Roche Holding Ltd · SIX:RO
Roche — Investor Day (September 2021)
52 slides from Roche's investor day presentation, September 2021
Slide 1: Appendix: Potential target patient populations 2021
Appendix Potential target patient populations 2021
Slide 2: Oncology, Hemophilia A, Ophthalmology, Infectious diseases, Neuroscience, Immunology
Oncology Hemophilia A Ophthalmology Infectious diseasese Neuroscience Immunology 2
Slide 3: HER2+ early Breast Cancer (eBC)
Herceptin + Perjeta, Tecentriq: HER2+ early Breast Cancer (eBC) 1,200 (thousands) 2021 estimates for number of patients 1,000 800 391 361 311 600 350 400 266 253 200 ~128k 276 262 252 81 ~65k 77 38 22 23 15 0 37 20 36 Total BC incidence Stage I, II, III HER2 tested HER2+ HER2+ HER2+ (stage I, II, II
Slide 4: HER2+ metastatic Breast Cancer (mBC)
Perjeta, Herceptin, Kadcyla, Tecentriq: HER2+ metastatic Breast Cancer (mBC) (thousands) 70 2021 estimates for number of patients 60 Adjuvant de novo Relapse 50 29.5 1L Patients 5,300 3,800 40 25.5 (Top 5 EU) 1L Patients 5,700 4,100 30 (US) 16.7 HER2+ Rx opportunities 14.4 20 ~14.5k Drug treated pat
Slide 5: HER2-/HR+ 1L and recurrent mBC
Ipatasertib, Giredestrant: HER2-/HR+ 1L and recurrent mBC 800 (thousands) 2021 estimates for number of patients 700 600 247.0 500 234.6 400 300 213.8 194.5 200 ~158.2k ~122.9k 64.3 100 206.7 84.8 ~54.9k 74.8 189.6 71.4 27.5 20.6 23.2 49.6 45.9 31.0 12.8 19.0 0 HER2- HR+ Neoadjuvant Adjuvant HER2- HR
Slide 6: Triple Negative Breast Cancer (TNBC)
Tecentriq, Ipatasertib: Triple Negative Breast Cancer (TNBC) 120 (thousands) 2021 estimates for number of patients 100 80 37.1 ~68.9k 60 31.5 30.6 40 ~31.8k ~29.4k ~29.4k 11.3 8.6 12.9 20 10.9 28.9 26.1 7.9 12.3 8.7 0 TNBC incidence TNBC neoadjuvant TNBC adjuvant treated TNBC 1L drug-treated Source:
Slide 7: Adjuvant squamous cell carcinoma of the head and neck
Tecentriq: Adjuvant squamous cell carcinoma of the head and neck (SCCHN) (thousands) 200 2021 estimates for number of patients 180 160 74.2 140 120 100 48.3 41.9 80 60 30.9 28.0 40 62.5 18.4 10.2 ~15.9k 20 37.9 9.5 21.6 7.5 1.5 1.8 3.1 11.2 3.9 4.6 0 Total SCCHN Early stage Locally advanced Metastat
Slide 8: Non Squamous Non Small Cell Lung Cancer
Tecentriq, Tiragolumab: Non Squamous Non Small Cell Lung Cancer (NSq NSCLC) (thousands) 1,400 2021 estimates for number of patients 1,200 1,000 800 800.1 600 582.9 ~447.3k 400 ~293.4k 427.3 ~263.2k 195.2 309.4 200 ~79.5k 192.6 104.0 188.2 200.2 83.4 66.3 49.8 89.3 147.5 69.6 51.0 26.7 92.2 71.5 44.3
Slide 9: ROS1+ or RET+ metastatic NSCLC
Rozlytrek (ROS1+) and Gavreto (RET+): ROS1+ or RET+ metastatic non-small cell lung cancer (mNSCLC) 2021 estimates for number of patients 250 (thousands) 200 150 86.9 67.8 100 50 113.1 90.4 ~1.9k ~1.9k 0 0.7 1.1 0.7 1.2 mNSCLC 1L treated mNSCLC ROS1 tested mNSCLC 1L treated mNSCLC 1L treated ROS1+ RE
Slide 10: ALK+ Non Small Cell Lung Cancer
Alecensa: ALK+ Non Small Cell Lung Cancer (NSCLC) (thousands) 40 2021 estimates for number of patients 35 30 ~24.3k 25 21.7 20 ~14.7k ~14.4k 15.6 15 ~7.2k 10 9.6 4.8 9.8 3.0 5 4.7 2.5 7.4 5.7 2.1 2.6 2.4 1.5 0 1.0 Stage I-III (Operable) mNSCLC ALK+ 1L mNSCLC ALK+ 1L mNSCLC ALK+ 2L mNSCLC ALK+ 3L+ Ad
