Roche
Q1 2016 sales
Basel, 19 April 2016
3
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, strategy, goals, plans or intentions. Various factors may cause actual results to
differ materially in the future from those reflected in forward-looking statements contained in
this presentation, among others:
1 pricing and product initiatives of competitors;
2 legislative and regulatory developments and economic conditions;
3 delay or inability in obtaining regulatory approvals or bringing products to market;
4 fluctuations in currency exchange rates and general financial market conditions;
5 uncertainties in the discovery, development or marketing of new products or new uses of existing products, including without limitation negative results of clinical trials or research projects, unexpected side-effects of pipeline or marketed products;
6 increased government pricing pressures;
7 interruptions in production;
8 loss of or inability to obtain adequate protection for intellectual property rights;
9 litigation;
10 loss of key executives or other employees; and
11 adverse publicity and news coverage.
Any statements regarding earnings per share growth is not a profit forecast and should not be interpreted to
mean that Roche’s earnings or earnings per share for this year or any subsequent period will necessarily
match or exceed the historical published earnings or earnings per share of Roche.
For marketed products discussed in this presentation, please see full prescribing information on our website
www.roche.com
All mentioned trademarks are legally protected.
4
Group Severin Schwan Chief Executive Officer
Q1 2016: Good start to the year
5
Growth
Sales
Innovation
Diagnostics
Oncology
Neuroscience
1 At constant exchange rates (CER); NEDA=no evidence of disease activity; MRI=magnetic resonance imaging;
IND: Investigational New Drug Application
• Group sales +4%1 driven by HER2 franchise (+9%), Immunology franchise
(+16%), Avastin (+4%), and Professional Diagnostics (+7%)
• Good growth1 in all regions: US (+3%), Europe (+3%), Japan (+3%) and
International (+7%)
• Atezolizumab: Acceptance of filing for advanced bladder and lung cancer in
the US
• Successful US launches of Alecensa and Cotellic
• US approval of Gazyva in R/R NHL (GADOLIN)
• US approval of Venclexta (venetoclax) in R/R CLL 17p deletion
• Ocrevus (ocrelizumab):
– Updated NEDA and MRI data at AAN (April, 15th – 21st)
• IND approval to initiate Zika blood screening
Q1 2016: Solid sales growth continues
6 CER=Constant Exchange Rates
2016 2015
CHFbn CHFbn CHF CER
Pharmaceuticals Division 9.8 9.3 5 4
Diagnostics Division 2.6 2.5 4 5
Roche Group 12.4 11.8 5 4
Change in %
Q1 2016: Sales growth for fifth consecutive year
7
2%
6%
4%
6% 6%
4%
8%
7%
5%
4%
5%
6%
5%
7%
6%
4%
4%
0%
2%
4%
6%
8%
10%
Q1
12
Q2
12
Q3
12
Q4
12
Q1
13
Q2
13
Q3
13
Q4
13
Q1
14
Q2
14
Q3
14
Q4
14
Q1
15
Q2
15
Q3
15
Q4
15
Q1
16
All growth rates at Constant Exchange Rates (CER)
Q1 2016: Solid sales growth in all regions
8
0
1
2
3
4
5
6
Japan International Europe US
Diagnostics
Pharma
CHFbn
+3%
+5% +4%
+4%
-1%
+16%
-3%
0%
+3%
+3%
+3%
+7%
All growth rates at Constant Exchange Rates (CER)
Roche significantly advancing patient care
Recognition for innovation 2013-present
9
Rank Company #
1 Roche 12
2 BMS 8
3 Novartis 7
3 Merck 6
3 Pfizer 6
4 GSK 5
12 Breakthrough Therapy Designations
Year Molecule
2016
Ocrelizumab (PPMS)
Venclexta (AML)
Venclexta + Rituxan (R/R CLL)
2015
Actemra (Systemic sclerosis)
Atezolizumab (NSCLC)
Venclexta (R/R CLL 17p del)
Emicizumab/ACE 910 (Hemophilia A)
2014
Esbriet (IPF)
Lucentis (DR)
Atezolizumab (Bladder)
2013 Alectinib (2L ALK+ NSCLC)
Gazyva (1L CLL)
Source: http://www.focr.org/breakthrough-therapies as at 22 March 2016; PPMS=Primary Progressive Multiple Sclerosis; CLL=Chronic
Lymphocytic Leukemia; NSCLC=Non-Small Cell Lung Cancer; IPF=Idiopathic Pulmonary Hypertension; DR=Diabetic Retinopathy
