF 52m / +307% Others CHF 136m / -5% ▪ Perjeta: Conversion to Phesgo ongoing Avastin CHF 224m / -9% ▪ K
Slide 25: Polivy US patient share in 1L DLBCL expands to 39%
Oncology/Hematology Polivy US patient share in 1L DLBCL (IPI 0-5) expands to 39% US filing for Lunsumio in 2L+ DLBCL (SUNMO) achieved Q1 update Lunsumio Columvi CHF 37m / +101% ▪ Hemlibra: Continued global growth; increasing adoption in non- CHF 95m / +77% PiaSky inhibitor patients MabThera/Rituxan
Slide 26: Ocrevus: Global growth driven by SC
Neurology Ocrevus: Global growth driven by SC Fenebrutinib: Positive Ph III (FENhance 1&2) in RMS presented at AAN Q1 update Elevidys ▪ Ocrevus: ~24,000 patients on Ocrevus SC globally CHF 61m / +54% Others CHF 90m / +3% ▪ US: ~60% of SC volume coming from community practices Enspryng CHF 96m / +31%
Slide 27: Fenebrutinib: Potential to become FIC in RMS and PPMS
Neurology Fenebrutinib: Potential to become FIC in RMS and PPMS Totality of data from all three Ph III studies will be submitted to regulatory authorities Ph III (FENhance 1&2) in RMS results1 Primary endpoint: Adjusted ARR Secondary endpoint: cCDP12 Favors fenebrutinib Favors teriflunomide ▪ Fenebr
Slide 28: Enspryng has potential to be the first approved treatment in MOGAD
Neurology Enspryng has potential to be the first approved treatment in MOGAD MOGAD represents ~0.5bn peak sales opportunity for Enspryng Disability in MOGAD driven by relapses IL-6 signaling implicated in pathophysiology of MOGAD IL-6 signaling blockade has the potential to lower pathogenic antibody
Slide 29: Enspryng: Positive Ph III METEOROID results in MOGAD
Neurology Enspryng: Positive Ph III METEOROID results in MOGAD First randomized controlled study with positive results in MOGAD Ph III (METEOROID) in MOGAD results1 100 87.3% 84.3% Placebo (n=64) Satralizumab (n=68) Proportion relapse-free (%) Censored 80 60 Number of participants with an 66.5% adju
Slide 30: Immunology growth driven by strong Xolair performance
Immunology Immunology growth driven by strong Xolair performance Gazyva: Positive Ph III results in MN (MAJESTY); US & EU filing for SLE and US filing for INS achieved Q1 update ▪ Xolair: Growth driven by food allergy Others CHF 192m / -10% Actemra ▪ Biosimilar launch expected H2 2026 CHF 534m / -4%
Slide 31: Gazyva: Potential to become new SoC in SLE
Immunology Gazyva: Potential to become new SoC in SLE Four positive Ph III readouts since 2024, including positive Ph III (MAJESTY) in MN Ph III (ALLEGORY) in SLE results1 Development program SLE disease activity: Adjusted treatment difference (%p) Adjusted treatment difference2 Indication Ph I Ph I
Slide 32: Vabysmo expanding global market share
Ophthalmology Vabysmo expanding global market share Updated FDA label in RVO adds flexibility for treatment beyond 6 months Q1 update Susvimo Others ▪ Vabysmo: Continued global market share gains CHF 4m / +138% CHF 26m / -45% ▪ US: Returning to growth ▪ US: >60% of patient starts are naïve ▪ EU: Str
Slide 33: CVRM pipeline progressing
Cardiovascular, Renal & Metabolism CVRM pipeline progressing Positive Ph II (ZUPREME-1) for petrelintide; Ph III (ENITH-1/2) initiated for enicepatide (CT-388) Clinical development Q1 update ▪ Petrelintide in obesity w/o T2D: Positive Ph II (ZUPREME-1) in obesity Indication Asset Ph I Ph II Ph III ▪
Slide 34: 2026: Key newsflow outlook
2026: Key newsflow outlook* Giredestrant + everolimus (post CDKi ER+/HER2- mBC) filed in US Compound Indication Milestone giredestrant adjuvant ER+/HER2- early BC US/EU filing (US) giredestrant + everolimus post CDKi ER+/HER2- mBC EU filing/US approval Gazyva SLE US/EU filing (US&EU) Gazyva INS US/E
Slide 35: Updated 2025-30 consensus outlook
Updated 2025-30 consensus outlook* Long-term growth outlook improved; significant upside potential remains on the late-stage pipeline Biosimilar gap (25-30) Consensus sales growth (25-30) Potential upside CHF Vabysmo 2.1bn Itovebi 1.1bn Assets with low to no coverage in Columvi 0.8bn current sell si
Slide 36: Diagnostics Division
Diagnostics Division Matt Sause CEO Roche Diagnostics
Slide 37: Q1 2026: Diagnostics sales
Q1 2026: Diagnostics sales Diagnostics growing at +3%, impacted by China healthcare pricing reforms YTD Mar YTD Mar 2026 2025 Change in % CHFm CHFm CHF CER Diagnostics Division 3,253 3,491 -7 3 Core Lab 1,798 1,904 -6 4 Molecular Lab 571 634 -10 0 Near Patient Care 465 536 -13 -5 Pathology Lab 419 4
Slide 38: Q1 2026: Diagnostics highlights
Q1 2026: Diagnostics highlights Diagnostics growing at +3%, impacted by China healthcare pricing reforms CHFbn YoY CER growth ▪ Immunodiagnostics (+3%) Core Lab ▪ Clinical chemistry (+9%) ▪ Transplant (+15%) Molecular Lab ▪ Blood screening (-9%) Near Patient ▪ BGM (+8%) Care ▪ Liat POC MDx (-25%) ▪
Slide 39: Q1 2026: Diagnostics regional sales
