Roche Holding Ltd · SIX:RO
Roche — Bernstein's 18th Annual Strategic Decisions Conference 2021
10 slides from Roche's conference presentation, September 2021
Slide 1: Roche: Rejuvenation and Diversification
Roche: Rejuvenation and Diversification Teresa Graham | Head Pharma Global Product Strategy (GPS) Bernstein SDC Conference
Slide 2: Strong portfolio rejuvenation and diversification
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 reports; AHR=Avastin,
Slide 3: Transformation is a key enabler of our Pharma Vision
Transformation is a key enabler of our Pharma Vision Guiding principles & decentralized execution for maximum impact Global Decentralised Pharma Pharma Product Pharma Pharma execution Development Technical US International Strategy Following common VACC Pharma VITAL Outcomes principles Leadership Op
Slide 4: Many serious conditions lack adequate treatment
Many serious conditions lack adequate treatment Total clinical development spend by therapeutic area vs. global disease burden Circle Area = global prevalence, rate per 100k Note: Disease with higher mortality show lower prevalence Clinical development spend, USDbn 90 Oncology 80 30 Central Nervous
Slide 5: 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 6: 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 7: 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 8: 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 9: 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 10: 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
Roche Holding — Bernstein's 18th Annual Strategic Decisions Conference 2021 on 6ix