Significant launch activities ahead
10 Outcome studies are event-driven: timelines may change. Standard approval timelines of 1 year assumed.
Oncology/
hematology Neuroscience Ophthalmology Immunology
FDA Breakthrough
Therapy Designation
Cotellic + Zelboraf
BRAFmut melanoma
Venclexta
R/R CLL with 17p del
Ocrelizumab
RMS/ PPMS
Lebrikizumab
Severe Asthma
Emicizumab (ACE910)
Hemophilia A
Atezolizumab
2L+ lung and bladder cancer
Alecensa
2L ALK+ NSCLC
Perjeta + Herceptin
eBC HER2+ (APHINITY)
Atezolizumab+Avastin+chemo
1L NSCLC
Gazyva
1L aNHL (GOYA)
Gazyva
1L iNHL (GALLIUM)
Gazyva
Refractory iNHL (GADOLIN)
Lampalizumab
Geographic atrophy
Atezolizumab + Avastin
1L RCC
2016 2017 2018
Actemra
Giant cell arteritis
Alecensa
1L ALK+ NSCLC
Pharma
Diagnostics cobas e 801 launch in
immunodiagnostics
cobas t 511
cobas t 711 cobas 6000 (new)
2016 outlook
11
Group sales growth1 Low to mid-single digit
Core EPS growth1 Ahead of sales growth
Dividend outlook Further increase dividend in Swiss francs
1 At Constant Exchange Rates (CER)
12
Pharmaceuticals Division Daniel O’Day COO Roche Pharmaceuticals
Q1 2016 sales
Innovation
Outlook
13
Q1 2016: Pharma sales
Good growth driven by all regions
14 CER=Constant Exchange Rates
2016 2015
CHFm CHFm CHF CER
Pharmaceuticals Division 9,800 9,322 5 4
United States 4,716 4,392 7 3
Europe 2,319 2,178 6 5
Japan 853 763 12 4
International 1,912 1,989 -4 4
Change in %
Q1 2016: Oncology and immunology driving
growth
15 15 Absolute values and growth rates at Constant Exchange Rates (CER)
-120 -60 0 60 120
Pegasys
Lucentis
Tarceva
Tamiflu
Activase/TNKase
Actemra/RoActemra
MabThera/Rituxan
Xolair
Avastin
Herceptin
Esbriet
Perjeta
US
Europe
Japan
International
+33%
+96%
+4%
+4%
+22%
+14%
+3%
-50%
-13%
+21%
CHFm
-14%
-6%
0 1 2 3
Alecensa
Zelboraf +
Cotellic
Xeloda
Tarceva
CD20
Avastin
HER2
Kadcyla
Perjeta
Herceptin +9%
+4%
-14%
-17%
+18%
MabThera/Rituxan
(Oncology)
Gazyva/Gazyvaro
+3%
Cotellic
+161%
Q1 2016: Oncology launches off to a good start
16
CHFbn
CER=Constant Exchange Rates
Q1 2016 Oncology sales: CHF 6.1bn; CER growth +4%
YoY CER growth
• Increased competition
• EU: Avastin + Tarceva filed in 1L EGFR+ NSCLC
• Loss of exclusivity
• Growth driven mainly by cervical and ovarian
• Strong uptake of Perjeta and Kadcyla
• Growth of Herceptin due to longer treatment
• Back to growth post launch of Cotellic
• Gazyva approved in R/R iNHL (GADOLIN)
• US: launch off to a strong start
• Japan: Continued strong growth (J-ALEX study)
HER2 franchise: Growth mainly driven by Perjeta
17
0
500
1,000
1,500
2,000
2,500
Q1 13 Q1 14 Q1 15 Q1 16
Herceptin Perjeta Kadcyla
+15%
YoY CER growth
+23%
+17%
CER=Constant Exchange Rates
CHFm
+9%
HER2 franchise Q1 2016
• Herceptin (+4%): Longer treatment duration
in combo with Perjeta
• Perjeta (+33%): Strong demand in 1L mBC
and neoadjuvant in the US and EU
• Kadcyla (+11%): Growth driven by EU,
International and Japan
Outlook 2016
• Herceptin: Further SC conversion
• Perjeta: Further increasing penetration
• Kadcyla: New launch countries
• Ph III APHINITY data (adj. HER2+) expected
Avastin: Strong underlying growth
18 CER=Constant Exchange Rates
0
400
800
1,200
1,600
2,000
Q1 13 Q1 14 Q1 15 Q1 16
CHFm
US Europe International Japan
YoY CER growth
+11% +9%
+4% +6%
Avastin Q1 2016
• Growth impacted by Health Insurance
Plan impact in Japan
• International (+27%): Driven by Asia,
mainly China (lung cancer launch)
Outlook 2016
• Continued uptake in ovarian and
cervical
• EU: Avastin + Tarceva approval in
EGFR+ NSCLC expected in H2
Immunology: Continued strong growth, now
>CHF 7bn on an annualised basis
19
0
300
600
900
1,200
1,500
1,800
Q1
13
Q1
14
Q1
15
Q1
16MabThera/Rituxan (RA) Actemra IVActemra SC XolairCellCept PulmozymeEsbriet Other
CHFm
CER=Constant Exchange Rates; GPA=granulomatosis with polyangiitis; MPA=microscopic polyangiitis
YoY CER growth
+11% +11%
+20%
+16%
Immunology Q1 2016
Xolair (+22%)
• Continued strong uptake in allergic
asthma, chronic idiopathic urticaria
Actemra (+14%)
• SC formulation driving growth
• Increasing 1L monotherapy leadership
focusing on MTX intolerant patients
MabThera/Rituxan (+11%)
• Continues to grow in rheumatoid
arthritis and vasculitis (GPA and MPA)
Esbriet: Expanding beyond severe patients
20
CHFm
10
27
88
178
0
50
100
150
200
Q1
13
Q1
14
Q1
15
Q1
16
US Europe International
US (+145%)
• Strong underlying growth with patient
starts and treatment rate on track
• Around 100,000 IPF patients in the US
with high unmet need
EU (+36%)
• Increasing differentiation due to
strengthened label including the pooled
1 Yr mortality data
Outlook 2016
• Increasing patient pool and new launch
countries
YoY CER growth
+96%
Q1 2016 sales
Innovation
Outlook
21
Venclexta* in R/R CLL with 17p deletion
First Bcl-2 inhibitor with significant upside potential
22
• Accelerated approval in the US following breakthrough therapy designation in R/R CLL 17p del
• Additional breakthrough therapy designations: Venclexta+Rituxan in R/R CLL and Venclexta in AML
• Several read-outs at ASCO in NHL, CLL, MM and AML
NHL=non-hodgkin`s lymphoma; CLL=chronic lymphoid leukemia; MM=multiple myeloma; AML=acute myeloid leukemia;
* Venclexta (venetoclax) in collaboration with AbbVie
Phase II (M13-982)
Response, n (%)
Venclexta
(n = 106)
ORR 85 (80.2)
CR/CRi 8 (7.5)
Median DOR not reached
Ocrelizumab: Additional efficacy data at AAN
Breakthrough therapy designation in PPMS
23
• NEDA, disability progression and MRI data to be presented at AAN (April, 15th – 21st)
• Breakthrough therapy designation granted in PPMS
• US/EU filings in RMS/PPMS on track for H1 2016
NEDA=no evidence of disease activity; MRI=magnetic resonance imaging
Emicizumab (ACE 910) development plan
Non-interventional study expanded to all patients
24 QW=weekly dosing; Q2W=dosing every 2 weeks; Q4W=dosing every 4 weeks; OLE=open label extension
• Inhibitor study: Enrollment progressing well
• Inhibitor non-interventional study fully recruited (>90 patients) and expanded to non-inhibitors
• Non-inhibitor, pediatric and Q4W dosing studies expected to start in 2016
2015 2016 2017 2018
Pediatrics Inhibitor
Non-interventional
Inhibitor (≥12 yrs)
Weight based QW dosing
Q4W dosing study
Non-inhibitor (≥12 yrs)
QW and Q2W dosing
Japanese studies
Chugai OLE
Phase II Phase III Phase I Patient transfer
Unlocking the full value of cancer immunotherapy
New deals signed in Q1
25 Chen and Mellman. Immunity 2013 NME=new molecular entity; CIT=cancer immunotherapy; FP=fusion protein; TCB=T-cell bispecific
T cell Trafficking
Cancer T cell recognition anti-CEA/CD3 TCB
anti-CD20/CD3 TCB
KTE-C19* (Kite Pharma)
ImmTAC* (Immunocore)
T cell infiltration
anti-VEGF (Avastin)
anti-Ang2/VEGF (vanucizumab)
T cell killing anti-PDL1 (atezolizumab)
anti-CSF-1R (emactuzumab)
IDOi (NewLink)
IDOi* (Incyte)
CPI-444* (Corvus)
anti-TIGIT
IDO1/TDOi* (Curadev)
Antigen presentation T-Vec oncolytic virus* (Amgen)
INFa
anti-CD40
CMB305 vaccine* (Immune Design)
EGFRi (Tarceva)
ALKi (Alecensa)
BRAFi (Zelboraf)
MEKi (Cotellic)
anti-CD20 (Gazyva)
anti-HER2 (Herceptin;
Kadcyla; Perjeta)
various chemotherapies
lenalidomide* (Celgene)
rociletinib* (Clovis)
daratumumab* (Janssen)
Antigen release
Priming & activation anti-CEA-IL2v FP (cergutuzumab amunaleukin)
anti-FAP-IL2v FP
anti-OX40
anti-CD27* (Celldex)
entinostat* (Syndax)