Q1 2026: Diagnostics regional sales North America +6% EMEA ~33% of divisional sales +3% ~37% of divisional sales Asia Pacific Latin America -5% +10% ~22% of divisional sales ~8% of divisional sales Growth rates at constant exchange rates (avg. full year 2025); EMEA: Europe, Middle East, and Africa 3
Slide 40: CE mark for cobas MPX-E test on cobas x800 systems
CE mark for cobas® MPX-E test on cobas® x800 systems Improving blood safety with multiplex testing of HIV, HCV, HBV, and HEV with target discrimination cobas® MPX-E test Market opportunity ▪ NAT blood screening represents a CHF ~800 million market1 ▪ HEV screening demand is growing in APAC and EMEA
Slide 41: CE mark for Elecsys NfL
CE mark for Elecsys® NfL Identifying neuroinflammation in patients with relapsing remitting multiple sclerosis Elecsys® NfL Market opportunity ▪ MS is a progressive disease affecting 2.8 million people worldwide1 ▪ ~45% of patients are treated with low efficacy treatments and Treatment Disease monit
Slide 42: Elecsys pTau217 study readout
Elecsys® pTau217 study readout Initial study results support potential implementation of Elecsys® pTau217 in primary care settings Diagnostic accuracy (CL 30) by care setting1 Unmet needs ▪ Alzheimer's is the leading cause of dementia, a condition projected 1.0 to reach 80 million by 20302 ▪ Diagnos
Slide 43: AXELIOS Sequencing solution
AXELIOS Sequencing solution1 Demonstrating the disruptive potential of the SBX technology SBX-Duplex performance Tumor-normal pair analysis Total Concordant Duplex Bases Type Shared events Leading technology Roche-specific Concordance Total Concordant Duplex Bases Tb Run Queue ▪ Confirmed SBX-D perf
Slide 44: SAGA Diagnostics acquisition agreement
SAGA Diagnostics acquisition agreement1 Advancing Roche Diagnostics’ end-to-end oncology portfolio with ultra-sensitive MRD technology Roche Diagnostics oncology ecosystem2 MRD market opportunity4 CHF bn Early 3 Precise detection diagnosis +31% CAGR 4.7 + digital pathology, staining, Therapy dPCR, i
Slide 45: Diagnostics key launches 2026
Diagnostics key launches 2026 Area Product Description Market Status Molecular Novel high-throughput solution for ultra-rapid, scalable, and flexible sequencing powered by Sequencing by Systems Lab AXELIOS Sequencing Solution Expansion (SBX) technology Global Non-invasive blood-based biomarker to en
Slide 46: IR events currently planned for 2026
IR events currently planned for 2026 Additional events driven by readouts Neurology Update Diagnostics Day Oncology Update CVRM Update Pharma Day 22 Apr 12 May 2 Jun 8 Jun 28 Sep ▪ MS franchise update at ▪ Group and Diagnostics ▪ Oncology franchise ▪ Obesity franchise update ▪ Update on Pharma AAN d
Slide 47: Doing now what patients need next
Doing now what patients need next
Slide 48: Roche Group development pipeline
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 49: Changes to the development pipeline
Changes to the development pipeline Q1 2026 update New to phase I New to phase II New to phase III New to registration 5 NMEs: 1 NME: 1 NME: 1 AI: RG6627 APOE ASO - Alzheimer's disease RG6182 MAGL inhibitor - multiple sclerosis RG6640 enicepatide (CT-388) - obesity +/- T2D RG7159 Gazyva - systemic l
Slide 50: Roche Group development pipeline
Roche Group development pipeline Phase I (41 NMEs + 6 AIs) Phase II (12 NMEs + 6 AIs) RG6026 Columvi monotherapy + combos heme tumors RG6382 CD19 x CD3 SLE RG6114 Itovebi + enzalutamide CRPC RG6160 cevostamab r/r multiple myeloma RG6418* selnoflast inflammation RG6171 giredestrant endometrial cancer
Slide 51: Roche Group development pipeline
Roche Group development pipeline Phase III (11 NMEs + 22 AIs) Registration US & EU (2 NMEs + 5 AI) RG3502 Kadcyla + T HER-2+ eBC high-risk RG6149 astegolimab COPD giredestrant + post-CDK4/6 ER+/HER2- BC RG6013 Hemlibra Type 3 VWD RG62992 sefaxersen (ASO factor B) IgA nephropathy RG6171 everolimus† C
Slide 52: Expected regulatory submissions
Expected regulatory submissions* New Molecular Entities: Lead and additional indications New Molecular Entity (NME) Cardiovascular, Renal & Metabolism Additional Indication (AI) Neurology Oncology / Hematology Ophthalmology Immunology Other autogene cevumeran RG6180 solid tumors *Filing timelines re
Slide 53: Expected regulatory submissions
Expected regulatory submissions* Marketed products: Additional indications New Molecular Entity (NME) Cardiovascular, Renal & Metabolism Additional Indication (AI) Neurology Oncology / Hematology Ophthalmology Immunology Other *Filing timelines reflect the anticipated filing of a potential indicatio
Slide 54: Major pending approvals 2026
Major pending approvals 2026 US EU China Japan-Chugai giredestrant + everolimus Susvimo giredestrant Alecensa RG6171 post-CDK4/6 ER+/HER2- BC RG6321 wAMD RG6171 ER+ BC adj RG7853 ALK+ solid tumors Filed Dec 2025 Filed July 2025 Filed April 2026 Filed June 2025 Tecentriq Gazyva Avastin RG7446 ctDNA+