Slide 11: Small Cell Lung Cancer (SCLC)
Tecentriq, Tiragolumab: Small Cell Lung Cancer (SCLC) (thousands) 180 160 2021 estimates for number of patients 140 120 ~118.9k 111.3 100 81.0 80 78.5 60 40 34.9 27.2 20 21.0 22.7 19.4 0 5.4 SCLC incidence Extensive stage mSCLC 1L drug-treated Source: Roche/Genentech 11
Slide 12: 1L BRAF+ metastatic Melanoma
Tecentriq, Zelboraf: 1L BRAF+ metastatic Melanoma (mM) (thousands) 30 2021 estimates for number of patients 25 20 12.6 15 ~10.5k 10 5.3 12.9 5 5.2 0 mM 1L drug-treated incidence BRAF mutation positive, mM 1L drug-treated incidence Source: Roche/Genentech; Zelboraf in collaboration with Plexxikon, a
Slide 13: Metastatic Urothelial Bladder Cancer
Tecentriq: Metastatic Urothelial Bladder Cancer (mUBC) (thousands) 2021 estimates for number of patients 40 35 30 12.9 25 20 7.3 15 24.4 10 4.5 13.9 2.5 5 8.5 4.8 0 mUC 1L treated mUC 1L treated PD-L1+ mUC 1L cis-ineligible mUC 1L cis-ineligible PD-L1+ Source: Roche/Genentech 13
Slide 14: NMIBC / MIBC
Tecentriq: NIMBC/ MIBC (thousands) 180 2021 estimates for number of patients 160 140 59.6 120 100 80 60 102.3 25.0 20.0 40 20 42.5 34.9 6.2 10.1 1.8 3.4 0 NMIBC incidence MIBC incidence MIBC treated MIBC neoadjuvant MIBC adjuvant Source: Roche/Genentech 14
Slide 15: Renal Cell Carcinoma (RCC)
Tecentriq: Renal Cell Carcinoma (RCC) (thousands) 140 2021 estimates for number of patients 120 100 60.4 80 60 40 ~27.4k 60.5 16.8 20 13.1 14.3 16.8 0 Newly diagnosed all RCC 1L treated Adjuvant Source: Roche/Genentech 15
Slide 16: Hepatic Cell Carcinoma (HCC)
Tecentriq: Hepatic Cell Carcinoma (HCC) 450 (thousands) 400 2021 estimates for number of patients 350 300 250 329.6 200 150 100 128.4 50 30.9 ~14.6k 33.9 13.2 0 14.1 8.6 2.7 3.3 HCC incidence 1L treated 2L treated Source: Roche/Genentech 16
Slide 17: Esophageal squamous cell carcinoma (ESCC)
Tiragolumab: Esophageal squamous cell carcinoma (ESCC) 2021 estimates for number of patients (thousands) 450 400 350 300 250 347 200 309 150 100 50 17 0 28 4 12 Esophageal Cancer Incidence Squamous Cell Carcinomas Source: Roche/Genentech 17
Slide 18: Metastatic castration-resistant prostate cancer
Ipatasertib: Metastatic castration-resistant prostate cancer (mCRPC) (thousands) 350 2021 estimates for number of patients 300 49.6 250 200 150 239.1 100 46.3 50 26.2 43.6 25.1 0 CRPC incidence 1L treated 2L treated Source: Roche/Genentech 18
Slide 19: Indolent Non-Hodgkin's Lymphoma
Gazyva, Rituxan, Monsunetuzumab, Glofitamab: Indolent Non-Hodgkin`s Lymphoma (iNHL) (thousands) 70 2021 estimates for number of patients 60 ~48.2k 50 27.0 40 21.1 30 ~29.1k 20 31.9 10.9 27.1 ~7.1k 10 ~3.6k 10.9 4.2 2.9 2.4 0 1.2 NHL Indolent Drug treated indolent Drug treated FL 1L Drug treated FL 2
Slide 20: Aggressive Non-Hodgkin's Lymphoma (DLBCL)
Polivy, Rituxan, Monsunetuzumab, Glofitamab: Aggressive Non-Hodgkin`s Lymphoma (aNHL/DLBCL) (thousands) 70 2021 estimates for number of patients 60 ~51.6k 50 30.2 40 27.2 30 20 ~16k 27.1 ~9.2k 24.4 8.4 10 4.8 7.6 4.4 0 DLBCL incident patients 1L DLBCL treated 2L DLBCL treated 3L+ DLBCL treated Sourc
