Slides
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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. This presentation may include slides and information created by third parties. These materials, often previously presented by third-parties at medical conferences or information events, are typically included to support the diverse exchange of medical perspectives regarding clinical trial data and results. These third-party materials were generated and presented independently of Roche. Roche does not necessarily endorse, adopt, or concur with the content, opinions, or conclusions expressed in such slides or presentations. Furthermore, Roche assumes no obligation to correct, update, or provide its own view on such third-party content, and its inclusion in this deck should not be construed as an endorsement. 2
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Roche YTD September 2026 sales Basel, 22 October 2026
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Group Thomas Schinecker Chief Executive Officer
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Performance Portfolio progress Outlook
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YTD Sep 2026: Continued strong financial performance 6 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 impact of roughly CHF 0.6bn expected for 2026 Key milestones achieved in Q3 ▪ Pharma regulatory: US approval Tecentriq in stage III dMMR colon cancer; US approval Enspryng in TED; US approval Gazyva in INS; EU approval Susvimo in nAMD; US filing fenebrutinib in RMS and PPMS with priority review; US & EU filing Enspryng in MOGAD; US & EU filing vamikibart in UME ▪ Pharma readouts: Positive Ph III (CELESTIMO) Lunsumio in 2L+ FL; positive Ph III (IMAgINATION) sefaxersen in IgAN*; positive Ph II enicepatide in obesity with T2D (study 104); positive Ph II CT-996 in obesity (study 702); positive Ph II (ZUPREME-2) petrelintide in obesity with T2D ▪ Diagnostics achievements: Rapid development of Ebola Bundibugyo and Cyclospora cayetanensis tests to tackle the outbreaks; Elecsys pTau217 FDA clearance ▪ Business development**: Hanmi partnership to develop potentially first in class urocortin 2 (UCN2) analog (HM17321) and Rona partnership to develop ALK7-targeting RNAi in obesity; platform deals focused on new modalities/MOAs for preclinical assets Significant newsflow remaining in 2026 ▪ Pivotal Ph III readouts: Itovebi in PIK3CA-mut post-CDKi HR+/HER2- mBC ▪ Diagnostic launches: VENTANA BAP1 *Positive Ph III interim data, study ongoing, in collaboration with Ionis; **pending deal closure; BAP1: BRCA1 associated pro tein-1; CER: Constant exchange rates (avg. full year 2025); CDK: Cyclin -dependent kinase; dMMR: Deficient DNA mismatch repair; FL: Follicular lymphoma; HER2: Human epidermal growth factor; HR: Hormone receptor; IgAN: IgA nephropathy; LOE: Loss of exclusivity incl. global losses of Avastin, Herceptin, MabThera/Rituxan, Lucentis, Actemra; (m)BC: (Metastatic) breast cancer; MOA: Mechanism of action; MOGAD: Myelin oligodendrocyte glyco protein antibody-associated disease; PIK3CA- mut: Phosphatidylinositol 3-kinase, catalytic, alpha polypeptide mutated; nAMD: Neovascular age-related macular degeneration; PPMS: Primary progressive multiple sclerosis; RMS: Relapsing multiple sclerosis; RNAi: RNA interference; T2D: Type-2 diabetes; TED: Thyroid eye disease; UME: Uveitic macular edema
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YTD Sep 2026: Strong Pharma sales driving Group growth Currency impact improving throughout the year: Q1: -11%p, Q2: -4%p, Q3: +1%p CER: Constant exchange rates (avg. full year 2025) 7 YTD Sep 2026 YTD Sep 2025 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##### Change in %
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YTD Sep 2026: Consistent strong growth across both divisions Q3 Pharma sales in Japan positively impacted by timing effects due to ERP system implementation *Average growth rate of quarterly CER growth rates for specified period; All growth rates at CER: Constant exchange rates (av g. full year of respective years); Base business: Pharma excluding Ronapreve and Diagnostics excluding COVID-19 diagnostic tests; ERP: Enterprise resource planning 8 Pandemic phase out Base business: +8%* COVID-19 pandemic Base business: +1% Post-pandemic Business growth: +7%* +1% +9% +2% +1% +2% +9% +9% +9% +6% +8% +6% +8% +6% +5% +7% 0% +5% +10% +15% %CER 2020 2021 2022 2023 Q1 ’24 Q2 ’24 Q3 ’24 Q4 ’24 Q1 ’25 Q2 ’25 Q3 ’25 Q4 ’25 Q1 ’26 Q2 ’26 Q3 ’26 Group sales growth 6% excl. ERP effect in JP
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Key growth drivers of the Roche portfolio Totals and subtotals may include differences due to rounding; BC: Breast cancer; CER: Constant exchange rates (avg. full year 2025); DLBCL: Diffuse large B-Cell lymphoma; FA: Food allergy; FL: Follicular lymphoma; HER2: Human epidermal growth factor; LN: Lupus nephritis; SC: Subcutaneous; SMA: Spinal muscular atrophy Growth driven by a broad and diversified portfolio 9 18.3 7.6 5.0 3.3 2.1 10.3 Diagnostics: Pathology Lab with strong growth; Core Lab growing despite China healthcare pricing reforms Vabysmo: Continued global growth and market share gains Phesgo: Conversion ongoing; HER2+ BC franchise to peak in 2026 with strong tail Tecentriq: Growth driven by new indications Alecensa: Low single digit growth expected for FY Ocrevus: Global growth driven by SC Evrysdi: Expanding strong position in SMA Polivy: Continued strong 1L DLBCL uptake Columvi: Driven by 2L+ DLBCL Lunsumio: Strong 3L+ FL uptake Hemlibra: High single digit growth expected for FY Xolair: Continued strong growth in FA; first biosimilar launched in US Gazyva: Strong initial uptake in LN 2026 sales (CHFbn, YoY CER growth)+4% +10% +9% +4% +6% CHF 46.5bn Oncology/Hematology Neurology Immunology Ophthalmology Other Pharma Diagnostics
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Performance Portfolio progress Outlook
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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 11Peak sales shown unadjusted; 1. In collaboration with Ionis; 2. In collaboration with Nurix Therapeutics; 3. In collaboration with Zealand Pharma; 4. In collaboration with Alnylam; CVRM: Cardiovascular, renal and metabolism; NME: New molecular entity afimkibart IBD, RA, MASH sefaxersen1 IgAN zosurabalpin Bacterial infections trontinemab Alzheimer’s disease prasinezumab Parkinson's disease fenebrutinib RMS, PPMS giredestrant HR+ BC tambotatug pelitecan SCLC, NSCLC and others zemocimig Hemophilia A bexobrutideg2 CLL divarasib KRAS+ NSCLC cevostamab R/R MM bizrolertinib(HER2 TKI) HER2+ BC VEGF x IL6 DutaFab DME vamikibart UME 0.5-1bn peak sales 1-2bn peak sales 2-3bn peak sales >3bn peak sales Oncology/Hematology Neurology Immunology Ophthalmology CVRM enicepatide Obesity +/- T2D tifeglipron (CT-996) Obesity +/- T2D petrelintide3 Obesity +/- T2D pegozafermin MASH zilebesiran4 Hypertension
