Roche Holding Ltd · SIX:RO
Roche — YTD September 2026 Earnings Presentation
155 slides from Roche's earnings presentation, Oct 22, 2026
Slide 1: Roche
Slide 2: Forward-looking statements
2 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, s
Slide 3: Roche YTD September 2026 sales
Roche YTD September 2026 sales Basel, 22 October 2026
Slide 4: Group
Group Thomas Schinecker Chief Executive Officer
Slide 5: Performance, Portfolio progress, Outlook
Performance Portfolio progress Outlook
Slide 6: YTD Sep 2026: Continued strong financial performance
YTD Sep 2026: Continued strong financial performance YTD September results all at CER ▪ Group sales growth +6%, Pharma +7% and Diagnostics +4%; Q3 Pharma sales in Japan positively impacted by timing effects related to the implementation of the new enterprise resource planning (ERP) system ▪ LOE impa
Slide 7: YTD Sep 2026: Strong Pharma sales driving Group growth
YTD Sep 2026: Strong Pharma sales driving Group growth Currency impact improving throughout the year: Q1: -11%p, Q2: -4%p, Q3: +1%p YTD Sep YTD Sep 2026 2025 Change in % CHFbn CHFbn CHF CER Pharmaceuticals Division 36.2 35.6 2 7 Diagnostics Division 10.3 10.3 0 4 Roche Group 46.5 45.9 1 ##### 6 CER:
Slide 8: Consistent strong growth across both divisions
YTD Sep 2026: Consistent strong growth across both divisions Q3 Pharma sales in Japan positively impacted by timing effects due to ERP system implementation Group sales growth %CER +15% 6% excl. ERP effect in JP +9% +9% +9% +9% +10% +8% +8% +7% +6% +6% +6% +5% +5% +2% +1% +2% +1% 0% COVID-19 pandemi
Slide 9: Key growth drivers of the Roche portfolio
Key growth drivers of the Roche portfolio Growth driven by a broad and diversified portfolio 2026 sales Diagnostics: Pathology Lab with strong +4% (CHFbn, YoY CER growth) growth; Core Lab growing despite China Phesgo: Conversion ongoing; HER2+ BC franchise healthcare pricing reforms to peak in 2026
Slide 10: Performance, Portfolio progress, Outlook
Performance Portfolio progress Outlook
Slide 11: Pharma: Up to 20 NMEs with launch potential by 2030
Pharma: Up to 20 NMEs with launch potential by 2030 Two recent additions: Tam-Peli in SCLC and NSCLC, and VEGF x IL6 DutaFab in DME afimkibart 0.5-1bn peak sales 1-2bn peak sales enicepatide IBD, RA, MASH >3bn peak sales Obesity +/- T2D 2-3bn peak sales sefaxersen1 tifeglipron (CT-996) IgAN Obesity
Slide 12: Pharma: Portfolio health further improved with higher PTS and value
Pharma: Portfolio health further improved with higher PTS and value YTD Phase III success rate exceeding 80% Risk-reward profile of assets with PivGo decisions pre- vs post-Bar1, NMEs only YTD key late-stage readouts 7 positive Ph III readouts divarasib (KRASCENDO 1) 2L+ KRAS G12C+ NSCLC giredestran
Slide 13: Pharma: 6 platform discovery deals since HY 2026
Pharma: 6 platform discovery deals across modalities and TAs since HY ’26 Ongoing pipeline prioritization and BD further strengthening clinical portfolio Clinical pipeline evolution (NME additions / removals)1 Platform discovery partnerships Next gen. CDK4/2i in breast cancer LA amylin analog 6 deal
Slide 14: Pharma AI journey shifting to realizing value
Pharma AI journey shifting from foundation building to realizing value Increase in research portfolio productivity driven by Lab-in-the-Loop implementation AI Strategy Big Ideas: Lab-in-the-Loop (AI in early R&D) ▪ 85k employees trained Lead Identification Go Lead Optimization Go Internal Developmen
Slide 15: Diagnostics: Key technology launches driving future growth
Diagnostics: Key technology launches driving future growth Strong launch momentum of AXELIOS sequencing solution with very positive customer feedback Key platform launches AXELIOS 1 Sequencing launch momentum Molecular Lab Core Lab Near Patient Care ~1/3 of the Year 1 order target (100 instruments)
Slide 16: Performance, Portfolio progress, Outlook
Performance Portfolio progress Outlook
Slide 17: A strong base to deliver long-lasting future growth
A strong base to deliver long-lasting future growth Year end 2025 pipeline successes provide a clear path for sustained and strong growth beyond 2030 Potential launches by YE 2027 illustrative divarasib in 2L NSCLC vamikibart in UME Enspryng in MOGAD & TED Business development ▪ BD to further accele
Slide 18: 2026 guidance confirmed
2026 guidance confirmed LOE impact of roughly CHF 0.6bn expected for 2026 Group sales growth1 Mid single digit sales growth Core EPS growth1 High single digit Core EPS growth Dividend outlook Further increase dividend in Swiss francs 1. At CER: Constant exchange rates (avg. full year 2025); LOE: Los
Slide 19: Finance
Finance Alan Hippe Chief Financial Officer
Slide 20: YTD Sep 2026: Group growth +6% at CER
YTD Sep 2026: Group growth +6% at CER Business growth exceeding impact of healthcare pricing reforms in China and LOE +6% at CER CHFm +558 -170 -355 -2,164 +2,761 46’493 45’862 YTD Sep 2025 Pharma LOE Dia China Fx YTD Sep 2026 (excl. LOE) (excl. China) healthcare pricing reforms Totals may include d
Slide 21: Exchange rate impact on sales growth
Exchange rate impact on sales growth Negative impact mainly driven by the USD, JPY, EUR, ARS (LATAM) and TRY (Other) -0.3%p -0.3%p CER -2.9%p sales growth 2026 vs. CHF 2025 +6.2% sales growth 2026 -0.1%p -0.7%p vs. 2025 -0.5%p +1.4% CER EUR APAC USD LATAM JPY Other CHF CER: Constant exchange rates (
Slide 22: Expected 2026 currency impact
Expected 2026 currency impact USD / CHF Assumed avg. YTD 2026 -13% -9% -6% -3% 0.90 Assuming the 30 September 2026 exchange rates remain 0.86 0.84 0.83 stable until the end of 2026. 0.78 0.79 2026 impact1 is expected to be (%p): 0.80 0.80 Q1 Q2 Q3 Q4 0.79 0.77 0.79 0.79 0.78 0.80 0.81 0.81 0.82 0.83
Slide 23: 2026 guidance confirmed
2026 guidance confirmed LOE impact of roughly CHF 0.6bn expected for 2026 Group sales growth1 Mid single digit sales growth Core EPS growth1 High single digit Core EPS growth Dividend outlook Further increase dividend in Swiss francs 1. At CER: Constant exchange rates (avg. full year 2025); LOE: Los
Slide 24: Pharmaceuticals Division
Pharmaceuticals Division Teresa Graham CEO Roche Pharmaceuticals
Slide 25: YTD Sep 2026: Pharmaceuticals sales
YTD Sep 2026: Pharmaceuticals sales Q3 sales in Japan positively impacted by timing effects related to the implementation of a new ERP system YTD Sep YTD Sep 2026 2025 Change in % CHFm CHFm CHF CER 6% excl. ERP effect in JP Pharmaceuticals Division 36,212 35,555 2 7 United States 18,712 18,798 0 5 E
