Earnings release
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Investor Update Roche Holding Ltd 4070 Basel Switzerland Investor Relations Email: investor.relations@roche.com Phone +41 61 688 88 80 www.roche.com 1/14 Ad hoc announcement pursuant to Art. 53 LR Basel, 22 October 2026 Roche continues strong momentum in the third quarter with sales growth of +7% at constant exchange rates (CER) and +8% in CHF; Group sales increase +6% (CER), +1% in CHF, in the first nine months of 2026 ● Group sales were +6% at constant exchange rates (CER)1, +1% when reported in CHF and +7% in USD2, in the first nine months of 2026, driven by high demand for our innovative medicines and diagnostics. In the third quarter, sales grew +7% (CER) and +8% in CHF (+7% in USD), as exchange rates stabilised. ● Pharmaceuticals Division sales were +7% at CER, +2% when reported in CHF and +8% in USD, in the first nine months, due to continued high demand for medicines to treat severe diseases; Xolair (chronic hives, food allergies), Hemlibra (haemophilia A), Ocrevus (multiple sclerosis), Phesgo (breast cancer) and Vabysmo (severe eye diseases) were the top growth drivers. ● Diagnostics Division sales were +4% at CER, stable when reported in CHF and +6% in USD, in the first nine months, as demand for core lab and pathology solutions more than offset the impact of healthcare pricing reforms in China. ● Highlights: ○ US approval for Tecentriq for the adjuvant treatment of stage-III DNA mismatch repair colon cancer, Gazyva/Gazyvaro for reducing the risk of relapse in patients 2 years of age and older with frequently relapsing or steroid-dependent childhood-onset idiopathic nephrotic syndrome and Enspryng in thyroid eye disease ○ US Priority Reviews for fenebrutinib in both relapsing and primary progressive multiple sclerosis and Enspryng in MOGAD, an autoimmune disease; vamikibart filing acceptance in uveitic macular edema, a leading cause of vision loss ○ EU approval for Susvimo in neovascular age-related macular degeneration (nAMD), a severe eye disease, and Ocrevus in paediatric relapsing multiple sclerosis; EMA validation of application for Enspryng in MOGAD in Europe
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2/14 ○ Positive data for: sefaxersen in an autoimmune condition affecting kidney function (phase III), Lunsumio in blood cancer (phase III), Tam-Peli in relapsed small-cell lung cancer (phase III) as well as enicepatide and petrelintide in overweight or obesity and type 2 diabetes (both phase II) ○ US clearance for Elecsys pTau217 test, providing clinicians across primary and specialty care with a single-biomarker blood test to aid in identifying amyloid pathology associated with Alzheimer’s disease ○ Launch of two new, real-time PCR tests to support public health epidemic response to the US outbreak of the Cyclospora cayetanensis parasite ○ Delivery of molecular tests to support the Democratic Republic of the Congo health ministry-led response to the Ebola outbreak ○ Manufacturing and R&D capacity expansion: Hillsboro injectable medicines facility and Innovation Center Boston for cardiovascular, renal and metabolic diseases in the US and small molecules facility in Basel, Switzerland ● Outlook for 2026 confirmed Roche CEO Thomas Schinecker: “In the third quarter, we delivered strong sales growth of +7% at constant exchange rates and +8% in Swiss francs. Most importantly, we continued to make meaningful progress for patients. We advanced another five potential new medicines into the final stage of development this year and now aim to bring up to 20 new medicines to patients by 2030. The US FDA granted Priority Review for fenebrutinib in both relapsing and primary progressive multiple sclerosis, bringing us closer to delivering the first high-efficacy, brain- penetrant oral therapy to patients. Giredestrant is also under FDA Priority Review in both early-stage and advanced breast cancer, and we are fully prepared to launch later this year, pending approval. In Diagnostics, we received US FDA clearance for Elecsys pTau217, the first and only FDA- cleared single-biomarker blood test for Alzheimer’s disease that supports both rule-in and rule-out assessment of amyloid pathology across primary and specialty care settings. We confirm our full-year outlook.”
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3/14 Outlook for 2026 Roche (SIX: RO, ROP; OTCQX: RHHBY) expects an increase in Group sales in the mid single digit range (CER) for 2026. Core earnings per share are targeted to develop in the high single digit range (CER). Roche expects to further increase its dividend in Swiss francs. Sales CHF millions As % of sales % change January–September 2026 2025 2026 2025 At CER In CHF In USD Group 46,493 45,862 100.0 100.0 +6 +1 +7 Pharmaceuticals Division 36,212 35,555 77.9 77.5 +7 +2 +8 United States 18,712 18,798 40.2 41.0 +5 0 Europe 6,819 6,818 14.7 14.9 +2 0 Japan 2,352 2,139 5.1 4.7 +25 +10 International 8,329 7,800 17.9 16.9 +10 +7 Diagnostics Division 10,281 10,307 22.1 22.5 +4 0 +6 International: Asia-Pacific, CEETRIS (Central Eastern Europe, Türkiye, Russia and Indian subcontinent), Latin America, Middle East, Africa, Canada, others Group sales In the first nine months of 2026, Roche sales were +6% at CER, +1% when reported in CHF, to CHF 46.5 billion due to strong demand for pharmaceutical products and diagnostic solutions. The appreciation of the Swiss franc against most currencies, notably the US dollar, had a significant impact on the results reported in Swiss francs compared to constant exchange rates. This currency impact reversed in the third quarter. Sales growth in the Pharmaceuticals Division was +7% at CER, +2% when reported in CHF, to CHF 36.2 billion, with medicines for severe diseases continuing their strong growth. The top five growth drivers – Xolair, Hemlibra, Ocrevus, Phesgo and Vabysmo – achieved total sales of CHF 16.8 billion, an increase of +12% at CER, or +6% in CHF, compared to the first nine months of 2025. Sales of products with expired patents (Avastin, Herceptin, MabThera/Rituxan, Lucentis and Actemra/RoActemra) decreased by a combined CHF 0.4 billion at CER, or CHF 0.6 billion in CHF.
