Roche Holding Ltd · SIX:RO

Roche — Investor Day (September 2022)

40 slides from Roche's investor day presentation, Sep 12, 2022

  1. Slide 1: Appendix: Potential target patient populations 2022

    Appendix Potential target patient populations 2022

  2. Slide 2: Oncology, Hemophilia A, Ophthalmology, Neuroscience, Immunology

    Oncology Hemophilia A Ophthalmology Neuroscience Immunology

  3. Slide 3: HER2+ early Breast Cancer (eBC)

    Herceptin + Perjeta, Phesgo HER2+ early Breast Cancer (eBC) (thousands) EU US China 1,200 2022 estimates for number of patients 1,000 504 800 467 405 600 355 400 270 255 200 ~151 278 263 254 106 ~76 101 38 32 14 37 23 36 0 21 Total BC incidence Stage I, II, III HER2 tested HER2+ HER2+ HER2+ (stage I

  4. Slide 4: HER2+ metastatic Breast Cancer (mBC)

    Perjeta, Kadcyla HER2+ metastatic Breast Cancer (mBC) (thousands) EU US China 80 2022 estimates for number of patients 70 HER2+ Rx opportunities 60 EU US China 50 37 1L1 9,096 9,918 34,293 32 40 2L 7,847 6,418 26,120 30 17 26 3L 5,694 3,897 13,610 15 20 9 4L+ 3,381 1,620 5,798 10 15 6 15 4 4 5 0 Sta

  5. Slide 5: HR+ Breast Cancer

    Giredestrant HR+ BC (thousands) EU US China 2022 estimates for number of patients 900 800 700 342 600 500 302 400 258 300 160 200 112 100 208 191 ~32 33 46 19 0 6 7 HR+ HER2- Incident cases Adjuvant treated HR+ HER2- 1L drug-treated HR+ HER2+ 1L drug-treated Source: Roche/Genentech 5

  6. Slide 6: Triple Negative Breast Cancer (TNBC)

    Tecentriq Triple Negative Breast Cancer (TNBC) (thousands) EU US China 120 2022 estimates for number of patients 100 48 80 60 41 31 40 11 11 17 20 11 29 26 8 12 9 0 TNBC incidence TNBC neoadjuvant TNBC adjuvant treated TNBC 1L drug-treated Source: Roche/Genentech 6

  7. Slide 7: Non Squamous Non-Small Cell Lung Cancer

    Tecentriq, Tiragolumab Non Squamous Non-Small Cell Lung Cancer (NSq NSCLC) (thousands) EU US China 1,400 2022 estimates for number of patients 1,200 1,000 829 800 600 605 400 444 264 200 145 ~144 200 74 202 93 107 72 18 149 51 28 93 15 0 16 8 28 22 NSCLC incidence Stage II-IIIB Stage I-III (Operable

  8. Slide 8: ALK+ Non-Small Cell Lung Cancer

    Alecensa ALK+ Non-Small Cell Lung Cancer (NSCLC) (thousands) EU US China 2022 estimates for number of patients 40 35 30 25 23 20 16 15 10 10 5 3 5 3 7 6 3 0 Stage I-III (Operable) Adjuvant Treatment ALK+ mNSCLC ALK+ 1L eligible mNSCLC ALK+ 1L drug treated Source: Roche/Genentech 8

  9. Slide 9: ROS1+ and RET+ metastatic NSCLC

    Rozlytrek (ROS1+), Gavreto (RET+) ROS1 + and RET+ metastatic Non-Small Cell Lung Cancer (mNSCLC) (thousands) EU US 250 2022 estimates for number of patients 200 88 150 68 100 114 50 91 ~1.9 ~1.9 0 1 1 mNSCLC 1L treated mNSCLC ROS1 tested mNSCLC ROS1+ 1L drug treated mNSCLC 1L treated RET+ Source: Ro

