Roche Holding Ltd · SIX:RO
Roche — Bernstein 19th Annual Pan European Strategic Decisions Conference 2022
11 slides from Roche's conference presentation, Sep 28, 2022
Slide 1: Roche
Slide 2: Bernstein Annual Pan European Strategic Decisions Conference 2022
Bernstein Annual Pan European Strategic Decisions Conference 2022 Teresa Graham | Head of Global Product Strategy London, 28 September 2022
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
Slide 4: 2 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
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% Evrysdi 106% 15% Phesgo 241% Tecentriq 11% 8% Kadcyla 14% Alecensa 19% CHF 32.3bn Vabysmo n/a 17% 31% Perjeta 5% Xolair 11% Polivy 91% Ronapreve 11% 16% Enspr
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
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
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
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
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
Slide 11: Doing now what patients need next
Doing now what patients need next
Roche — Bernstein 19th Annual Pan European Strategic Decisions Conference 2022 on 6ix