Clinical development Preclinical development
* Partnered or external
Established therapies
In-house CIT NMEs in the clinic
Cancer immunotherapy read-outs in 2016
Priority review granted for bladder and lung cancer
26 Status as of April 19, 2016; Outcome studies are event-driven: timelines may change.
Phase III Phase I
= Read-outs expected in 2016
atezo
NSCLC (Dx+) (BIRCH)
atezo
2/3L NSCLC (POPLAR)
atezo+Avastin
1L Renal (IMmotion 150)
atezo
1/2L Bladder (IMvigor 210)
Phase II
atezo+lenalidomide
MM
atezo+daratumumab+len
R/R MM
atezo+ipilimumab
Solid tumors
atezo+aCD40
Solid tumors
atezo+IFN-alfa
Solid tumors
atezo+aOX40
Solid tumors
atezo+IDO
Solid tumors
atezo+Avastin+/-chemo
Solid tumors
atezo+Cotellic
Solid tumors
atezo+chemo
Solid tumors
atezo
Solid tumors
aOX40
Solid tumors
aCEA/CD3 TCB
Solid tumors
aCEA-IL2v FP
Solid tumors
aCD20/CD3 TCB
heme tumors
atezo+/-azacitidine
MDS
atezo+Gazyva+chemo
R/R FL/aNHL
atezo+Gazyva+polatuzumab
R/R FL/aNHL
aFAP-IL2v FP
Solid tumors
IDO
Solid tumors
atezo+aCEA/CD3 TCB
Solid tumors
atezo+aCSF-1R
Solid tumors
atezo+aCEA-IL2v FP
Solid tumors
atezo+Zelboraf
Melanoma
atezo+Tarceva
NSCLC
atezo+Gazyva
R/R FL / aNHL
atezo+Zelboraf+Cotellic
Melanoma
aCSF-1R
Solid tumors
atezo+Alecensa
ALK+ NSCLC
atezo+Kadcyla/Herceptin+Perjeta
HER2+ eBC/mBC
atezo+Gazyva+lenalidomide
R/R FL/aNHL
aCD40+vanucizumab
R/R FL/aNHL
atezo
2/3L NSCLC (OAK)
atezo
2/3L Bladder (IMvigor 211)
atezo+Avastin+chemo
1L nsq NSCLC (IMpower 150)
atezo+chemo
1L nsq NSCLC (IMpower 130)
atezo+chemo
1L sq NSCLC (IMpower 131)
atezo
1L nsq NSCLC (Dx+) (IMpower 110)
atezo
1L sq NSCLC (Dx+) (IMpower 111)
atezo+chemo
1L TNBC (IMpassion 130)
atezo
Adj MIBC (Dx+) (IMvigor 010)
atezo
Adj NSCLC (Dx+) (IMpower 010)
atezo+Avastin
1L Renal (IMmotion 151)
atezo+chemo
1L nsq NSCLC (IMpower 132)
For Background:
New Ph3 in 3L CRC for
Tecentriq+Cotellic, FPI in
May’16, data in ‘18 (OS),
approval in Q1’19
Q1 2016 sales
Innovation
Outlook
27
2016: Focus on ongoing and upcoming launches
28
Approvals &
launch
preparation
Maximise
recent
launches
• Ocrevus (ocrelizumab) in MS
• Atezolizumab in bladder and lung cancer
• Gazyva (GOYA) and Perjeta (APHINITY)
• Venclexta (venetoclax) in R/R CLL with 17p deletion
• Cotellic + Zelboraf in 1L BRAF positive metastatic melanoma
• Gazyva in Rituxan-refractory iNHL (GADOLIN)