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Pharma: Portfolio health further improved with higher PTS and value 1. Based on all NMEs with PivGo decision since 2019, cut-off for pre the Bar at start of 2024; Values as of Ph III Go decision; 2. Positive Ph III interim data, study ongoing, in collaboration with Ionis; aNPV: Risk-adjusted net present value (accounting for probability of launch); FL: Follicular lymphoma; HER2: Human epidermal growth factor; HR: Hormone receptor; IgAN: IgA nephropathy; (m)BC: (Metastatic) breast cancer; mCNV: Myopic choroidal neovascularization; MN: Membranous nephropathy; MOGAD: Myelin oligodendrocyte glycoprotein antibody-associated disease; NME: New molecular entity; NSCLC: Non small cell lung cancer; PivGo: Pivotal Go (pivotal study initiation decision point); PTS: Probability of technical success; RMS: Relapsing multiple sclerosis YTD Phase III success rate exceeding 80% 12 7 positive Ph III readouts YTD key late-stage readouts divarasib (KRASCENDO 1) 2L+ KRAS G12C+ NSCLC giredestrant (persevERA) 1L HR+/HER2- mBC Lunsumio (CELESTIMO) 2L+ FL fenebrutinib (FENhance 1) RMS Enspryng (METEOROID) MOGAD Gazyva (MAJESTY) MN sefaxersen (IMAgINATION)2 IgAN Vabysmo (POYANG) mCNV Risk-reward profile of assets with PivGo decisions pre- vs post-Bar1, NMEs only = Positive Ph III readoutValue (aNPV) PTS (Ph III) PivGo pre the Bar PivGo post the Bar illustrative Oncology/Hematology Immunology CVRMNeurology Ophthalmology
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Pharma: 6 platform discovery deals across modalities and TAs since HY ’26 1. Source: internal data, 22nd October 2026; includes NMEs from Ph I to registration; *Pending deal closure; ADC: Antibody-drug conjugate; AGT: Angiotensinogen; BTK: Bruton’s tyrosine kinase; CAR-T: Chimeric antigen receptor T-cell; CDK4/2i: Cyclin dependent kinase-4/2 inhibitor; CLL: Chronic Lymphocytic Leukemia; DLL3: Delta-like ligand 3; FGF21: Fibroblast growth factor 21; GIP: Glucose-dependent insulinotropic polypeptide; GLP-1: Glucagon-like peptide-1; IBD: inflammatory bowel disease; LA: Long acting; mAb: Monoclonal antibody; MASH: Metabolic dysfunction-associated steatohepatitis; NME: New molecular entity; RA: Receptor agonist; SM: Small molecules; siRNA: Small interfering RNA; SCLC: Small-cell lung cancer; TL1A: Tumor necrosis factor-like cytokine 1A; UCN2: Urocortin 2 Ongoing pipeline prioritization and BD further strengthening clinical portfolio 13 4 8 3 3 5 3 4 5 5 5 4-5 - + -6 - -5 -9 - YTD Sep ’26 Q2 ’23 + -3 - + + -8 - 1 + - + -4 - + -9 - + -5 - + -2 - 1 + -5 + 81 60 - + -7 - -4 - + Clinical pipeline evolution (NME additions / removals)1 Dual GLP-1/GIP RA in obesity ±diabetes Anti-AGT siRNA in hypertension Next gen. CDK4/2i in breast cancer DLL3 ADC in SCLC LA amylin analog in obesity ± diabetes FGF21 analog in MASH Anti-TL1A mAb in IBD Allogeneic CAR-T in Onc/Heme, Immuno and Neuro B7H3 ADC in solid tumors Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2023 2024 2025 2026 BTK degrader in CLL UCN2 analog in obesity Platform discovery partnerships ADC platform Next-generation ADCs with novel payloads Novel ADC portfolio Broad portfolio of ADC programs across multiple cancer types Bispecific antibodies AI-powered discovery of novel target combinations Molecular glue degraders Platform for high-throughput degrader screening Bispecific antibodies Proximity biology and large scale bispecific discovery Allosteric SM therapeutics Targeting functional binding pockets in challenging targets 6 deals since HY 2026* Oncology Immunology CVRM
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Pharma AI journey shifting from foundation building to realizing value *As of Q2 2026 Increase in research portfolio productivity driven by Lab-in-the-Loop implementation 14 AI Strategy ▪ 85k employees trained ▪ 75% weekly active users ▪ 80+ use cases across functions* ▪ 14 use cases beyond pilot phase* ▪ E.g. Lab-in-the-Loop ▪ Deploying AI Factory with >3,500 Blackwell GPUs EverydayAI Reshape Big Ideas Platform Initiatives Big Ideas: Lab-in-the-Loop (AI in early R&D) Lead Identification Go Lead Optimization Go Internal Development Go CAGR 37% ~30% CAGR 20% ~26% CAGR 14% 2022-2025 growth Actual Forecasted Business deals Historical number +155% LI Go +75% LO Go +50% internal DevGo
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Diagnostics: Key technology launches driving future growth Strong launch momentum of AXELIOS sequencing solution with very positive customer feedback 15 Key platform launches cobas i 601 Mass Spec Core Lab Launched in 2024 Accu-Chek SmartGuide Near Patient Care Launched in 2024 AXELIOS 1 (SBX) Molecular Lab Launched in June 2026 ~1/3 of the Year 1 order target (100 instruments) achieved In one word, I would describe AXELIOS 1 as exciting Eric Chow, UCSF “ It's faster than any sequencing technology that we've had before, which is likely to shake things up and enable new applications Michael Quail, Wellcome Sanger Institute “ On AXELIOS 1, we basically see the sequencing cost shrinking to a minority of the total cost of the test Edwin Cuppern, Hartwig Medical Foundation “ AXELIOS 1 Sequencing launch momentum
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Performance Portfolio progress Outlook
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Sales 2025 2026E 2027E 2028E 2029E 2030E 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 17 *Pending regulatory approval; **Positive Ph III interim data, study ongoing; Note: Graph is purely conceptual to outline portfolio trends; AD: Alzheimer’s disease; CGM: Continuous glucose monitor; COP: Core operating profit; IBD: Inflammatory bowel disease; IgAN: IgA nephropathy; MASH: Metabolic dysfunction-associated steatohepatitis; MOGAD: Myelin oligodendrocyte glycoprotein antibody-associated disease; NSCLC: Non small cell lung cancer; PD: Parkinson’s disease; SBX: Sequencing by expansion; TED: Thyroid eye disease; UC: Ulcerative colitis; uHTN: Uncontrolled hypertension; UME: Uveitic macular edema Diagnostics On-market Pharma portfolio Pharma pipeline Business development illustrative ▪ Diagnostics growth driven by on-market portfolio and key launches ▪ Unique blockbuster opportunities with SBX sequencing, mass spec and CGM ▪ Mid- to high-single digit sales growth ▪ COP growth ahead of sales growth ▪ BD to further accelerate pipeline growth ▪ Late-stage pipeline with major readouts in new diseases from 2027 to 2030 including IBD, AD, MASH, PD, obesity and uHTN ▪ On-market Pharma portfolio (including Gazyva in immunology, giredestrant and fenebrutinib) to deliver strong growth overcompensating for any generic erosion ▪ No patent cliff ahead ▪ Pharma COP margin at least stable Giredestrant launch* Fenebrutinib launch* Gazyva launch in LN Potential launches by YE 2027 divarasib in 2L NSCLC vamikibart in UME Enspryng in MOGAD & TED sefaxersen in IgAN* afimkibart in UC Primary endpoint met AXELIOS 1 (SBX) launch
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2026 guidance confirmed Group sales growth1 Core EPS growth1 Dividend outlook Mid single digit sales growth High single digit Core EPS growth Further increase dividend in Swiss francs 1. At CER: Constant exchange rates (avg. full year 2025); LOE: Loss of exclusivity includes global losses of Avastin, Hercept in, MabThera/Rituxan, Lucentis and Actemra Note: Guidance according to the official publication in the respective press release of Roche Holding Ltd LOE impact of roughly CHF 0.6bn expected for 2026 18