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4/14 In the United States, sales were +5% at CER, stable when reported in CHF, due to continued growth of Xolair, Hemlibra, Ocrevus, Polivy (blood cancer) and Tecentriq (cancer immunotherapy). This growth more than compensated for the lower sales of Kadcyla (breast cancer) and Perjeta (breast cancer). Sales in Europe were +2% at CER, stable when reported in CHF, as the growing demand for Ocrevus, Phesgo and Evrysdi (spinal muscular atrophy) more than offset the impact of biosimilar competition on Actemra/RoActemra and the conversion to Phesgo on Perjeta. In Japan, sales were +25% at CER, +10% when reported in CHF, mainly due to product supply to third parties and continued growth of Lunsumio (blood cancer), Hemlibra, Polivy, Elevidys (Duchenne muscular dystrophy) and Vabysmo. There was also a positive impact of timing effects related to the implementation of a new enterprise resource planning (ERP) system. Sales in the International region were +10% at CER, +7% when reported in CHF, led by higher sales of Phesgo, Vabysmo, Hemlibra, Ocrevus and Evrysdi. In China, sales were stable at CER and when reported in CHF, driven by continued growth of Phesgo, Vabysmo, Alecensa and Polivy. The increase was partially offset by lower sales of Perjeta due to the conversion to Phesgo and Xofluza due to a milder flu season in 2025. The Diagnostics Division’s sales were +4% at CER, stable when reported in CHF, to CHF 10.3 billion as growth in demand for core lab and pathology solutions more than offset the impact of healthcare pricing reforms in China. Sales in the Europe, Middle East and Africa (EMEA) region were +3% at CER, unchanged when reported in CHF, driven by higher sales of clinical chemistry and immunodiagnostic products. In North America, sales were +9% at CER, +3% when reported in CHF, with growth across the Core Lab, Pathology Lab and Molecular Lab customer areas. Sales in Asia-Pacific were -4% at CER, or -8% when reported in CHF, due to the healthcare pricing reforms in China. In Latin America, sales growth was +12% at CER, or +11% when reported in CHF.
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5/14 Pharmaceuticals: key developments Compound Milestone Regulatory Enspryng Thyroid eye disease FDA approves Enspryng, a first-in-class IL-6R inhibitor, as the first and only at-home subcutaneous treatment option for thyroid eye disease (TED) ● FDA approval based on phase III SatraGO-1 and -2 studies, with SatraGO-2 demonstrating a significant reduction in eye bulging (proptosis) and improvement in diplopia (double vision), with a favourable safety profile, regardless of TED activity or duration. ● Enspryng (satralizumab) represents an important advance for people with TED, offering the first at-home subcutaneous treatment option every four weeks during maintenance phase, allowing for greater flexibility in how treatment is administered. ● Enspryng is an anti-IL-6R monoclonal antibody using novel recycling antibody technology designed to inhibit IL-6 signalling upstream of autoantibody-driven pathology. ● TED is a rare autoimmune disease affecting approximately 155 out of every 100,000 people in the US that can lead to facial disfigurement and vision- threatening complications if left untreated. Tecentriq Different types of cancer FDA approves Tecentriq in combination with a fluoropyrimidine and oxaliplatin for the adjuvant treatment of a certain type of stage III colon cancer ● The approval is based on results from the landmark phase III ATOMIC study, published in The New England Journal of Medicine, which showed Tecentriq plus chemotherapy reduced the risk of disease recurrence or death by 50% compared to chemotherapy alone. ● It is the first approved adjuvant immunotherapy regimen for stage III dMMR colon cancer, positioning Tecentriq as a new post-surgery standard of care. ● Nearly 25% of all colon cancers are diagnosed at stage III, and almost one in three patients with stage III colon cancer experience a recurrence within five years. ● Approval marks the twelfth indication for Tecentriq in the US. Fenebrutinib Multiple sclerosis Fenebrutinib is the first BTK inhibitor to receive US FDA filing acceptance in both relapsing and primary progressive multiple sclerosis ● Fenebrutinib cut relapses by 51% and 58% vs teriflunomide in phase III RMS trials (FENhance 1 and 2) while showing a consistent, positive trend in delaying disability. ● Fenebrutinib became the first investigational medicine in more than a decade to slow disability progression in a phase III PPMS trial (FENtrepid), with numerical benefit vs Ocrevus. ● Fenebrutinib is designed to address two drivers of MS – acute inflammation causing relapses and chronic brain inflammation driving disability progression.