Slide 21: Chronic Lymphocytic Leukemia (CLL)
Gazyva, Venclexta, Rituxan: Chronic Lymphocytic Leukemia (CLL) (thousands) 45 2021 estimates for number of patients 40 ~32.8k ~32.1k 35 21.3 30 25 18.4 17.8 20 15 10 21.4 14.3 14.3 5 0 Incidence cases CLL 1L CLL R/R (relapsed/refractory, 2L+) Source: Roche/Genentech; Gazyva in collaboration with Bio
Slide 22: Acute Myeloid Leukemia (AML)
Venclexta: Acute Myeloid Leukemia (AML) (thousands) 2021 estimates for number of patients 40 35 30 21.2 25 ~19k 20 15 10.5 10.8 10 15.9 8.6 ~4.9k ~4.6k 5 9.0 8.2 2.2 2.6 3.3 2.7 2.0 0 Incidence cases Fit for intensive Fit for low dose Unfit for induction 1L relapsed or 2L relapsed or induction treat
Slide 23: Multiple Myeloma (MM)
Venclexta: Multiple Myeloma (MM) (thousands) 90 2021 estimates for number of patients 80 ~72.4k 70 21.7 60 19.9 50 32.1 40 26.9 30 20 ~12.2k 27.7 25.6 10 3.3 4.8 0 4.2 Diagnosed MM Diagnosed MM t(11;14) RR (2L+) Source: Roche/Genentech; Venclexta in collaboration with AbbVie 23
Slide 24: Oncology, Hemophilia A, Ophthalmology, Infectious diseases, Neuroscience, Immunology
Oncology Hemophilia A Ophthalmology Infectious diseasese Neuroscience Immunology 24
Slide 25: Hemophilia A
Hemlibra: Hemophilia A (thousands) 2021 estimates for number of patients 70 60 50 21.0 17.5 40 17.5 30 14.4 20 24.2 4.7 10 ~3.4k 20.4 4.5 1.2 1.4 4.5 0 0.8 Inhibitor patients Non-inhibitor patients Pediatric haemophilia A Adult haemophilia A Source: Roche/Genentech; Hemlibra in collaboration with Ch
Slide 26: Oncology, Hemophilia A, Ophthalmology, Infectious diseases, Neuroscience, Immunology
Oncology Hemophilia A Ophthalmology Infectious diseasese Neuroscience Immunology 26
Slide 27: Age-related Macular Degeneration (AMD)
Faricimab, Port Delivery System (PDS), Lucentis: Age-related Macular Degeneration (AMD) (thousands) 4,500 ~4.2M 2021 estimates for number of patients 4,000 ~3.7M 3,500 1,907 3,000 1,776 2,500 2,000 ~1.3M 1,500 2,342 1,000 1,944 751 500 526 0 wAMD population Presenting / diagnosed population Treated
Slide 28: Diabetic Macular Edema (DME)
Faricimab, Port Delivery System (PDS), Lucentis: Diabetic Macular Edema (DME) (thousands) 7,000 ~6.1M 2021 estimates for number of patients 6,000 5,000 ~4.4M 4,000 4,225 3,000 3,433 2,000 ~1M 1,000 1,859 458 929 575 0 DME population Presenting / diagnosed Treated population Source: Roche/Genentech 2
Slide 29: Retinal Vein Occlusion (RVO)
Port Delivery System (PDS), Lucentis: Retinal Vein Occlusion (RVO) (thousands) 3000 2021 estimates for number of patients ~2.4M 2500 258 ~1.8M 2000 1500 693 2,194 1000 ~0.7M 500 1,097 272 424 0 RVO population Presenting / diagnosed population Treated population Source: Roche/Genentech 29
Slide 30: Geographic Atrophy (GA)
RG6312, RG6147, RG6299*: Geographic Atrophy (GA) (thousands) 5,000 2021 estimates for number of patients 4,500 4,000 476 3,500 3,000 1,620 2,500 2,000 138 1,500 648 2,276 404 1,000 36 102 93 143 350 220 1,151 298 500 871 611 540 748 0 Prevalence Diagnosed Diagnosed Diagnosed Diagnosed GA and wAMD pr
Slide 31: Oncology, Hemophilia A, Ophthalmology, Infectious diseases, Neuroscience, Immunology