Slide 26: YTD Sep 2026: Diversified set of key growth drivers
YTD Sep 2026: Diversified set of key growth drivers Xolair 20% Hemlibra 12% Ocrevus 7% Phesgo 18% Vabysmo 10% Polivy 24% Evrysdi 18% Lunsumio 187% Tecentriq 5% Columvi 67% Itovebi 153% Elevidys 37% Alecensa 6% Enspryng 28% Gazyva 7% MabThera / Rituxan 3% US Lucentis -34% Europe Xofluza -24% Avastin
Slide 27: Phesgo and Tecentriq driving Oncology growth
Oncology/Hematology Phesgo and Tecentriq driving Oncology growth Giredestrant US approvals expected in Q4 in adjuvant and post-CDKi HR+ breast cancer Q3 update Itovebi ▪ Phesgo: Global conversion rate climbing to 59%* CHF 163m / +153% Others CHF 423m / -8% ▪ Perjeta: Conversion to Phesgo ongoing Ava
Slide 28: Continued strong growth across the entire Hematology portfolio
Oncology/Hematology Continued strong growth across the entire Hematology portfolio Positive Ph III (CELESTIMO) for Lunsumio in 2L+ FL achieved Lunsumio Q3 update CHF 206m / +187% PiaSky ▪ Hemlibra: Established SoC with strong global growth; high single Columvi digit growth expected for FY CHF 52m /
Slide 29: Ocrevus: Global growth driven by SC adoption
Neurology Ocrevus: Global growth driven by SC adoption Fenebrutinib in RMS/PPMS filed in the US; Enspryng in MOGAD filed in the US and EU Q3 update Elevidys Others ▪ Ocrevus: ~56,000 patients on Ocrevus SC globally CHF 291m / +37% CHF 230m / -19% ▪ US: ~60% of SC volume coming from community Enspryn
Slide 30: Ocrevus Zunovo (SC) with strong global launch momentum
Neurology Ocrevus Zunovo (SC) with strong global launch momentum Ocrevus SC high concentration on-body injector (OBI) data expected in 2027 Ocrevus SC uptake Global patient count (thousands) IV/SC conversion rate (% of total Ocrevus volume)1 60 25% 50 20% 40 15% 30 10% 20 10 5% 0 0% Q3 Q4 Q1 Q2 Q3 Q
Slide 31: Fenebrutinib: First & only BTKi with positive Ph III in RMS and PPMS
Neurology Fenebrutinib: First & only BTKi with positive Ph III in RMS and PPMS New RMS data presented at MSToronto reinforce comprehensive effect on progressive biology New fenebrutinib data in RMS No evidence of disease activity - 70% risk Progressive biology MRI – 23% relative Continued improvemen
Slide 32: Fenebrutinib: ARR reduction positions it as a high efficacy DMT
Neurology Fenebrutinib: ARR reduction positions it as a high efficacy DMT Fenebrutinib is the first and only oral to demonstrate >50% improvement in ARR vs. active comparator in RMS Fenebrutinib ARR efficacy categorization2 Pooled ARR1 Ph III FENhance 1/2 in RMS High efficacy: ~50-60% reduction of A
Slide 33: Xolair driving overall Immunology growth
Immunology Xolair driving overall Immunology growth Sefaxersen: BIC potential for selective complement suppression in IgAN* Q3 update ▪ Xolair: Growth driven by food allergy Others CHF 598m / -8% Actemra ▪ Food allergy: >145,000 patients treated since launch CHF 1,621m / -10% MabThera/ ▪ First US bi
Slide 34: Vabysmo with continued global market expansion
Ophthalmology Vabysmo with continued global market expansion Enspryng in TED approved in the US; Susvimo in nAMD approved in the EU Q3 update Susvimo Others ▪ Vabysmo: Continued global growth and market share gains CHF 12m / +107% CHF 57m / -32% ▪ US: >60% of patient starts are naïve ▪ Strong uptake
Slide 35: CVRM pipeline progressing with new Ph III starts announced
Cardiovascular, Renal & Metabolism CVRM pipeline progressing with new Ph III starts announced Positive Ph II data for enicepatide and petrelintide in obesity + T2D and tifeglipron (CT-996) in obesity Clinical development Q3 update ▪ Enicepatide: Asset Indication Ph I Ph II Ph III ▪ Positive Ph II (1
Slide 36: Roche ambition to become a top 3 player in obesity
Cardiovascular, Renal & Metabolism Roche ambition to become a top 3 player in obesity Two key NMEs to be developed as monotherapies and in combination Enicepatide Petrelintide MoA Clinical development plan MoA Clinical development plan Indication Ph I Ph II Ph III Indication Ph I Ph II Ph III OW/OB
Slide 37: 2026: Key newsflow outlook
2026: Key newsflow outlook* Fenebrutinib in RMS and PPMS filed in US Compound Indication Milestone giredestrant adjuvant HR+/HER2- early BC US/EU filing (US) giredestrant + everolimus post CDKi HR+/HER2- mBC EU filing/US approval Gazyva SLE US/EU filing (US&EU) Gazyva INS US/EU filing (US&EU) Enspry
Slide 38: 2027: Key newsflow outlook
2027: Key newsflow outlook* Compound Indication Milestone divarasib 2L KRAS G12C+ NSCLC US/EU approval Lunsumio + Polivy 2L+ DLBCL US approval Lunsumio 2L+ FL US/EU filing Hemlibra Autoinjector US/EU approval PiaSky aHUS US/EU approval fenebrutinib RMS US approval fenebrutinib PPMS US approval Regul
Slide 39: Diagnostics Division
Diagnostics Division Matt Sause CEO Roche Diagnostics
Slide 40: YTD Sep 2026: Diagnostics sales
YTD Sep 2026: Diagnostics sales Diagnostics growing at +4%, impacted by China healthcare pricing reforms YTD Sep YTD Sep 2026 2025 Change in % CHFm CHFm CHF CER Diagnostics Division 10,281 10,307 0 4 Core Lab 5,755 5,688 1 5 Molecular Lab 1,836 1,861 -1 3 Near Patient Care 1,348 1,477 -9 -5 Patholog
Slide 41: YTD Sep 2026: Diagnostics highlights
YTD Sep 2026: Diagnostics highlights Diagnostics growing at +4%, impacted by China healthcare pricing reforms CHFbn YoY CER growth ▪ Immunodiagnostics (+4%) Core Lab +5% ▪ Clinical chemistry (+9%) Molecular Lab +3% ▪ Transplant (+17%) Near Patient ▪ BGM (+1%) -5% ▪ Liat POC MDx (-21%) Care EMEA Nort
Slide 42: YTD Sep 2026: Diagnostics regional sales
YTD Sep 2026: Diagnostics regional sales North America +9% EMEA ~33% of divisional sales +3% ~36% of divisional sales Asia Pacific Latin America -4% +12% ~23% of divisional sales ~8% of divisional sales Growth rates at constant exchange rates (avg. full year 2025); EMEA: Europe, Middle East and Afri
Slide 43: AXELIOS Sequencing solution
AXELIOS Sequencing solution New customer data and collaborations demonstrate AXELIOS capabilities across applications Mixed Single Cell Libraries Simplex & Duplex WGS Target Enrichment Collaboration in Core Lab Operations1 in Rare Diseases2 with Twist Bioscience Fibroblast stromal Mural vascular Neu
Slide 44: CE mark for cobas HDV