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6/14 ● If approved, fenebrutinib would become the first BTK inhibitor and first high-efficacy oral treatment for both RMS and PPMS, offering a new option for the nearly 1 million people living with MS in the US. Susvimo Severe eye diseases European Commission approves Susvimo for the treatment of neovascular age-related macular degeneration ● By continuously delivering medicine into the eye through the Contivue refillable implant, Susvimo is the first and only continuous delivery treatment that offers an alternative to standard-of-care eye injections for nAMD. ● Susvimo helps people with nAMD maintain their vision with as few as two treatments per year. ● Data from the phase III Archway study showed that Susvimo maintained vision equivalent to monthly intravitreal ranibizumab injections. ● nAMD is a leading cause of vision loss in adults over 60 and affects approximately 1.7 million people across the European Union. Enspryng MOGAD FDA grants Priority Review for Enspryng for MOGAD, an autoimmune disease with no approved treatments ● If approved, Enspryng would be the first and only disease-modifying therapy for MOGAD (myelin oligodendrocyte glycoprotein antibody- associated disease). ● The filing acceptance is based on the phase III METEOROID study showing that Enspryng reduced the risk of relapses by 68%. ● The European Medicines Agency (EMA) has validated the application for Enspryng for MOGAD in Europe, with a decision expected in Q3 2027. Phase III, pivotal and other key read-outs Sefaxersen IgA nephropathy Positive interim data shows sefaxersen significantly reduces proteinuria in people with IgA nephropathy (IgAN) ● In the phase III IMAgINATION study, sefaxersen demonstrated statistically significant and clinically meaningful reductions in proteinuria versus placebo at 37 weeks, showing best-in-class potential. ● Sefaxersen inhibits complement factor B production at its primary source in the liver, thus blocking a key driver of IgAN-related kidney damage. ● Interim data will be presented at an upcoming medical meeting and shared with health authorities. Enicepatide Obesity Roche announces positive phase II results for dual GLP-1/GIP receptor agonist enicepatide in people living with type 2 diabetes and overweight or obesity ● At the highest dose (24 mg), enicepatide achieved a mean HbA1c reduction of 2.65% at 48 weeks, highlighting its potential for best-in-disease glycaemic control. ● By week 48, 90% of patients in the 24 mg enicepatide arm met the type-2- diabetes glycaemic target of ≤6.5% HbA1c, while 62% achieved normoglycaemia (HbA1c <5.7%). ● At the highest 24 mg dose, enicepatide achieved a mean weight loss of 15.5% at 48 weeks, without a weight loss plateau.
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7/14 Lunsumio Blood cancer Regimen based on Lunsumio significantly improves progression-free survival in follicular lymphoma in phase III CELESTIMO study ● Phase III CELESTIMO study met its primary endpoint at the interim analysis demonstrating a statistically significant and clinically meaningful reduction in the risk of disease progression in people with follicular lymphoma who have received at least one prior line of treatment. ● Data reinforce the potential of this regimen based on Lunsumio to improve clinical outcomes, while offering a tolerable safety profile, a simple dosing schedule and outpatient administration. ● CELESTIMO is the confirmatory study required to convert the accelerated approval / conditional marketing authorisation of Lunsumio monotherapy for third-line or later (3L+) follicular lymphoma to full approval, as well as to secure an indication in second-line or later (2L+) follicular lymphoma. ● Data will be submitted to health authorities and presented at an upcoming medical meeting. Tam-Peli Lung cancer Roche’s collaborator MediLink announces phase III data for Tam-Peli showing significantly improved overall survival in Chinese patient population with relapsed small-cell lung cancer ● Tambotatug pelitecan (Tam-Peli) demonstrated statistically significant efficacy over topotecan in a phase III study conducted in China, reducing the risk of death by 54% and disease progression by 71%, while achieving an objective response rate of 59.1% vs 9.7%. ● The novel B7-H3-targeted antibody-drug conjugate with a dual release mechanism of the payload is based on MediLink’s proprietary TMALIN platform, designed to maximise antitumour activity while minimising off- target toxicity. ● Roche is developing and commercialising Tam-Peli outside mainland China, Hong Kong and Macau across multiple tumour types, with plans to rapidly initiate global trials. Tam-Peli has received US FDA and China CDE Breakthrough Therapy Designations for relapsed small-cell lung cancer. Vabysmo Severe eye diseases Vabysmo demonstrates sustained two-year results in a difficult-to-treat form of nAMD ● The SALWEEN study showed significant improvements in vision and retinal health. ● More than 60% of Asian patients with polypoidal choroidal vasculopathy (PCV), an aggressive subtype of nAMD, treated with Vabysmo showed no signs of polypoidal lesions. ● By the end of year two, more than 60% of patients were on an extended 20- week treatment interval, reducing treatment burden. Other ESMO presentation Lung and breast cancer portfolio Roche to present pivotal data at ESMO 2026, showcasing advances across its lung and breast cancer late-stage portfolio ● Phase III Krascendo 1 results demonstrated divarasib’s superiority over current standard-of-care, first-generation KRAS G12C inhibitors in previously treated advanced G12C-mutated non-small cell lung cancer. ● Patient-reported outcomes from phase III lidERA study showed that improved efficacy of giredestrant over standard endocrine therapy is achieved without compromising tolerability and health-related quality of life in early-stage breast cancer.