Slide 55: Major granted approvals 2026
Major granted approvals 2026 US EU China Japan-Chugai Polivy + chemo Lunsumio + Polivy RG7596 r/r DLBCL RG7828 r/r large B-cell lymphoma March 2026 March 2026 New Molecular Entity (NME) Cardiovascular, Renal & Metabolism Additional Indication (AI) Neurology Oncology / Hematology Ophthalmology Immuno
Slide 56: Roche Group development pipeline
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 57: Marketed products development programmes
Marketed products development programmes Oncology / Hematology Neurology Immunology Ophthalmology CVRM RG7853 Alecensa RG6356 Elevidys RG7159 Gazyva RG6168 Enspryng RG6114 Itovebi RG6168 Enspryng RG7828 Lunsumio RG6321 Susvimo RG3502 Kadcyla RG7916 Evrysdi RG7716 Vabysmo RG7446 Tecentriq RG6026 Colu
Slide 58: Alecensa (alectinib, RG7853)
Alecensa (alectinib, RG7853) CNS-active inhibitor of anaplastic lymphoma kinase (ALK) Indication Locally advanced, unresectable, stage III NSCLC Phase III Phase/study HORIZON-01 # of patients N=70 ▪ ARM A: Alecensa 600mg BID Oncology/Hematology ▪ ARM B: durvalumab 1500 Q4W Design ▪ Progression-free
Slide 59: Itovebi (inavolisib, RG6114)
Itovebi (inavolisib, RG6114, GDC-0077) A potent, orally available, and selective PI3Kα inhibitor Indication PIK3CA-mutant HR-positive metastatic breast cancer (mBC) post CDKi HR-positive PIK3CA-mutant breast cancer Phase III Phase III Phase/study INAVO120 INAVO121 # of patients N=320 N=400 ▪ ARM A:
Slide 60: Itovebi (inavolisib, RG6114)
Itovebi (inavolisib, RG6114, GDC-0077) A potent, orally available, and selective PI3Kα inhibitor 1L endocrine-sensitive PIK3CA-mutated HR+, HER2-, advanced breast Indication 1L HER2-positive PIK3CA mutant metastatic breast cancer (mBC) cancer Phase III Phase III Phase/study INAVO122 INAVO123 # of pa
Slide 61: Itovebi (inavolisib, RG6114)
Itovebi (inavolisib, RG6114, GDC-0077) A potent, orally available, and selective PI3Kα inhibitor Indication post-ARPI metastatic prostate cancer (mCRPC) Phase II Phase/study InavoPC # of patients N=100 ▪ ARM A: Itovebi + enzalutamide Oncology/Hematology ▪ ARM B: ARPi switch (enzalutamide or abirater
Slide 62: Kadcyla (trastuzumab emtansine, RG3502)
Kadcyla (trastuzumab emtansine, RG3502) First ADC for HER2-positive breast cancer HER2-positive early breast cancer (BC) Indication high-risk patients Phase III Phase/study ASTEFANIA # of patients N=1150 ▪ ARM A: Kadcyla + Tecentriq Oncology/Hematology Design ▪ ARM B: Kadcyla + placebo ▪ Invasive di
Slide 63: Tecentriq (atezolizumab, RG7446)
Tecentriq (atezolizumab, RG7446) Anti-PD-L1 cancer immunotherapy – lung cancer Indication 1L maintenance extensive-stage SCLC Phase III Phase/study IMforte1 # of patients N=450 Oncology/Hematology ▪ ARM A: Platinum-etoposide + Tecentriq followed by maintenance Tecentriq + lurbinectedin Design ▪ ARM
Slide 64: Tecentriq (atezolizumab, RG7446)
Tecentriq (atezolizumab, RG7446) Anti-PD-L1 cancer immunotherapy – urothelial carcinoma ctDNA+, high-risk muscle-invasive Indication bladder cancer (MIBC) Phase III Phase/study IMvigor011 # of patients N=240 ARM A: Tecentriq monotherapy Oncology/Hematology ▪ ▪ ARM B: Placebo Design ▪ Disease-free su
Slide 65: Columvi (glofitamab, RG6026)
Columvi (glofitamab, RG6026) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication Relapsed or refractory Non-Hodgkin’s lymphoma (NHL) Phase/study Phase I Phase I # of patients N=700 N=18-36 Cohort 1: Single-agent dose escalation study Columvi SC ▪ Initial dose escalatio
Slide 66: Columvi (glofitamab, RG6026)
Columvi (glofitamab, RG6026) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication 2L+ SCT-ineligible DLBCL Phase/study Phase Ib # of patients N=112 ▪ ARM A: Columvi IV + CELMoD (CC-220 and CC-99282) Oncology/Hematology ▪ ARM B: Lunsumio SC + CELMoD (CC-220 and CC-99282)
Slide 67: Columvi (glofitamab, RG6026)
Columvi (glofitamab, RG6026) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication 2L+ SCT-ineligible DLBCL 1L DLBCL fit (IPI 2-5) Phase III Phase III Phase/study STARGLO SKYGLO # of patients N=270 N=1130 ▪ ARM A: Columvi + gemcitabine and oxaliplatin, followed by up to
Slide 68: Columvi (glofitamab, RG6026)
Columvi (glofitamab, RG6026) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication Relapsed or refractory mantle cell lymphoma (MCL) Phase III Phase/study GLOBRYTE # of patients N=182 ▪ ARM A: Columvi monotherapy Oncology/Hematology ▪ ARM B: Bendamustine + rituximab or r
Slide 69: Lunsumio (mosunetuzumab, RG7828)
Lunsumio (mosunetuzumab, RG7828) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication 2L+ FL Phase III Phase/study CELESTIMO # of patients N=474 ▪ ARM A: Lunsumio + lenalidomide Oncology/Hematology ▪ ARM B: Rituximab + lenalidomide Design ▪ Progression-free survival Pri