CE mark for cobas® HDV First fully automated diagnostic solution to identify the most severe form of viral hepatitis Global Prevalence of HDV/HBV1 Market opportunity and differentiation Europe Western Pacific ▪ Hepatitis D affects nearly 12m people1 and severely impacts people 3% 4.1% already carryi
Slide 45: Ebola and Cyclospora PCR tests
Ebola and Cyclospora PCR tests Rapid outbreak response to evolving public health needs Roche’s rapid response capabilities Ebola Bundibugyo virus test ▪ Developed a molecular test1 within six days of the virus genome “Rapid-response” library publication 15,000 test pre-designs >3,000 +control materi
Slide 46: Diagnostics key launches 2026
Diagnostics key launches 2026 Area Product Description Market Status Molecular Novel high-throughput solution for ultra-rapid, scalable, and flexible sequencing powered by Sequencing by Systems Lab AXELIOS 1 Sequencing Solution Expansion (SBX) technology Global Non-invasive blood-based biomarker to
Slide 47: Doing now what patients need next
Doing now what patients need next
Slide 48: Appendix: Roche Group development pipeline
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 49: Changes to the development pipeline
Changes to the development pipeline Q3 2026 update New to phase I New to phase II New to phase III New to registration 4 NMEs: 1 NME: 1 NME: 1 NME: RG6527 NME - COPD RG6794 vustanaciclib (CDK4/2i) - HR+ HER2- BC RG68493 petrelintide - obesity +/- T2D RG6179 vamikibart – UME RG6767 NME - immunology R
Slide 50: Roche Group development pipeline
Roche Group development pipeline Phase I (33 NMEs + 6 AIs) Phase II (11 NMEs + 5 AIs) RG6026 Columvi monotherapy + combos heme tumors RG6498 - IBD RG6114 Itovebi + enzalutamide CRPC RG6171 giredestrant monotherapy + combos solid tumors RG6527 - COPD RG6114 Itovebi + ribociclib + fulvestrant 1L HR+ P
Slide 51: Roche Group development pipeline
Roche Group development pipeline Phase III (13 NMEs + 22 AIs) Registration US & EU (3 NMEs + 8 AI) RG3502 Kadcyla + T HER2+ eBC high-risk RG6149 astegolimab COPD giredestrant + post-CDK4/6 ER+/HER2- BC RG6171 everolimus† RG6013 Hemlibra Type 3 VWD RG62992 sefaxersen (ASO factor B) IgA nephropathy gi
Slide 52: Expected regulatory submissions
Expected regulatory submissions New Molecular Entities: Lead and additional indications New Molecular Entity (NME) Cardiovascular, Renal & Metabolism Additional Indication (AI) Neurology Oncology / Hematology Ophthalmology Immunology Other Filing timelines reflect the anticipated filing of a potenti
Slide 53: Expected regulatory submissions
Expected regulatory submissions Marketed products: Additional indications New Molecular Entity (NME) Cardiovascular, Renal & Metabolism Additional Indication (AI) Neurology Oncology / Hematology Ophthalmology Immunology Other Ocrevus OBI RG1594 RMS, PPMS Filing timelines reflect the anticipated fili
Slide 54: Major pending approvals 2026
Major pending approvals 2026 US EU China Japan-Chugai giredestrant + everolimus Gazyva Gazyva Tecentriq RG6171 post-CDK4/6 ER+/HER2- BC RG7159 systemic lupus erythematosus RG7159 lupus nephritis RG7446 Adjuvant MRD+ bladder cancer Filed December 2025 Filed February 2026 Filed March 2026 Filed Januar
Slide 55: Major granted approvals 2026
Major granted approvals 2026 US EU China Japan-Chugai Tecentriq Susvimo Polivy + chemo Lunsumio + Polivy RG7446 ctDNA+ high-risk MIBC RG6321 wAMD RG7596 r/r DLBCL RG7828 r/r large B-cell lymphoma May 2026 September 2026 March 2026 March 2026 Gazyva Alecensa childhood onset idiopathic nephrotic RG785
Slide 56: Marketed products development programmes
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 57: Marketed products development programmes
Marketed products development programmes Oncology / Hematology Neurology Immunology Ophthalmology CVRM RG7853 Alecensa RG1594 Ocrevus RG7159 Gazyva RG6168 Enspryng RG6114 Itovebi RG6356 Elevidys RG7828 Lunsumio RG6321 Susvimo RG3502 Kadcyla RG6168 Enspryng RG7716 Vabysmo RG7446 Tecentriq RG7916 Evry
Slide 58: Alecensa (alectinib)
Alecensa (alectinib, RG7853) CNS-active inhibitor of anaplastic lymphoma kinase (ALK) Indication Locally advanced, unresectable, stage III NSCLC Phase III Phase/study HORIZON-01 # of patients N=68 ▪ ARM A: Alecensa 600mg BID Oncology/Hematology ▪ ARM B: durvalumab 1500 Q4W Design ▪ Progression-free
Slide 59: Itovebi (inavolisib)
Itovebi (inavolisib, RG6114, GDC-0077) A potent, orally available, and selective PI3Kα inhibitor Indication PIK3CA-mutant HR-positive metastatic breast cancer post CDKi HR-positive PIK3CA-mutant breast cancer Phase III Phase III Phase/study INAVO120 INAVO121 # of patients N=320 N=400 ▪ ARM A: Itoveb
Slide 60: Itovebi (inavolisib)
Itovebi (inavolisib, RG6114, GDC-0077) A potent, orally available, and selective PI3Kα inhibitor Indication 1L HER2-positive PIK3CA-mutant metastatic breast cancer 1L endocrine-sensitive PIK3CA-mutant HR+, HER2-, adv. breast cancer Phase III Phase III Phase/study INAVO122 INAVO123 # of patients N=23
Slide 61: Itovebi (inavolisib)
Itovebi (inavolisib, RG6114, GDC-0077) A potent, orally available, and selective PI3Kα inhibitor Indication 1L HR+ PIK3CA-wildtype metastatic breast cancer Phase/study Phase II # of patients N=80 ▪ ARM A: Itovebi + ribociclib + fulvestrant Oncology/Hematology ▪ ARM B: Placebo + ribociclib + fulvestr
Slide 62: Itovebi (inavolisib)
Itovebi (inavolisib, RG6114, GDC-0077) A potent, orally available, and selective PI3Kα inhibitor Indication post-ARPI metastatic prostate cancer (mCRPC) Phase II Phase/study InavoPC # of patients N=100 ▪ ARM A: Itovebi + enzalutamide Oncology/Hematology ▪ ARM B: ARPi switch (enzalutamide or abirater
Slide 63: Kadcyla (trastuzumab emtansine)
Kadcyla (trastuzumab emtansine, RG3502) First ADC for HER2-positive breast cancer HER2-positive early breast cancer (BC) Indication high-risk patients Phase III Phase/study ASTEFANIA # of patients N=1188 ▪ ARM A: Kadcyla + Tecentriq Oncology/Hematology Design ▪ ARM B: Kadcyla + placebo ▪ Invasive di
Slide 64: Tecentriq (atezolizumab)
Tecentriq (atezolizumab, RG7446) Anti-PD-L1 cancer immunotherapy – colon cancer Indication Stage III dMMR-deficient or MSI-H colon cancer Phase III Phase/study ATOMIC # of patients N=712 ARM A: Tecentriq + mFOLFOX6 (24 weeks) followed by Tecentriq up to 1yr from start of induction Oncology/Hematolog
Slide 65: Columvi (glofitamab)