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8/14 ● Phase III results in Chinese patients with metastatic nasopharyngeal carcinoma demonstrate the potential of Tam-Peli, a next-generation B7- H3-targeted ADC, to deliver robust efficacy with a favourable safety profile in high-unmet-need solid tumours. Vamikibart Uveitic maclar edema Roche presents new phase III one-year data for vamikibart in uveitic macular edema (UME), a serious cause of vision loss ● In the MEERKAT and SANDCAT studies, vamikibart demonstrated sustained improvements in vision and reductions in macular thickness in patients with UME at 52 weeks. ● UME is the leading cause of moderate and severe vision loss in patients with uveitis, posing a significant risk of blindness if left untreated. ● The FDA has accepted Roche’s Biologics License Application (BLA), with an approval decision expected by July 2027. Vabysmo Severe eye diseases Roche presents new data at EURETINA, highlighting the real-world effectiveness and safety of Vabysmo across major retinal conditions ● New real-world results for Vabysmo in nAMD, diabetic macular edema and retinal vein occlusion reinforce robust effectiveness and durability across previously untreated and treated eyes, with no new safety signals. ● Advanced AI-enabled analysis of imaging confirms rapid and meaningful anatomical drying supporting Vabysmo as a standard-of-care therapy in routine clinical care. ● With more than 5,000 patients enrolled, VOYAGER is the largest, prospective, non-interventional real-world dataset evaluating Vabysmo across diverse clinical practice settings worldwide. Giredestrant Breast cancer Giredestrant combination significantly improved progression-free survival in ER-positive advanced breast cancer in phase III evERA data published in The New England Journal of Medicine ● Giredestrant plus everolimus reduced the risk of disease progression or death by 44% and 62% in ITT and ESR1-mutated populations, respectively, versus standard endocrine therapy plus everolimus. ● By targeting resistance to endocrine treatments, the giredestrant combination seeks to delay disease progression and improve overall patient outcomes. ● The FDA has set a PDUFA goal date for giredestrant in early-stage breast cancer of 30 November 2026 and in advanced disease of 18 December 2026. Board of Directors nomination Roche proposes Dr Christophe Weber, former CEO of Takeda Pharmaceuticals, for election to its Board of Directors at the 2027 Annual General Meeting ● Roche’s Board of Directors has approved to propose Dr Christophe Weber, former CEO of Takeda Pharmaceuticals, for election to the Board at the Annual General Meeting on 9 March 2027. ● Roche Chairman Severin Schwan highlighted Dr Weber’s extensive healthcare industry knowledge and leadership experience as valuable assets for the Board. ● Roche continues its commitment to transformative medicines and diagnostics, focusing on major disease areas and global healthcare challenges.
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9/14 Innovation Center Boston Roche announces grand opening of its Innovation Center Boston to drive advancements in cardiovascular, renal and metabolic diseases ● The centre will be a hub for Roche and Genentech, bringing together expertise in cardiovascular, renal and metabolic diseases, as well as for data science and AI specialists to drive innovation in drug discovery and development. ● It will expand Roche’s and Genentech’s presence in Boston, reflecting a long-term commitment to one of the world’s leading life sciences hubs. ● This is part of Roche and Genentech’s USD 50 billion investment in US manufacturing and R&D, building on recent investments and manufacturing milestones in Holly Springs, North Carolina, and Hillsboro, Oregon. Hillsboro facility Genentech, Roche’s US subsidiary, announces a USD 750 million manufacturing expansion in Hillsboro, Oregon ● The new facility in Hillsboro, Oregon for the assembly of injectable medicines and delivery devices will further advance end-to-end US drug manufacturing capabilities. ● Approximately USD 750 million investment will double the size of the existing facility and is expected to create an additional 250 specialised manufacturing jobs. ● Flexible manufacturing capacity will support advanced drug delivery devices that can provide patients with more convenient ways to receive treatment. Pharmaceuticals sales Sales CHF millions As % of sales % change January–September 2026 2025 2026 2025 At CER In CHF Pharmaceuticals Division 36,212 35,555 100.0 100.0 +7 +2 United States 18,712 18,798 51.7 52.9 +5 0 Europe 6,819 6,818 18.8 19.2 +2 0 Japan 2,352 2,139 6.5 6.0 +25 +10 International 8,329 7,800 23.0 21.9 +10 +7 International: Asia-Pacific, CEETRIS (Central Eastern Europe, Türkiye, Russia and Indian subcontinent), Latin America, Middle East, Africa, Canada, others