Slide 70: Lunsumio (mosunetuzumab, RG7828)
Lunsumio (mosunetuzumab, RG7828) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication 2L+ SCT ineligible DLBCL Relapsed or refractory LBCL & MCL Phase III Phase/study Phase Ib/II SUNMO # of patients N=222 N=235 ▪ ARM A: Lunsumio + Polivy Dose escalation of Lunsumio + Po
Slide 71: Polivy (polatuzumab vedotin, RG7596)
Polivy (polatuzumab vedotin, RG7596) ADC targeting CD79b to treat B cell malignancies Indication 1L DLBCL Phase III Phase/study POLARIX # of patients N=879 Oncology/Hematology ▪ ARM A: Polivy + R-CHP ▪ ARM B: R-CHOP Design ▪ Progression-free survival Primary endpoint ▪ Data presented at ASH 2021 and
Slide 72: Hemlibra (emicizumab, RG6013)
Hemlibra (emicizumab, RG6013) Factor VIII mimetic for treatment of hemophilia A Indication Type 3 Von Willebrand disease (VWD) Phase III Phase/study WILL-EMI # of patients N=66 Open-label in participants aged 2 years and above diagnosed with Type 3 von Willebrand disease (VWD) on prior SOC on demand
Slide 73: PiaSky (crovalimab, RG6107)
PiaSky (crovalimab, RG6107, SKY59) A humanized monoclonal antibody against complement C5 Atypical hemolytic uremic syndrome (aHUS) Atypical hemolytic uremic syndrome (aHUS) Indication - adults - paediatric Phase III Phase III Phase/study COMMUTE-a COMMUTE-p # of patients N=90 N=35 Single-arm study o
Slide 74: Elevidys (delandistrogene moxeparvovec, RG6356)
Elevidys (delandistrogene moxeparvovec, RG6356, SRP-9001) rAAVrh74.MHCK7.Micro-dystrophin gene therapy Indication Duchenne muscular dystrophy (DMD) Phase II Phase/study ENVOL # of patients N=21 Neurology Open label single arm study in 0 to <4 year old DMD boys who will receive a single intravenous (
Slide 75: Enspryng (satralizumab, RG6168)
Enspryng (satralizumab, RG6168, SA237) Anti-IL-6 receptor humanized monoclonal antibody Indication Myelin oligodendrocyte glycoprotein antibody disease (MOGAD) Autoimmune encephalitis (AIE) Phase III Phase III Phase/study METEOROID CIELO # of patients N=152 N=152 ▪ ARM A: Enspryng at weeks 0, 2, 4 (
Slide 76: Evrysdi (risdiplam, RG7916)
Evrysdi (risdiplam, RG7916) Oral SMN2 splicing modifier Indication Spinal muscular atrophy (SMA) Phase II Phase II Phase/study RAINBOWFISH JEWELFISH # of patients N=25 N=174 ▪ Infants aged from birth to 6 weeks who have been genetically ▪ Adult and pediatric patients with previously treated SMA type
Slide 77: Gazyva (obinutuzumab, RG7159)
Gazyva (obinutuzumab, RG7159) Humanized anti-CD20 monoclonal antibody; immunology development program Indication Lupus nephritis Childhood onset idiopathic nephrotic syndrome* Phase III Phase III Phase/study REGENCY INShore # of patients N=252 N=80 ▪ ARM A: Gazyva 1000mg IV (6 doses through Week 52)
Slide 78: Gazyva (obinutuzumab, RG7159)
Gazyva (obinutuzumab, RG7159) Humanized anti-CD20 monoclonal antibody; immunology development program Indication Systemic lupus erythematosus (SLE) Membranous nephropathy Phase III Phase III Phase/study ALLEGORY MAJESTY # of patients N=300 N=140 ARM A: Gazyva 1000mg IV on Day 1 and Weeks 2, 24 and 2
Slide 79: Lunsumio (mosunetuzumab, RG7828, CD20 x CD3)
Lunsumio (mosunetuzumab, RG7828, CD20 x CD3) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication Systemic lupus erythematosus (SLE) Phase/study Phase I # of patients N=15 ▪ ARM A: Lunsumio SC on either Day 1 or on Days 1 and 8 Immunology ▪ ARM B: Fractionated (divided)
Slide 80: Enspryng (satralizumab, RG6168)
Enspryng (satralizumab, RG6168, SA237) Anti-IL-6 receptor humanized monoclonal antibody Indication Thyroid eye disease Phase III Phase III Phase/study SatraGO-1 SatraGO-2 # of patients N=120 N=120 ▪ ARM A: Enspryng at weeks 0, 2, 4 (loading doses) and maintenance doses ▪ ARM A: Enspryng at weeks 0,
Slide 81: Susvimo (PDS, RG6321)
Susvimo (PDS, RG6321) First eye implant to achieve sustained delivery of a biologic medicine Indication Wet age-related macular degeneration (wAMD) Phase III Phase II+III extension Phase IIIb Phase/study Archway Portal Velodrome # of patients N=418 N=1,000 N=442 ▪ ARM A: PDS 100mg/mL Q24W ▪ Ex-LADDE
Slide 82: Susvimo (PDS, RG6321)
Susvimo (PDS, RG6321) First eye implant to achieve sustained delivery of a biologic medicine Diabetic retinopathy (DR) without Indication Diabetic macular edema (DME) center-involved diabetic macular edema (DME) Phase III Phase III Phase/study Pagoda Pavilion # of patients N=634 N=174 ▪ ARM A: Intra
Slide 83: Vabysmo (faricimab, RG7716)
Vabysmo (faricimab, RG7716) Bispecific antibody for the eye which targets and inhibits two signaling pathways (Ang-2 and VEGF-A) Indication Myopic choroidal neovascularization (CNV) Phase III Phase/study POYANG # of patients n=280 Ophthalmology ▪ ARM A: Vabysmo 6.0 mg Q4W PRN ▪ ARM B: Ranibizumab 0.
