Roche Holding Ltd · SIX:RO

Roche — Baader Investment Conference 2022

15 slides from Roche's conference presentation, Sep 19, 2022

  1. Slide 1: Roche logo

  2. Slide 2: Baader Investment Conference 2022

    Baader Investment Conference 2022 Munich, 19 September 2022

  3. Slide 3: 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

  4. Slide 4: NMEs launched in 2022: Vabysmo and Lunsumio

    2 NMEs launched in 2022: Vabysmo and Lunsumio First-in-class bispecifics launched in ophthalmology and malignant hematology Roche: Leading in bispecific antibodies • First bispecific mAb that bridges activated factor IX (FIXa) and FX to restore function of missing FVIII 2017 • Approved for severe, m

  5. Slide 5: Pharma portfolio diversification progressing

    Pharma portfolio diversification progressing HY 2022 absolute growth of products at CER HY 2022 sales split 3% Hemlibra 30% 4% Ocrevus 17% 6% 15% Evrysdi 106% Phesgo 241% Tecentriq 11% 8% Kadcyla 14% Alecensa 19% CHF 32.3bn Vabysmo n/a 17% Perjeta 5% 31% Xolair 11% Polivy 91% Ronapreve 11% 16% Enspr

  6. Slide 6: Consensus outlook 2021-25

    Consensus outlook 2021-25 Continued growth driven by already established medicines Biosimilar gap (21-25)* Consensus sales growth (21-25)* Post-HY 2022 consensus survey Ronapreve 1.6 bn Tecentriq 2.7 bn Ocrevus 2.4 bn Lucentis 1.4 bn Gap Hemlibra 2.4 bn Additional up-side by NMEs not Xolair 1.9 bn 7

  7. Slide 7: New platform technologies with cyclic peptides and CAR-Ts added

    New platform technologies with cyclic peptides and CAR-Ts added *List of pipeline molecules where targets and MOA have been disclosed = Oncology pipeline = Neuroscience and I2O pipeline 7

  8. Slide 8: Partnering and M&A to accelerate pipeline and drive PHC

    Partnering and M&A to accelerate pipeline and drive PHC Development stage at time of deal/partnership start Early stage assets Late stage assets Digital & PHC (HBV) (molecular information) (T-cell therapies) (NLRP3 inhibitors) (SRP-9001) (electronic health (SLC (SHP2 inhibitor) (Evrysdi) records) tr

  9. Slide 9: Key late-stage pipeline readouts

    Key late-stage pipeline readouts* TA Compound Indication Data readout Tecentriq Neoadjuvant NSCLC Ph III IMpower030 Tecentriq Adjuvant HCC Ph III Imbrave050 Tecentriq Neoadjuvant / adjuvant TNBC Ph III GeparDouze/NSABP B-59 Venclexta + dexamethasone t(11;14) R/R MM Ph III CANOVA 2022 Gantenerumab Al

  10. Slide 10: Major data readouts in 2022-24 drive growth in mid-term

    Major data readouts in 2022-24 drive growth in mid-term tiragolumab + Tecentriq inavolisib RG6058 RG6114 1L PD-L1+ NSCLC 1L HR+ PiK3CAm BC crovalimab giredestrant IA RG6107 RG6171 PNH 1L ER+ mBC gantenerumab SRP-9001 zinpentraxin-alpha New Molecular Entities RG1450 Alzheimer’s RG6356 DMD RG6354 IPF

  11. Slide 11: Our contribution against COVID-19

    Our contribution against COVID-19 Roche has enabled access to >1.65 billion tests to fight the COVID-19 pandemic 20+ solutions >1.65 billion COVID-19 Responsible pricing to >1’900 cobas® 6800/8800 tests enable access instruments placed1 Broad portfolio of COVID-19 Conducted with our products Costs s

  12. Slide 12: Diagnostics Division sales growth by quarter

    Diagnostics Division sales growth by quarter Strong COVID-19 sales and base business growth Diagnostics Division sales growth 55% Base business sales growth 1 48% 28% 31% 24% 18% 17% 18% 9% 10% 5% 3% 2% -2% 11% 1% -5% 8% 0% Q1 20 Q2 20 Q3 20 Q4 20 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22 Q2 22 -17% 0.1bn 0.6bn

  13. Slide 13: cobas 5800/6800/8800 molecular menu expansion driving growth

    cobas® 5800/6800/8800 molecular menu expansion driving growth Further growing the installed base in 2022 Donor Screening Blood Borne Disease Sexual Health Transplant Respiratory Antimicrobial Stewardship MPX HIV-1 HPV CMV Flu A/B & RSV (OMNI) MTB-RIF/INH WNV HBV CT/NG EBV MTB C.diff DPX HCV TV/MG BK

  14. Slide 14: cobas mass spectrometry

    cobas® mass spectrometry First fully integrated IVD platform for mass spectrometry creates a new market segment Seamless integration Increased patient access into routine testing to standardized mass spec technology Only integrated platform 50% of non-users would start on the market if integrated pl

  15. Slide 15: Doing now what patients need next

    Doing now what patients need next

Roche Holding — Baader Investment Conference 2022 on 6ix