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Finance Alan Hippe Chief Financial Officer
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45’862 46’493 +2,761 -355 +558 -170 -2,164 YTD Sep 2026: Group growth +6% at CER Business growth exceeding impact of healthcare pricing reforms in China and LOE 20 Totals may include differences due to rounding; CER: Constant exchange rates (avg. full year 2025); LOE: Loss of exclusivity includes global losses of Avastin, Herceptin, MabThera/Rituxan, Lucentis and Actemra YTD Sep 2025 YTD Sep 2026Pharma (excl. LOE) LOE Fx CHFm +6% at CER Dia (excl. China) China healthcare pricing reforms
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Exchange rate impact on sales growth Negative impact mainly driven by the USD, JPY, EUR, ARS (LATAM) and TRY (Other) 21CER: Constant exchange rates (avg. full year 2025) +6.2% CER -0.3%p EUR APAC USD LATAM -0.7%p JPY -0.5%p Other +1.4% CHF CER sales growth 2026 vs. 2025 CHF sales growth 2026 vs. 2025 -0.3%p -2.9%p -0.1%p
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Expected 2026 currency impact 221. On Group growth rates 0.79 0.77 0.79 0.79 0.78 0.80 0.81 0.81 0.82 0.83 0.83 0.83 0.78 0.79 0.80 0.80 0.90 0.86 0.84 0.83 Monthly avg fx rates 2026 Fx rates 30 Sep 2026 Average YTD 2026 Average YTD 2025 0.93 0.91 0.91 0.92 0.91 0.92 0.93 0.94 0.94 0.95 0.95 0.95 0.92 0.92 0.92 0.93 0.95 0.94 0.94 0.94 Monthly avg fx rates 2026 Fx rates 30 Sep 2026 Average YTD 2026 Average YTD 2025 USD / CHF EUR / CHF -13% -9% -6% -3% -3% -2% -2% -1% Assuming the 30 September 2026 exchange rates remain stable until the end of 2026. 2026 impact1 is expected to be (%p): Q1 HY YTD Sep FY Sales -11 -8 -5 -3 Core operating profit -11 -5 Core EPS -11 -5 Q1 Q2 Q3 Q4 Sales -11 -4 +1 +4 Assumed avg. YTD 2026 Assumed avg. YTD 2026
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2026 guidance confirmed Group sales growth1 Core EPS growth1 Dividend outlook Mid single digit sales growth High single digit Core EPS growth Further increase dividend in Swiss francs 1. At CER: Constant exchange rates (avg. full year 2025); LOE: Loss of exclusivity includes global losses of Avastin, Hercept in, MabThera/Rituxan, Lucentis and Actemra Note: Guidance according to the official publication in the respective press release of Roche Holding Ltd LOE impact of roughly CHF 0.6bn expected for 2026 23
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Pharmaceuticals Division Teresa Graham CEO Roche Pharmaceuticals
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YTD Sep 2026: Pharmaceuticals sales Q3 sales in Japan positively impacted by timing effects related to the implementation of a new ERP system 25CER: Constant exchange rates (avg. full year 2025); ERP: Enterprise resource planning YTD Sep 2026 YTD Sep 2025 CHFm CHFm CHF CER Pharmaceuticals Division 36,212 35,555 2 7 United States 18,712 18,798 0 5 Europe 6,819 6,818 0 2 Japan 2,352 2,139 10 25 International 8,329 7,800 7 10##### Change in % 6% excl. ERP effect in JP
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YTD Sep 2026: Diversified set of key growth drivers 26Absolute values and growth rates at CER: Constant exchange rates (avg. full year 2025) -8% -10% -12% -12% -24% -34% 3% 7% 28% 6% 37% 153% 67% 5% 187% 18% 24% 10% 18% 7% 12% 20% -300 -200 -100 0 100 200 300 400 500 Perjeta Actemra / RoActemra Herceptin Avastin Xofluza Lucentis MabThera / Rituxan Gazyva Enspryng Alecensa Elevidys Itovebi Columvi Tecentriq Lunsumio Evrysdi Polivy Vabysmo Phesgo Ocrevus Hemlibra Xolair US Europe Japan International
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Phesgo and Tecentriq driving Oncology growth Giredestrant US approvals expected in Q4 in adjuvant and post-CDKi HR+ breast cancer 27 Oncology/Hematology CHFm / YoY CER growth Q3 update ▪ Phesgo: Global conversion rate climbing to 59%* ▪ Perjeta: Conversion to Phesgo ongoing ▪ Kadcyla: Competitive pressure in US & EU ▪ Itovebi: Launch in 1L PIK3CA-mut HR+ BC ongoing ▪ Tecentriq: Growth driven by new indications; US approval in dMMR CC (ATOMIC) achieved ▪ Alecensa: Low single digit growth expected for FY ▪ Giredestrant in BC: evERA results published in NEJM Outlook 2026 ▪ Giredestrant in adj. HR+ BC: US approval (PDUFA 30th Nov) ▪ Giredestrant in post CDKi HR+ mBC: US approval (PDUFA 18th Dec) ▪ Ph III (INAVO121) Itovebi in post CDKi PIK3CA-mut HR+/HER2- mBC ▪ Divarasib: Positive Ph III (KRASCENDO 1) in 2L+ NSCLC to be presented in Presidential Session at ESMO *Perjeta/Phesgo conversion rate calculated using volumes, currently taking 86 launch countries into account (85 countries at HY 2026); CC: Colon cancer; CDKi: Cyclin dependent kinase inhibitor; CER: Constant exchange rates (avg. full year 2025); dMMR: Deficient mismatch repair; HER2: Human epidermal growth factor 2; HR: Hormone receptor; (m)BC: (Metastatic) breast cancer; NSCLC: Non-small cell lung cancer; PDUFA: Prescription drug user fee act; PIK3CA-mut: Phosphatidylinositol 3-kinase, catalytic, alpha polypeptide mutated Tecentriq CHF 2,615m / +5% Phesgo CHF 2,064m / +18% Perjeta CHF 2,040m / -8% Kadcyla CHF 1,339m / -9% Alecensa CHF 1,213m / +6% Herceptin CHF 695m / -12% Avastin CHF 639m / -12% Itovebi CHF 163m / +153% Others CHF 423m / -8% YTD Sep 2026 CHF 11.2bn +1%
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Continued strong growth across the entire Hematology portfolio Positive Ph III (CELESTIMO) for Lunsumio in 2L+ FL achieved 28 CHFm / YoY CER growth 1. Venclexta sales booked by AbbVie and therefore not included; aHUS: Atypical hemolytic uremic syndrome; CER: Constant excha nge rates (avg. full year 2025); CLL: Chronic lymphocytic leukemia; DLBCL: Diffuse large B cell lymphoma; FL: Follicular lymphoma; LN: Lupus nephritis Q3 update ▪ Hemlibra: Established SoC with strong global growth; high single digit growth expected for FY ▪ Polivy: Established as a SoC in 1L DLBCL with strong growth ▪ Gazyva: Initial uptake in LN overcompensating competitive pressure in CLL and FL ▪ Columvi: Driven by 2L+ DLBCL uptake ▪ Lunsumio: Strong 3L+ FL uptake ▪ Positive Ph III (CELESTIMO) in 2L+ FL to be submitted to health authorities and presented at upcoming meeting Outlook 2026 ▪ PiaSky in aHUS: US/EU filing Oncology/Hematology Hemlibra CHF 3,750m / +12% Polivy CHF 1,302m / +24% Gazyva CHF 751m / +7% MabThera/Rituxan CHF 706m / +3% Columvi CHF 327m / +67% Lunsumio CHF 206m / +187% PiaSky CHF 52m / +74% YTD Sep 2026 CHF 7.1bn1 +17%