• Alecensa in ALK positive NSCLC
* Outcome studies are event driven, timelines may change
2016 onwards: Significant launch activities
29 Outcome studies are event-driven: timelines may change. Standard approval timelines of 1 year assumed.
FDA Breakthrough
Therapy Designation
Oncology/
hematology Neuroscience Ophthalmology Immunology
Cotellic + Zelboraf
BRAFmut melanoma
Venclexta
R/R CLL with 17p del
Ocrelizumab
RMS/ PPMS
Lebrikizumab
Severe Asthma
Emicizumab (ACE910)
Hemophilia A
Atezolizumab
2L+ lung and bladder cancer
Alecensa
2L ALK+ NSCLC
Perjeta + Herceptin
eBC HER2+ (APHINITY) Atezolizumab+Avastin+chemo
1L NSCLC
Gazyva
1L aNHL (GOYA)
Gazyva
1L iNHL (GALLIUM)
Gazyva
Refractory iNHL (GADOLIN)
Lampalizumab
Geographic atrophy
Atezolizumab + Avastin
1L RCC
NM
Es
lin
e
exte
nsio
ns
2016 2017 2018
Actemra
Giant cell arteritis
Alecensa
1L ALK+ NSCLC
ASCO 2016: Highlights in various cancer types
30
Solid tumors
• atezolizumab + aOX40: Ph I
• atezolizumab + Cotellic: Ph I in CRC
Lung
• Alecensa: Ph III (J-ALEX) in 1L ALK+ NSCLC
• atezolizumab: Ph II OS update (POPLAR) in
2/3L NSCLC
Bladder
• atezolizumab: Ph II (IMvigor210) 1L cohort and
2L cohort update in bladder
Breast
• Herceptin + Perjeta: Ph III (PHEREXA) in 2L HER2+ mBC
• atezolizumab + abraxane: Ph I update in TNBC
Hematology
• Venclexta: Ph II (CAVALLI) in 1L aNHL
• Venclexta: Ph I in R/R CLL and R/R NHL
• Venclexta +/- chemo: Ph I in R/R MM
• Venclexta + chemo: Ph I in AML
Cotellic in collaboration with Exelixis; Alecensa in collaboration with Chugai; Gazyva in collaboration with Biogen Idec
Additional key oncology presentations in 2016*
31 * Planned submissions (to be confirmed); Outcome studies are event driven, timelines may change
• atezolizumab + abraxane: Ph I in TNBC
• atezolizumab + IDOi: Ph I
• atezolizumab + Zelboraf + Cotellic: Ph1 in 1L BRAF+ mM
• atezolizumab: Ph II (IMvigor 210) in bladder
• atezolizumab: Ph I in SCLC
• atezolizumab: Ph III (OAK) in 2L NSCLC [or IASLC Vienna]
Copenhagen, 7-11 Oct San Diego, 3-6 Dec
• atezolizumab + lenalidomide: Ph I in MM (safety)
• atezoliztumab + azacytidine: Ph I in MDS (safety)
• aCD20/CD3 TCB: Ph I dose escalation in solid tumors
• Gazyva: Ph III (GOYA) in front-line aNHL
• polatuzumab + Gazyva/Rituxan: Ph II (ROMULUS) in R/R FL / aNHL
• polatuzumab + Gazyva/Rituxan + CHP: Ph I/II in 1L aNHL
• polatuzumab + Gazyva: Ph I/II in 1L aNHL and R/R FL
• Venclexta + Rituxan +/- bedamustin: Ph II (CONTRALTO) in R/R FL
• Venclexta + Gazyva or +Rituxan +/- benda: Ph I in R/R CLL
• Venclexta: Ph II in ibrutinib/idelalisib ref R/R CLL
Vienna, 4-7 Dec San Antonio, 6-10 Dec
• atezolizumab: Ph III (OAK) in 2L NSCLC
• atezoliztumab + Tarceva: Ph I in NSCLC
• atezolizumab + abraxane: Ph I update in TNBC
• taselisib: Ph II (LORELEI) in neoadjuvant HER2-/ER+ BC
• SERD: Ph II
New Orleans, 16-20 Apr Copenhagen, 9-12 Jun
• aOX40: Ph I dose escalation in solid tumors
• atezoliztumab + Avastin + FOLFOX: Ph I in CRC
• atezolizumab + Gazyva: Ph I in R/R aNHL/iNHL
• idasanutlin + AraC: Ph I in R/R AML
EHA We are hoping to show
MM and MDS data at
ASH but we cannot
confirm until later this
year.
2016: Key late-stage news flow
32
Compound Indication Milestone
Regulatory
Gazyva Rituxan-refractory iNHL US/EU approval
Venclexta R/R CLL with 17p deletion US approval
ocrelizumab RMS/PPMS US/EU filing
atezolizumab Bladder cancer US approval
atezolizumab 2/3L NSCLC US approval
Alecensa 2L ALK+ NSCLC EU CHMP opinion
Phase III readouts*
lebrikizumab Severe asthma Ph III LAVOLTA I/II
atezolizumab 2/3L NSCLC Ph III OAK
Gazyva Front-line aNHL Ph III GOYA
Perjeta + Herceptin Adjuvant HER2+ BC Ph III APHINITY
Actemra Giant cell arthritis Ph III GiACTA
Alecensa 1L ALK+ NSCLC Ph III ALEX
Phase II readouts*
lebrikizumab Atopic dermatitis Ph II TREBLE, ARBAN
atezolizumab Bladder cancer Ph II IMvigor 210 (1L cohort)
atezolizumab + Avastin 1L Renal cancer Ph II IMmotion 150
Venclexta + Rituxan R/R FL (iNHL) Ph II CONTRALTO
Venclexta + Rituxan/Gazyva 1L aNHL Ph II CAVALLI
* Outcome studies are event driven, timelines may change
mixed
33
Diagnostics Division Roland Diggelmann COO Roche Diagnostics
Q1 2016: Diagnostics Division sales
Strong sales growth in laboratory businesses
34 CER=Constant Exchange Rates; Underlying growth of Molecular Diagnostics excluding Sequencing business: +4%
2016 2015
CHFm CHFm CHF CER
Diagnostics Division 2,614 2,511 4 5
Professional Diagnostics 1,519 1,425 7 7
Molecular Diagnostics 446 401 11 11
Diabetes Care 443 507 -13 -11
Tissue Diagnostics 206 178 16 13
Change in %
North America
0%
27% of divisional sales
Latin America
+21%
6% of divisional sales
Japan
-3%
4% of divisional sales EMEA1
+1%
43% of divisional sales
Q1 2016: Diagnostics regional sales
Growth driven by Asia Pacific and Latin America
Asia Pacific
+16%
20% of divisional sales
35
23% growth in E7 countries2
1 Europe, Middle East and Africa; 2 Brazil, China, India, Mexico, Russia, South Korea, Turkey All growth rates at Constant Exchange Rates
Q1 2016: Diagnostics highlights
Growth driven by Professional Diagnostics
36
• Driven by immunodiagnostics (+12%)
• Virology (+16%) incl. HPV (+16%)
• Advanced staining portfolio (+10%); primary
staining (+24%)