Slide 84: Roche Group development pipeline
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 85: Roche Pharma global development programmes
Roche Pharma global development programmes Oncology / Hematology Neurology Immunology Ophthalmology CVRM RG6330 Divarasib RG7845 Fenebrutinib RG6299 Sefaxersen RG6179 Vamikibart RG6640 Enicepatide (CT-388) RG6171 Giredestrant RG7935 Prasinezumab RG6631 Afimkibart RG6652 CT-996 RG6512 NXT007 RG6042 T
Slide 86: Divarasib (KRAS G12C inhibitor, RG6330)
Divarasib (KRAS G12C inhibitor, RG6330, GDC-6036) A potent, orally available, and selective inhibitor of the KRAS G12C mutant protein Indication 1L NSCLC 2L NSCLC 1L NSCLC Phase Ib/II Phase III Phase III Phase/study KRASCENDO 170 KRASCENDO 1 KRASCENDO 2 # of patients N=320 N=320 N=600 ▪ Cohort A: Co
Slide 87: Giredestrant (SERD, RG6171)
Giredestrant (SERD (3), RG6171, GDC-9545) A selective estrogen receptor degrader or downregulator ET resistant ER+/HER2-negative breast cancer Indication Adjuvant ER-positive breast cancer (BC) 1L ER-positive metastatic breast cancer (mBC) (BC) Phase III Phase III Phase III Phase/study lidERA Breast
Slide 88: Giredestrant (SERD, RG6171)
Giredestrant (SERD (3), RG6171, GDC-9545) A selective estrogen receptor degrader or downregulator post-CDK4/6 ER-positive/HER2-negative 1L ER-positive/HER2-positive breast cancer Indication Grade 1 endometrial cancer breast cancer (BC) (BC) Phase III Phase III Phase II Phase/study evERA heredERA end
Slide 89: NXT007 (FIXa x FX, RG6512)
NXT007 (FIXa x FX, RG6512) Bispecific antibody which targets Factor IXa and Factor X Indication Hemophilia A Phase I/II Phase/study Phase III (ZEBRHA 1) Phase III (ZEBRHA 2) (multiple-ascending dose) # of patients N=40 N=126 N=360 Oncology/Hematology ▪ Two loading doses of NXT007 SC ▪ H2H vs Factor
Slide 90: Dirloctocogene Samoparvovec (RG6797)
Dirloctocogene Samoparvovec (SPK-8011QQ; RG6797) Gene therapy for Hemophilia A Indication Moderately severe to severe Hemophilia A (>18yrs) Phase/study Phase IIb # of patients N=5 Oncology/Hematology ▪ Participants will receive an IV infusion of dirloctocogene samoparvovec on day 1 Design ▪ Safety P
Slide 91: Fenebrutinib (RG7845)
Fenebrutinib (RG7845, GCD-0853) Highly selective and reversible (noncovalent) bruton tyrosine kinase Indication Relapsing multiple sclerosis (RMS) Phase III Phase III Phase II (Biomarker study) Phase/study FENhance 1 FENhance 2 FENopta # of patients N=746 N=751 N=109 ARM A: Fenebrutinib twice daily
Slide 92: Fenebrutinib (RG7845)
Fenebrutinib (RG7845, GCD-0853) Highly selective and reversible (noncovalent) bruton tyrosine kinase Indication Primary progressive multiple sclerosis (PPMS) Phase III Phase/study FENtrepid # of patients N=985 Neurology ▪ ARM A: Fenebrutinib twice daily oral ▪ ARM B: Ocrevus 2x300mg IV Q24W Design ▪
Slide 93: Prasinezumab (RG7935)
Prasinezumab (anti-αSynuclein; RG7935) Anti-alpha-synuclein antibody under investigation for Parkinson’s disease Indication Early-stage Parkinson's disease PASADENA PADOVA PARAISO Phase/study Phase II Phase IIb Phase III # of patients 316 586 N=900 ▪ PART 1: ▪ ARM A: Prasinezumab IV Q4W ▪ ARM A: Pra
Slide 94: Tominersen (HTT ASO, RG6042)
Tominersen (HTT ASO, RG6042) Antisense oligonucleotide (ASO) targeting human HTT mRNA Indication Huntington’s disease Phase II Phase/study GENERATION HD2 # of patients N=300 Neurology Patients aged 25 to 50 years with prodromal (very early subtle signs of HD) or early manifest HD ▪ ARM A: Tominersen
Slide 95: Trontinemab (RG6102)
Trontinemab (BS-anti-Aβ mAb, RG6102) A novel BrainshuttleTM bispecific 2+1 monoclonal antibody targeting Aβ Prodromal or mild to moderate Alzheimer's Indication Early Alzheimer's Disease Disease Phase III Phase III Phase/study Phase I/II TRONTIER 1 TRONTIER 2 # of patients N=210 N=800 N=800 Neurolog
Slide 96: Sefaxersen (ASO factor B, RG6299)
Sefaxersen (ASO factor B, RG6299) Antisense oligonucleotide that targets factor B Indication IgA nephropathy (IgAN) Phase III Phase/study IMAGINATION # of patients N=428 ▪ ARM A: Sefaxersen SC at week 1, 3, 5 following Q4W dosing for 104 weeks ▪ ARM B: Placebo Immunology Design ▪ Change in UPCR at w
Slide 97: Afimkibart (anti-TL1A, RG6631)
Afimkibart (anti-TL1A, RG6631) A monoclonal antibody targeting TL1A, blocking TH1 and TH17 pathways Indication Moderate to severe ulcerative colitis Moderate to severe ulcerative colitis Phase III Phase III Phase/study AMETRINE-1 AMETRINE-2 # of patients N=400 N=350 ▪ ARM A: Afimkibart IV induction
Slide 98: Afimkibart (anti-TL1A, RG6631)
Afimkibart (anti-TL1A, RG6631) A monoclonal antibody targeting TL1A, blocking TH1 and TH17 pathways Indication Moderate to severe Crohn's Disease Phase III Phase III Phase/study SIBERITE-1 SIBERITE-2 # of patients N=600 N=425 ▪ Treat-through design with no re-randomization after induction ▪ Inductio
Slide 99: Afimkibart (anti-TL1A, RG6631)
Afimkibart (anti-TL1A, RG6631) A monoclonal antibody targeting TL1A, blocking TH1 and TH17 pathways Metabolic Dysfunction-associated Indication Atopic dermatitis Rheumatoid Arthritis (RA) Steatohepatitis (MASH) Phase II Phase Ib Phase IIb Phase/study VELARITE FIBROLITE dRAvite # of patients N=160 N=
Slide 100: Vamikibart (anti-IL-6, RG6179)