  10. Slide 10: KRAS G12C Non-Small Cell Lung Cancer

    GDC-6036 KRAS G12C Non-Small Cell Lung Cancer (NSCLC) (thousands) EU US 2022 estimates for number of patients 70 60 50 27 34 40 30 18 20 35 26 10 15 0 KRAS G12C mutation prevalence KRAS 1L drug treated KRAS 2L drug treated Source: Roche/Genentech 10

  11. Slide 11: Small Cell Lung Cancer (SCLC)

    Tecentriq Small Cell Lung Cancer (SCLC) (thousands) EU US China 2022 estimates for number of patients 200 180 160 140 120 115 100 84 80 81 60 28 40 21 23 20 32 23 20 0 SCLC incidence SCLC Extensive 1 stage mSCLC 1L drug-treated Source: Roche/Genentech; 1does not include recurrent 11

  12. Slide 12: Adjuvant Squamous Cell Carcinoma of the Head and Neck

    Tecentriq Adjuvant Squamous Cell Carcinoma of the Head and Neck (SCCHN) (thousands) EU US China 2022 estimates for number of patients 200 180 160 77 140 120 100 49 43 80 60 32 28 40 63 19 11 ~16.3 20 38 10 22 8 2 11 4 0 3 5 Total SCCHN incident Early stage patients Locally advanced stage Metastatic

  13. Slide 13: Hepatic Cell Carcinoma (HCC)

    Tecentriq Hepatic Cell Carcinoma (HCC) (thousands) EU US China 2022 estimates for number of patients 450 400 350 300 250 320 200 150 203 100 50 32 ~10.2 34 14 0 8 1 0.837 15 HCC incidence Adjuvant stage 0/A and B 1L treated Source: Roche/Genentech 13

  14. Slide 14: Esophageal Cancer Squamous Cell Carcinomas

    Tiragolumab ESCC (thousands) EU US China 2022 estimates for number of patients 250 200 150 170 100 152 50 17 28 4 12 0 Esophageal Cancer Incident Squamous Cell Carcinomas Source: Roche/Genentech 14

  15. Slide 15: Indolent Non-Hodgkin's Lymphoma (iNHL)

    Gazyva, Rituxan, Lunsumio, glofitabmab Indolent Non-Hodkin’s Lymphoma (iNHL) (thousands) EU US 70 2022 estimates for number of patients 60 50 27 40 21 30 14 20 32 11 27 10 14 12 5 2 3 4 0 NHL Indolent disease Drug treated indolent 1L FL Incidence Drug treated FL 1L Drug treated FL 2L Drug treated FL

  16. Slide 16: Aggressive Non-Hodgkin's Lymphoma (DLBCL)

    Polivy, Rituxan, Lunsumio, glofitmab Aggrssive Non-Hodgkin’s Lymphoma (aNHL/DLBCL) (thousands) EU US China 120 2022 estimates for number of patients 100 53 80 45 60 30 40 28 17 20 29 26 13 8 7 3 0 4 DLBCL incident patients 1L DLBCL treated 2L DLBCL treated 3L+ DLBCL treated Source: Roche/Genentech 1

  17. Slide 17: Chronic Lymphocytic Leukemia (CLL)

    Gazyva, Venclexta, Rituxan Chronic Lymphocytic Leukemia (CLL) (thousands) EU US 2022 estimates for number of patients 50 45 40 35 25 30 25 19 18 20 15 10 22 15 15 5 0 Incidence cases (preliminary) CLL 1L CLL R/R (relapsed/refractory, 2L+) Source: Roche/Genentech 17

  18. Slide 18: Acute Myeloid Leukemia (AML)

    Venclexta Acute Myeloid Leukemia (AML) (thousands) EU US China 70 2022 estimates for number of patients 60 50 24 40 30 22 10 12 20 8 11 11 10 16 9 6 9 2 2 8 3 3 3 2 0 Incidence cases Fit for intensive induction Fit for low dose intensive Unfit for induction 1L relapsed or refractory 2L relapsed or r