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Ocrevus: Global growth driven by SC adoption Fenebrutinib in RMS/PPMS filed in the US; Enspryng in MOGAD filed in the US and EU 29 Neurology CHFm / YoY CER growth CER: Constant exchange rates (avg. full year 2025); AD: Alzheimer’s disease; MOGAD: Myelin oligodendrocyte glycoprotein antib ody-associated disease; (R/PP)MS: (Relapsing/Primary progressive) multiple sclerosis; PDUFA: Prescription drug user fee act; PRV: Priority review voucher; SC: Subcutaneous; SMA: Spinal muscular atrophy Q3 update ▪ Ocrevus: ~56,000 patients on Ocrevus SC globally ▪ US: ~60% of SC volume coming from community practices; fastest growing aCD20 ▪ Evrysdi: Expanding strong position in SMA with >27,000 patients treated globally ▪ Fenebrutinib in RMS/PPMS: US filing achieved, priority review granted using PRV ▪ Enspryng in MOGAD: US filing achieved, priority review granted, PDUFA set for 10th Jan; EU filing achieved ▪ Trontinemab: Ph III (PrevenTRON) in preclinical AD initiated Outlook 2026 ▪ Fenebrutinib in RMS/PPMS: Additional data at MSTorontoOcrevus CHF 5,317m / +7% Evrysdi CHF 1,470m / +18% Enspryng CHF 319m / +28% Elevidys CHF 291m / +37% Others CHF 230m / -19% YTD Sep 2026 CHF 7.6bn +10%
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Ocrevus Zunovo (SC) with strong global launch momentum Ocrevus SC high concentration on-body injector (OBI) data expected in 2027 30 Neurology 1. Ocrevus IV to SC conversion rate calculated using volumes, currently taking 50 launch countries into account; IV: Intraven ous; MS: Multiple sclerosis; OBI: On-body injector; SC: Subcutaneous; Ocrevus Zunovo with Halozyme’s rHuPH20/ Halozyme’s human hyaluronidase; Ocrevus OBI in partnership with Enable Injections ▪ Ocrevus Zunovo (SC) is the fastest growing aCD20 in the US, driven by uptake in community practices, and with >56,000 pts treated globally ▪ SC formulation accounting for >20% of total Ocrevus volume, driven by new to brand patients as well as IV to SC conversion ▪ OBI administration in development with the potential for convenient twice-yearly at-home self-administration; data expected in 2027 Ocrevus SC uptake Global patient count (thousands) 0 10 20 30 40 50 60 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2025 20262024 0% 5% 10% 15% 20% 25% Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2025 20262024 IV/SC conversion rate (% of total Ocrevus volume)1
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Fenebrutinib: First & only BTKi with positive Ph III in RMS and PPMS New RMS data presented at MSToronto reinforce comprehensive effect on progressive biology 31 1. Cerqueira JJFCA, et al., MSToronto 2026; 2. Giacomini PS, et al., MSToronto 2026; 3. Bar-Or A, et al., MSToronto 2026; 4. Oh J, et al., MSToronto 2026; BTK: Bruton’s tyrosine kinase; CI: Confidence interval; CHIT1: Chitinase 1, CSF/serum biomarker reflecting microglial activation and chronic neuroinflammation associated with disease progression; CSF: Cerebrospinal fluid; MRI: Magnetic resonance imaging; MS: Multiple sclerosis; NEDA-3: No evidence of disease activity-3, composite endpoint defined as the absence of protocol-defined relapses, confirmed disability progression (CDP), and MRI activity (new/enlarging T2 or Gd+ T1 lesions); PPMS: Primary progressive multiple sclerosis; RMS: Relapsing-remitting multiple sclerosis; SERPINA3: Serine proteinase inhibitor NA3, biomarker of reactive astrogliosis and neuroinflammation linked to ongoing compartmentalized CNS damage Neurology New fenebrutinib data in RMS No evidence of disease activity - 70% risk reduction at 96 weeks1 NEDA-3 (ARR, CDP, new/enlarging T2 or Gd+ T1 lesions), HR (95% CI): 0.30 (0.25-0.35) P<0.001 Teriflunomide Fenebrutinib 0.00 0.25 0.50 0.75 1.00 Probability of NEDA-3 Continued improvement of CSF biommarkers for progressive biology through 96 weeks3 CHIT1 (microglia) SERPINA3 (astrocyte) Fenebrutinib Teriflunomide −33% −78% P<0.001 Fenebrutinib Teriflunomide 42% −33% P<0.001 % change from BL% change from BL Progressive biology MRI – 23% relative reduction in brain volume loss2 Teriflunomide Fenebrutinib Brain volume loss rate in healthy adults −0.31% −0.24% Adjusted rate ratio (95% CI): 0.07 (0.04-0.10) P<0.001 Annualized rate of % change in total brain volume 0 180 360 540 720 Days from randomization Reduction of chronic active lesions4 -30% reduced volume of slowly expanding lesions in RMS at 96 weeks -62% reduced accumulation of paramagnetic rim lesions in RMS at 96 weeks
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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 Neurology 321. Giacomini PS, et al., MSToronto 2026; 2. Singer et al., J Neurol. 2024 Apr 14;271(6):3116–3130; ARR: Annualized relapse rate; CI: Confidence interval; DMT: Disease modifying therapy; RMS: Relapsing multiple sclerosis High efficacy: ~50-60% reduction of ARR Moderate efficacy: ~40-50% reduction of ARR Low efficacy: ~30-40% reduction of ARR ARR efficacy categorization2 Pooled ARR1 Ph III FENhance 1/2 in RMS Fenebrutinib Adjusted rate ratio (95% CI) 0.45 (0.34-0.59) P<0.001 Teriflunomide Fenebrutinib 55.4% relative reduction
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Xolair driving overall Immunology growth Sefaxersen: BIC potential for selective complement suppression in IgAN* 33 Immunology Q3 update ▪ Xolair: Growth driven by food allergy ▪ Food allergy: >145,000 patients treated since launch ▪ First US biosimilar launched ▪ Actemra: Biosimilar impact in US, EU and International ▪ Gazyva: ▪ LN: Strong uptake with ~5,000 patients treated globally since launch ▪ INS: US approval achieved ▪ Sefaxersen in IgAN: Positive Ph III (IMAgINATION) interim data*; to be shared with health authorities and to be presented at ASN Outlook 2026 ▪ Gazyva in SLE: US approval (PDUFA 4th Dec) ▪ Gazyva in MN: US approval (PDUFA 15th Nov) CHFm / YoY CER growth *Positive Ph III interim data, study ongoing, in collaboration with Ionis; ASO: Antisense oligonucleotide; BIC: Best in class ; CER: Constant exchange rates (avg. full year 2025); IgAN: IgA nephropathy; INS: Childhood onset idiopathic nephrotic syndrome (also known as pediatric nephrotic syndrome (PNS); LN: Lupus nephritis ; MN: Membranous nephropathy; PDUFA: Prescription drug user fee act; SLE: Systemic lupus erythematosus Actemra CHF 1,621m / -10% Xolair CHF 2,521m / +20% MabThera/ Rituxan (RA) CHF 213m / +6% Others CHF 598m / -8% YTD Sep 2026 CHF 5.0bn +4%
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Vabysmo with continued global market expansion Enspryng in TED approved in the US; Susvimo in nAMD approved in the EU 34 Ophthalmology CHFm / YoY CER growth CER: Constant exchange rates (avg. full year 2025); DME: Diabetic macular edema; nAMD: Neovascular age-related macular degeneration; PDUFA: Prescription drug user fee act; RVO: Retinal vein occlusion; TED: Thyroid eye disease; UME: Uveitic macular edema Vabysmo CHF 3,196m / +10% YTD Sep 2026 CHF 3.3bn +9% Others CHF 57m / -32% Susvimo CHF 12m / +107% Q3 update ▪ Vabysmo: Continued global growth and market share gains ▪ US: >60% of patient starts are naïve ▪ Strong uptake with ~1.5m patients treated globally ▪ Updated real-world VOYAGER data for >5,000 patients presented at EURETINA, reinforcing robust effectiveness and durability across nAMD, DME and RVO ▪ Enspryng in TED: US approval achieved ▪ Vamikibart in UME: US filing achieved, PDUFA set for 23rd Jul; EU filing achieved ▪ Susvimo in nAMD: EU approval achieved ▪ VEGF x IL6 DutaFab: Moving to Ph III in DME
