Roche Holding Ltd · SIX:RO

Roche — J.P. Morgan Healthcare Conference 2026

14 slides from Roche's conference presentation, Jan 12, 2026

  1. Slide 1: Slide 1

  2. 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

  3. Slide 3: Roche: Delivering the next innovation cycle

    Roche: Delivering the next innovation cycle Teresa Graham | CEO Roche Pharmaceuticals JPM Healthcare Conference 12 January 2026

  4. Slide 4: Roche Pharma: Key priorities for 2026

    Roche Pharma: Key priorities for 2026 Sustain momentum through commercial excellence, key launches and portfolio rejuvenation Maximize on-market portfolio Deliver key launches Progress post Bar NMEs Current on-market portfolio to deliver Upcoming launches to support Prepare entry into broad scale DA

  5. Slide 5: ~60% of R&D pipeline and total Pharma sales involve a partnership

    ~60% of R&D pipeline and total Pharma sales involve a partnership1 Pipeline acceleration through partnering and acquisitions * 2015 2025 Medicines brought in at pre-clinical/clinical stage Medicines brought in via Chugai strategic alliance Key recent partnerships and Medicines involving a partnered

  6. Slide 6: On-market portfolio with strong growth momentum

    On-market portfolio with strong growth momentum On-track to achieve full-year guidance on top- and bottom-line YTD Sep 2025 Pharma sales (CHFbn, YoY CER growth) +11% 2.1 ▪ Vabysmo: Continued strong global growth; US market recovery expected for 2026 3.2 ▪ Phesgo: Global conversion rate >50%*; well e

  7. Slide 7: Filing of up to three NMEs anticipated in 2026

    Filing of up to three NMEs anticipated in 2026 Two key line extensions expected to launch giredestrant Ph I Ph II Ph III evERA (post CDKi ER+/HER2- mBC) Ph I Ph II Ph III lidERA (adjuvant ER+/HER2- BC) REGENCY (LN) Approved in US/EU persevERA (1L ER+/HER2- mBC - ET sensitive) H1 2026 ALLEGORY (SLE)

  8. Slide 8: Giredestrant: Next-gen SERD with potential to replace SoC ET in ER+ BC

    Oncology/Hematology Giredestrant: Next-gen SERD with potential to replace SoC ET in ER+ BC Complemented by a portfolio of potentially BIC molecules allowing combinations Potential to redefine treatment paradigm in ER+ BC Differentiated molecules targeting key signaling nodes Low risk Medium risk Hig

  9. Slide 9: Fenebrutinib: Potential for FIC and BIC in both RMS and PPMS

    Neurology Fenebrutinib: Potential for FIC and BIC in both RMS and PPMS First and only BTKi with positive results in Ph III trials in RMS (FENhance 2) and PPMS (FENtrepid) Designed to control relapsing and progressive biology Optimized PK profile1 Free plasma concentration of BTKis fenebrutinib BTKi

  10. Slide 10: 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 giredestrant + everolimus post CDKi ER+/HER2- mBC EU filing/US approval Gazyva SLE US/EU filing Gazyva INS US/EU filing satr

  11. Slide 11: Committed to become a top 3 player in Obesity

    Cardiovascular, Renal & Metabolism Committed to become a top 3 player in Obesity Ph III-enabling data of five NMEs to be presented in 2026 Tolerability Ceiling effect on weight loss e.g. nausea/emesis is a main driver for discontinuation e.g., weight loss plateaus after 12–18 months petrelintide CT-

  12. Slide 12: Up to 19 NMEs with launch potential by 2030

    Up to 19 NMEs with launch potential by 2030 First post Bar NMEs with significant potential expected to readout in 2027 0.5-1bn peak sales 1-2bn peak sales afimkibart 2-3bn peak sales >3bn peak sales CT-388 IBD, AtD, RA, MASH Obesity +/- T2D sefaxersen CT-868 IgAN T1D with BMI ≥25 zosurabalpin CT-996

  13. Slide 13: Summary and outlook

    Summary and outlook ▪ On-track to deliver full-year 2025 guidance ▪ Current on-market portfolio to deliver growth until 2028; outlook to be updated due to upcoming 2026 launches Strong foundation ▪ Continued focus on cost discipline Sustain momentum and ▪ 2025 clinical success: 12 positive Ph III re

  14. Slide 14: Doing now what patients need next

    Doing now what patients need next 14

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