Vamikibart (anti-IL-6, RG6179) A monoclonal antibody that potently binds interleukin-6 (IL-6) cytokine Indication Uveitic macular edema (UME) Phase III Phase III Phase/study MEERKAT SANDCAT # of patients N=225 N=225 ARM A: Vamikibart low-dose Q4W to week 12, followed by PRN ARM A: Vamikibart low-dos
Slide 101: Enicepatide (CT-388, RG6640)
Enicepatide (CT-388, RG6640) Once-weekly subcutaneous injectable dual GLP-1/GIP receptor agonist Indication Overweight/obesity without type 2 diabetes Phase/study Phase II Phase III Enith 1 # of patients N=450 N=2000 ▪ enicepatide (low/med/high dose) vs. placebo ▪ Arm 1: Placebo Arm 2: CT-388 dosing
Slide 102: Enicepatide (CT-388, RG6640)
Enicepatide (CT-388, RG6640) Once-weekly subcutaneous injectable dual GLP-1/GIP receptor agonist Indication Overweight/obesity with type 2 diabetes Phase/study Phase II Phase III Enith 2 # of patients N=360 N=1600 ▪ enicepatide (low/med/high dose) vs. placebo ▪ Arm 1: Placebo Arm 2: Enicepatide dosi
Slide 103: CT-996 (GLP-1 RA, RG6652)
CT-996 (GLP-1 RA, RG6652) Once-daily oral small molecule GLP-1 receptor agonist Overweight/obesity with or without type 2 Indication Obesity without type 2 diabetes Glycaemic control trial with T2D participants diabetes Phase/study Phase I Phase II Phase II # of patients N=118 N=340 N=240 Cardiovasc
Slide 104: Acmopatide (CT-868, RG6641)
Acmopatide (CT-868, RG6641) Once-daily subcutaneous injectable dual GLP-1/GIP receptor agonist Indication Type 1 diabetes with BMI ≥ 27 Phase/study Phase II # of patients N=96 Cardiovascular, Renal & Metabolism ▪ ARM A: Acmopatide low dose ▪ ARM B: Acmopatide medium dose Design ▪ ARM C: Acmopatide h
Slide 105: Emugrobart (RG6237, GYM 329)
Emugrobart (RG6237, GYM 329) Recycling and antigen-sweeping monoclonal anti-latent myostatin antibody Indication Obesity Phase II Phase/study Phase Ib GYMINDA # of patients N=30-36 N=234 ▪ Cohort A (n=15-18): Single dose emugrobart 50mg SC ▪ 48w DB Tx period: ▪ Cohort B (n=15-18): Multiple dosing 18
Slide 106: Pegozafermin (RG6881)
Pegozafermin (RG6881) Fibroblast growth factor 21 (FGF21) analog Indication MASH F2-F3 MASH with compensated cirrhosis (F4) Phase III Phase III Phase/study ENLIGHTEN-Fibrosis ENLIGHTEN-Cirrhosis # of patients N=1050 N=762 ▪ ARM A: Placebo ▪ ARM A: Placebo ▪ ARM B: Pegozafermin 30mg QW ▪ ARM B: Pegoz
Slide 107: Roche Group development pipeline
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 108: pRED oncology development programs
pRED oncology development programs Molecule Indication Phase # of patients Status CT Identifier Oncology mosperafenib ISRCTN solid tumors I 292 FPI Q1 2022 (BRAFi (3), (RG6344)) 13713551 CEA212Pb PRIT (RG6375)1 metastatic Colorectal Cancer (mCRC) I 160 FPI expected Q2 2026 NCT07416552 PanRAS inhibit
Slide 109: pRED neurology development programs
pRED neurology development programs Molecule Indication Phase # of patients Status CT Identifier Neurology ISRCTN16295177 BrainshuttleTM-CD20 (RG6035) multiple sclerosis I 119 FPI Q3 2021 NCT05704361 nivegacetor (gamma-secretase FPI Q2 2024 Alzheimer's disease II 255 NCT06402838 modulator, RG6289) R
Slide 110: pRED immunology, ophthalmology and CVRM development programs
pRED immunology, ophthalmology and CVRM development programs Molecule Indication Phase # of patients Status CT Identifier Immunology selnoflast* asthma Ib 60 FPI Q1 2024 (NLRP3i, RG6418) CD19 x CD3 (RG6382) SLE I 70 FPI Q4 2023 NCT05835986 NME (RG6498) IBD I FPI Q1 2026 anti-TSLP:IL33 (RG6981)1 COPD
Slide 111: Roche Group development pipeline
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 112: gRED oncology development programs -1
gRED oncology development programs -1 Molecule Indication Phase # of patients Status CT Identifier Oncology FPI Q3 2017 R/R MM I 355 LPI Q2 2023 NCT03275103 Data presented at ASH 2020-2024 NCT04910568 R/R MM I 120 FPI Q2 2021 (CAMMA1) cevostamab (anti-FcRH5 x CD3; RG6160) BCMA-experienced R/R MM I/I
Slide 113: gRED oncology development programs -2
gRED oncology development programs -2 Molecule Indication Phase # of patients Status CT Identifier Oncology AR degrader (RG6537, GDC-2992)1 mCRPC I ~160 FPI Q2 2023 NCT05800665 NME (RG6468) solid tumors I 110 FPI Q4 2023 NCT06031441 KRAS G12D inhibitor (RG6620) solid tumors with KRAS G12D mutations
Slide 114: gRED neurology, immunology, ophthalmology development programs
gRED neurology, immunology, ophthalmology development programs Molecule Indication Phase # of patients Status CT Identifier Neurology P-CD19 x CD20-ALLO1 CAR-T multiple Sclerosis I ~60 FPI Q4 2025 NCT07008378 (RG6540) Immunology TMEM16A potentiator (RG6421, muco-obstructive respiratory disease Ic 12
Slide 115: Roche Group development pipeline
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 116: Q1 2026: Pharma Division sales
Q1 2026: Pharma Division sales Top 20 products Global US Europe Japan International CHFm % CER CHFm % CER CHFm % CER CHFm % CER CHFm % CER Ocrevus 1,692 6 1,117 3 363 9 - - 212 24 Hemlibra 1,190 13 613 15 252 5 81 18 244 14 Vabysmo 1,024 13 652 4 190 0 37 39 145 126 Tecentriq 811 4 378 6 202 -6 69 0
Slide 117: Q1 2026: Pharma Division sales
Q1 2026: Pharma Division sales Products launched since 2015 Global US Europe Japan International CHFm % CER CHFm % CER CHFm % CER CHFm % CER CHFm % CER Cotellic 11 -5 5 -8 2 -13 - - 4 4 Alecensa 401 12 105 -7 63 -5 43 4 190 39 Tecentriq 811 4 378 6 202 -6 69 0 162 14 Ocrevus 1,692 6 1,117 3 363 9 -