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CVRM pipeline progressing with new Ph III starts announced 35 Q3 update ▪ Enicepatide: ▪ Positive Ph II (104) in obesity with T2D ▪ Petrelintide: ▪ Positive Ph II (ZUPREME-2) in obesity with T2D ▪ Positive Ph II (ZUPREME-1) data in obesity presented at EASD ▪ Ph III (ZUPREME-3/4/5) in obesity initiated ▪ Tifeglipron (CT-996): ▪ Positive Ph II in obesity ▪ Ph III (MetORA) to be initiated in H1 2027 ▪ UCN2 analog in obesity: Added via Hanmi partnership ▪ ALK7-targeting RNAi in obesity4: Added via Rona partnership Outlook 2026 ▪ Enicepatide + petrelintide: Ph II (ZYNERGY) in obesity to be initiated 1. Zilebesiran in partnership with Alnylam; 2. Patients with obesity or overweight with at least one weight-related comorbidity including type 2 diabetes; 3. Petrelintide in partnership with Zealand Pharma; 4. In partnership with Rona Therapeutics, pending deal closure; *Ph III program consisting of ENLIGHTEN fibrosis in MASH (F2-F3) and ENLIGHTEN cirrhosis in MASH (F4); ASCVD: Atherosclerotic cardiovascular disease; CAD: Coronary arterial disease; HFrEF: Heart Failure with reduced ejection fraction; MASH: Metabolic dysfunction-associated steatohepatitis; RNAi: RNA interference; T2D: Type-2 diabetes; UCN2: Urocortin 2; uHTN: uncontrolled hypertension Cardiovascular, Renal & Metabolism Positive Ph II data for enicepatide and petrelintide in obesity + T2D and tifeglipron (CT-996) in obesity Ph I Ph II Ph IIIIndicationAsset Clinical development enicepatide + petrelintide3 Obesity +/- T2D H2 2026 NLRP3i CAD afimkibart MASH (F3-4) pegozafermin MASH (F2-3; F4) ENLIVEN ENLIGHTEN* zilebesiran1 uHTN KARDIA-1/2/3 ZENITH RG7985 (UCN2 analog) Obesity +/- T2D petrelintide3 Obesity +/- T2D ZUPREME-1/2 tifeglipron (CT-996) Obesity +/- T2D 201/702/703 H1 2027 enicepatide (CT-388) Obesity +/- T2D2 103/104 Enith-1/2 Glycemic control H1 2027 ASCVD H1 2027 HFrEF H1 2027 ZUPREME-3/4/5
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Roche ambition to become a top 3 player in obesity 36 Cardiovascular, Renal & Metabolism Two key NMEs to be developed as monotherapies and in combination Enicepatide ▪ Ph II (103) in OW/OB: Robust weight loss with no plateau at week 48 ▪ Ph II (104) in OW/OB + T2D: Potential for BID glycemic control; no weight loss plateau at week 48 ▪ Ph III program expanding to glycemic control in T2D, incl. H2H vs. tirzepatide, HFrEF and CV disease (CVOT) 1. Jones B et al. Nature Communications. 2018;9:160; 2. Chakravarthy MV et al. Presented at the European Association for the Study of Diabetes, 59th Annual Meeting, 2-6 October 2023; Hamburg, Germany. 3. Luo J et al. Presented at the American Diabetes Association 84th Scientific Sessions; June 21-24, 2024; 4. Developed in collaboration with Zealand Pharma; 5. Data on file; 6. Brændholt Olsen et al. Poster 92-LB. Presented at ADA 83rd Scientific Sessions, June 23–26, 2023, San Diego, CA; *includes T1D subgroup; **CV death/HF event reduction; ASCVD: Atherosclerotic cardiovascular disease; BID: Best in disease; CWM: Chronic weight management; CVOT: Cardiovascular outcomes trial; GC: Glycemic control; GIP: Glucose-dependent insulinotropic polypeptide; GLP-1: Glucagon-like peptide-1; MoA: Mechanism of action; OW/OB: Overweight / obese; Q1W: Once weekly dosing; T1D/T2D: Type-1/2 diabetes; WL: Weight loss; Petrelintide developed in collaboration with Zealand Pharma Petrelintide ▪ Potential to redefine weight management experience with double- digit weight loss and improved tolerability ▪ Ph III monotherapy program in OW/OB +/- T2D initiated ▪ Ph II (ZYNERGY) combo study to be initiated in Q4 MoA Clinical development plan “on” state longer more signaling via cAMP more efficacy (BW and BG)1-3 Indication OW/OB 101 OW/OB 103 OW/OB + T2D 104 OW/OB Enith-1 (CWM) OW/OB + T2D Enith-2 (CWM) T2D Eni-SPIRE 1-4 (GC) ASCVD ± T2D Enith-MACE (CVOT)* HFrEF ± T2D Enith-rEF** To be initiated H1 ‘27 To be initiated H1 ‘27 To be initiated H1 ‘27 Ongoing Ongoing Ph I Ph II Ph III MoA Clinical development plan Indication ZUPREME-1 ZUPREME-2 ZUPREME-3 ZUPREME-5 Ongoing OW/OB OW/OB OW/OB + T2D OW/OB OW/OB OW/OB + T2D ZUPREME-4 Ph I Ph II Ph III Long-acting amylin analog (36 amino-acid acylated peptide) suitable for Q1W dosing4-6 Primary endpoint met OW/OB + T2D To be initiated H2 ‘26 MonotherapyCombo Ongoing Ongoing
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Compound Indication Milestone Regulatory giredestrant adjuvant HR+/HER2- early BC US/EU filing giredestrant + everolimus post CDKi HR+/HER2- mBC EU filing/US approval Gazyva SLE US/EU filing Gazyva INS US/EU filing Enspryng MOGAD US/EU filing Enspryng TED US filing vamikibart UME US/EU filing Susvimo nAMD EU approval Susvimo DME EU filing PiaSky aHUS US/EU filing Lunsumio + Polivy 2L+ DLBCL US approval Clinical results divarasib 2L+ KRAS G12C+ NSCLC Ph III KRASCENDO 1 giredestrant + palbociclib 1L HR+/HER2- mBC Ph III persevERA Itovebi + fulvestrant post CDKi PIK3CA-mut HR+/HER2- mBC Ph III INAVO121 Itovebi + Phesgo 1L PIK3CA-mut HER2+ mBC Ph III INAVO122 Lunsumio + lenalidomide 2L+ FL Ph III CELESTIMO Enspryng MOGAD Ph III METEOROID fenebrutinib RMS Ph III FENhance 1/2 Gazyva MN Ph III MAJESTY sefaxersen IgAN Ph III IMAgINATION Vabysmo mCNV Ph III POYANG Evrysdi + emugrobart SMA Ph II MANATEE emugrobart FSHD Ph II MANOEUVRE emugrobart + tirzepatide Obesity Ph II GYMINDA enicepatide (CT-388) (QW SC) Obesity Ph II acmopatide (CT-868) (QD SC) T1D with Obesity Ph II tifeglipron (CT-996) (QD oral) Obesity Ph II petrelintide Obesity Ph II 2026: Key newsflow outlook* Fenebrutinib in RMS and PPMS filed in US *Outcome studies are event-driven: timelines may change; **Positive Ph III interim data, study ongoing (US&EU) (US) 2027 2027 (US&EU) (US&EU) (US&EU) 2027 Additional 2026 newsflow: Tecentriq US approval in MIBC ** 37 Enspryng US approval in TEDTecentriq US approval in dMMR CC Gazyva US approval in INS
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2027: Key newsflow outlook* 38*Outcome studies are event-driven: timelines may change Compound Indication Milestone Regulatory 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 Enspryng MOGAD US/EU approval sefaxersen IgAN US filing Gazyva SLE EU approval Gazyva MN EU approval vamikibart UME US/EU approval Susvimo DME EU filing Clinical results Itovebi + Phesgo 1L PIK3CA-mut HER2+ mBC Ph III INAVO122 Columvi + Polivy + R-CHP 1L DLBCL Ph III SKYGLO zemocimig Hemophilia A Ph III ZEBRHA 1/2 Hemlibra VWD Ph III WILL-EMI Enspryng AIE Ph III CIELO Ocrevus OBI RMS/PPMS Ph III OCTAVIBE afimkibart UC Ph III AMETRINE-1/2 Susvimo nAMD Q9M Ph III VELODROME nivegacetor AD Ph II GABriella afimkibart RA Ph II dRAvite p40 x TL1A UC Ph II SUNCREST
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Matt Sause CEO Roche Diagnostics Diagnostics Division
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YTD Sep 2026 YTD Sep 2025 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 Pathology Lab 1,342 1,281 5 10#DIV/0! Change in % YTD Sep 2026: Diagnostics sales Diagnostics growing at +4%, impacted by China healthcare pricing reforms 40CER: Constant exchange rates (avg. full year 2025)
