Roche Holding Ltd · SIX:RO
Roche — Jefferies Global Healthcare Conference 2022
10 slides from Roche's conference presentation, Nov 16, 2022
Slide 1: Roche
Slide 2: Jefferies Global Healthcare Conference 2022
Jefferies Global Healthcare Conference 2022 Alan Hippe | CFO Roche London, 16 November 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: Roche group: Reallocating resources to R&D, defending margins while managing an exceptional patent cliff
Roche group: Reallocating resources to R&D, defending margins while managing an exceptional patent cliff and growing the company Roche Group growth 2021 vs. 2018 4
Slide 5: Continuously increasing pipeline breadth and depth
Continuously increasing pipeline breadth and depth All-time high for Ph III AIs and industry-leading number of NMEs in the clinic Projects in Ph III & registration Record number of NMEs and AIs (YTD Sep 2022) 18 Phase I Phase II 2 NMEs 8% 2% 3% 10% 14 3 13 13 11% 2 38% 2 1 3% 62 11 3 29 11% 31% 1 4
Slide 6: New platform technologies added with cyclic peptides and CAR-Ts
New platform technologies added with cyclic peptides and CAR-Ts *List of pipeline molecules where targets and MOA have been disclosed = Oncology pipeline = Neuroscience and I2O pipeline 6
Slide 7: 2 NMEs launches with significant upside: Vabysmo and Lunsumio
2 NMEs launches with significant upside: 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 • Approv
Slide 8: Pharma portfolio diversification progressing
Pharma portfolio diversification progressing YTD 2022 absolute growth of products at CER YTD 2022 sales split YTD Sep 2017 YTD Sep 2022 CHF 39.4bn CHF 47.0bn AHR AHR Oncology Infectious diseases Ophthalmology AHR Neuroscience Other pharma Immunology Hemophilia A Absolute values and growth rates at C
Slide 9: 2022/23: Upcoming Pharma newsflow
2022/23: Upcoming Pharma newsflow 2022 2023 Vabysmo in RVO Tiragolumab + Tecentriq in 1L PDL1+ NSCLC Susvimo in DME Tiragolumab + Tecentriq in 1L Esophageal Susvimo in DR Tecentriq in adjuvant HCC Venclexta in R/R MM (t11;14) Tecentriq in adjuvant SCCHN Tecentriq + chemo in adjuvant TNBC Tecentriq n
Slide 10: Doing now what patients need next
Doing now what patients need next