0.0 0.5 1.0 1.5 2.0
Tissue
Dia
Diabetes
Care
Molecular
Dia
Professional
Dia
EMEA
North America
RoW
+13%
-11%
+7%
+11%
CHFbn
1
1 Underlying growth of Molecular Diagnostics excluding sequencing business: +4%
CER=Constant Exchange Rates; EMEA=Europe, Middle East and Africa
YoY CER growth
• Spillover of US reimbursement cuts to private
sector
Providing the full solution in hepatitis testing
Comprehensive menu in serology & molecular
37 1 Q1 2016 growth; *NAT: nucleic acid amplification technology
Complete platform and test portfolio
• Hepatitis contributes ~60% of Roche’s
Infectious Disease/Virology portfolio
• Serology hepatitis: (+5%1)
• Molecular/NAT* hepatitis: (+11%1)
Roche
25%
Others
75%
Leader in a CHF 4.3bn market
• 5yr CAGR: ~6% projected
• Strong growth potential in serology
FDA approves IND for cobas Zika assay
Screening initiated at Puerto Rico blood centres
38 * IND: Investigational New Drug Application
• Currently testing in Puerto Rico, expect to
expand into southern US centres
• Operating under an IND* cost-recovery
model, no commercial sales
Key launches 2016
39
Area Product Market
Instruments /
Devices
Central
Laboratory
cobas 8000 <e 801> – high throughput immunochemistry analyzer
cobas c 513 – high throughput dedicated HbA1c analyzer
EU
US
Point of Care CoaguChek INRange (Zenith) – modified analyzer for intuitive self testing with full blue
tooth connectivity EU
Sequencing Roche SMRT Sequencer – single molecule sequencer for clinical research (in collaboration
with Pacific Biosciences) WW
Diabetes
Care
Accu-Chek Guide – next-generation blood glucose monitoring system
Accu-Chek Insight CGM – new high-performance continuous glucose monitoring system
EU
EU
Tests /
Assays
Virology cobas 6800/8800 HIV Qual – early Infant Diagnosis and Confirmatory HIV Test EU
HPV /
Microbiology cobas 6800/8800 CT/NG – fully automated solution for screening and diagnosis of Chlamydia
trachomatis and Neisseria gonorrhoeae in symptomatic & asymptomatic patients EU
Point of Care cobas Liat Influenza A/B plus RSV (CLIA) – automated multiplex real time RT-PCR
assay for qualitative detection and discrimination of Influenza A virus, Influenza B virus and respiratory syncytial virus (RSV)
US
Sequencing ctDNA oncology panels – liquid biopsy for circulating tumor DNA for cancer therapy
selection US
Companion
Diagnostics
PD-L1 (SP142) for Bladder Cancer* – companion diagnostic for atezolizumab PD-L1 (SP142) for NSCLC* – companion diagnostic for atezolizumab
US
US
* achieve commercial readiness, dependent on Pharma label and approval
40
Finance Alan Hippe Chief Financial Officer
Q1 2016: Highlights
41
Sales
• Good sales growth in all regions and both divisions
Capital markets update
• Bond maturity
– EUR: 2.1bn maturity on 4 March 2016 - coupon 5.625%
• Bond tender
– USD: 0.6bn (0.86bn outstanding, maturity in 2019) – coupon 6.0% s.a.
• Bond issuance
– EUR: 0.65bn maturity in 2023 - coupon 0.5%
– USD: 1.0bn maturity in 2026 - coupon 2.625% s.a.
Currency impact
• Positive impact from USD, JPY and EUR currencies partly offset by Latin America
s.a.=semi-annual coupon
Guidance for FY 2016
• 2015 core EPS base for CER calculation: CHF 13.85
+457
+133
+124
+581+107
+72+30
+115
United States Europe Intl. Japan Diagnostics
Division
Group Fx Group
CHF
Pharma Division
+4%
+3% +5% +4% +4% +5% +4% +5%
1
Q1 2016: Group sales
Increase driven by US & EU Pharma and Diagnostics
42 Absolute values and growth rates at Constant Exchange Rates (CER) 1 average Full Year 2015 to average Q1 2016 Fx
CER
sales
growth
Q1 2016
vs.
Q1 2015
Exchange rate impact on sales growth
Positive impact from USD, JPY and EUR
CER=Constant Exchange Rates
+3.9%
+4.9%
+1.9p
+0.6p +0.4p -0.2p -0.2p
-0.2p -1.3p
CER USD JPY EUR Other
Europe
As-Pac Other Lat-Am CHF
CHF
sales
growth
Q1 2016
vs.
Q1 2015
43
Currency impact on Swiss Franc results 2016
Low currency impact expected
Q1 HY Sep
YTD
FY
Sales 1 1 1 0
Core
operating
profit
0 -1
Core EPS -1 0
Assuming the 31 Mar 2016 exchange
rates remain stable until end of 2016,
2016 impact is expected to be (%p):
CHF / USD
CHF / EUR
+1%
+1%
+2% +2%
1.01 0.99 0.97 0.970.98 0.970.970.97 0.970.97 0.970.97
0.970.98
0.99
0.97
0.95 0.950.95
0.96
J F M A M J J A S O N D
1.09 1.10 1.09 1.09 1.09 1.09 1.091.09 1.091.09 1.09 1.09
1.091.10 1.10 1.09
1.06 1.071.061.08
J F M A M J J A S O N D
Average
YTD
2015
4% 3% 2% 1%
2% 3% 3% 2%
Assumed average YTD 2016
Monthly avg fx rates 2016 Fx rates at 31 March 2016
44
2015: Core EPS base for FY 2016 guidance
45
excl. Venezuela &
Argentina FX losses 13.49
+0.36 13.85
Full Year 2015
as reported
Core EPS Core EPS
Full Year 2015
@ CER
2016 outlook
46
Group sales growth1 Low to mid-single digit
Core EPS growth1 Ahead of sales growth
Dividend outlook Further increase dividend in Swiss francs
1 At Constant Exchange Rates (CER)
2016: Upcoming IR events
Further details available online: http://www.roche.com/investors/agenda.htm
5 June
21 July
2 August
20 October
Analyst Event at ASCO
Half Year Results
Analyst Event on Diagnostics Division at AACC
Third Quarter Results
47
Pipeline summary
Marketed products additional indications
Global Development late-stage trials
pRED (Roche Pharma Research & Early Development)