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10/14 Top 20 best-selling pharmaceuticals (% change at CER1) Total United States Europe Japan International CHF m % CHF m % CHF m % CHF m % CHF m % Ocrevus Multiple sclerosis 5,317 +7 3,581 +5 1,136 +9 - - 600 +21 Hemlibra Haemophilia A 3,750 +12 2,006 +9 769 +5 291 +20 684 +23 Vabysmo Eye diseases (nAMD, DME, RVO) 3,196 +10 2,060 +2 585 +7 131 +41 420 +65 Tecentriq Cancer immunotherapy 2,615 +5 1,243 +8 626 -2 245 +6 501 +9 Xolair3 Chronic hives, food allergies 2,521 +20 2,521 +20 - - - - - - Phesgo Breast cancer 2,064 +18 486 -1 657 +11 152 +24 769 +43 Perjeta3 Breast cancer 2,040 -8 824 -10 361 -13 38 -20 817 -3 Actemra/RoActemra3 RA, COVID-19 1,621 -10 795 -9 328 -26 232 +14 266 -4 Evrysdi Spinal muscular atrophy 1,470 +18 497 +12 504 +14 65 +7 404 +33 Kadcyla3 Breast cancer 1,339 -9 442 -19 370 -5 65 +9 462 -2 Polivy Blood cancer 1,302 +24 606 +29 204 -9 176 +30 316 +44 Alecensa Lung cancer 1,213 +6 391 -1 189 -3 154 +15 479 +15 MabThera/Rituxan3 Blood cancer, RA 919 +3 605 +12 94 -8 8 -16 212 -10 Activase/TNKase3 Cardiac diseases 830 +6 792 +5 - - - - 38 +12 Gazyva/Gazyvaro3 Blood cancer, lupus nephritis 751 +7 369 +4 176 -2 28 +28 178 +25 Herceptin3 Breast and gastric cancer 695 -12 140 -15 205 -6 3 -35 347 -13 Avastin3 Various cancer types 639 -12 195 -8 56 +5 56 -43 332 -9 Columvi Blood cancer 327 +67 146 +24 92 +113 - - 89 +167
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11/14 Enspryng Acute inflammation of brain, spinal cord and optic nerves 319 +28 79 +18 34 +18 138 +30 68 +42 Pulmozyme3 Cystic fibrosis 303 -12 214 -11 43 -11 1 +38 45 -18 DME: diabetic macular edema / nAMD: neovascular or ‘wet’ age-related macular degeneration / RVO: retinal vein occlusion / RA: rheumatoid arthritis Diagnostics: key developments Product Milestone Elecsys pTau217 Alzheimer’s disease Roche receives FDA clearance for Elecsys pTau217, advancing Alzheimer’s disease assessment across primary and specialty care ● It is the first and only FDA-cleared, single-biomarker blood test supporting both rule-in and rule-out assessment of amyloid pathology across primary and specialty care settings. ● The test delivers consistency across clinical settings by using the same validated cut-offs in primary and specialty care. ● It is designed for broad implementation across Roche’s installed base of more than 4,500 cobas laboratory instruments in the US supporting access through existing laboratory infrastructure. Diagnostics sales Sales CHF millions As % of sales % change January–September 2026 2025 2026 2025 At CER In CHF Diagnostics Division 10,281 10,307 100.0 100.0 +4 0 Customer areas Core Lab 5,755 5,688 56.0 55.2 +5 +1 Molecular Lab 1,836 1,861 17.9 18.1 +3 -1 Near Patient Care 1,348 1,477 13.1 14.3 -5 -9 Pathology Lab 1,342 1,281 13.0 12.4 +10 +5
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12/14 Regions Europe, Middle East, Africa 3,698 3,686 36.0 35.8 +3 0 North America 3,389 3,305 32.9 32.1 +9 +3 Asia-Pacific 2,343 2,547 22.8 24.7 -4 -8 Latin America 851 769 8.3 7.4 +12 +11 Third Quarter Sales 2026 Webinar There will be a live webinar for investors and analysts today, Thursday, 22 October at 2:00 pm CEST. To access the webinar, please click here. Additional information Third Quarter Sales 2026 Presentation: http://www.roche.com/irp261022-a.pdf Third Quarter Sales 2026 Presentation with appendix: http://www.roche.com/irp261022.pdf Pharmaceuticals: key product launches in 2026: www.roche.com/pharmaq326.pdf Diagnostics: key product launches in 2026: www.roche.com/diaq326.pdf About Roche Roche (SIX: RO, ROP; OTCQX: RHHBY) is a healthcare company uniquely placed to prevent, stop and cure diseases by uniting leading science and technology across diagnostics, medicines and digital solutions. Roche was founded in Basel, Switzerland in 1896 and today is a leading provider of transformative medicines and diagnostics for millions of people in over 150 countries around the world. It is dedicated to tackling healthcare challenges that place the greatest strain on patients, families, communities and healthcare systems. Across its Diagnostics and Pharmaceuticals Divisions, Roche focuses on areas including oncology, neurology, cardiovascular and metabolic diseases, ophthalmology, infectious diseases and immunology with the aim of providing real and positive change for patients, the people they love and the professionals who care for them. Genentech in the United States is a fully owned subsidiary in the Roche Group. Roche is the majority shareholder in Chugai Pharmaceutical, a major innovator in the Japanese therapeutic antibody market. For more information, please visit www.roche.com. All trademarks used or mentioned in this release are protected by law.