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0.0 1.0 2.0 3.0 4.0 5.0 6.0 7.0 EMEA North America Asia Pacific Latin America +5% +3% +10% -5% YTD Sep 2026: Diagnostics highlights Diagnostics growing at +4%, impacted by China healthcare pricing reforms 41BGM: Blood glucose monitoring; CER: Constant exchange rates (avg. full year 2025); EMEA: Europe, Middle East and Africa; POC MDx: Point of care molecular diagnostics Core Lab Pathology Lab Molecular Lab Near Patient Care YoY CER growthCHFbn ▪ Advanced staining (+7%) ▪ Companion diagnostics (+21%) ▪ Immunodiagnostics (+4%) ▪ Clinical chemistry (+9%) ▪ BGM (+1%) ▪ Liat POC MDx (-21%) ▪ Transplant (+17%)
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YTD Sep 2026: Diagnostics regional sales 42Growth rates at constant exchange rates (avg. full year 2025); EMEA: Europe, Middle East and Africa North America +9% ~33% of divisional sales EMEA +3% ~36% of divisional sales Latin America +12% ~8% of divisional sales Asia Pacific -4% ~23% of divisional sales
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AXELIOS Sequencing solution New customer data and collaborations demonstrate AXELIOS capabilities across applications 43 AXELIOS 1 is for research use only; 1. Chow E, et al. Integrating the Roche AXELIOS 1 SBX system into core operations. ASHG 2026; 2. Kilburn D, et al. WGS simplex and duplex on the AXELIOS 1 for rare disease variant calling. ASHG 2026; ASHG: American Society of Human Genetics; bp: Base pairs; cfDNA: Cell-free DNA; CRISPR: Clustered regularly interspaced short palindromic repeats; FFPE: Formalin-fixed paraffin-embedded; Indels: Insertions and deletions; RNA: Ribonucleic acid; RNA-seq: RNA sequencing; SBS: Sequencing by synthesis; SBX: Sequencing by expansion; SNV: Single nucleotide variant; UCSF: University of California, San Francisco; WGS: Whole genome sequencing Mixed Single Cell Libraries in Core Lab Operations1 Correlation >0.99 SBS log10(CPM+1) AXELIOS log10(CPM+1) Fibroblast stromal (r=0.973) Mural vascular (r=0.996) Neural like (r=0.996) ▪ Achieved 0.99 total correlation with existing single-cell SBS workflows ▪ Delivered ~3x longer single cell RNA reads (300 bp vs 90 bp) enabling deeper isoform resolution ▪ Integrated seamlessly into core lab workflows across various modalities such as 10x single-cell (3' & Flex, CRISPR), and bulk RNA-seq Simplex & Duplex WGS in Rare Diseases2 ▪ Showcased consolidation onto a single platform delivering short- and longer-read WGS ▪ Demonstrated concordance on all samples for SNVs, Indels, and mitochondrial variants in SBX-D ▪ Longer SBX-Simplex reads enable direct read- through of expanded repeats Current Workflow AXELIOS Instrument 1 Front Line (short reads) Single platform Front line and reflex/conf. (short- and longer-reads) Instrument 2 Reflex/Conf. (longer reads) High concordance with GeneDX workflows Target Enrichment Collaboration with Twist Bioscience ▪ Roche and Twist Bioscience collaboration to provide target enrichment solution for AXELIOS ▪ Development will deliver workflows for a variety of sample types, incl. cfDNA and FFPE ▪ Collaboration further expands our SBX ecosystem enabling a broad range of methods and applications Expanding the AXELIOS ecosystem Google DeepVariant
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CE mark for cobas® HDV First fully automated diagnostic solution to identify the most severe form of viral hepatitis Global Prevalence of HDV/HBV1 44 Market opportunity and differentiation ▪ Hepatitis D affects nearly 12m people1 and severely impacts people already carrying the Hepatitis B virus (HBV) ▪ As the most severe form of viral hepatitis, it leads to faster progression toward liver failure, cirrhosis, and liver cancer ▪ Current testing relies on manual methods or lab-developed tests, with no fully automated molecular IVD solution Differentiation and key benefits ▪ Provide reliable HDV testing to support diagnosis and treatment monitoring in line with EASL, AASLD and APASL guidelines ▪ Enable consistent, high-throughput automated testing on the cobas 5800/6800/8800 systems ▪ Expand Roche’s leading infectious disease portfolio with molecular HDV testing to enable access to novel anti-HDV therapies 1. Stockdale et al. The global prevalence of hepatitis D virus infection: Systematic review and meta-analysis. J Hepatol 73, 523–532 (2020); AASLD: American Association for the Study of Liver Diseases; APASL: Asian Pacific Association for the Study of the Liver; EASL: European Association for the Study of the Liver; HBV: Hepatitis B virus; HDV: Hepatitis D virus; IVD: In vitro diagnostics Americas 5.9% Africa 6% Eastern Mediterranean 3.5% South East Asia 3.2% Western Pacific 4.1% Europe 3% ~12 million people globally with HDV1
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Ebola and Cyclospora PCR tests Rapid outbreak response to evolving public health needs Roche’s rapid response capabilities 45 Ebola Bundibugyo virus test ▪ Developed a molecular test1 within six days of the virus genome publication ▪ Increases rapid testing capacity for early detection and outbreak surveillance2 ▪ Supports efforts with public health institutes and WHO to bring PCR testing closer to the Ebola outbreak3 Cyclospora cayetanensis parasite tests ▪ Developed two new PCR tests4 to support US surveillance of the Cyclospora outbreak ▪ Expand Roche Cyclospora portfolio,5 providing laboratories with more comprehensive testing options ▪ Reinforce Roche’s leadership in infectious diseases and commitment to improving public health All tests are for Research Use Only; 1. TIB MOLBIOL Bundibugyo virus test; 2. WHO. Ebola disease caused by Bundibugyo virus - Democratic Republic of the Congo [internet; cited 2026 Sep 6]; 3. Best Till Dominik, et al. Lancet Infectious Diseases 2026; 4. The LightMix® Modular Cyclospora assay, the LightMix® OneTube Gastro Para 2 assay; 5. Complement the already available UC-TIB-Gastro-PARA-2 for cobas 5800/6800/8800 systems; PCR: Polymerase chain reaction; WHO: World Health Organization “Rapid-response” library 15,000 test pre-designs >3,000 +control materials Expertise in oligonucleotide design Rapid PCR test development Testing on LightCycler® systems Prompt response to emerging pathogens and public health needs
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Diagnostics key launches 2026 46AXELIOS 1 is for research use only; ApoE4p: Apolipoprotein E4 protein; BAP1: BRCA1 Associated Protein -1; EUA: Emergency use authorisation; HBV: Hepatitis B Virus; HCV: Hepatitis C Virus; HDV: Hepatitis D Virus; HEV: Hepatitis E Virus; MPX -E: Multiplex HEV; NfL: Neurofilament light chain; PCR: Polymerase Chain Reaction; SBX: Sequencing by Expansion Area Product Description Market Status Systems Molecular Lab AXELIOS 1 Sequencing Solution Novel high-throughput solution for ultra -rapid, scalable, and flexible sequencing powered by Sequencing by Expansion (SBX) technology Global Tests Core Lab Elecsys® pTau 217 Non-invasive blood-based biomarker to enable earlier detection, rule in and rule out Alzheimer’s amyloid pathology CE Elecsys® NfL Non-invasive blood-based biomarker to enable monitoring of disease activity in multiple sclerosis CE Elecsys® ApoE4p Non-invasive blood-based biomarker to identify ApoE4 carrier, the strongest genetic risk factor for the development of Alzheimer’s disease CE Elecsys® IGRA TB Interferon-Gamma Release Assay (IGRA) to detect latent tuberculosis (TB) infection CE Molecular Lab cobas® MPX-E Molecular PCR test for the detection of HIV, HCV, HBV, and HEV in one assay for Donor Screening CE cobas® HDV Molecular PCR test for aid in diagnosis of initial Hepatitis D virus infection and therapy monitoring CE eplex gastrointestinal panel Multiplex Molecular PCR assay for the comprehensive detection of 19 potential pathogens associated with gastrointestinal infections CE Near Patient Care cobas® liat lesion panel EUA Rapid test to enable accurate detection and differential diagnosis of patients presenting with cutaneous and mucocutaneous lesions/ulcers to enable timely treatment and management. Supporting mpox health emergency US EUA Pathology Lab VENTANA® BAP1 Highly specific marker for differentiating mesothelioma from benign mesothelial proliferation CE Digital solutions Healthcare Insights LungFlag algorithm Machine learning algorithm that identifies patients at high risk for lung cancer CE
