Roche (ROG) HSBC Virtual Series: Alzheimer's Disease and the way forward presentation summary

Neurology portfolio performance and market leadership

• Neurology accounts for 20% of pharma sales, with Ocrevus and Evrysdi showing strong growth and market leadership in multiple sclerosis and spinal muscular atrophy, respectively.

• Enspryng achieved robust growth in NMOSD, with high patient satisfaction and ongoing development in related indications.

Key growth drivers and pipeline catalysts

• Multiple late-stage assets in neurology, oncology, and immunology are expected to drive growth beyond 2025, including tiragolumab, inavolisib, divarasib, and fenebrutinib.

• Diagnostics launches include advanced mass spectrometry, amyloid plasma panels, and next-generation sequencing platforms.

Addressing the burden of neurological diseases

• The ageing global population is driving a significant increase in neurological conditions, with Alzheimer's disease projected to reach 150 million cases and a $17 trillion economic burden by 2050.