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13/14 References [1] CER (Constant Exchange Rates). The percentage changes at constant exchange rates are calculated using simulations by reconsolidating both the 2026 and 2025 results at constant exchange rates (the average rates for the year ended 31 December 2025). For the definition of CER, see page 178 of the Roche Finance Report 2025. [2] USD (US dollars). The percentage changes for selected sales figures at US dollars are calculated by translating both the 2026 and 2025 sales figures at the respective average US dollar exchange rate for the period in question. This supplementary information is provided to assist readers when assessing comparability with other companies. [3] Products launched before 2015. Cautionary statement regarding forward-looking statements This document 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 document, such as: (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. The statement 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 or any subsequent period will necessarily match or exceed the historical published earnings or earnings per share of Roche. Roche Global Media Relations Phone: +41 61 688 88 88 / e-mail: media.relations@roche.com Tristan Schmitz Phone: +41 79 529 70 35 Lorena Corfas Phone: +41 79 568 24 95 Simon Goldsborough Phone: +44 797 32 72 915 Karsten Kleine Phone: +41 79 461 86 83 Kirti Pandey Phone: +41 79 398 38 53 Yvette Petillon Phone: +41 79 961 92 50 Irène Stephan Phone: +41 79 377 83 75 Albert Thottiyil Phone: +41 79 775 66 12 Roche Investor Relations Dr Bruno Eschli Phone: +41 61 687 5 284 e-mail: bruno.eschli@roche.com Dr Sabine Borngräber Phone: +41 61 688 80 27 e-mail: sabine.borngraeber@roche.com
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14/14 Dr Birgit Masjost Phone: +41 61 688 48 14 e-mail: birgit.masjost@roche.com Investor Relations North America Loren Kalm Phone: +1 650 225 3217 e-mail: kalm.loren@gene.com
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Appendix: Tables 1. Sales January to September 2026 and 2025 ........................................................................................................................................................................................................ 2 2. Quarterly sales and constant exchange rate sales growth by Division in 2026 and 2025 ........................................................................................................................... 3 3. Product sales Pharmaceuticals Division and constant exchange rate growth YTD September 2026 vs. YTD September 2025 .......................................................... 4 4. Top 20 Pharmaceuticals Division quarterly product sales and quarterly constant exchange rate sales growth ................................................................................... 6 5. Top 20 Pharmaceuticals Division quarterly product sales and quarterly constant exchange rate sales growth United States ......................................................... 7 6. Top 20 Pharmaceuticals Division quarterly product sales and quarterly constant exchange rate sales growth Europe ..................................................................... 8 7. Top 20 Pharmaceuticals Division quarterly product sales and quarterly constant exchange rate sales growth Japan ....................................................................... 9 8. Top 20 Pharmaceuticals Division quarterly product sales and quarterly constant exchange rate sales growth International ........................................................10
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1. Sales January to September 2026 and 2025 Nine months ended % change CHF millions 30 September 2026 2025 At CER In CHF Pharmaceuticals Division 36,212 35,555 7 2 United States 18,712 18,798 5 0 Europe 6,819 6,818 2 0 Japan 2,352 2,139 25 10 International 8,329 7,800 10 7 Diagnostics Division 10,281 10,307 4 0 Roche Group 46,493 45,862 6 1 International: Asia–Pacific, CEETRIS (Central Eastern Europe, Türkiye, Russia and Indian Sub-Continent), Latin America, Middle East, Africa, Canada, others