Columvi (glofitamab, RG6026) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication Relapsed or refractory Non-Hodgkin’s lymphoma (NHL) Phase/study Phase I Phase I # of patients N=940 N=36 Cohort 1: Single-agent dose escalation study Columvi SC ▪ Initial dose escalation ▪
Slide 66: Columvi (glofitamab)
Columvi (glofitamab, RG6026) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication 2L+ SCT-ineligible DLBCL Phase/study Phase Ib # of patients N=121 ARM A: Columvi IV + CELMoD (CC-220 and CC-99282) Oncology/Hematology ▪ ▪ ARM B: Lunsumio SC + CELMoD (CC-220 and CC-99282)
Slide 67: Columvi (glofitamab)
Columvi (glofitamab, RG6026) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication 2L+ SCT-ineligible DLBCL 1L DLBCL fit (IPI 2-5) Phase III Phase III Phase/study STARGLO SKYGLO # of patients N=270 N=1130 ▪ ARM A: Columvi + gemcitabine and oxaliplatin, followed by up to
Slide 68: Columvi (glofitamab)
Columvi (glofitamab, RG6026) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication Relapsed or refractory mantle cell lymphoma (MCL) Phase III Phase/study GLOBRYTE # of patients N=182 ▪ ARM A: Columvi monotherapy Oncology/Hematology ▪ ARM B: Bendamustine + rituximab or r
Slide 69: Lunsumio (mosunetuzumab)
Lunsumio (mosunetuzumab, RG7828) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication 2L+ FL Phase III Phase/study CELESTIMO # of patients N=478 ▪ ARM A: Lunsumio + lenalidomide Oncology/Hematology ▪ ARM B: Rituximab + lenalidomide Design ▪ Progression-free survival Pri
Slide 70: Lunsumio (mosunetuzumab)
Lunsumio (mosunetuzumab, RG7828) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication 2L+ SCT ineligible DLBCL Relapsed or refractory LBCL & MCL Phase III Phase/study Phase Ib/II SUNMO # of patients N=222 N=242 ▪ ARM A: Lunsumio + Polivy Dose escalation of Lunsumio + Po
Slide 71: Polivy (polatuzumab vedotin)
Polivy (polatuzumab vedotin, RG7596) ADC targeting CD79b to treat B cell malignancies Indication 1L DLBCL Phase III Phase/study POLARIX # of patients N=1000 Oncology/Hematology ▪ ARM A: Polivy + R-CHP ▪ ARM B: R-CHOP Design ▪ Progression-free survival Primary endpoint ▪ Data presented at ASH 2021 an
Slide 72: Hemlibra (emicizumab)
Hemlibra (emicizumab, RG6013) Factor VIII mimetic for treatment of hemophilia A Indication Type 3 Von Willebrand disease (VWD) Phase III Phase/study WILL-EMI # of patients N=75 Open-label in participants aged 2 years and above diagnosed with Type 3 von Willebrand disease (VWD) on prior SOC on demand
Slide 73: PiaSky (crovalimab)
PiaSky (crovalimab, RG6107, SKY59) A humanized monoclonal antibody against complement C5 Atypical hemolytic uremic syndrome (aHUS) Atypical hemolytic uremic syndrome (aHUS) Indication - adults - paediatric Phase III Phase III Phase/study COMMUTE-a COMMUTE-p # of patients N=83 N=41 Single-arm study o
Slide 74: Ocrevus (ocrelizumab)
Ocrevus (ocrelizumab, RG1594) A humanized monoclonal antibody designed to selectively target CD20-positive B cells Indication Relapsing Multiple Sclerosis (RMS) and Primary Progressive Multiple Sclerosis (PPMS) Phase II Phase III Phase/study PORTAMENTO OCTAVIBE # of patients N=193 N=150 • 24-week co
Slide 75: Elevidys
Elevidys (delandistrogene moxeparvovec, RG6356, SRP-9001) rAAVrh74.MHCK7.Micro-dystrophin gene therapy Indication Duchenne muscular dystrophy (DMD) Phase II Phase/study ENVOL # of patients N=13 Neurology Open label single arm study in ≥2 to <4 years DMD boys who will receive a single intravenous (IV
Slide 76: Enspryng (satralizumab)
Enspryng (satralizumab, RG6168, SA237) Anti-IL-6 receptor humanized monoclonal antibody Indication Myelin oligodendrocyte glycoprotein antibody disease (MOGAD) Autoimmune encephalitis (AIE) Phase III Phase III Phase/study METEOROID CIELO # of patients N=132 N=122 ▪ ARM A: Enspryng at weeks 0, 2, 4 (
Slide 77: Evrysdi (risdiplam)
Evrysdi (risdiplam, RG7916) Oral SMN2 splicing modifier Indication Spinal muscular atrophy (SMA) Phase II Phase II Phase/study RAINBOWFISH JEWELFISH # of patients N=25 N=174 ▪ Infants aged from birth to 6 weeks who have been genetically ▪ Adult and pediatric patients with previously treated SMA type
Slide 78: Gazyva (obinutuzumab)
Gazyva (obinutuzumab, RG7159) Humanized anti-CD20 monoclonal antibody Indication Lupus nephritis Childhood onset idiopathic nephrotic syndrome* Phase III Phase III Phase/study REGENCY INShore # of patients N=271 N=85 ▪ ARM A: Gazyva 1000mg IV (6 doses through Week 52) + MFF ▪ ARM A: Gazyva + oral st
Slide 79: Gazyva (obinutuzumab)
Gazyva (obinutuzumab, RG7159) Humanized anti-CD20 monoclonal antibody Indication Systemic lupus erythematosus (SLE) Membranous nephropathy Phase III Phase III Phase/study ALLEGORY MAJESTY # of patients N=303 N=142 ▪ ARM A: Gazyva 1000mg IV on Day 1 and Weeks 2, 24 and 26. ▪ ARM A: Gazyva 1000mg IV o
Slide 80: Lunsumio (mosunetuzumab)
Lunsumio (mosunetuzumab, RG7828, CD20 x CD3) Bispecific anti-CD20/CD3 antibody engaging T and B cells simultaneously Indication Systemic lupus erythematosus (SLE) Phase II Phase/study SOLUNA # of patients N=30 ▪ Single arm Lunsumio SC Immunology Design ▪ Proportion of participants who have achieved
Slide 81: Enspryng (satralizumab)
Enspryng (satralizumab, RG6168, SA237) Anti-IL-6 receptor humanized monoclonal antibody Indication Thyroid eye disease Phase III Phase III Phase/study SatraGO-1 SatraGO-2 # of patients N=131 N=127 ▪ ARM A: Enspryng at weeks 0, 2, 4 (loading doses) and maintenance doses ▪ ARM A: Enspryng at weeks 0,
Slide 82: Susvimo (PDS)
Susvimo (PDS, RG6321) First eye implant to achieve sustained delivery of a biologic medicine Indication Wet age-related macular degeneration (wAMD) Phase III Phase II+III extension Phase IIIb Phase/study Archway Portal Velodrome # of patients N=418 N=1,000 N=451 ▪ ARM A: PDS 100mg/mL Q24W ▪ Ex-LADDE
Slide 83: Susvimo (PDS)
Susvimo (PDS, RG6321) First eye implant to achieve sustained delivery of a biologic medicine Diabetic retinopathy (DR) without Indication Diabetic macular edema (DME) center-involved diabetic macular edema (DME) Phase III Phase III Phase/study Pagoda Pavilion # of patients N=672 N=174 ▪ ARM A: Intra
Slide 84: Vabysmo (faricimab)
Vabysmo (faricimab, RG7716) Bispecific antibody for the eye which targets and inhibits two signaling pathways (Ang-2 and VEGF-A) Indication Myopic choroidal neovascularization (CNV) Phase III Phase/study POYANG # of patients N=280 ▪ ARM A: Vabysmo 6.0 mg Q4W PRN Ophthalmology ▪ ARM B: Ranibizumab 0.
