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Roche (ROG) investor relations material
Roche Roche’s Pharma Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic and financial overview
Achieved a 10-year CAGR of 5% in group sales and 8% in core EPS, with 17 blockbusters on the market and growth expected until 2028, then stability through the decade.
No patent cliff is forecasted, and the current on-market portfolio is expected to offset generic erosion and drive growth until 2028.
Mid- to high-single digit sales growth and core operating profit growth ahead of sales are targeted, with operational efficiency improvements leading to 10% sales growth and 13% COP growth in HY 2025.
Stringent cost control and resource reallocation have supported R&D productivity and future innovation funding.
Margin discipline remains a priority, with a focus on stable group profitability.
Pharma strategy and execution
Strategy centers on five therapeutic areas covering 60% of global disease burden and 80% of expected pharma growth.
Committed to 20 transformative medicines by 2029, with 10 already launched and 10+ more in late-stage development.
Portfolio value increased by 55%, and 67% of late-stage projects have best-in-disease potential.
R&D excellence and the BAR evaluative framework drive pipeline decisions and resource allocation, accelerating cycle times by 11 months and reducing R&D spend per NME launch.
Key partnerships and acquisitions have catalyzed pipeline rejuvenation, especially in obesity, CVRM, and immunology.
R&D excellence and pipeline management
BAR framework applied end-to-end, resulting in a 20% reduction in NMEs but higher quality assets and increased average peak sales per project.
55% of the portfolio is now post-BAR, with improved team-assessed probability of technical success for phase 3 trials and 8 NMEs new to Phase III in 2025 YTD.
Portfolio management restructured with cross-functional review boards and one-asset teams for end-to-end asset development.
R&D productivity is improving, with reallocation of CHF 1.2 billion to BAR-cleared programs and flat overall R&D investment since 2023.
R&D Excellence initiatives have accelerated cycle times and reduced R&D spend per NME launch.
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Frequently asked questions
The Vanguard of Biomedical Innovation
Roche Holding AG, commonly referred to as Roche is a Swiss multinational healthcare company with a rich history dating back to 1896. From its headquarters in Basel, Roche is active with operations in pharmaceuticals and diagnostics, with aportfolio spanning oncology, immunology, infectious diseases, ophthalmology, and diseases of the central nervous system. As one of the largest healthcare companies globally, Roche's products and services reach millions of people all over the globe.
From Humble Origins to Global Impact
Founded by Fritz Hoffmann-La Roche, Roche started as a small drug factory but quickly grew to become a leading player in the pharmaceutical industry. In its early years, Roche distinguished itself through its focus on innovation and international outlook, becoming the first company to mass-produce synthetic vitamin C in the 1930s. The company's focus on innovation and the development of new medicines has not wavered since its inception. Roche's pharmaceutical pipeline remains a critical factor in its ongoing growth, continually reinforcing its position as an important player in global healthcare.
What They Do
The company develops and provides innovative healthcare solutions, with a significant emphasis on oncology, immunology, infectious diseases, ophthalmology, and diseases of the central nervous system. Its pharmaceutical division works to research, develop, and market medications. Simultaneously, its diagnostics division delivers insights into diseases, providing doctors with tools for early detection, targeted treatment, and patient monitoring. Roche is a pioneer in integrated healthcare solutions, deeply investing in genomics and data analytics, underpinning its commitment to personalized medicine. As a global pharmaceutical and healthcare company they compete with names like Novartis, Pfizer, Novo Nordisk, and many others.
Strategic Acquisitions
The company is deeply invested in advancing the understanding and treatment of diseases through genetic insights. This commitment can be exemplified in its acquisition of Foundation Medicine and Flatiron Health, companies specializing in cancer genomics and real-world evidence solutions, respectively. These acquisitions supplement Roche's in-house efforts to develop therapies targeting the genetic drivers of disease.
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