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Doing now what patients need next
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Status as of October 22, 2026 Changes to the development pipeline Q3 2026 update 48 New to phase II New to phase III New to registration Removed from phase I Removed from phase II Removed from phase III Approvals New to phase I 1 NME: RG6237 emugrobart (GYM 329) - obesity 1 AI: RG6631 afimkibart (anti-TL1A) - atopic dermatitis 1 NME: RG6794 vustanaciclib (CDK4/2i) - HR+ HER2- BC 1 NME: RG68493 petrelintide - obesity +/- T2D 3 AIs: RG1594 Ocrevus OBI - RMS, PPMS RG6102 trontinemab - preclinical Alzheimer’s RG6330 divarasib - resected stage II-III NSCLC 7 NMEs: RG6327 NME - geographic atrophy RG6411 enzelkitug (anti-CCR8) - solid tumors RG6421 TMEM16A potentiator - Muco- obstructive respiratory disease RG6540 P-CD19 x CD20 - ALLO1 - heme tumors RG6622 NME - coronary artery disease RG6627 APOE ASO - Alzheimer's disease RG6795 CDK4i - HR+ HER2- BC 4 NMEs: RG6527 NME - COPD RG6767 NME - immunology RG79851 UCN-2 analog - obesity +/- T2D CHU allosteric ALK inhibitor (AQUA07) - NSCLC 1AI: RG74732 bexobrutideg + venetoclax - CLL/SLL 1 NME: RG6179 vamikibart – UME 1 NME (US): RG7845 fenebrutinib - RMS, PPMS 1 AI: RG6168 Enspryng - MOGAD 1. in collaboration with Hanmi Pharma, pending deal closure; 2. In collaboration with Nurix Therapeutics; 3. In collaboration with Zealand Pharma 1 NME (EU): RG6321 Susvimo - nAMD 3 AI (US): RG7159 Gazyva – childhood onset idiopathic nephrotic syndrome RG7446 Tecentriq - stage III dMMR/MSI-H colon cancer RG6168 Enspryng - TED
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Status as of October 22, 2026 Roche Group development pipeline RG6026 Columvi monotherapy + combos heme tumors RG6171 giredestrant monotherapy + combos solid tumors RG6330 divarasib monotherapy + combos solid tumors RG6505 pan-RAS inhibitor solid tumors RG6537 AR degrader prostate cancer RG6538 P-BCMA-ALLO1 r/r multiple myeloma RG6620 KRAS G12D inhibitor solid tumors RG66481 cMET ADC solid tumors RG6733 - MM RG6735 - heme tumors RG68102 DLL3 ADC SCLC RG6852 - mCRPC RG69191 tambotatug pelitecan (B7-H3 ADC) solid tumors RG69753 CDH17 ADC CRC RG74734 bexobrutideg + venetoclax 1L CLL/SLL RG7828 Lunsumio monotherapy + combos heme tumors CHU clesitamig (DLL3 trispecific) solid tumors CHU codrituzumab HCC CHU MINT91 solid tumors CHU anti-CTLA-4 switch antibody solid tumors CHU pan-KRAS inhibitor (AUBE00) solid tumors CHU allosteric ALK inhibitor (AQUA07) NSCLC Phase I (33 NMEs + 6 AIs) Phase II (11 NMEs + 5 AIs) RG-No - Roche/Genentech; CHU - Chugai managed;1. MediLink managed; 2. Innovent managed; 3. In collaboration with Hansoh Pharma; 4. In collaboration with Nurix Therapeutics; 5.Qyuns Therapeutics managed; 6. In collaboration with Hanmi Pharma; 7. In collaboration with BioNTech; 8. In collaboration with Pfizer; 9. US rights with Sarepta RG6498 - IBD RG6527 - COPD RG6767 - immunology RG69815 Il33:TSLP COPD/Asthma CHU anti-C1s recycling antibody immunology RG6631 afimkibart (anti-TL1A) MASH RG79856 UCN-2 analog obesity +/- T2D RG6035 Brainshuttle CD20 multiple sclerosis RG6434 NLRP3i neurodegenerative disorders RG6662 HTT miRNA GT Huntington’s Disease RG6209 VEGF x IL6 DutaFab DME RG6441 - DR RG6697 - DME RG6858 - retinal diseases RG6913 - DME RG6006 zosurabalpin bacterial infections CHU REVN24 post-cardiac surgery complications RG6114 Itovebi + enzalutamide CRPC RG6114 Itovebi + ribociclib + fulvestrant 1L HR+ PIK3CA-wt mBC RG61807 autogene cevumeran solid tumors RG6596 bizrolertinib (HER2 TKI) HER2+ mBC RG6794 vustanaciclib (CDK4/2i) HR+ HER2- BC RG6797 dirloctocogene samoparvovec (SPK-8011QQ) hemophilia A RG6631 afimkibart (anti-TL1A) rheumatoid arthritis RG67308 p40xTL1A bispecific antibody UC RG7828 Lunsumio SLE CHU anti-HLA-DQ2.5 x gluten peptides antibody celiac disease RG6418 selnoflast (NLRP3i) coronary artery disease RG6652 tifeglipron (CT-996) obesity/ T2D glycemic control RG6182 MAGL inhibitor multiple sclerosis RG6289 nivegacetor (γ-secretase modulator) Alzheimer’s RG63569 Elevidys DMD, ≥2 to <4 years RG6501 OpRegen geographic atrophy New Molecular Entity (NME) Cardiovascular, Renal & Metabolism Additional Indication (AI) Neurology Oncology / Hematology Ophthalmology Immunology Other 49
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Status as of October 22, 2026 Roche Group development pipeline 50 New Molecular Entity (NME) Cardiovascular, Renal & Metabolism Additional Indication (AI) Neurology Oncology / Hematology Ophthalmology Immunology Other Phase III (13 NMEs + 22 AIs) Registration US & EU (3 NMEs + 8 AI) RG3502 Kadcyla + T HER2+ eBC high-risk RG6013 Hemlibra Type 3 VWD RG6026 Columvi + Polivy + R-CHP 1L DLBCL Columvi r/r MCL RG6107 PiaSky aHUS RG6114 Itovebi + fulvestrant post CDKi HR+ PIK3CA-mut. BC Itovebi + Phesgo 1L HER2+ PIK3CA-mut. mBC Itovebi + CDK4/6i + letrozole 1L ES PIK3CA-mut. HR+ HER2- advanced BC RG6160 cevostamab r/r MM RG6171 giredestrant + Phesgo 1L ER+/HER2+ BC giredestrant + CDK4/6i 1L ET resistant ER+/HER2- BC RG6330 divarasib 2L NSCLC divarasib + pembrolizumab 1L NSCLC divarasib resected stage II-III NSCLC RG6512 zemocimig (NXT007) hemophilia A RG74731 bexobrutideg r/r CLL RG7828 Lunsumio + lenalidomide 2L+ FL RG7853 Alecensa LA stage III NSCLC RG6149 astegolimab COPD RG62992 sefaxersen (ASO factor B) IgA nephropathy RG6631 afimkibart (anti-TL1A) ulcerative colitis afimkibart (anti-TL1A) Crohn’s disease RG66153 zilebesiran Hypertension RG6640 enicepatide (CT-388) obesity +/- T2D RG68494 petrelintide obesity +/- T2D RG6881 pegozafermin MASH with fibrosis stage F2 or F3 RG6881 pegozafermin MASH with fibrosis stage F4 RG1594 Ocrevus OBI RMS, PPMS RG6102 trontinemab early Alzheimer’s trontinemab preclinical Alzheimer’s RG6168 Enspryng autoimmune encephalitis RG63565 Elevidys DMD, 8 years and older RG7935 prasinezumab Parkinson´s RG6321 Susvimo wAMD, 36-week RG7716 Vabysmo CNV RG6171 giredestrant + everolimus† post-CDK4/6 ER+/HER2- BC giredestrant† ER+ BC adj RG7446 Tecentriq†† stage III dMMR/MSI-H colon cancer RG7828 Lunsumio + Polivy† 2L+ DLBCL RG7159 Gazyva systemic lupus erythematosus Gazyva†† childhood onset idiopathic nephrotic syndrome* Gazyva membranous nephropathy RG6179 vamikibart UME RG6168 Enspryng MOGAD RG7845 fenebrutinib† RMS fenebrutinib† PPMS †Filed in US ††Filed in EU, approved in US 1. In collaboration with Nurix Therapeutics; 2. In collaboration with IONIS; 3. Alnylam Pharmaceuticals managed; 4. In collaboration with Zealand Pharma; 5. US rights with Sarepta; T:Tecentriq; *also known as pediatric nephrotic syndrome (PNS)