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2. Quarterly sales and constant exchange rate sales growth by Division in 2026 and 2025 CHF millions % change % change % change % change % change Q3 2025 vs. Q4 2025 vs. Q1 2026 vs. Q2 2026 vs. Q3 2026 vs. Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Pharmaceuticals Division 11,570 7 12,114 9 11,469 7 12,160 6 12,583 8 United States 6,128 5 6,557 9 5,693 5 6,536 7 6,483 5 Europe 2,252 5 2,346 7 2,234 -1 2,286 3 2,299 2 Japan 714 6 743 4 649 14 711 9 992 49 International 2,476 11 2,468 16 2,893 16 2,627 4 2,809 11 Diagnostics Division 3,348 2 3,540 6 3,253 3 3,482 4 3,546 5 Roche Group 14,918 6 15,654 8 14,722 6 15,642 5 16,129 7 International: Asia–Pacific, CEETRIS (Central Eastern Europe, Türkiye, Russia and Indian Sub-Continent), Latin America, Middle East, Africa, Canada, others
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3. Product sales Pharmaceuticals Division and constant exchange rate growth YTD September 2026 vs. YTD September 2025 CHF millions Total United States Europe Japan International CHF m % CHF m % CHF m % CHF m % CHF m % Ocrevus 5,317 7 3,581 5 1,136 9 - - 600 21 Hemlibra 3,750 12 2,006 9 769 5 291 20 684 23 Vabysmo 3,196 10 2,060 2 585 7 131 41 420 65 Tecentriq 2,615 5 1,243 8 626 -2 245 6 501 9 Xolair 2,521 20 2,521 20 - - - - - - Phesgo 2,064 18 486 -1 657 11 152 24 769 43 Perjeta 2,040 -8 824 -10 361 -13 38 -20 817 -3 Actemra/RoActemra 1,621 -10 795 -9 328 -26 232 14 266 -4 Evrysdi 1,470 18 497 12 504 14 65 7 404 33 Kadcyla 1,339 -9 442 -19 370 -5 65 9 462 -2 Polivy 1,302 24 606 29 204 -9 176 30 316 44 Alecensa 1,213 6 391 -1 189 -3 154 15 479 15 MabThera/Rituxan 919 3 605 12 94 -8 8 -16 212 -10 Activase/TNKase 830 6 792 5 - - - - 38 12 Gazyva 751 7 369 4 176 -2 28 28 178 25 Herceptin 695 -12 140 -15 205 -6 3 -35 347 -13 Avastin 639 -12 195 -8 56 5 56 -43 332 -9 Columvi 327 67 146 24 92 113 - - 89 167 Enspryng 319 28 79 18 34 18 138 30 68 42 Pulmozyme 303 -12 214 -11 43 -11 1 38 45 -18 Elevidys 291 37 - - 2 - 40 - 249 16 Lunsumio 206 187 108 155 14 -15 78 * 6 79 Xofluza 185 -24 37 24 3 46 - - 145 -32
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Itovebi 163 153 129 124 12 * - - 22 308 Rozlytrek 102 -8 25 -28 18 8 4 -9 55 1 PiaSky 52 74 1 207 11 138 39 61 1 58 Cotellic 35 5 17 9 7 -5 - - 11 6 Luxturna 26 -29 26 -29 - - - - - - Susvimo 12 107 12 106 - - - - - - Pharma other 1,909 -1 365 -13 323 -3 408 47 813 -11 Pharma total sales 36,212 7 18,712 5 6,819 2 2,352 25 8,329 10 International: Asia–Pacific, CEETRIS (Central Eastern Europe, Türkiye, Russia and Indian Sub-Continent), Latin America, Middle East, Africa, Canada, others * Over 500%
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4. Top 20 Pharmaceuticals Division quarterly product sales and quarterly constant exchange rate sales growth CHF millions % change % change % change % change % change Q3 2025 vs. Q4 2025 vs. Q1 2026 vs. Q2 2026 vs. Q3 2026 vs. Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Ocrevus 1,684 6 1,820 16 1,692 6 1,778 7 1,847 9 Hemlibra 1,105 4 1,228 8 1,190 13 1,302 9 1,258 13 Vabysmo 996 4 1,039 7 1,024 13 1,035 3 1,137 13 Tecentriq 883 4 950 8 811 4 893 9 911 3 Xolair 781 34 849 26 708 26 965 28 848 8 Phesgo 630 51 614 34 686 27 632 9 746 18 Perjeta 703 -14 652 -13 672 -11 717 -3 651 -9 Actemra/RoActemra 614 -2 577 -10 534 -4 540 -14 547 -11 Evrysdi 424 10 464 26 464 19 504 16 502 18 Kadcyla 494 7 494 6 439 -4 477 -7 423 -15 Polivy 371 30 369 31 407 26 401 14 494 33 Alecensa 388 8 372 1 401 12 394 1 418 6 MabThera/Rituxan 303 3 318 -3 292 10 317 0 310 1 Activase/TNKase 283 1 274 -2 255 -2 300 24 275 -4 Gazyva 238 13 258 15 247 10 242 4 262 9 Herceptin 257 -15 211 -29 234 -12 228 -12 233 -11 Avastin 241 -11 210 -21 224 -9 190 -20 225 -8 Columvi 79 71 86 64 95 77 101 64 131 63 Enspryng 92 25 95 17 96 31 99 15 124 37 Pulmozyme 122 26 118 1 89 -18 115 3 99 -20