Slide 118: Q1 2026: Pharma Division sales
Q1 2026: Pharma Division sales Product sales Pharmaceuticals Division Global US Europe Japan International CHFm % CER CHFm % CER CHFm % CER CHFm % CER CHFm % CER Ocrevus 1,692 6 1,117 3 363 9 - - 212 24 Hemlibra 1,190 13 613 15 252 5 81 18 244 14 Vabysmo 1,024 13 652 4 190 0 37 39 145 126 Tecentriq
Slide 119: Pharma Division CER sales growth in %
Pharma Division CER sales growth1 in % Global top 20 products Q1/25 Q2/25 Q3/255 Q4/25 Q1/26 Ocrevus 6 10 6 16 6 Hemlibra 11 22 4 8 13 Vabysmo 18 19 4 7 13 Tecentriq 0 -1 4 8 4 Xolair 26 41 34 26 26 Phesgo 52 57 51 34 27 Perjeta -10 -14 -14 -13 -11 Actemra / RoActemra -1 8 -2 -10 -4 Evrysdi 18 -1 10
Slide 120: Pharma Division CER sales growth in %
Pharma Division CER sales growth1 in % Top 20 products by region US Europe Japan International Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Ocrevus 8 1 17 3 14 12 14 9 - - - - 23 35 11 24 Hemlibra 21 -1 6 15 7 14 12 5 12 11 5 18 60 9 18 14 Vabysmo 10 -4 -1 4 25 9 13 0 28 17 15 39 130 111 118 126
Slide 121: Q1 2026: CER sales growth (%)
Q1 2026: CER sales growth (%) Quarterly development 2025 vs. 2024 2026 vs. 2025 Q1 Q2 Q3 Q4 Q1 Pharma Division 8 11 7 9 7 United States 6 13 5 9 5 Europe 5 5 5 7 -1 Japan 3 7 6 4 14 International 18 11 11 16 16 Diagnostics Division 0 0 2 6 3 Roche Group 6 8 6 8 6 0 CER: Constant exchange rates (2025
Slide 122: Ocrevus
Ocrevus Global sales CER growth Regional sales CER growth CHFbn +6% 2.0 US +3% 1.5 Europe +9% 1.0 0.5 International +24% 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 1,692m ▪ US: Moving into earlier lines displacing orals; SC launch ongoing; #1 in US for both dynamic and total patient sh
Slide 123: Hemlibra
Hemlibra Global sales CER growth Regional sales CER growth CHFbn +13% 1.4 US +15% 1.2 Europe +5% 1.0 0.8 Japan +18% 0.6 0.4 International +14% 0.2 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 1,190m ▪ US: Continued share gains in non-inhibitor patients ▪ EU: Continued share gains in non-
Slide 124: Vabysmo
Vabysmo Global sales CER growth Regional sales CER growth CHFbn +13% 1.2 US +4% 1.0 Europe 0% 0.8 0.6 Japan +39% 0.4 International +126% 0.2 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 1,024m ▪ US: Return to growth with sales impacted by branded market contraction, continued market shar
Slide 125: Tecentriq
Tecentriq Global sales CER growth Regional sales CER growth CHFbn +4% 1.0 US +6% Europe -6% 0.8 Japan 0% 0.6 0.4 International +14% 0.2 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 811m ▪ US: Growth driven by new indications ▪ EU: Growth in Q1 impacted by buying patterns ▪ International:
Slide 126: Xolair
Xolair Global sales CER growth Regional sales CER growth CHFbn +26% 0.8 0.7 0.6 US +26% 0.5 0.4 0.3 0.2 0.1 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 708m ▪ US: Strong food allergy launch as key growth driver; Strong CSU performance driving additional growth CER: Constant exchange rat
Slide 127: Phesgo
Phesgo Global sales CER growth Regional sales CER growth CHFbn +27% 0.8 US +2% 0.7 Europe +7% 0.6 0.5 Japan +23% 0.4 0.3 0.2 International +78% 0.1 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 686m ▪ US: Strong growth driven by adjuvant BC; increasing conversion rates from Perjeta+Hercep
Slide 128: Perjeta
Perjeta Global sales CER growth Regional sales CER growth CHFbn -11% 1.2 US -12% Europe -15% 1.0 0.8 Japan -19% 0.6 0.4 International -9% 0.2 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 672m ▪ US: Increasing conversion to Phesgo ▪ EU: Conversion to Phesgo ▪ Japan: Conversion to Phesgo ▪
Slide 129: Actemra/RoActemra
Actemra/RoActemra ra / RoActemra Global sales CER growth Regional sales CER growth CHFbn -4% 0.8 US -3% Europe -16% 0.6 Japan +9% 0.4 0.2 International +5% 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 534m ▪ US: Decline due to biosimilars ▪ EU: Decline due to biosimilars ▪ Japan: Maintai
Slide 130: Evrysdi
Evrysdi Global sales CER growth Regional sales CER growth CHFbn +19% 0.5 US +15% Europe +13% 0.4 0.3 Japan +4% 0.2 International +40% 0.1 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 464m ▪ US: Strong uptake across all patient segments; including treatment-naïve patients ▪ EU: Continued
Slide 131: Kadcyla
Kadcyla Global sales CER growth Regional sales CER growth CHFbn -4% US -11% 0.6 Europe -6% 0.5 0.4 Japan +6% 0.3 0.2 International +5% 0.1 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 439m ▪ US: Q1 impacted by competition in metastatic BC ▪ EU: Share decline in metastatic BC due to compe
Slide 132: Polivy
Polivy Global sales CER growth Regional sales CER growth CHFbn +26% 0.6 US +26% Europe -32% 0.4 Japan +24% 0.2 International +120% 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 407m ▪ US: Strong growth following approval in 1L DLBCL ▪ EU: Strong growth following approval in 1L DLBCL; Q1 i
Slide 133: Alecensa
Alecensa Global sales CER growth Regional sales CER growth CHFbn +12% 0.6 US -7% Europe -5% 0.4 Japan +4% 0.2 International +39% 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 401m ▪ US: Strong position in 1L ALK+ NSCLC is maintained; competitive pressure in 1L ▪ EU: Strong position in 1L