Slide 85: Roche Pharma global development programmes
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 86: Roche Pharma global development programmes
Roche Pharma global development programmes Oncology / Hematology Neurology Immunology Ophthalmology CVRM RG6330 divarasib RG7845 fenebrutinib RG6299 sefaxersen RG6179 vamikibart RG6640 enicepatide (CT-388) RG6171 giredestrant RG7935 prasinezumab RG6631 afimkibart RG6652 tifeglipron (CT-996) RG6596 b
Slide 87: Divarasib (KRAS G12C inhibitor)
Divarasib (KRAS G12C inhibitor, RG6330, GDC-6036) A potent, orally available, and selective inhibitor of the KRAS G12C mutant protein Indication 1L NSCLC 2L NSCLC Phase Ib/II Phase III Phase/study KRASCENDO 170 KRASCENDO 1 # of patients N=320 N=338 Cohort A: Combination of divarasib + pembrolizumab
Slide 88: Divarasib (KRAS G12C inhibitor)
Divarasib (KRAS G12C inhibitor, RG6330, GDC-6036) A potent, orally available, and selective inhibitor of the KRAS G12C mutant protein Indication 1L NSCLC Resected stage II-III NSCLC Phase III Phase III Phase/study KRASCENDO 2 KRASCENDO 3 # of patients N=600 N=400 Oncology/Hematology ▪ ARM A: divaras
Slide 89: Giredestrant (SERD)
Giredestrant (SERD (3), RG6171, GDC-9545) A selective estrogen receptor degrader or downregulator Indication Adjuvant ER-positive breast cancer (BC) ET resistant ER+/HER2-negative breast cancer (BC) Phase III Phase III Phase/study lidERA Breast Cancer pionERA # of patients N=4,170 N=1,050 Oncology/H
Slide 90: Giredestrant (SERD)
Giredestrant (SERD (3), RG6171, GDC-9545) A selective estrogen receptor degrader or downregulator Indication post-CDK4/6 ER-positive/HER2-negative breast cancer (BC) 1L ER-positive/HER2-positive breast cancer (BC) Phase III Phase III Phase/study evERA heredERA # of patients N=373 N=922 ARM A: girede
Slide 91: Bizrolertinib (HER2 TKI)
bizrolertinib (HER2 TKI, RG6596) Oral blood-brain barrier penetrant HER2 TKI Indication 2L+ HER2+ mBC Phase II/III Phase/study BREnnA # of patients N=650 Oncology/Hematology ▪ ARM A: ZN-1041 dose 1 + trastuzumab + capecitabine ▪ ARM B: ZN-1041 dose 2 + trastuzumab + capecitabine Design ▪ ARM C: tuca
Slide 92: Cevostamab
Cevostamab (RG6160) Bispecific anti-FcRH5/CD3 antibody Indication 2-4L relapsed/refractory multiple myeloma Phase III Phase/study CEVOLUTION # of patients N=380 Oncology/Hematology ▪ ARM A: Cevostamab + Pd ▪ ARM B: SoC (DPd, PVd, EPd) Design ▪ MRD-neg CR at 9 mo Primary endpoint ▪ PFS IRC-assessed ▪
Slide 93: Zemocimig (NXT007)
Zemocimig (NXT007, RG6512) Bispecific antibody which targets Factor IXa and Factor X Indication Hemophilia A Phase I/II Phase/study Phase III (ZEBRHA 1) Phase III (ZEBRHA 2) (multiple-ascending dose) # of patients N=60 N=138 N=360 Oncology/Hematology ▪ Two loading doses of NXT007 SC H2H vs Factor VI
Slide 94: Dirloctocogene Samoparvovec
Dirloctocogene Samoparvovec (SPK-8011QQ; RG6797) Gene therapy for Hemophilia A Indication Moderately severe to severe Hemophilia A (>18yrs) Phase/study Phase IIb # of patients N=5 Oncology/Hematology ▪ Participants will receive an IV infusion of dirloctocogene samoparvovec on day 1 Design ▪ Safety P
Slide 95: Fenebrutinib
Fenebrutinib (RG7845, GDC-0853) Highly selective and reversible (noncovalent) bruton tyrosine kinase Indication Relapsing multiple sclerosis (RMS) Phase III Phase III Phase II (Biomarker study) Phase/study FENhance 1 FENhance 2 FENopta # of patients N=746 N=751 N=109 ARM A: Fenebrutinib twice daily
Slide 96: Fenebrutinib
Fenebrutinib (RG7845, GDC-0853) Highly selective and reversible (noncovalent) bruton tyrosine kinase Indication Primary progressive multiple sclerosis (PPMS) Phase III Phase/study FENtrepid # of patients N=985 Neurology ▪ ARM A: Fenebrutinib twice daily oral ▪ ARM B: Ocrevus 2x300mg IV Q24W Design ▪
Slide 97: Prasinezumab
Prasinezumab (anti-αSynuclein; RG7935) Anti-alpha-synuclein antibody under investigation for Parkinson’s disease Indication Early-stage Parkinson's disease PASADENA PADOVA PARAISO Phase/study Phase II Phase IIb Phase III # of patients N=316 N=586 N=900 ▪ Part 1: ▪ ARM A: Prasinezumab IV Q4W ▪ ARM A:
Slide 98: Trontinemab
Trontinemab (BS-anti-Aβ mAb, RG6102) A novel BrainshuttleTM bispecific 2+1 monoclonal antibody targeting Aβ Indication Early Alzheimer's Disease Phase III Phase III Phase/study TRONTIER 1 TRONTIER 2 # of patients N=1101 N=1060 Neurology ▪ Randomised 1:1 placebo-controlled study ▪ Randomised 1:1 plac
Slide 99: Trontinemab
Trontinemab (BS-anti-Aβ mAb, RG6102) A novel BrainshuttleTM bispecific 2+1 monoclonal antibody targeting Aβ Indication Prodromal or mild to moderate Alzheimer's Disease Preclinical Alzheimer's Disease Phase III Phase/study Phase I/II PrevenTRON # of patients N=241 N=1600 Neurology ▪ PART 1 (dose esc
Slide 100: Sefaxersen (ASO factor B)
Sefaxersen (ASO factor B, RG6299) Antisense oligonucleotide that targets factor B Indication IgA nephropathy (IgAN) Phase III Phase/study IMAgINATION # of patients N=459 ▪ ARM A: Sefaxersen SC at week 1, 3, 5 following Q4W dosing for 104 weeks ▪ ARM B: Placebo Immunology Design ▪ Change in UPCR at w
Slide 101: Afimkibart (anti-TL1A)
Afimkibart (anti-TL1A, RG6631) A monoclonal antibody targeting TL1A, blocking TH1 and TH17 pathways Indication Moderate to severe ulcerative colitis Moderate to severe ulcerative colitis Phase III Phase III Phase/study AMETRINE-1 AMETRINE-2 # of patients N=400 N=350 ▪ ARM A: Afimkibart IV induction