  19. Slide 19: Multiple Myeloma (MM)

    Venclexta, Cevostamab Multiple Myeloma (MM) (thousands) EU US China 90 2022 estimates for number of patients 80 23 70 21 60 50 33 40 28 30 20 28 26 10 3 5 4 0 Diagnosed MM Diagnosed MM t(11;14) RR (2L+) Source: Roche/Genentech; Venclexta in collaboration with AbbVie 19

  20. Slide 20: Oncology, Hemophilia A, Ophthalmology, Neuroscience, Immunology

    Oncology Hemophilia A Ophthalmology Neuroscience Immunology

  21. Slide 21: Hemophilia A

    Hemlibra Hemophilia A (thousands) EU US China 80 2022 estimates for number of patients 70 60 23 50 19 40 21 30 15 20 5 24 10 21 ~3.2 7 1 1 5 0 1 Inhibitor patients Non-inhibitor patients Pediatric haemophilia A Adult haemophilia A Source: Roche/Genentech 21

  22. Slide 22: Oncology, Hemophilia A, Ophthalmology, Neuroscience, Immunology

    Oncology Hemophilia A Ophthalmology Neuroscience Immunology

  23. Slide 23: Neovascular Age-related Macular Degeneration (nAMD)

    Vabysmo, Susvimo, Lucentis Neovascular Age-related Macular Degeneration (nAMD) (thousands) EU US 4,000 2022 estimates for number of patients 3,500 3,000 1,278 2,500 1,086 809 2,000 1,500 2,383 1,000 1,978 1,798 500 0 wAMD population Presenting / diagnosed population Treated population Source: Roche/

  24. Slide 24: Diabetic Macular Edema (DME)

    Vabysmo, Susvimo, Lucentis Diabetic Macular Edema (DME) (thousands) EU US 6,000 2022 estimates for number of patients 5,000 4,000 3,341 3,000 1,874 2,000 599 1,000 1,985 1,312 964 0 DME population Presenting / diagnosed Treated population Source: Roche/Genentech 24

  25. Slide 25: Retinal Vein Occlusion (RVO)

    Vabysmo, Lucentis Retinal Vein Occlusion (RVO) (thousands) EU US 6,000 2022 estimates for number of patients 5,000 4,000 2,930 3,000 2,000 1,465 1,000 2,221 799 1,111 429 0 RVO population Presenting / diagnosed population Treated population Source: Roche/Genentech 25

  26. Slide 26: Oncology, Hemophilia A, Ophthalmology, Neuroscience, Immunology

    Oncology Hemophilia A Ophthalmology Neuroscience Immunology

  27. Slide 27: Multiple Sclerosis (MS)

    Ocrevus, fenebrutinib Multiple Sclerosis (MS) (thousands) EU US 900 2022 estimates for number of patients 800 700 385 600 500 317 400 300 451 200 332 116 100 50 ~35 110 62 37 56 23 0 12 RRMS diagnosed RRMS treated prevalence SPMS diagnosed SPMS treated prevalence PPMS diagnosed PPMS treated prevalen

  28. Slide 28: Spinal Muscular Atrophy (SMA)

    Evrysdi Spinal Muscular Atrophy (SMA) (thousands) EU US 18 2022 estimates for number of patients 16 14 12 9 10 8 5 6 4 8 3 5 2 1 2 1 0 Diagnosed prevalence Prevalence (Age 0-2 yrs) Prevalence (Age 3-17 yrs) Prevalence (Age 18+ yrs) Source: Roche/Genentech 28

  29. Slide 29: Alzheimer's Disease (AD)

    Gantenerumab , semorinemab Alzheimer’s Disease (AD) (thousands) EU US China 8,000 2022 estimates for number of patients 7,000 6,000 3,381 5,000 4,000 1,945 1,524 3,000 1,841 1,155 2,000 1,171 1,189 998 1,000 2,211 1,275 1,428 1,081 0 Mild Population Mild, Diagnosed Moderate Population Moderate, Diag

