Roche Holding Ltd · SIX:RO
Roche — Investor Day (September 2023)
9 slides from Roche's investor day presentation, September 2023
Slide 1: Oncology: Breast Cancer and Lung Cancer epidemiology
Oncology US EU5 China Breast Cancer HER2+ BC Phesgo, Kadcyla, Perjeta, Herceptin Neoadjuvant (treated) 22,917 21,436 29,972 Adjuvant (treated) 15,278 36,209 83,745 1L (treatment eligible) 9,178 10,012 31,022 2L (treatment eligible) 6,567 7,974 22,220 3L (treatment eligible) 3,714 5,583 11,740 HR+/HE
Slide 2: Oncology: Lung, Head and Neck, Gastrointestinal Cancer
Oncology US EU5 China Lung Cancer ROS1+ NSCLC Rozlytrek ROS1 tested 70,680 91,892 NA 1L (drug-treated) 752 1,158 NA KRAS G12C NSCLC divarasib KRAS G12C mutation prevalence 34,772 26,367 NA 1L (drug-treated) 26,829 34,881 NA 2L (drug-treated) 17,866 15,235 NA Small Cell Lung Cancer (ES-SCLC) Tecentri
Slide 3: Hematology: Lymphoma, Leukemia, Myeloma, Hemophilia A
Hematology US EU5 China Indolent Non-Hodkin's Lymphoma (iNHL) Flollicular lymphoma (FL) Lunsumio, Columvi, Gazyva, Rituxan 1L (drug-treated) 11,560 11,807 9,673 2L (drug-treated) 4,806 3,083 6,851 3L+ (drug-treated) 2,415 3,725 NA Aggressive Non-Hodkin's Lymphoma (aNHL) Diffuse Large B-Cell Lymphoma
Slide 4: Hematology: PNH, aHUS, Sickle Cell Disease
Hematology US EU5 China Paroxysmal nocturnal hemoglobinuria (PNH) crovalimab Diagnosed prevalence 7,053 7,086 NA Drug-treated prevalence 2,328 1,772 NA Atypical Hemolytic Uremic Syndrome (aHUS) crovalimab Diagnosed prevalence 3,021 3,056 NA Drug-treated prevalence 1,678 1,851 NA Sickle Cell Disease
Slide 5: Neuroscience: MS, SMA, DMD, NMOSD
Neuroscience US EU5 China Multiple Sclerosis (MS) Ocrevus, fenebrutinib RRMS diagnosed prevalence 421,526 484,938 30,549 RRMS treated prevalence 364,818 307,915 16,191 SPMS diagnosed prevalence 112,301 118,052 2,059 SPMS treated prevalence 70,552 52,116 638 PPMS diagnosed prevalence 56,807 63,598 1,
Slide 6: Ophthalmology: nAMD, DME, RVO
Ophthalmology US EU5 Neovascular Age-related Macular Degeneration (nAMD) Vabysmo, Susvimo, Lucentis wAMD population 1,309,205 2,420,321 New 149,513 239,672 Existing 1,159,692 2,180,649 Diagnosed population 1,112,823 2,008,867 New 127,086 198,928 Existing 985,737 1,809,939 Anti-VEGF treated populatio
Slide 7: Ophthalmology: Uveitic Macular Edema
Ophthalmology US EU5 Uveitic Macular Edema (UME) IL-6 Non-infectious uveitis diagnosed 331,119 347,557 Uveitic Macular Edema (UME) 27,483 28,847
Slide 8: Immunology: Lupus Nephritis, COPD, IgAN, Asthma
Immunology US EU5 China Lupus Nephritis (LN) Gazyva Diagonsed prevalence 150,976 57,049 353,863 Systemic lupus erythematosus (SLE) Gazyva, Lunsumio Prevalence 411,122 166,561 785,073 Membranous Nephropathy Gazyva Diagnosed prevalent cases 91,891 84,457 406,969 Pediatric nephrotic syndrome Gazyva Inc
Slide 9: Immunology: CIU, Food Allergy, Rheumatoid Arthritis
Immunology US EU5 China Chrinic idiopathic urticarial (CIU) Xolair Idiopathic 1,106,741 1,663,055 NA Age 12+ 1,106,741 1,411,269 NA Food Allergy Xolair Children (1-17) Prevalence 5,900,000 5,800,000 23,200,000 Diagnosed prevalence 4,100,000 4,100,000 8,100,000 Adults (18+) Prevalence 28,800,000 24,3