gRED (Genentech Research & Early Development)
Roche Group Q1 2016 sales
Diagnostics
Foreign exchange rate information 48
Changes to the development pipeline
Q1 2016 update
49
New to Phase I New to Phase II New to Phase III New to Registration 1 NME transitioned from Ph0
RG7906 – psychiatric disorders
1 NME re-opened in Ph1
RG7203 PDE10A inh – schizophrenia
1 NME in-licensed from Amgen
RG6149 ST2 MAb - asthma
1 NME acquired from Tensha
RG6146 BET inh – oncology (CIT)
3 new AIs
RG7876 CD40+vanucizumab solid tumors
RG7601 Venclexta+Cotellic/idasanutlin –
AML
RG3616 Erivedge+ruxolitinib –
myelofibrosis
1 NME in-licensed from
Shionogi
RG6152 CAP endonuclease inh -
influenza
1 NME transitioned from Ph2
RG7412 crenezumab –
Alzheimer’s
1 AI
RG7446 atezolizumab +
chemotherapy + pemetrexed –
NSCLC non-sq. 1L
1 AI transitioned from Ph2
RG7446 atezolizumab – NSCLC 2L+
Removed from Phase I Removed from Phase II Removed from Phase III Removed from Registration
2 NMEs
RG7116 lumretuzumab – mBC
RG7597 duligotuzumab – solid tumors
1 NME
RG7090 basimglurant TRD
(out-licensing activities ongoing)
1 NME (status assigned to Ph1)
RG7155 emactuzumab PVNS
tumors
1NME following FDA approval
RG7601 Venclexta (venetoclax)
17pdel CLL rel/ref
Status as of April 19, 2016
Roche Group development pipeline
50
Phase I
(43 NMEs+19 AIs)
Raf & MEK dual inh solid tumors
ChK1 inh solid tum & lymphoma
atezo+Zelboraf+/-Cotellic melanoma
atezo+Avastin+chemo solid tumors
atezo+Tarceva /Alecensa NSCLC
atezolizumab+Cotellic solid tumors
Venclexta (venetoclax)+Gazyva CLL
atezolizumab solid tumors
ERK inh + Cotellic solid tumors
LSD1 inh AML
Ly6E ADC solid tumors
MDM2 (4) IV prodrug AML
ADC ovarian ca
atezolizumab+ipi/IFN solid tumors
OX40 MAb solid tumors
ranibizumab PDS wAMD
Nav1.7 inh pain
VEGF-ANG2 biMAb wAMD
a-synuclein MAb Parkinson's Disease
RG3645
RG7893
RG7716
RG7935
HIF1 alpha LNA solid tumors
RG7304
RG7741
RG7446
RG7446
RG7446
RG7446
RG7601
RG7446
RG7842
RG6016
RG7841
RG7775
RG7882
RG7446
RG7888
RG6061
CEACD3 TCB ± atezolizumab s. tumors RG7802
CD40 MAb+atezolizumab solid tumors RG7876
atezolizumab+Gazyva lymphoma RG7446
IL-22Fc inflammatory diseases RG7880
Cat-S antag autoimmune diseases RG7625
DBO β-lactamase inh bact. infections RG6080
emactuzumab + atezolizumab s. tumors RG7155
SERD (2) ER+(HER2-neg) mBC RG6047
IDO inh solid tumors RG6078
Venclexta (venetoclax) heme indications RG7601
therapeutic vaccine HBV RG7944
*CEA IL2v FP+atezolizumab s. tumors RG7813
OX40 MAb + atezolizumab solid tumors CLL RG7888
- fibrosis RG6069
atezo+lenalidomide/daratumumab MM RG7446
IDO inh + atezolizumab solid tumors RG6078
PTH1 recep. ago hypoparathyroidism CHU
polatuzumab vedotin heme tumors RG7596
V1 receptor antag autism RG7314
ipatasertib solid tumors RG7440
Flu A MAb influenza A RG7745
nemolizumab (IL-31R) atopic dermatitis CHU
basmisanil Down’s syndrome RG1662
vanucizumab mCRC RG7221
Cotellic+paclitaxel TNBC RG7421
SERD ER+(HER2-neg) mBC RG6046
URAT1 inh gout CHU
Kadcyla HER2+ NSCLC RG3502
lebrikizumab +/- Esbriet IPF RG3637
olesoxime spinal muscular atrophy RG6083
TLR7 agonist HBV RG7795
lebrikizumab atopic dermatitis RG3637
Phase II
(16 NMEs+12 Als)
CD20/CD3 biMAb heme tumors RG7828
ASO Huntington’s Disease IONIS
Flu B MAb influenza B RG6024 FAP-DR5 biMAb solid tumors RG7386
lebrikizumab COPD RG3637
- glaucoma
nemolizumab (IL-31R) pruritus dialysis pts CHU
danoprevir HCV RG7227
obinutuzumab renal transplant RG7159
Cadherin-11 MAb RA RG6125
RG4929
- HBV
FAP IL2v FP solid tumors
SMN2 splicer(2) spinal muscular atrophy
BTK inh autoimmune diseases
StaphA vcRifalog TAC infect. diseases
RG7834
RG7461
RG7916
RG7845
RG7861
FGFR1/KLB MAb metabolic diseases RG7992
RG7861
PT - hyperphosphatemia CHU
codrituzumab hepatocell. carcinoma RG7686
taselisib ER+(HER2-neg) BC neoadj RG7604
taselisib NSCLC sq 2L RG7604
Venclexta (venetoclax) DLBCL RG7601
Venclexta (venetoclax)+Rituxan FLrel/ref RG7601
obinutuzumab lupus nephritis RG7159
VAP-1 inh inflammatory diseases PRO
Gazyva multiple combos heme indications RG7159
atezolizumab + K/HP HER2+ BC RG7446
RG7888
Nav1.7 inh (2) pain RG6029
Erivedge+Esbriet IPF RG3616
ADC r/r NHL RG7986
RG-No Roche/Genentech managed
CHU Chugai managed
IONIS IONIS managed
PRO Proximagen managed
Immunology
New Molecular Entity (NME)
Oncology
Other
Ophthalmology
Neuroscience
Infectious Diseases
CardioMetabolism
Additional Indication (AI)
BET inh oncology RG6146
Erivedge+ruxolitinib myelofibrosis RG3616
PDE10A inh schizophrenia RG7203
- psychiatric disorders RG7906
Venclexta+Cotellic/idasanutlin AML CL RG7601
CAP endonuclease inh influenza RG6152
* INN: cergutuzumab amunaleukin
ST2 MAb asthma RG6149
SMN2 splicer spinal muscular atrophy RG7800
CD40 MAb+vanucizumab solid tumors RG7876
Status as of April 19, 2016
Roche Group development pipeline
51
Phase III
(10 NMEs + 30 Als)
1 Global filing
2 CHMP positive opinion Q1’16
3 EU only
4 Approved in the US
5 Phase 3 ongoing
6 Approved in the US and Japan
lampalizumab geographic atrophy RG7417
Avastin glioblastoma 1L RG435
ocrelizumab RMS RG1594
Gazyva DLBCL1L RG7159
ocrelizumab PPMS RG1594
Actemra large-vessel vasculitis CHU
lebrikizumab severe asthma RG3637
Zelboraf melanoma adj RG7204
