Roche (ROG) investor relations material

Oncology and hematology portfolio performance

• Oncology and hematology generated CHF 5.9 billion in Q1 sales, representing 40% of total sales and 8% year-over-year growth, driven by breast, lung, malignant heme, and hemophilia therapies.

• Market leadership maintained in HER2 breast cancer, lung cancer (Tecentriq, Alecensa), non-Hodgkin lymphoma, CLL (Venclexta), and hemophilia (Hemlibra).

Pipeline innovation and diversification

• Six positive phase III readouts and three new molecular entities with phase III indications since 2024, with over 70% being first- or best-in-class assets.

• Early-stage pipeline expanded via six new molecular entities and four platform deals through business development and collaborations.

• Portfolio spans small molecules, bispecifics, multispecifics, ADCs, and cell therapies, with a focus on oral therapies for chronic and early disease settings.

RAS and KRAS portfolio advancements

• RAS mutations are prevalent in stage IV cancers, especially lung, colorectal, and pancreatic; portfolio includes multiple mechanisms to address efficacy, tolerability, and resistance.

• Divarasib, a G12C inhibitor, shows 5–20x potency and 10–20x selectivity over competitors, with median PFS of 15 months in second-line NSCLC and a favorable toxicity profile.

• KRASCENDO-1 phase III trial data expected by year-end, with ongoing expansion into combination therapies and pan-RAS inhibitors.