Roche Holding Ltd · SIX:RO
Roche — Goldman Sachs 22nd European Medtech and Healthcare Services Conference 2025
26 slides from Roche's conference presentation, Sep 4, 2025
Slide 1: Roche Diagnostics
Roche Diagnostics Goldman Sachs 22nd European Medtech and Healthcare Services Conference London, 4th September 2025
Slide 2: 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
Slide 3: Our Goals as Roche Diagnostics
Our Goals as Roche Diagnostics Delivering impact for patients, society, and our business Maintain and expand Become a leader in Differentiate through Deliver disease our #1 position in the decentralized comprehensive solutions management solutions clinical laboratory testing across highest burden to
Slide 4: Roche Diagnostics product area breadth
Roche Diagnostics product area breadth Customer areas spanning diverse disciplines and settings in the clinical lab and near patient care Customer area Core Lab Molecular Lab Pathology Lab Near Patient Care ▪ Serum Work Area (immuno- ▪ Molecular work area3 ▪ Advanced staining (IHC ▪ Diabetes managem
Slide 5: HY 2025: Diagnostics sales
HY 2025: Diagnostics sales Diagnostics Division stable, growth impacted by healthcare pricing reforms in China HY 2025 HY 2024 Change in % CHFm CHFm CHF CER Diagnostics Division 6,959 7,211 -3 0 Core Lab 3,839 4,072 -6 -2 Molecular Lab 1,250 1,257 -1 3 Near Patient Care 1,018 1,094 -7 -3 Pathology L
Slide 6: HY 2025: Diagnostics highlights
HY 2025: Diagnostics highlights Diagnostics Division stable, growth impacted by healthcare pricing reforms in China CHFbn YoY CER growth ▪ Immunodiagnostics (-5%) Core Lab -2% ▪ Clinical Chemistry (+5%) ▪ Infectious diseases (-1%) +3% Molecular Lab ▪ Blood Screening (+8%) Near Patient ▪ BGM (-4%) -3
Slide 7: Roche Diagnostics industry-leading solution pipeline
Roche Diagnostics industry-leading solution pipeline Non-exhaustive Continue to deliver Disrupt the market with Become a leader in in areas of strength transformative innovations decentralized testing cobas® cobas® cobas® cobas® vital cobas® click cobas® sense cobas® i 601 Mass Spectrometry ISE neo
Slide 8: Diagnostics key launches
Diagnostics key launches Pivotal launches that will chart the future growth for Roche Diagnostics Accu-Chek® cobas® i601 Mass Spec AXELIOS NGS solution LumiraDx SmartGuide CGM Core Lab Molecular Lab Near Patient Care Near Patient Care ▪ First fully integrated IVD ▪ New data demonstrate high ▪ 14 day
Slide 9: cobas i 601: Roche's Mass Spectrometry solution
Core Lab cobas® i 601: Roche’s Mass Spectrometry solution CE mark for the first fully integrated IVD platform for clinical mass spectrometry cobas® i 601 Market opportunity ▪ The current total mass spectrometry market is CHF 3bn, primarily composed of laboratory developed tests1 ▪ Roche Diagnostics
Slide 10: Ionify assay roll-out plan wave 1
Core Lab Ionify® assay roll-out plan wave 1 Staggered launch of > 40 analytes in countries accepting CE mark in 2025 Europe and CE markets: 2025 2026 cobas® i 601 Steroids 1 Vitamin D ISDs Steroids 2 Antiepileptics 2 Antibiotics 1 Antiepileptics 1 3MV Antibiotics 2 i-pack i-pack i-pack i-pack i-pack
Slide 11: Benefits of SBX technology
Molecular Lab Benefits of SBX technology Designed to deliver flexibility and throughput with potential for future improvement Flexible operation Read length Batch flexibility Simplex: 50 - 1000+ bp Duplex: 150 - 350 bp (insert) Accuracy Duplex WGS for HG001 Urgent samples -> Q40 / F1: 99.80% (SNV) /
Slide 12: AXELIOS: Roche Sequencing solution
Molecular Lab AXELIOS: Roche Sequencing solution New data demonstrate high speed and accuracy across multiple clinical applications Whole Genome Sequencing with FFPE sample analysis in oncology Minimal residual disease in oncology SBX-Fast1 TMB [mut/Mbps] Homopolymer accuracy Colour One SBX-D (No Am
Slide 13: Accu-Chek SmartGuide CGM solution
Near Patient Care Accu-Chek® SmartGuide CGM solution Clear roadmap and focus will ensure our long-term success in diabetes management 2025 - 2026 2027 - 2029 2030+ Augment offering and scale Differentiate and expand Grow through innovation ▪ Launch full factory calibration ▪ Expand to new therapy se
Slide 14: LumiraDx: Our solution for the highly decentralized market