Slide 134: MabThera/Rituxan
MabThera/Rituxan Global sales CER growth Regional sales CER growth CHFbn +10% 0.5 US +16% 0.4 Europe -8% Japan -6% 0.3 0.2 International +6% 0.1 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 292m ▪ US: Biosimilar erosion slowing; Q1 boosted by Q1 2025 base effect ▪ EU: Biosimilar erosion
Slide 135: TNKase/Activase
TNKase/Activase Global sales CER growth Regional sales CER growth CHFbn -2% 0.4 0.3 US -2% 0.2 0.1 International -4% 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 255m ▪ Spontaneous TNKase use in AIS early time window CER: Constant exchange rates 135
Slide 136: Gazyva
Gazyva Global sales CER growth Regional sales CER growth CHFbn +10% 0.3 US +1% Europe -2% 0.2 Japan +28% 0.1 International +45% 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 247m ▪ US: Growth impacted by Venclexta + acalabrutinib launch in 1L CLL ▪ EU: Growth in 1L CLL offset by price cut
Slide 137: Herceptin
Herceptin Global sales CER growth Regional sales CER growth CHFbn -12% 0.6 US -16% Europe -7% 0.5 0.4 Japan -24% 0.3 0.2 International -14% 0.1 0.0 Q1 2023 Q1 2024 Q1 2025 Q1 2026 Q1 2026 sales of CHF 234m ▪ US: Biosimilar erosion slowing; Switching of patients with residual disease to Kadcyla; Conv
Slide 138: Roche Group development pipeline
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 139: Q1 2026: Diagnostics Division CER growth
Q1 2026: Diagnostics Division CER growth By Region and Customer Area (vs. 2025) Global EMEA North America Asia-Pacific Latin America CHFm % CER CHFm % CER CHFm % CER CHFm % CER CHFm % CER Core Lab Core Lab 1,798 4 742 5 374 10 513 -5 169 11 Molecular Lab 571 0 165 3 310 1 74 -7 22 -5 Near Patient Ca
Slide 140: Q1 2026: Diagnostics Division quarterly sales and CER growth
Q1 2026: Diagnostics Division quarterly sales and CER growth Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 CHFm % CER CHFm % CER CHFm % CER CHFm % CER CHFm % CER Core Lab 1,904 -1 1,935 -3 1,849 0 1,926 6 1,798 4 Molecular Lab 634 2 616 3 611 5 666 6 571 0 Near Patient Care 536 -5 482 0 459 -5 506 -2 465 -5 Patholo
Slide 141: Q1 2026: Diagnostics Division regional sales
Q1 2026: Diagnostics Division regional sales Growth across regions, offset by APAC Sales YTD CHFm / % of total sales Total CHFm = 3,253 (3% at CER) Growth at CER % +88 249 / -39 EMEA +3 +24 8% +69 North America +6 725 / 22% of which US +5 1,206 / 37% Asia-Pacific -5 1 of which China -14 +35 1,073 /
Slide 142: Core Lab
Core Lab 2026 vs. 2025 CER growth CHFbn +4% 2.5 -2% 2.0 +9% +3% 1.5 1.0 0.5 0.0 Q1 2024 Q1 2025 Q1 2026 Immunodiagnostics Clinical Chemistry Other CER: Constant exchange rates (avg. full year 2025) 142
Slide 143: Molecular Lab
Molecular Lab 2026 vs. 2025 CER growth CHFbn 0% 0.7 -3% 0.6 -33% 0.5 +12% 0.4 +4% 0.3 -16% -5% 0.2 -9% 0.1 +10% 0.0 Q1 2024 Q1 2025 Q1 2026 Infectious Diseases Blood Screening MD Systems Open Molecular Systems Cervical Cancer Sequencing ML PHCS Other CER: Constant exchange rates (avg. full year 2025
Slide 144: Near Patient Care
Near Patient Care 2026 vs. 2025 CER growth CHFbn -5% 0.6 -30% 0.5 -25% 0.4 +8% -2% 0.3 -5% 0.2 -11% 0.1 0.0 Q1 2024 Q1 2025 Q1 2026 Clinical Chem. & Immunodiagn. Hospital Glucose Coagulation & Urinalysis BGM POC MDx Other CER: Constant exchange rates (avg. full year 2025); BGM: Blood Glucose Monitor
Slide 145: Pathology Lab
Pathology Lab 2026 vs. 2025 CER growth CHFbn +12% 0.5 +87% 0.4 +23% +12% 0.3 +9% 0.2 0.1 0.0 Q1 2024 Q1 2025 Q1 2026 Advanced Staining Primary Staining PL PHCS Other CER: Constant exchange rates (avg. full year 2025); PHCS: Personalised Healthcare Solutions; PL: Pathology Lab 145
Slide 146: Roche Group development pipeline
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 147: CHF/USD
CHF/USD Monthly averages 0.95 0.90 0.85 -11% 0.80 0.75 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2025 2026 Year-to-date averages 0.95 0.90 0.85 -13% 0.80 0.75 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2025 2026 147
Slide 148: CHF/USD
CHF/USD 0.95 YTD Mar 2026 -6% 0.93 0.91 0.89 0.87 0.85 0.83 0.81 0.79 0.77 0.75 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec avg. full year 2025 avg. full year 2026 monthly avg. 2025 monthly avg. 2026 148
Slide 149: CHF/EUR
CHF/EUR Monthly averages 1.00 0.95 -5% 0.90 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2025 2026 Year-to-date averages 1.00 0.95 0.90 -3% 0.85 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2025 2026 149
Slide 150: CHF/EUR
CHF/EUR 0.96 YTD Mar 2026 -2% 0.95 0.94 0.93 0.92 0.91 0.90 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec avg. full year 2025 avg. full year 2026 monthly avg. 2025 monthly avg. 2026 150
Slide 151: Average CHF exchange rates
Average CHF exchange rates YTD Mar YTD Mar YTD Mar 2026 vs. YTD Mar 2025 2026 2025 USD 0.78 0.90 -13% EUR 0.92 0.95 -3% JPY 0.50 0.59 -15% -18% -15% -12% -9% -6% -3% 0% 151
Slide 152: Exchange rate impact on sales growth
Exchange rate impact on sales growth Q1 2026: Negative impact of JPY, USD, CNY, and EUR Development of average exchange rates versus prior year period Q1 HY YTD Sep FY CHF / USD -12.9% CHF / EUR -3.0% CHF / JPY -15.3% CHF / CNY -8.3% Difference in CHF / CER -10.6%p growth 6.0% Sales growth 2026 vs.
Slide 153: Doing now what patients need next
Doing now what patients need next