Roche Holding Ltd · SIX:RO
Roche — Investor Day (September 2025)
8 slides from Roche's investor day presentation, Sep 22, 2025
Slide 1: Oncology/Hematology
Oncology/Hematology US EU5 China Breast Cancer HER2+ BC Phesgo, Kadcyla, Perjeta, Herceptin, Itovebi Neoadjuvant (treated) 23,831 23,291 38,854 Adjuvant (treated) 15,887 35,718 87,884 1L (treatment eligible) 10,298 10,207 33,136 1L (treatment eligible) PIKC3A+ 3,810 3,777 12,260 2L (treatment eligib
Slide 2: KRAS G12C NSCLC, SCLC, GI cancer and lymphomas
KRAS G12C NSCLC divarasib KRAS G12C mutation prevalence 36,209 27,945 NA 1L (drug-treated) 27,183 36,065 NA 2L (drug-treated) 18,113 16,214 NA Small Cell Lung Cancer (ES-SCLC) Tecentriq Incidence 33,538 33,538 127,849 1L (drug-treated) 24,052 20,534 90,256 Gastrointestinal Cancer Hepatic Cell Carcin
Slide 3: Multiple Myeloma, Hemophilia A, PNH, aHUS
Multiple Myeloma (MM) cevostamab R/R 32,779 25,268 23,039 Hemophilia A Hemlibra, NXT007, SPK-8011QQ Pediatric haemophilia A (0-11 years) 5,275 4,866 6,410 Adult haemophilia A (12+ years) 20,456 22,324 24,943 Inhibitor patients 1,785 894 1,688 Non-inhibitor patients 23,946 26,296 29,665 Paroxysmal no
Slide 4: Neurology
Neurology US EU5 China Multiple Sclerosis (MS) Ocrevus, fenebrutinib RRMS diagnosed prevalence 436,881 483,382 30,602 RRMS treated prevalence 277,788 306,483 16,219 SPMS diagnosed prevalence 116,392 117,880 2,063 SPMS treated prevalence 74,878 51,914 640 PPMS diagnosed prevalence 58,876 63,639 1,719
Slide 5: Immunology
Immunology US EU5 China Lupus Nephritis (LN) Gazyva Diagonsed prevalence 109,202 70,766 327,878 Systemic Lupus Erythematosus (SLE) Gazyva, Lunsumio Prevalence 339,139 248,301 636,659 Membranous Nephropathy Gazyva Diagnosed prevalent cases 94,803 87,950 474,330 Pediatric Nephrotic Syndrome Gazyva Inc
Slide 6: Food Allergy, RA, IBD, Atopic Dermatitis, MASH
Food Allergy Xolair Children (1-17) Prevalence 5,642,423 5,700,000 22,200,000 Diagnosed prevalence 3,447,520 4,000,000 7,800,000 Adults (18+) Prevalence 28,893,183 24,400,000 80,300,000 Diagnosed prevalence 13,724,262 11,700,000 28,100,000 Rheumatoid Arthritis (RA) Actemra, Rituxan, afimkibart Diagn
Slide 7: Ophthalmology
Ophthalmology US EU5 China Neovascular Age-related Macular Degeneration (nAMD) Vabysmo, Susvimo wAMD population Incidence (new cases) 156,194 246,266 347,358 Prevalence (existing cases) 1,210,758 2,244,461 2,691,759 Diagnosed population Incidence (new cases) 132,765 204,401 187,573 Prevalence (exist
Slide 8: Cardiovascular, Renal & Metabolism
Uveitic Macular Edema (UME) vamikibart Non-infectious uveitis diagnosed 584,273 259,964 398,310 Uveitic Macular Edema (UME) 48,495 21,577 33,060 Thyroid Eye Disease (TED) satralizumab Diagnosed prevalence 426,858 337,319 1,311,463 Moderate-to-severe prevalence 221,838 175,305 681,567 Active moderate