Perjeta+Herceptin HER2+gastric ca 1L RG1273
Actemra giant cell arteritis RG1569
etrolizumab ulcerative colitis RG7413
Perjeta+Herceptin HER2+ mBC 2L RG1273
Alecensa (alectinib) ALK+ NSCLC 1L RG7853
Gazyva iNHL rituximab-refractory RG71594
Gazyva follicular lymphoma 1L RG7159
Venclexta (venetoclax)+RituxanCLL rel/ref RG7601
gantenerumab Alzheimer’s RG1450
atezolizumab NSCLC 2L+
Kadcyla + Perjeta HER2+ BC adj RG3502
Kadcyla + Perjeta HER2+ BC neoadj RG3502 IL-6R MAb neuromyelitis optica CHU
Perjeta+Herceptin HER2+ BC adj RG1273
Kadcyla HER2+ BC adj RG3502
Venclexta (venetoclax)+Gazyva CLL 1L RG7601
Avastin rel. ovarian ca. Pt-sensitive RG4351
atezolizumab bladder cancer 2L RG74465
atezolizumab+Avastin RCC RG7446
MabThera SC CLL RG1052
Avastin+Tarceva EGFR mut+ NSCLC RG4353
atezolizumab+chemo NSCLC non-sq. 1L 1L RG7446
NSC atezo+chemo+Avastin NSCLC non-sq. 1L RG7446
atezolizumab Dx+ NSCLC sq. 1L RG7446
atezolizumab Dx+ NSCLC non-sq. 1L RG7446
taselisib ER+(HER2-neg) mBC RG7604
etrolizumab Crohn’s disease RG7413
MabThera pemphigus vulgaris RG105
atezolizumab+abraxane TNBC RG7446
atezolizumab Dx+ NSCLC adj RG7446
atezolizumab muscle inv. bladder ca adj RG7446
Registration
(2 NMEs + 4 Als)
Alecensa (alectinib) ALK+ NSCLC 2L RG78536
idasanutllin AML RG7388
emicizumab hemophilia A RG6013
Actemra systemic sclerosis RG1569
New Molecular Entity (NME)
RG-No Roche/Genentech managed
CHU Chugai managed
IONIS IONIS Managed
PRO Proximagen managed
RG105 MabThera is branded as Rituxan in US and Japan
RG1569 Actemra is branded as RoActemra in EU
RG7159 Gazyva is branded as Gazyvaro in EU
Oncology
Neuroscience
Infectious Diseases
CardioMetabolism
Additional Indication (AI)
Immunology
Other
crenezumab Alzheimer’s
Ophthalmology
RG7412
RG74465
atezo+chemo+pemetrexed NSCLC non-sq. 1L RG7446
atezolizumab+chemo NSCLC sq. 1L RG7446
Status as of April 19, 2016
NME submissions and their additional indications
Projects currently in phase 2 and 3
52 Unless stated otherwise, submissions are planned to occur in US and EU
✓indicates a submission which has occurred with regulatory action pending * EU submission pending
ocrelizumab (RG1594) RMS
danoprevir (RG7227) HCV
crenezumab (RG7412) Alzheimer‘s
gantenerumab (RG1450) Alzheimer‘s
V1 receptor antag (RG7314) autism
codrituzumab (RG7686) liver cancer
lampalizumab (RG7417) geographic atrophy
lebrikizumab (RG3637) severe asthma
etrolizumab (RG7413) ulcerative colitis
2016 2019 and beyond
atezolizumab (RG7446) US*
NSCLC 2L+ ✓
ipatasertib (RG7440) solid tumors
vanucizumab (RG7221)
colorectal cancer
lebrikizumab+/-Esbriet (RG3637) IPF
2017
atezolizumab(RG7446) combo Avastin RCC
Flu A MAb (RG7745) influenza
taselisib (RG7604) HER2 neg ER+ mBC
basmisanil (RG1662)
Down syndrome
atezolizumab (RG7446) US*
bladder cancer 2L ✓
Venclexta (venetoclax)
DLBCL
ocrelizumab (RG1594) PPMS
emicizumab (RG6013) hemophilia A
Venclexta (venetoclax) + Gazyva CLL 1L
Venclexta (venetoclax) + Rituxan FL rel/ref
taselisib ( RG7604) NSCLC sq 2L
2018
olesoxime (RG6083) SMA
atezolizumab(RG7446)+ chemo NSCLC non-sq 1L
etrolizumab (RG7413) Crohn’s disease
atezolizumab(RG7446) NSCLC sq 1L (Dx+)
atezolizumab(RG7446) NSCLC non-sq 1L (Dx+)
atezolizumab(RG7446)+ chemo NSCLC sq 1L
taselisib ( RG7604) ER+(HER2-neg) BC neoadj
New Molecular Entity Oncology
Immunology
Infectious Diseases
CardioMetabolism
Neuroscience
Ophthalmology
Other
Venclexta (venetoclax) + Rituxan CLL rel/refractory
lebrikizumab (RG3637) atopic dermatitis
TLR7 ago (RG7795) HBV
atezolizumab (RG7446) NSCLC adj (Dx+)
atezolizumab (RG7446) + abraxane TNBC
atezolizumab (RG7446) MIBC adj
lebrikizumab (RG3637) COPD
VEGF/ANG2 biMAb (RG7716) wAMD
polatuzumab vedotin (RG7596)
heme tumors
SERD (RG6046) ER+(HER2-neg) mBC
idasanutlin (RG7388)
AML
CAP endonuclease inh (RG6152) influenza
atezolizumab(RG7446)+chemo + Avastin NSCLC non-sq 1L
atezolizumab(RG7446)+chemo
+pemetrexed NSCLC non-sq 1L
Status as of April 19, 2016
2016 2019 and beyond
✓ indicates submission to health authorities has occurred
*approved in EU
Unless stated otherwise, submissions are planned to occur in US and EU.
Submissions of additional indications for
existing products
Projects currently in phase 2 and 3
53
Actemra systemic sclerosis
Perjeta + Heceptin HER2-pos. BC adj.
Perjeta+Herceptin
HER2-pos. gastric cancer 1L
Kadcyla
HER2-pos. BC adj.
Actemra giant cell arteritis
2017
Avastin (US)
GBM
Gazyva DLBCL 1L
Neuroscience
Ophthalmology
Other
NME
Oncology
Immunology
Infectious Diseases
CardioMetabolism
Perjeta + Herceptin HER2-pos. mBC 2L
*Avastin rel. ovarian ca. Pt-sens.
Kadcyla+Perjeta
HER2-pos. BC adj.
Kadcyla+Perjeta
HER2-pos. BC neoadj
Kadcyla
HER2-pos. NSCLC
2018
Zelboraf
melanoma adj.
MabThera pemphigus vulgaris
ranibizumab PDS (US) wAMD
Alecensa (alectinib) Alk+ NSCLC 1L
obinutuzumab
lupus nephritis
Cotellic+paclitaxel TNBC
Gazyva follicular lymphoma 1L
Status as of April 19, 2016
Major granted and pending approvals 2016
54
Neuroscience
Ophthalmology
Other
NME
Oncology
Immunology
Infectious Diseases
CardioMetabolism
EU
US
Approved Pending approval
Status as of April 19, 2016
Japan-Chugai Bonviva
osteoporosis (oral) January 2016
Alecensa (alectinib)
ALK+ NSCLC 2L
Filed September 2015
Gazyva iNHL rituximab-ref.