Slide 102: Afimkibart (anti-TL1A)
Afimkibart (anti-TL1A, RG6631) A monoclonal antibody targeting TL1A, blocking TH1 and TH17 pathways Indication Moderate to severe Crohn's Disease Phase III Phase III Phase/study SIBERITE-1 SIBERITE-2 # of patients N=600 N=425 ▪ Treat-through design with no re-randomization after induction ▪ Inductio
Slide 103: Afimkibart (anti-TL1A)
Afimkibart (anti-TL1A, RG6631) A monoclonal antibody targeting TL1A, blocking TH1 and TH17 pathways Indication Metabolic Dysfunction-associated Steatohepatitis (MASH) Rheumatoid Arthritis (RA) Phase Ib Phase IIb Phase/study FIBROLITE dRAvite # of patients N=56 N=160 ▪ Afimkibart IV at w0, w2, w6, w1
Slide 104: Vamikibart (anti-IL-6)
Vamikibart (anti-IL-6, RG6179) A monoclonal antibody that potently binds interleukin-6 (IL-6) cytokine Indication Uveitic macular edema (UME) Phase III Phase III Phase/study MEERKAT SANDCAT # of patients N=245 N=256 Ophthalmology ▪ ARM A: Vamikibart low-dose Q4W to week 12, followed by PRN ▪ ARM A:
Slide 105: Enicepatide (CT-388)
Enicepatide (CT-388, RG6640) Once-weekly subcutaneous injectable dual GLP-1/GIP receptor agonist Indication Overweight/obesity without type 2 diabetes Phase/study Phase II Phase III Enith 1 # of patients N=469 N=2000 ▪ enicepatide (low/med/high dose) vs. placebo ▪ Arm 1: Placebo Arm 2: CT-388 dosing
Slide 106: Enicepatide (CT-388)
Enicepatide (CT-388, RG6640) Once-weekly subcutaneous injectable dual GLP-1/GIP receptor agonist Indication Overweight/obesity with type 2 diabetes Phase/study Phase II Phase III Enith 2 # of patients N=447 N=1600 ▪ enicepatide (low/med/high dose) vs. placebo ▪ Arm 1: Placebo Arm 2: Enicepatide dosi
Slide 107: Tifeglipron (CT-996)
Tifeglipron (CT-996, RG6652) Once-daily oral small molecule GLP-1 receptor agonist Overweight/obesity with or without type 2 Indication Obesity without type 2 diabetes Glycaemic control trial with T2D participants diabetes Phase/study Phase I Phase II Phase II # of patients N=118 N=352 N=330 Cardiov
Slide 108: Petrelintide
Petrelintide (RG6849) QW subcutaneous injectable long-acting amylin analog Indication Overweight/obesity Overweight/obesity + T2D Overweight/obesity + CVD Phase III Phase III Phase III Phase/study ZUPREME-3 ZUPREME-4 ZUPREME-5 # of patients N=3,900 N=600 N=2,500 • Arm 1: Placebo • Arm 1: Placebo • A
Slide 109: Pegozafermin
Pegozafermin (RG6881) Fibroblast growth factor 21 (FGF21) analog Indication MASH F2-F3 MASH with compensated cirrhosis (F4) Phase III Phase III Phase/study ENLIGHTEN-Fibrosis ENLIGHTEN-Cirrhosis # of patients N=1350 N=762 ▪ ARM A: Placebo ▪ ARM A: Placebo ▪ ARM B: Pegozafermin 30mg QW ▪ ARM B: Pegoz
Slide 110: Roche Pharma research and early development (pRED)
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 111: pRED oncology, neurology development programs
pRED oncology, neurology development programs Molecule Indication Phase # of patients Status CT Identifier Oncology CEA212Pb PRIT (RG6375)1 metastatic Colorectal Cancer (mCRC) I 160 FPI expected Q4 2026 NCT07416552 pan-RAS inhibitor (RG6505) solid tumors I 345 FPI Q2 2025 NCT06884618 Neurology ISRCT
Slide 112: pRED immunology, ophthalmology and other development programs
pRED immunology, ophthalmology and other development programs Molecule Indication Phase # of patients Status CT Identifier Immunology NME (RG6498) IBD I FPI Q1 2026 anti-TSLP:IL33 (RG6981)1 COPD/Asthma I 120 FPI Q1 2026 ISRCTN22936350 Ophthalmology VEGF x IL6 DutaFab FPI Q4 2022 NCT06847854 DME I 17
Slide 113: Genentech research and early development (gRED)
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 114: gRED oncology development programs
gRED oncology development programs Molecule Indication Phase # of patients Status CT Identifier Oncology autogene cevumeran NCT05968326 (Individualized Neoantigen-Specific adjuvant PDAC II 260 FPI Q4 2023 (IMcode003) Therapy (iNeST); RG6180)1 vustanaciclib (RG6794, GDC-4198) HR+ HER2- breast cancer
Slide 115: gRED immunology, ophthalmology, and CVRM development programs
gRED immunology, ophthalmology, and CVRM development programs Molecule Indication Phase # of patients Status CT Identifier Immunology NCT06979336 p40 x TL1A bispecific (RG6730)1 ulcerative colitis IIb 224 FPI Q3 2025 (SUNCREST) NME (RG6767) - I 100-139 FPI Q3 2026 NCT07797478 NME (RG6527) COPD I FPI
Slide 116: Pharma sales appendix
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 117: YTD Sep 2026: Pharma Division sales, top products
YTD Sep 2026: Pharma Division sales Top 20 products Global US Europe Japan International CHFm % CER CHFm % CER CHFm % CER CHFm % CER CHFm % CER Ocrevus 5,317 7 3,581 5 1,136 9 - - 600 21 Hemlibra 3,750 12 2,006 9 769 5 291 20 684 23 Vabysmo 3,196 10 2,060 2 585 7 131 41 420 65 Tecentriq 2,615 5 1,24
Slide 118: YTD Sep 2026: Products launched since 2015
YTD Sep 2026: Pharma Division sales Products launched since 2015 Global US Europe Japan International CHFm % CER CHFm % CER CHFm % CER CHFm % CER CHFm % CER Cotellic 35 5 17 9 7 -5 - - 11 6 Alecensa 1,213 6 391 -1 189 -3 154 15 479 15 Tecentriq 2,615 5 1,243 8 626 -2 245 6 501 9 Ocrevus 5,317 7 3,58
Slide 119: YTD Sep 2026: Pharma product sales
YTD Sep 2026: Pharma Division sales Product sales Pharmaceuticals Division Global US Europe Japan International CHFm % CER CHFm % CER CHFm % CER CHFm % CER CHFm % CER Ocrevus 5,317 7 3,581 5 1,136 9 - - 600 21 Hemlibra 3,750 12 2,006 9 769 5 291 20 684 23 Vabysmo 3,196 10 2,060 2 585 7 131 41 420 65
