Roche Holding Ltd · SIX:RO
Roche — Investor Day (2026)
11 slides from Roche's investor day presentation, 2026
Slide 1: Oncology epidemiology: breast and lung cancer
Oncology US EU5 China Breast Cancer HER2+ BC Phesgo, Kadcyla, Perjeta, Herceptin, Itovebi Neoadjuvant (treated) 24,030 23,443 43,523 Adjuvant (treated) 17,401 35,941 89,885 1L (treatment eligible) 9,276 10,298 33,671 1L (treatment eligible) PIKC3A+ 3,432 3,810 12,458 2L (treatment eligible) 6,718 7,
Slide 2: Oncology epidemiology: KRAS G12C NSCLC, SCLC, HCC
Oncology US EU5 China KRAS G12C NSCLC Divarasib KRAS G12C mutation prevalence 18,611 19,723 NA 1L (drug-treated) 11,708 12,498 NA 2L (drug-treated) 4,555 4,590 NA Small Cell Lung Cancer (ES-SCLC) Tecentriq Incidence 25,498 33,964 120,774 1L (drug-treated) 19,596 20,820 84,879 Gastrointestinal Cancer
Slide 3: Hematology epidemiology
Hematology US EU5 China Indolent Non-Hodkin's Lymphoma (iNHL) Follicular lymphoma (FL) Lunsumio, Columvi, Gazyva, Rituxan 1L (drug-treated) 10,873 11,409 10,797 2L (drug-treated) 3,697 3,198 7,648 3L+ (drug-treated) 2,396 3,863 4,957 Aggressive Non-Hodkin's Lymphoma (aNHL) Diffuse Large B-Cell Lymph
Slide 4: Hematology epidemiology: hemophilia, PNH, aHUS, SCD, VWD
Inhibitor patients 1,811 888 1,687 Non-inhibitor patients 24,031 26,156 29,910 Paroxysmal nocturnal hemoglobinuria (PNH) PiaSky Diagnosed Prevalence 7,610 7,296 NA Drug Treated Prevalence 2,664 1,824 NA Atypical Hemolytic Uremic Syndrome (aHUS) PiaSky Diagnosed Prevalence 3,274 3,261 NA Drug Treated
Slide 5: Neurology epidemiology
Neurology US EU5 China Multiple Sclerosis (MS) Ocrevus, fenebrutinib RRMS diagnosed prevalence 444,166 584,720 30,580 RRMS treated prevalence 286,487 382,424 16,207 SPMS diagnosed prevalence 118,333 98,581 2,062 SPMS treated prevalence 76,325 38,132 639 PPMS diagnosed prevalence 59,858 65,712 1,718
Slide 6: Neurology epidemiology: Parkinson's, MOGAD, autoimmune encephalitis
Prasinezumab Diagnosed population 1,173,755 1,496,317 2,091,723 Early PD (H&Y stage 1 and 2) 756,343 777,714 765,473 L-Dopa treated patients 468,933 528,846 512,867 Myelin Oligodendrocyte Glycoprotein Antibody-Associated Disease (MOGAD) Enspryng Diagnosed population 12,174 14,781 NA Autoimmune Encep
Slide 7: Immunology epidemiology
Immunology US EU5 China Lupus Nephritis (LN) Gazyva Diagnosed prevalence 104,793 115,029 469,051 Systemic Lupus Erythematosus (SLE) including lupus nephritis Gazyva, Lunsumio Prevalence 259,165 275,087 1,052,396 Prevalence without LN 154,372 160,058 583,345 Membranous Nephropathy Gazyva Diagnosed pr
Slide 8: Immunology epidemiology: food allergy, RA, IBD, AD
Food Allergy Xolair Children (1-17) Prevalence 5,657,093 5,600,000 21,600,000 Diagnosed prevalence 3,456,484 3,900,000 7,600,000 Adults (18+) Prevalence 29,144,553 24,400,000 80,700,000 Diagnosed prevalence 13,843,663 11,700,000 28,200,000 Rheumatoid Arthritis (RA) Actemra, Rituxan, Afimkibart Diagn
Slide 9: Ophthalmology epidemiology
Ophthalmology US EU5 China Neovascular Age-related Macular Degeneration (nAMD) Vabysmo, Susvimo wAMD population Incidence (new cases) 161,591 251,057 363'148 Prevalence (existing cases) 1,252,202 2,292,599 2'782'568 Diagnosed population Incidence (new cases) 137,352 208,377 196'100 Prevalence (exist
Slide 10: Satralizumab epidemiology
satralizumab Diagnosed prevalence 430,583 337,985 1,317,997 Moderate-to-Severe prevalence 223,774 175,651 684,963 Active Moderate-to-Severe 84,230 66,116 257,826 Incident Moderate-to-Severe (including newly diagnosed and progressed) 12,655 10,638 42,615
Slide 11: Cardiovascular, Renal & Metabolism epidemiology
Cardiovascular, Renal & Metabolism US EU5 China Hypertension Zilebesiran HBP Treated population 60,708,000 43,181,208 122,881,271 Uncontrolled hypertension prevalence 8,134,837 5,999,796 18,677,953 High CV risk 4,555,509 3,359,886 10,459,654 High CV risk patients on diuretic 2,323,309 1,713,542 5,33