Near Patient Care LumiraDx: Our solution for the highly decentralized market Multi-modality: Immunoassay, clinical chemistry, potentially molecular LumiraDx Key instrument features ▪ Multi-modality: immunoassay, clinical chemistry, potentially molecular1 ▪ Multiplex testing up to 3 immunoassay analy
Slide 15: LumiraDx: Menu differentiation to serve most urgent needs
Near Patient Care LumiraDx: Menu differentiation to serve to most urgent needs Assays targeting high-prevalence diseases at the point of care CURRENT ASSAYS ASSAYS COMING SOON NT-proBNP assay HbA1c 2.0 D-Dimer assay TC Lipid panel HbA1c TG CRP (non hs) HDL, LDL (calc.) INR SARS-CoV-2 Ag assay SARS-C
Slide 16: Assay pipeline
Assay pipeline Strong pipeline of assay launches with ~130 new tests in the next three years1 Highlights (not exhaustive) Elecsys® pTau 1812 Elecsys® NfL2 Elecsys® TnT-hs Gen 6 Core Lab 77 Elecsys® Dengue Ag Elecsys® pTau2172 Elecsys® TB IGRA cobas® MPXE eplex® ME panel cobas® BV/CV Molecular Lab 22
Slide 17: Elecsys PRO-C3 CE mark
Core Lab Elecsys® PRO-C3 CE mark Elecsys® PRO-C3 together with ADAPT algorithm will advance management of liver fibrosis Elecsys® PRO-C3 Market opportunity ▪ High Disease Burden: MASLD affects 30% of the population, and remains asymptomatic in most patients until advanced stages2 Patients with signs
Slide 18: Elecsys Pepsinogen I/II JSMPA approval
Core Lab Elecsys® Pepsinogen I/II JSMPA approval Elecsys® Pepsinogen I/II will enable screening and triage for patients at high risk of atrophic gastritis Elecsys® Pepsinogen I/II Market needs and opportunity ▪ High Disease Burden: China accounts for 40% (~360k) of new global gastric cancer cases; a
Slide 19: Alzheimer's disease: Timely diagnosis & integrated patient management
Core Lab Alzheimer’s disease: Timely diagnosis & integrated patient management Leverage Pharma partnerships across the lifecycle to drive access to novel DMTs Screening & early diagnosis Diagnosis Treatment & monitoring pTau181 ApoE4p & (rule out) APOE (genetic) PET scan Patient monitoring Digital b
Slide 20: Elecsys IGRA Tuberculosis (TB)
Core Lab Elecsys® IGRA Tuberculosis (TB) Addressing highly attractive TB IGRA segment and strengthening Roche’s Infectious Disease offering Automation & consolidation of the assay Market potential and differentiation ▪ ~25% of the global population is infected with Latent Tuberculosis.1 Testing for
Slide 21: cobas BV/CV test for use on cobas x800 systems
Molecular Lab cobas® BV/CV test for use on cobas® x800 systems BV/CV assay will complete the sexual health menu and unlock growth in this expanding market Expanding sexual health assay menu Market opportunity ▪ Vaginitis is the primary growth driver in sexual health segment, with a yearly growth rat
Slide 22: cobas liat CT/NG & cobas liat CT/NG/MG
Near Patient Care cobas® liat CT/NG & cobas® liat CT/NG/MG Addressing the unmet need with two high medical value STI solutions at the point of care cobas® liat CT/NG and cobas® liat CT/NG/MG Key assay highlights ▪ Dual target assay design for CT, NG and/or MG ▪ Qualitative, differentiated results fr
Slide 23: VENTANA TROP2 RxDx FDA BDD
Pathology Lab VENTANA® TROP2 RxDx FDA BDD First AI-driven companion diagnostic for non-small cell lung cancer VENTANA® TROP2 RxDx1 Market needs and opportunity ▪ High Disease Burden: Lung cancer affects ~2.5m new patients/year; 80% have NSCLC2 ▪ TROP2 is broadly expressed in NSCLC tumours; quantifyi
Slide 24: Digital solutions pipeline
Digital solutions pipeline Leading digital portfolio with 30+ new launches over the next three years1 On market In development Highlights (not exhaustive) Clinical Workflow 10 1 navify® Clinical hub PDM One Optimization Clinical GastroFlag algorithm Chest pain triage algorithm Fib-4 algorithm Decisi
Slide 25: Roche is setting new standards for IVD and Healthcare
Roche is setting new standards for IVD and Healthcare We are the IVD1 industry We will accelerate our We are delivering We will enhance the leader with a clear growth trajectory with innovative solutions to impact of our products strategy to grow above our three key pivotal tackle society’s largest
Slide 26: Doing now what patients need next
Doing now what patients need next
Roche Holding — Goldman Sachs 22nd European Medtech and Healthcare Services Conference 2025 on 6ix