Slide 120: Pharma Division CER sales growth, global top products
Pharma Division CER sales growth in % Global top 20 products Q1/25 Q2/25 Q3/255 Q4/25 Q1/26 Q2/26 Q3/26 Ocrevus 6 10 6 16 6 7 9 Hemlibra 11 22 4 8 13 9 13 Vabysmo 18 19 4 7 13 3 13 Tecentriq 0 -1 4 8 4 9 3 Xolair 26 41 34 26 26 28 8 Phesgo 52 57 51 34 27 9 18 Perjeta -10 -14 -14 -13 -11 -3 -9 Actemr
Slide 121: Pharma Division CER sales growth, top products by region
Pharma Division CER sales growth in % Top 20 products by region US Europe Japan International Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Ocrevus 17 3 2 10 14 9 11 7 - - - - 11 24 37 6 Hemlibra 6 15 4 11 12 5 3 8 5 18 3 40 18 14 39 18 Vabysmo -1 4 -2 4 13 0 10 11 15 39 16 68 118 126 24 64 Tecent
Slide 122: YTD Sep 2026: CER sales growth in %
YTD Sep 2026: CER sales growth in % Quarterly development 2025 vs. 2024 2026 vs. 2025 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Pharma Division 8 11 7 9 7 6 8 United States 6 13 5 9 5 7 5 Europe 5 5 5 7 -1 3 2 Japan 3 7 6 4 14 9 49 International 18 11 11 16 16 4 11 Diagnostics Division 0 0 2 6 3 4 5 Roche Group 6 8 6 8
Slide 123: Ocrevus
Ocrevus Global sales CER growth Regional sales CER growth CHFbn +7% 6.0 US +5% 5.0 4.0 Europe +9% 3.0 2.0 International +21% 1.0 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 5,317m ▪ US: Moving into earlier lines displacing orals; SC launch ongoing; #1 in US for
Slide 124: Hemlibra
Hemlibra Global sales CER growth Regional sales CER growth CHFbn +12% 4.0 US +9% 3.5 Europe +5% 3.0 2.5 Japan +20% 2.0 1.5 1.0 International +23% 0.5 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 3,750m ▪ US: Continued share gains in non-inhibitor patients ▪ EU: C
Slide 125: Vabysmo
Vabysmo Global sales CER growth Regional sales CER growth CHFbn +10% 3.5 US +2% 3.0 2.5 Europe +7% 2.0 1.5 Japan +41% 1.0 International +65% 0.5 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 3,196m ▪ US: Sales impacted by branded market contraction, continued mark
Slide 126: Tecentriq
Tecentriq Global sales CER growth Regional sales CER growth CHFbn +5% 3.0 US +8% Europe -2% 2.5 2.0 Japan +6% 1.5 International +9% 1.0 0.5 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 2,615m ▪ US: Growth driven by new indications ▪ EU: Growth impacted by buying
Slide 127: Xolair
Xolair Global sales CER growth Regional sales CER growth CHFbn +20% 3.0 2.5 US +20% 2.0 1.5 1.0 0.5 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 2,521m ▪ US: Strong food allergy launch as key growth driver; Strong CSU performance driving additional growth CER: Co
Slide 128: Phesgo
Phesgo Global sales CER growth Regional sales CER growth CHFbn +18% 2.5 US -1% Europe +11% 2.0 1.5 Japan +24% 1.0 International +43% 0.5 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 2,064m ▪ US: Increasing conversion rates from Perjeta+Herceptin to Phesgo ▪ EU: S
Slide 129: Perjeta
Perjeta Global sales CER growth Regional sales CER growth CHFbn -8% 3.5 US -10% 3.0 Europe -13% 2.5 Japan -20% 2.0 1.5 1.0 International -3% 0.5 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 2,040m ▪ US: Increasing conversion to Phesgo ▪ EU: Conversion to Phesgo ▪
Slide 130: Actemra/RoActemra
Actemra/RoActemra ra / RoActemra Global sales CER growth Regional sales CER growth CHFbn -10% 2.5 US -9% Europe -26% 2.0 Japan +14% 1.5 1.0 International -4% 0.5 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 1,621m ▪ US: Decline due to biosimilars ▪ EU: Decline du
Slide 131: Evrysdi
Evrysdi Global sales CER growth Regional sales CER growth CHFbn +18% 1.6 US +12% 1.4 Europe +14% 1.2 1.0 Japan +7% 0.8 0.6 0.4 International +33% 0.2 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 1,470m ▪ US: Strong uptake across all patient segments; including tr
Slide 132: Kadcyla
Kadcyla Global sales CER growth Regional sales CER growth CHFbn -9% US -19% 1.8 Europe -5% 1.5 1.2 Japan +9% 0.9 0.6 International -2% 0.3 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 1,339m ▪ US: Impacted by competition in metastatic BC ▪ EU: Share decline in me
Slide 133: Polivy
Polivy Global sales CER growth Regional sales CER growth CHFbn +24% 1.4 US +29% 1.2 Europe -9% 1.0 Japan +30% 0.8 0.6 0.4 International +44% 0.2 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 1,302m ▪ US: Strong growth following approval in 1L DLBCL ▪ EU: Strong gr
Slide 134: Alecensa
Alecensa Global sales CER growth Regional sales CER growth CHFbn +6% 1.4 US -1% 1.2 Europe -3% 1.0 Japan +15% 0.8 0.6 0.4 International +15% 0.2 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 1,213m ▪ US: Strong position in 1L ALK+ NSCLC is maintained; competitive
Slide 135: MabThera/Rituxan
MabThera/Rituxan Global sales CER growth Regional sales CER growth CHFbn +3% 1.4 US +12% 1.2 Europe -8% 1.0 Japan -16% 0.8 0.6 0.4 International -10% 0.2 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 919m ▪ US: Biosimilar erosion slowing; boosted by 2025 base effe
Slide 136: TNKase/Activase
TNKase/Activase Global sales CER growth Regional sales CER growth CHFbn +6% 1.0 0.8 US +5% 0.6 0.4 International +12% 0.2 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 830m ▪ Spontaneous TNKase use in AIS early time window; Q2 boosted by one-off buying pattern CER