February 2016
Avastin
cervical cancer
Filed September 2015
atezolizumab
bladder cancer 2L
Filed January 2016
Venclexta (venetoclax)
17pdel CLL rel/ref
April 2016
atezolizumab
NSCLC 2L+
Filed February 2016
MabThera SC* CLL
Filed November 2014
Avastin + Tarceva EGFR mut+ NSCLC
Filed July 2015
Gazyva iNHL rituximab-ref.
Filed September 2015
*CHMP pos. opinion
Venclexta (venetoclax) +Rituxan FL rel/ref TNBC
Roche Group Development pipeline
Combinations
55
Phase III
(13 AIs)
atezo+Zelboraf+/-Cotellic melanoma
atezo+Avastin+chemo solid tumors
atezo+Tarceva/ Alecensa NSCLC
atezolizumab +Cotellic solid tumors
atezolizumab +ipi/IFN solid tumors
RG7446
RG7446
RG7446
RG7446
RG7446
CD40 MAb+atezolizumab solid tumors RG7876
atezolizumab+Gazyva lymphoma RG7446
emactuzumab + atezolizumab s.tumors RG7155
atezolizumab+Avastin RCC RG7446
atezo+chemo NSCLC non-sq. 1L RG7446
NSC atezo+chemo+Avastin NSCLC non-sq. 1L RG7446
atezolizumab+chemo NSCLC sq. 1L RG7446
New Molecular Entity (NME) Additional Indication (AI)
Oncology
Immunology
RG-No Roche Genentech managed
OX40 MAb + atezolizumab s. tumors RG7888
atezo+lenalidomide multiple myeloma RG7446
atezolizumab+abraxane TNBC RG7446
CEA IL2v FP+atezolizumab s. tumors RG7813
IDO inh + atezolizumab solid tumors RG6078
Venclexta+Gazyva CLL
ERK inh + Cotellic solid tumors
RG7601
RG7842
Cotellic+paclitaxel TNBC RG7421
lebrikizumab +/- Esbriet IPF
RG7601
RG3637
Perjeta+Herceptin HER2+gastric ca 1L RG1273
Perjeta+Herceptin HER2+ mBC 2L RG1273
Venclexta(venetoclax)+RituxanCLL rel/ref RG7601
Kadcyla + Perjeta HER2+ BC adj RG3502
Kadcyla + Perjeta HER2+ BC neoadj RG3502
Perjeta+Herceptin HER2+ BC adj RG1273
Venclexta (venetoclax)+Gazyva CLL 1L RG7601
Avastin+Tarceva EGFR mut+ NSCLC RG4351
1 EU only
Phase I
(5 NMEs + 16 AIs)
Phase II
(3 Als)
Registration
(1 AI)
atezolizumab + K/ H+P HER2+BC RG7446
CEA CD3 TCB+atezolizumab s. tumors RG7802
Status as of April 19, 2016
Erivedge+Esbriet IPF RG3616
Gazyva multiple combos heme indications RG7159
Erivedge+ruxolitinib myelofibrosis RG3616
Venclexta+Cotellic/idasanutlin AML CLL RG7601
CD40 MAb+vanucizumab solid tumors RG7876
atezo+chemo+pemetrexed NSCLC non-sq. 1L RG7446
Cancer immunotherapy pipeline overview
56
Phase I
(8 NMEs + 19 AIs)
atezo+Avastin+chemo solid tumors
atezo+Tarceva NSCLC EGFR+
atezolizumab +Cotellic solid tumors
atezolizumab solid tumors
atezolizumab +ipi/IFN solid tumors
OX40 MAb solid tumors
RG7446
RG7446
RG7446
RG7446
RG7446
RG7888
CEA CD3 TCB + atezolizumab s. tumors RG7802
CD40 MAb+atezolizumab solid tumors RG7876
atezolizumab+Gazyva lymphoma RG7446
emactuzumab + atezolizumab s.tumors RG7155
IDO inh solid tumors RG6078 atezolizumab bladder cancer 2L RG7446 1
atezolizumab + IDO inh solid tumors *INCY
atezolizumab+varlilumab solid tumors *CLDX
New Molecular Entity (NME) Additional Indication (AI)
Oncology
RG-No Roche Genentech managed
OX40 MAb + atezolizumab solid tumors RG7888
atezo+lenalidomide/daratumumab MM RG7446
Phase II
(2 AIs)
atezo+NY-ESO-1 soft tissue sarcoma IMDZ
NSC atezo+entinostat TNBC SNDX
CEA IL2v FP+atezolizumab solid tumors RG7813
IDO inh + atezolizumab solid tumors RG6078
CD20/CD3 biMAb hem tumors RG7828
Registration
(1 NME + 1 AI)
FAP IL2v FP solid tumors RG7461
Status as of April 19, 2016
atezo+Zelboraf+/-Cotellic m. melanoma RG7446
atezolizumab + K/HP HER2+ BC RG7446
*external collaborations: INCY- Incyte INCB024360, CLDX - Celldex CD27 MAb; CLVS – Clovis EGFRi, CRVS – Corvus CPI-444, KITE – Kite KTE-C19, AMGN – Amgen oncolytic virus, JNJ – Janssen CD38 MAb., IMDZ – Immune Design CMB305, SNDX – Syndax HDACi
atezo+rociletinib EGFRmut+ NSCLC *CLVS
atezolizumab NSCLC 2L RG74461
1 Phase 3 ongoing
atezo+A2Ai solid tumors *CRVS
atezo+CD19 CAR-T NHL *KITE
atezo+talimogene laherp. TNBC, CRC *AMGN
atezo+daratumumab solid tumor *JNJ
Phase III
(10 AIs)
atezolizumab+Avastin RCC RG7446
atezo+chemo NSCLC non-sq. 1L RG7446
NSC atezo+chemo+Avastin NSCLC non-sq. 1L RG7446
atezolizumab+chemo NSCLC sq. 1L RG7446
atezolizumab Dx+ NSCLC sq. 1L RG7446
atezolizumab Dx+ NSCLC non-sq. 1L RG7446
atezolizumab+abraxane TNBC RG7446
atezolizumab Dx+ NSCLC adj RG7446
atezolizumab muscle inv. bladder ca adj RG7446
CD40 MAb+vanucizumab solid tumors RG7876
atezo+chemo+pemetrexed NSCLC non-sq. 1L RG7446
Doing now what patients need next