Roche (ROG) Investor Update summary

Strategic and Financial Highlights

• Hematology portfolio delivered $2.1 billion (CHF 2.1bn) in Q1 2025 sales, up 14% YoY at CER, with strong growth in Hemlibra (+11%), Polivy (+42%), and Columvi (+138%).

• Over 50,000 patients treated globally with Polivy in DLBCL; U.S. first line share exceeds 30% and peak sales potential is around $2 billion.

• Pipeline includes 8+ NMEs with >CHF 3bn peak sales potential and 5 NMEs with CHF 2–3bn potential per asset.

• Multiple regulatory milestones and clinical readouts expected in 2025, including approvals and pivotal trial results across oncology and hematology.

• IR events and annual Pharma Day planned for 2025 to provide updates on key franchises and pipeline progress.

Malignant Hematology: NHL and DLBCL Updates

• SUNMO Phase III: Lunsumio plus Polivy in second line DLBCL showed a 59% reduction in risk of progression or death versus R-GemOx, with median PFS of 11.5 vs. 3.8 months and a doubling of complete response rate.

• STARGLO Phase III: Columvi plus GemOx in second line DLBCL delivered a 41% improvement in overall survival and a 63% improvement in PFS, with sustained benefit at two-year follow-up.

• Polivy + R-GemOx (POLARGO) in relapsed/refractory DLBCL showed a 40% improvement in overall survival, with 5-year data confirming Polivy-R-CHP as standard of care in first line DLBCL.

• Bispecifics Columvi and Lunsumio are expanding in third and second line settings, with combined second line DLBCL opportunity above $1 billion and ongoing regulatory filings.

• Early data support Columvi + Polivy-R-CHP in first line DLBCL, with high response rates and manageable safety profile.

Malignant Hematology: Follicular Lymphoma (FL) and Other NHL

• Lunsumio SC demonstrated durable, high response rates in third line and promising efficacy in first line high-tumor burden FL, with manageable safety.

• Lunsumio + lenalidomide in first and second line FL shows high response rates and durable responses; Phase III MorningLyte and CELESTIMO readouts expected H2 2025.

• Broad clinical program aims to bring Lunsumio and Columvi to earlier lines and more NHL subtypes.