Oncology Hemophilia A Ophthalmology Infectious diseasese Neuroscience Immunology 31
Slide 32: Influenza A & B
Xofluza: Influenza A & B (millions) 30 ~24.1M 2021 estimates for number of patients 25 20 10.2 15 10 13.9 5 ~0.5M 0 0 0.2 Diagnosed (outpatient) Diagnosed (hospitalized) Source: Roche/Genentech; Baloxavir marboxil co-developed with Shionogi with Roche holding worldwide license excluding Japan and Ta
Slide 33: Oncology, Hemophilia A, Ophthalmology, Infectious diseases, Neuroscience, Immunology
Oncology Hemophilia A Ophthalmology Infectious diseasese Neuroscience Immunology 33
Slide 34: Multiple Sclerosis (MS)
Ocrevus, Fenebrutinib: Multiple Sclerosis (MS) 900 (thousands) 2021 estimates for number of patients 800 700 ~641k 379 600 500 309 400 300 452 200 333 114 ~98k 100 ~34k 61 49 110 37 56 23 0 12 RRMS diagnosed RRMS treated SPMS diagnosed SPMS treated PPMS diagnosed PPMS treated prevalence prevalence p
Slide 35: Spinal Muscular Atrophy (SMA)
Evrysdi: Spinal Muscular Atrophy (SMA) (thousands) 18 ~16.3k 2021 estimates for number of patients 16 14 12 8.7 10 8 6 4.2 3.6 4 7.6 2 3.9 1.0 3.0 0 0.7 Diagnosed prevalence Type I Type II Type III 35 Source: Roche/Genentech; Risdiplam in collaboration with PTC Therapeutics and SMA Foundation
Slide 36: Duchenne Muscular Dystrophy (DMD)
Myostatin inhibiting adnectin fusion protein (RG6206): Duchenne Muscular Dystrophy (DMD) (thousands) 25 2021 estimates for number of patients 20 15 12.6 ~12.7k 10 7.5 5 8.7 5.2 0 Diagnosed population Treated population Source: Roche/Genentech 36
Slide 37: Huntington's Disease (HD)
Tominersen (HTT-ASO, RG6042): Huntington’s Disease (HD) 100 (thousands) ~88.5k 2021 estimates for number of patients 90 80 70 43.3 ~56.6k 60 50 40 27.7 30 20 45.2 28.9 10 0 Total prevalent population Diagnosed Manifest HD prevalent population Source: Roche/Genentech; HTT-ASO licensed from IONIS Phar
Slide 38: Alzheimer's Disease (AD)
Gantenerumab, Semorinemab: Alzheimer’s Disease (AD) (millions) 40 2021 estimates for number of patients 35 30 ~24.8M 25 25.0 20 17.2 15 10 ~7.1M 6.9 5 4.7 3.2 1.8 1.4 2.9 1.2 0.8 0.8 4.2 0 2.2 1.4 0.9 Prodromal Mild Moderate Severe aMCI Source: Roche/Genentech; aMCI=amnestic mild cognitive impairmen
Slide 39: Neuromyelitis Optica Spectrum Disorder (NMOSD)
Enspryng: Neuromyelitis Optica Spectrum Disorder (NMOSD) (thousands) 60 2021 estimates for number of patients ~48k 50 40 27.9 30 20 13.5 10 6.2 0 NMOSD diagnosed prevalent population Source: Roche/Genentech; Clinical developpment by Chugai; assumes all diagnosed patients are treated 39
Slide 40: Parkinson's Disease (PD)
Prasinezumab (RG7935): Parkinson’s Disease (PD) 4.5 (millions) 2021 estimates for number of patients 4.0 3.5 1.6 3.0 2.5 ~2M 2.0 1.0 0.7 1.5 1.0 0.6 1.4 0.5 0.7 0.0 Diagnosed population early PD (H&Y stage 1 and 2) Source: Roche/Genentech; H&Y: Hoehn & Yahr scale; Prasinezumab in collaboration with
Slide 41: Paroxysmal Nocturnal Hemoglobinuria (PNH)
2021 Crovalimab (RG6107, SKY59): Paroxysmal Nocturnal Hemoglobinuria (PNH) 16 (thousands) 2021 estimates for number of patients 14 12 10 7.0 8 6 ~3.5M 4 6.9 1.7 2 1.7 0 Diagnosed Prevalence Drug Treated Prevalence Source: Roche/Genentech; H&Y: Hoehn & Yahr scale; Prasinezumab in collaboration with P