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5. Top 20 Pharmaceuticals Division quarterly product sales and quarterly constant exchange rate sales growth United States CHF millions % change % change % change % change % change Q3 2025 vs. Q4 2025 vs. Q1 2026 vs. Q2 2026 vs. Q3 2026 vs. Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Ocrevus 1,151 1 1,261 17 1,117 3 1,183 2 1,281 10 Hemlibra 617 -1 724 6 613 15 700 4 693 11 Vabysmo 689 -4 718 -1 652 4 681 -2 727 4 Tecentriq 403 2 418 4 378 6 437 12 428 5 Xolair 781 34 849 26 708 26 965 28 848 8 Phesgo 175 29 185 22 159 2 159 -2 168 -5 Perjeta 291 -6 300 4 263 -12 288 -10 273 -8 Actemra/RoActemra 307 -6 280 -19 248 -3 267 -13 280 -10 Evrysdi 159 18 144 0 160 15 163 15 174 8 Kadcyla 181 2 191 10 156 -11 154 -17 132 -28 Polivy 170 18 191 32 171 26 210 29 225 32 Alecensa 144 15 145 4 105 -7 156 13 130 -10 MabThera/Rituxan 188 5 219 5 183 16 219 13 203 7 Activase/TNKase 270 1 259 -2 244 -2 287 24 261 -5 Gazyva 123 14 143 20 115 1 125 8 129 3 Herceptin 54 -6 50 -14 44 -16 50 -13 46 -18 Avastin 69 -16 74 -14 59 -15 66 -8 70 0 Columvi 47 90 53 70 43 35 48 23 55 17 Enspryng 25 9 26 1 22 20 28 20 29 15 Pulmozyme 87 30 89 8 58 -21 87 11 69 -22
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6. Top 20 Pharmaceuticals Division quarterly product sales and quarterly constant exchange rate sales growth Europe CHF millions % change % change % change % change % change Q3 2025 vs. Q4 2025 vs. Q1 2026 vs. Q2 2026 vs. Q3 2026 vs. Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Ocrevus 354 12 391 14 363 9 395 11 378 7 Hemlibra 247 14 262 12 252 5 250 3 267 8 Vabysmo 178 9 185 13 190 0 196 10 199 11 Tecentriq 216 0 228 7 202 -6 208 -1 216 0 Xolair - - - - - - - - - - Phesgo 201 9 210 9 206 7 219 10 232 15 Perjeta 136 -14 134 -7 119 -15 119 -12 123 -10 Actemra/RoActemra 142 -1 138 -7 124 -16 114 -27 90 -36 Evrysdi 158 7 166 21 159 13 176 21 169 8 Kadcyla 130 -5 136 0 123 -6 125 -3 122 -7 Polivy 68 21 62 26 63 -32 65 1 76 12 Alecensa 64 -10 65 -3 63 -5 63 -2 63 -1 MabThera/Rituxan 34 13 36 -13 31 -8 31 -9 32 -7 Activase/TNKase - - - - - - - - - - Gazyva 62 1 62 5 57 -2 60 -1 59 -5 Herceptin 73 2 68 -9 69 -7 67 -6 69 -5 Avastin 28 47 16 -22 14 3 21 76 21 -25 Columvi 18 51 19 65 21 84 32 142 39 110 Enspryng 11 37 10 36 11 20 12 21 11 13 Pulmozyme 15 -3 16 -9 15 -14 14 -7 14 -11
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7. Top 20 Pharmaceuticals Division quarterly product sales and quarterly constant exchange rate sales growth Japan CHF millions % change % change % change % change % change Q3 2025 vs. Q4 2025 vs. Q1 2026 vs. Q2 2026 vs. Q3 2026 vs. Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Ocrevus - - - - - - - - - - Hemlibra 92 11 102 5 81 18 90 3 120 40 Vabysmo 35 17 41 15 37 39 38 16 56 68 Tecentriq 88 -1 87 -6 69 0 77 -4 99 21 Xolair - - - - - - - - - - Phesgo 49 41 49 11 42 23 46 8 64 39 Perjeta 17 -27 15 -31 12 -19 12 -26 14 -15 Actemra/RoActemra 78 4 80 6 66 9 74 7 92 26 Evrysdi 22 7 22 -9 18 4 21 -5 26 24 Kadcyla 23 -2 23 -7 19 6 20 -1 26 23 Polivy 54 14 54 5 46 24 52 10 78 54 Alecensa 51 13 53 7 43 4 50 12 61 27 MabThera/Rituxan 4 -3 3 -11 3 -6 3 -16 2 -26 Activase/TNKase - - - - - - - - - - Gazyva 8 22 10 37 9 28 8 0 11 60 Herceptin 2 -30 1 -33 1 -24 1 -47 1 -33 Avastin 35 -19 34 -21 21 -29 15 -56 20 -41 Columvi - - - - - - - - - - Enspryng 42 22 44 20 35 13 44 22 59 52 Pulmozyme - 13 1 -21 - 43 - 14 1 59
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8. Top 20 Pharmaceuticals Division quarterly product sales and quarterly constant exchange rate sales growth International CHF millions % change % change % change % change % change Q3 2025 vs. Q4 2025 vs. Q1 2026 vs. Q2 2026 vs. Q3 2026 vs. Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Ocrevus 179 35 168 11 212 24 200 37 188 6 Hemlibra 149 9 140 18 244 14 262 39 178 18 Vabysmo 94 111 95 118 145 126 120 24 155 64 Tecentriq 176 17 217 25 162 14 171 20 168 -5 Xolair - - - - - - - - - - Phesgo 205 213 170 122 279 78 208 19 282 36 Perjeta 259 -21 203 -30 278 -9 298 10 241 -10 Actemra/RoActemra 87 7 79 6 96 5 85 -10 85 -6 Evrysdi 85 4 132 116 127 40 144 14 133 54 Kadcyla 160 28 144 9 141 5 178 1 143 -11 Polivy 79 105 62 67 127 120 74 -7 115 38 Alecensa 129 8 109 -3 190 39 125 -13 164 21 MabThera/Rituxan 77 -5 60 -22 75 6 64 -24 73 -10 Activase/TNKase 13 18 15 -4 11 -4 13 29 14 13 Gazyva 45 24 43 8 66 45 49 -1 63 32 Herceptin 128 -25 92 -42 120 -14 110 -14 117 -12 Avastin 109 -13 86 -26 130 -1 88 -26 114 1 Columvi 14 48 14 45 31 204 21 135 37 158 Enspryng 14 60 15 32 28 93 15 -11 25 52 Pulmozyme 20 34 12 -19 16 -12 14 -24 15 -17 International: Asia–Pacific, CEETRIS (Central Eastern Europe, Türkiye, Russia and Indian Sub-Continent), Latin America, Middle East, Africa, Canada, others