  30. Slide 30: Duchenne's Muscular Dystrophy

    SRP-9001 Duchenne’s Muscular Dystrophy (thousands) EU US 20 2022 estimates for number of patients 18 16 14 11 12 10 8 6 4 8 2 0 Diagnosed population Source: Roche/Genentech; SPR-9001 in collaboration with Sarepta 30

  31. Slide 31: Neuromyelitis Optica Spectrum Disorder (NMOSD)

    Enspryng Neuromyelitis Optica Spectrum Disorder (NMOSD) (thousands) EU US China 2022 estimates for number of patients 60 50 40 30 30 20 14 10 6 0 NMOSD diagnosed prevalent population Source: Roche/Genentech 31

  32. Slide 32: Parkinson's Disease (PD)

    Prasinezumab (RG7935) Parkinson’s Disease (PD) (thousands) EU US China 4,500 2022 estimates for number of patients 4,000 3,500 1,682 3,000 2,500 2,000 1,049 770 1,500 1,000 648 1,397 500 767 0 Diagnosed population early PD (H&Y stage 1 and 2) Source: Roche/Genentech 32

  33. Slide 33: Paroxysmal Nocturnal Hemoglobinuria (PNH)

    Crovalimab Paroxysmal Nocturnal Hemoglobinuria (PNH) (thousands) EU US 16 2022 estimates for number of patients 14 12 7 10 8 6 4 7 2 2 2 0 Diagnosed Prevalence Drug Treated Prevalence Source: Roche/Genentech 33

  34. Slide 34: Oncology, Hemophilia A, Ophthalmology, Neuroscience, Immunology

    Oncology Hemophilia A Ophthalmology Neuroscience Immunology

  35. Slide 35: Idiopathic Pulmonary Fibrosis (IPF)

    Pentraxin-2, Esbriet Idiopathic Pulmonary Fibrosis (IPF) (thousands) EU US 160 Diagnosed Prevalence by Severity 2022 estimates for number of patients 140 120 78 ~25% 100 severe 80 60 ~75% mild/moderate 40 30 69 20 26 0 Diagnosed prevalence Patients on IPF approved therapies Source: Roche/Genentech 3

  36. Slide 36: Moderate to severe Asthma

    Xolair Moderate to severe Asthma (thousands) EU Adults EU Adolescents US Adults US Adolescents 18,000 2022 estimates for number of patients 16,000 1,269 14,000 12,000 10,000 9,613 8,000 660 6,000 419 4,999 355 4,000 3,172 185 2,000 4,433 153 1,906 2,305 0 Moderate and Severe Uncontrolled Allergic So

  37. Slide 37: Chronic idiopathic urticaria (CIU)

    Xolair Chronic idiopathic urticarial (CIU) (thousands) EU US 2022 estimates for number of patients 3,000 2,500 1,098 2,000 1,098 1,500 1,000 1,662 1,409 500 0 Idiopathic Age 12+ Source: Roche/Genentech 37

  38. Slide 38: Rheumatoid Arthritis (RA)

    Actemra, Rituxan Rheumatoid Arthritis (RA) (thousands) EU US 2022 estimates for number of patients 6,000 5,000 4,000 2,987 2,489 3,000 1,966 2,000 2,320 1,000 1,934 708 1,450 580 0 Prevalent population Diagnosed Diagnosed moderate to severe Eligible for treatement with biologics Source: Roche/Genent

  39. Slide 39: Lupus Nephritis (LN)

    Gazyva Lupus Nephritis (LN) (thousands) EU US China 1,400 2022 estimates for number of patients 1,200 1,000 765 800 600 400 394 345 200 149 165 0 57 SLE Diagnosed prevalent patients LN Diagnosed prevalent patients Source: Roche/Genentech 39

  40. Slide 40: Doing now what patients need next

    Doing now what patients need next

Roche Holding — Investor Day (September 2022) on 6ix