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Status as of October 22, 2026 Expected regulatory submissions New Molecular Entities: Lead and additional indications 51 20272026 2029 and beyond2028 Filing timelines reflect the anticipated filing of a potential indication; projects shown are in phase II and phase III ✓ Indicates submission to health authorities has occurred Unless stated otherwise submissions are planned to occur in US and EU *Filed in US; 1. In collaboration with IONIS; 2.In collaboration with BioNTech; 3. In collaboration with Nurix Therapeutics; 4. In collaboration with Pfizer; 5. US rights with Sarepta; 6. Alnylam Pharmaceuticals managed; 7. In collaboration with Zealand Pharma RG62991 sefaxersen (ASO factor B) IgA nephropathy RG6631 afimkibart (anti-TL1A) ulcerative colitis RG6631 afimkibart (anti-TL1A) Crohn‘s disease RG6631 afimkibart (anti-TL1A) rheumatoid arthritis RG67304 p40xTL1A bispecific antibody UC RG6182 MAGL inhibitor multiple sclerosis RG63565 Elevidys DMD, ≥2 to <4 years RG63565 Elevidys DMD, 8 yrs and older RG6289 nivegacetor (γ-secretase modulator) Alzheimer’s RG7935 prasinezumab Parkinson’s RG6102 trontinemab preclinical Alzheimer’s RG6501 OpRegen geographic atrophy RG6418 selnoflast (NLRP3i) coronary artery disease RG66156 zilebesiran hypertension RG6652 tifeglipron (CT-996) obesity/ T2D glycemic control RG68497 petrelintide obesity +/- T2D RG6881 pegozafermin MASH with fibrosis stage F4 RG6171 giredestrant ✓* ER+ BC adj RG6330 divarasib 2L NSCLC RG6179 vamikibart ✓ UME RG7845 fenebrutinib ✓* RMS &PPMS New Molecular Entity (NME) Cardiovascular, Renal & Metabolism Additional Indication (AI) Neurology Oncology / Hematology Ophthalmology Immunology Other RG6171 giredestrant + Phesgo 1L ER+/HER2+ BC RG6171 giredestrant + CDK4/6i 1L ET resistant ER+/HER2- BC RG6512 zemocimig (NXT007) Hemophilia A RG6102 trontinemab early Alzheimer’s RG6640 enicepatide (CT-388) obesity +/- T2D RG6881 pegozafermin MASH with fibrosis stage F2 or F3 RG6160 cevostamab 2-4L r/r MM RG61802 autogene cevumeran PDAC RG6330 divarasib + pembrolizumab 1L NSCLC RG6330 divarasib resected stage II-III NSCLC RG6596 bizrolertinib (HER2 TKI) 2L+ HER2+ BC RG6794 vustanaciclib (CDK4/2i) HR+ HER2- BC RG6797 dirloctocogene samoparvovec Hemophilia A RG74733 bexobrutideg r/r CLL
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Status as of October 22, 2026 Expected regulatory submissions Marketed products: Additional indications 52 RG1594 Ocrevus OBI RMS, PPMS RG6168 Enspryng autoimmune encephalitis RG6321 Susvimo wAMD, 36-week refill RG6321 Susvimo DME (EU) RG6013 Hemlibra Type 3 VWD RG6114 Itovebi + Phesgo 1L HER2+ PIK3CA-mut. mBC RG6114 Itovebi + fulvestrant post CDKi HR+ PIK3CA-mut. BC RG3502 Kadcyla + Tecentriq HER2+ eBC high-risk RG6026 Columvi + Polivy + R-CHP 1L DLBCL RG6026 Columvi r/r MCL 2026 2027 2028 Filing timelines reflect the anticipated filing of a potential indication; projects shown are in phase II and phase III ✓ Indicates submission to health authorities has occurred Unless stated otherwise submissions are planned to occur in US and EU *also known as pediatric nephrotic syndrome (PNS) 2029 and beyond RG6107 PiaSky aHUS RG7446 Tecentiq✓ Stage III dMMR-deficient or MSI-H colon cancer (US) RG7828 Lunsumio + lenalidomide 2L FL+ RG7828 Lunsumio + Polivy✓ 2L+ DLBCL (US) New Molecular Entity (NME) Cardiovascular, Renal & Metabolism Additional Indication (AI) Neurology Oncology / Hematology Ophthalmology Immunology Other RG7828 Lunsumio systemic lupus erythematosus RG6114 Itovebi+ribociclib+fulvestrant 1L HR+ PIK3CA-wt mBC RG6114 Itovebi + CDK4/6i + letrozole 1L ES PIK3CA-mut. HR+ HER2- advanced BC RG6114 Itovebi + enzalutamide CRPC RG6168 Enspryng✓ MOGAD RG7159 Gazyva✓ membranous nephropathy RG7159 Gazyva✓ systemic lupus erythematosus RG7159 Gazyva✓ childhood onset idiopathic nephrotic syndrome* RG6168 Enspryng✓ TED (US) RG7716 Vabysmo CNV
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Status as of October 22, 2026 Major pending approvals 2026 53 New Molecular Entity (NME) Cardiovascular, Renal & Metabolism Additional Indication (AI) Neurology Oncology / Hematology Ophthalmology Immunology Other EU Japan-ChugaiUS China RG6171 giredestrant + everolimus post-CDK4/6 ER+/HER2- BC Filed December 2025 RG7159 Gazyva systemic lupus erythematosus Filed February 2026 RG6171 giredestrant ER+ BC adj Filed March 2026 RG7828 Lunsumio + Polivy 2L+ DLBCL Filed April 2026 RG7159 Gazyva membranous nephropathy Filed June 2026 RG6179 vamikibart UME Filed July 2026 RG6168 Enspryng MOGAD Filed July 2026 RG7845 fenebrutinib RMS,PPMS Filed July 2026 RG7159 Gazyva systemic lupus erythematosus Filed February 2026 RG7159 Gazyva childhood onset idiopathic nephrotic syndrome* Filed May 2026 RG7159 Gazyva membranous nephropathy Filed June 2026 RG7446 Tecentriq stage III dMMR/MSI-H colon cancer Filed July 2026 RG6179 vamikibart UME Filed July 2026 RG6168 Enspryng MOGAD Filed July 2026 RG7446 Tecentriq Adjuvant MRD+ bladder cancer Filed January 2026 RG6171 giredestrant post-CDK4/6 ER+/HER2- BC Filed May 2026 RG6171 giredestrant ER+ BC adj Filed May 2026 RG7159 Gazyva childhood onset idiopathic nephrotic syndrome* Filed May 2026 RG6321 Susvimo wAMD, DME Filed June 2026 RG7446 Tecentriq LA esophageal cancer maintenance Filed June 2026 RG6168 Enspryng MOGAD Filed July 2026 RG7446 Tecentriq Adjuvant MSI-H colon cancer Filed August 2026 RG6179 vamikibart UME Filed August 2026 RG7159 Gazyva lupus nephritis Filed March 2026 RG7159 Gazyva systemic lupus erythematosus Filed March 2026 RG7159 Gazyva childhood onset idiopathic nephrotic syndrome* Filed April 2026 RG6171 giredestrant ER+ BC adj Filed April 2026 RG7159 Gazyva membranous nephropathy Filed May 2026 RG6168 Enspryng TED Filed May 2026 RG7828 Lunsumio + Polivy r/r large B-cell lymphoma Filed July 2026 RG6179 vamikibart UME Filed August 2026 RG7716 Vabysmo CNV Filed October 2026 *also known as pediatric nephrotic syndrome (PNS)
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Status as of October 22, 2026 Major granted approvals 2026 54 New Molecular Entity (NME) Cardiovascular, Renal & Metabolism Additional Indication (AI) Neurology Oncology / Hematology Ophthalmology Immunology Other EU Japan-ChugaiUS China RG7596 Polivy + chemo r/r DLBCL March 2026 RG7828 Lunsumio + Polivy r/r large B-cell lymphoma March 2026 RG7853 Alecensa ALK+ solid tumors May 2026 RG435 Avastin neurofibromatosis Type 2 June 2026 RG7446 Tecentriq ctDNA+ high-risk MIBC May 2026 RG7159 Gazyva childhood onset idiopathic nephrotic syndrome* September 2026 RG7446 Tecentriq stage III dMMR/MSI-H colon cancer October 2026 RG6168 Enspryng TED October 2026 *also known as pediatric nephrotic syndrome (PNS) RG6321 Susvimo wAMD September 2026
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