Slide 42: Oncology, Hemophilia A, Ophthalmology, Infectious diseases, Neuroscience, Immunology
Oncology Hemophilia A Ophthalmology Infectious diseasese Neuroscience Immunology 42
Slide 43: Idiopathic Pulmonary Fibrosis (IPF)
Pentraxin-2, Esbriet: Idiopathic Pulmonary Fibrosis (IPF) Diagnosed Prevalence by Severity (thousands) ~20% severe 160 2021 estimates for number of patients 140 ~80% mild-to-moderate 120 76.3 100 80 60 61.0 40 67.5 20 25.1 0 Diagnosed prevalence Patients on IPF approved therapies Source: Roche/Genen
Slide 44: Moderate to severe Asthma
Xolair: Moderate to severe Asthma (millions) 2021 estimates for number of patients EU Adults EU Adolescents US Adults US Adolescents 18 ~15.6M 16 1.3 14 12 10 ~8.1M 9.5 8 ~5.6M 0.7 6 0.4 5.0 4 0.4 3.1 2 4.4 0.2 0.2 1.9 2.3 0 Moderate to Severe Asthama Uncontrolled Asthma Allergic Asthma Source: Roch
Slide 45: Nasal Polyps / CIU / Food allergy
Xolair: Nasal Polyps / Chronic idiopathic urticarial (CIU) / Food allergy (millions) 8 2021 estimates for number of patients 7 6 5 3.7 4 3 1.6 2 1.1 3.2 1 1.7 1.6 0 Nasal Polyps Chronic Idiopathic Urticarial Food Allergy Source: Roche/Genentech 45
Slide 46: Rheumatoid Arthritis (RA)
Actemra, Rituxan: Rheumatoid Arthritis (RA) Global target population for Actemra and Rituxan in rheumatoid US Biologic treated patients by line of therapy arthritis is ~1.3M biologics eligible patients. (millions) 2021 estimates for number of patients 6 67k 68.8k 3L+ 1L 5 45.3k 4 2L 2.9 3 2.4 1.9 2
Slide 47: Systemic Juvenile Idiopathic Arthritis (sJIA)
Actemra: Systemic Juvenile Idiopathic Arthritis (sJIA) (thousands) 14 2021 estimates for number of patients 12 10 ~7.7k 8 9.0 6 5.0 5.0 4 4.0 2 2.0 3.2 2.7 2.7 2.2 1.1 0 Prevalent population Diagnosed 1L 2L 3L Source: Roche/Genentech; Actemra in collaboration with Chugai 47
Slide 48: Polyarticular Juvenile Idiopathic Arthritis (pJIA)
Actemra: Polyarticular Juvenile Idiopathic Arthritis (pJIA) (thousands) 2021 estimates for number of patients 50 45 40 35 30 39.6 25 20 22.0 20.9 15 10 5 7.1 5.9 5.6 0 Prevalent population Diagnosed Treated Source: Roche/Genentech; Actemra in collaboration with Chugai 48
Slide 49: Giant Cell Arteritis (GCA)
Actemra: Giant Cell Arteritis (GCA) (thousands) 350 ~303k 2021 estimates for number of patients 300 250 200 237 225 150 100 50 86 79 0 Diagnosed Treated Source: Roche/Genentech; Actemra in collaboration with Chugai 49
Slide 50: Crohn's Disease (CD)
Etrolizumab: Crohn’s Disease (CD) (thousands) 1,200 2021 estimates for number of patients 1,000 800 596.7 ~580.7k 600 400 328.2 476.5 200 157.5 252.5 113.6 58.3 0 42.0 Diagnosed prevalence Moderate to severe Patients on biologic Patients failing aTNF therapies Source: Roche/Genentech 50
Slide 51: Lupus Nephritis (LN)
Gazyva: Lupus Nephritis (LN) (thousands) 1,400 2021 estimates for number of patients 1,200 1,000 744 800 600 400 336 397.9 200 146.1 164 0 56 SLE prevalence LN prevalence Source: Roche/Genentech 51
Slide 52: Doing now what patients need next
Doing now what patients need next