Roche (ROG) JPM Healthcare Conference presentation summary

Strategic priorities and growth outlook

• Focus on commercial excellence, key product launches, and portfolio rejuvenation to sustain momentum through 2028.

• Upcoming launches and a diversified pipeline are expected to drive growth starting in 2026.

• Emphasis on discipline in business operations and scientific rigor.

Portfolio performance and commercial highlights

• On-market portfolio shows strong growth, with full-year guidance on track for both top- and bottom-line results.

• Vabysmo, Xolair, Ocrevus, and Hemlibra are delivering robust sales and market expansion.

• Oncology and neurology franchises are supported by successful launches and high patient uptake.

Pipeline innovation and partnerships

• Around 60% of R&D pipeline and pharma sales involve partnerships or acquisitions.

• Recent collaborations include Zion Pharma, Alnylam, Telavant, Carmot, and Zealand Pharma.

• Multiple medicines brought in at pre-clinical or clinical stages, enhancing pipeline diversity.