Slide 137: Gazyva
Gazyva Global sales CER growth Regional sales CER growth CHFbn +7% 0.8 US +4% 0.7 Europe -2% 0.6 0.5 Japan +28% 0.4 0.3 0.2 International +25% 0.1 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 751m ▪ US: Increasing competitive pressure in CLL and FL; Ongoing launc
Slide 138: Herceptin
Herceptin Global sales CER growth Regional sales CER growth CHFbn -12% 1.4 US -15% Europe -6% 1.2 1.0 Japan -35% 0.8 0.6 0.4 International -13% 0.2 0.0 YTD Sep YTD Sep YTD Sep YTD Sep 2023 2024 2025 2026 YTD Sep 2026 sales of CHF 695m ▪ US: Biosimilar erosion slowing; Switching of patients with resi
Slide 139: Diagnostics sales appendix
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 140: YTD Sep 2026: Diagnostics Division CER growth
YTD Sep 2026: Diagnostics Division CER growth By Region and Customer Area (vs. 2025) Global EMEA North America Asia-Pacific Latin America CHFm % CER CHFm % CER CHFm % CER CHFm % CER CHFm % CER Core Lab Core Lab 5,755 5 2,280 5 1,247 14 1,655 -4 573 14 Molecular Lab 1,836 3 524 4 989 4 245 -3 78 7 Ne
Slide 141: Diagnostics Division quarterly sales and CER growth
YTD Sep 2026: Diagnostics Division quarterly sales and CER growth1 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 CHFm % CER CHFm % CER CHFm % CER CHFm % CER CHFm % CER Core Lab Core Lab 1,849 0 1,926 6 1,798 4 1,958 5 1,999 7 Molecular Lab 611 5 666 6 571 0 625 6 640 4 Near Patient Care 459 -5 506 -2 465 -5 444 -5
Slide 142: Diagnostics Division regional sales
YTD Sep 2026: Diagnostics Division regional sales Growth across regions, offset by APAC Sales YTD CHFm / % of total sales Total CHFm = 10,281 (4% at CER) +388 Growth at CER % -100 +90 851 / EMEA +3 8% +279 North America +9 of which US +8 2,343 / 23% 3,698 / 36% Asia-Pacific -4 1 of which China -13 +
Slide 143: Core Lab
Core Lab 2026 vs. 2025 CER growth CHFbn +5% 7.0 +2% 6.0 +9% 5.0 +4% 4.0 3.0 2.0 1.0 0.0 YTD Sep 2024 YTD Sep 2025 YTD Sep 2026 Immunodiagnostics Clinical Chemistry Other CER: Constant exchange rates (avg. full year 2025) 143
Slide 144: Molecular Lab
Molecular Lab 2026 vs. 2025 CER growth CHFbn +3% 2.0 1.8 +5% 1.6 -54% 1.4 +11% 1.2 +8% 1.0 -8% 0.8 0.6 +1% 0.4 0% 0.2 +6% 0.0 YTD Sep 2024 YTD Sep 2025 YTD Sep 2026 Infectious Diseases Blood Screening MD Systems Open Molecular Systems Cervical Cancer Sequencing ML Companion Diagnostics Other CER: Co
Slide 145: Near Patient Care
Near Patient Care 2026 vs. 2025 CER growth CHFbn -5% 1.8 1.6 -37% 1.4 -21% 1.2 +1% 1.0 -3% 0.8 -3% 0.6 -6% 0.4 0.2 0.0 YTD Sep 2024 YTD Sep 2025 YTD Sep 2026 Clinical Chem. & Immunodiagn. Hospital Glucose Coagulation & Urinalysis BGM POC MDx Other CER: Constant exchange rates (avg. full year 2025);
Slide 146: Pathology Lab
Pathology Lab 2026 vs. 2025 CER growth CHFbn +10% 1.6 1.4 +53% 1.2 +21% +8% 1.0 +7% 0.8 0.6 0.4 0.2 0.0 YTD Sep 2024 YTD Sep 2025 YTD Sep 2026 Advanced Staining Primary Staining PL Companion Diagnostics Other CER: Constant exchange rates (avg. full year 2025); PL: Pathology Lab 146
Slide 147: Foreign exchange rates information
Roche Group development pipeline Marketed products development programmes Roche Pharma global development programmes Roche Pharma research and early development (pRED) Genentech research and early development (gRED) Pharma sales appendix Diagnostics sales appendix Foreign exchange rates information
Slide 148: CHF/USD
CHF/USD Monthly averages 0.95 0.90 0.85 -11% 3% 0.80 -2% 0.75 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2025 2026 Year-to-date averages 0.95 0.90 0.85 -13% -9% -6% 0.80 0.75 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2025 2026 148
Slide 149: CHF/USD
CHF/USD 0.95 YTD Sep 2026 -4% 0.93 0.91 0.89 0.87 0.85 0.83 0.81 0.79 0.77 0.75 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec avg. full year 2025 avg. full year 2026 monthly avg. 2025 monthly avg. 2026 149
Slide 150: CHF/EUR
CHF/EUR Monthly averages 1.00 0.95 0.90 1% -5% -2% 0.85 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2025 2026 Year-to-date averages 1.00 0.95 0.90 -3% -2% -2% 0.85 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2025 2026 150
Slide 151: CHF/EUR
CHF/EUR 0.96 YTD Sep 2026 -1% 0.95 0.94 0.93 0.92 0.91 0.90 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec avg. full year 2025 avg. full year 2026 monthly avg. 2025 monthly avg. 2026 151
Slide 152: Average CHF exchange rates
Average CHF exchange rates YTD Sep YTD Sep YTD Sep 2026 vs. YTD Sep 2025 2026 2025 USD 0.80 0.84 -6% EUR 0.92 0.94 -2% JPY 0.50 0.57 -12% -15% -12% -9% -6% -3% 0% 152
Slide 153: Exchange rate impact on sales growth
Exchange rate impact on sales growth YTD Sep 2026: Negative impact of JPY, USD and EUR Development of average exchange rates versus prior year period Q1 HY YTD Sep FY CHF / USD -12.9% -8.9% -5.6% CHF / EUR -3.0% -2.5% -1.7% CHF / JPY -15.3% -14.3% -11.7% CHF / CNY -8.3% -3.6% 0.0% Difference in CHF
Slide 154: Exchange rate impact on sales growth
Exchange rate impact on sales growth Q3 2026: Positive impact of USD and CNY, partially offset by JPY and EUR Development of average exchange rates versus prior year period Q1 Q2 Q3 Q4 CHF / USD -12.9% -4.5% 1.5% CHF / EUR -3.0% -1.9% -0.1% CHF / JPY -15.3% -13.3% -6.1% CHF / CNY -8.3% 1.5% 7.7% Dif
Slide 155: Doing now what patients need next
Doing now what patients need next
Roche Holding — YTD September 2026 Earnings Presentation on 6ix