Faricimab

After disappointing Wall Street for most of 2026, Roche’s eye disease drug Vabysmo met analysts’ expectations for the first time this year. But the company may have bigger fish to fry heading into 2027. The bispecific antibody of VEGF-A and Ang-2 brought in 1.14 billion Swiss francs ($1.38 billion) in third-quarter sales, up 10% sequentially and topping consensus estimates by 2%. The beat comes as Vabysmo hit a milestone, having treated 1.5 million patients globally, Roche’s pharmaceuticals chief Teresa Graham told investors during a call Thursday. Vabysmo is a key driver in the 9% year-over-year sales growth at constant exchange rates for Roche’s ophthalmology franchise, as the drug continues market share gains, Graham said. Vabysmo is approved in the U.S. for wet age-related macular degeneration, diabetic macular edema and retinal vein occlusion. “By now, Vabysmo has established itself as the preferred first-line treatment, including in the U.S.,” she said. After stellar growth initially, Vabysmo suddenly lost momentum toward the end of 2025. Between the second-quarter 2025 and the second-quarter 2026, sales of the drug actually declined 1%. Roche previously attributed the deceleration to a reset of the U.S. branded VEGF market after the closure of certain charity copay programs. “I think the U.S. has re-baselined,” Graham said on Thursday’s call. “We are expecting to remain in that low single-digit growth for Vabysmo in terms of sales." “It’s probably important to note though that volume growth in the U.S. is much higher—there’s a contracting effect that takes effect here,” she continued. “And then, when you look ex-U.S., there is actually significant growth for Vabysmo, and more opportunity for growth and penetration to come outside of the U.S.” The Roche exec maintained that the current consensus peak sales outlook of 6 billion Swiss francs is “very reasonable,” and that Vabysmo is on track to achieve that. As the Vabysmo market stabilizes, Roche and investors are turning their attention to several potential blockbuster launches. The company’s oral SERD drug giredestrant is gearing up for an FDA decision by the end of November. For 2027, Roche is expecting FDA approvals for its KRAS G12C inhibitor divarasib in non-small cell lung cancer, for BTK inhibitor fenebrutinib in multiple sclerosis and sefaxersen in IgA nephropathy, among others. As Graham put it, Roche’s regulatory and launch teams will be “exceptionally busy” in the next few months. None of those will be easy rollouts. For giredestrant , the company is targeting a first-in-class adjuvant nod for early breast cancer, but as one analyst noted on the call, many doctors remain skeptical and are waiting for overall survival data to be convinced. The phase 3 lidERA trial supporting Roche’s filing will have another overall survival data cutoff toward the first half of 2027, Graham noted. As for another criticism around lidERA’s lack of involvement of a CDK4/6 inhibitor, Graham said that a single-arm sub-study in combination with Eli Lilly’s Verzenio is expected to read out this year. Roche recently also announced two new studies in the adjuvant setting, including an investigator-initiated study using a ctDNA-guided approach and a phase 1/3 testing giredestrant alongside Pfizer’s CDK4 candidate atirmociclib. For divarasib , Roche will need to compete with existing KRAS inhibitors, Amgen’s Lumakras and Bristol Myers Squibb’s Krazati. After seeing “strong” phase 3 data, to be presented at the European Society for Medical Oncology 2026 Congress this weekend, Roche has increased divarasib’s peak sales guidance to between 2 billion and 3 billion Swiss francs, Roche’s CEO Thomas Schinecker said on the call. In the BTK field, Roche’s fenebrutinib is on a collision course with Novartis’ Rhapsido in MS. It’s also not entirely clear how the oral BTK space will play out against antibody drugs such as Roche’s top-selling Ocrevus, although Graham argued fenebrutinib “will ultimately just crack up a whole new market segment,” rather than chipping away Ocrevus’ market. As for IgAN, the space has become crowded with multiple options across various mechanisms of action, including a new FDA nod Wednesday for AstraZeneca’s complement inhibitor Ultomiris. Despite the upcoming launches, one analyst on the call questioned Roche’s ability to maintain the same level of revenue growth in 2027, pointing to “growth pressures or slowdowns on a number of products.” In the first nine months of 2026, Roche’s pharmaceuticals division ginned up 36.2 billion Swiss francs ($44 billion) on the strength of a 7% year-over-year increase at constant exchange rates, and the entire group’s 46.5 billion Swiss francs marked 6% growth. “I can only say that we’re confident that we can maintain a similar momentum that we have,” Schinecker said on the call, adding that profit margins are expected to be “at least stable.”

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 USD 2 , 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 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.” 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. 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. 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. More information: Media Release , 16 October 2026 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. More information: Media Release , 9 October 2026 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. 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. More information: Media Release , 30 September 2026 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. More information: Media Release , 21 September 2026 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. More information: Media Release , 10 September 2026 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. More information: Media Release , 23 September 2026 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. More information: Media Release , 22 September 2026 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. More information: Media Release , 17 September 2026 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. More information: Media Release , 13 September 2026 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. More information: Media Release , 28 August 2026 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. 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 pro high-unmet-need solid tumours. More information: Media Release , 19 October 2026 Vamikibart Uveitic macular 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. More information: Media Release , 10 October 2026 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. More information: Media Release , 1 October 2026 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. More information: Media Release , 1 October 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. More information: Media Release , 23 September 2026 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. More information: Media Release , 17 September 2026 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. More information: Media Release , 20 August 2026 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 Top 20 best-selling pharmaceuticals (% change at CER 1 ) 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 Xolair 3 Chronic hives, food allergies 2,521 +20 2,521 +20 - - - - - - Phesgo Breast cancer 2,064 +18 486 -1 657 +11 152 +24 769 +43 Perjeta 3 Breast cancer 2,040 -8 824 -10 361 -13 38 -20 817 -3 Actemra/RoActemra 3 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 Kadcyla 3 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/Rituxan 3 Blood cancer, RA 919 +3 605 +12 94 -8 8 -16 212 -10 Activase/TNKase 3 Cardiac diseases 830 +6 792 +5 - - - - 38 +12 Gazyva/Gazyvaro 3 Blood cancer, lupus nephritis 751 +7 369 +4 176 -2 28 +28 178 +25 Herceptin 3 Breast and gastric cancer 695 -12 140 -15 205 -6 3 -35 347 -13 Avastin 3 Various cancer types 639 -12 195 -8 56 +5 56 -43 332 -9 Columvi Blood cancer 327 +67 146 +24 92 +113 - - 89 +167 Enspryng Acute inflammation of brain, spinal cord and optic nerves 319 +28 79 +18 34 +18 138 +30 68 +42 Pulmozyme 3 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. More information: Investor Update , 24 August 2026 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 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 More information on Roche’s performance in the first nine months of 2026: 9M 2026 presentation Appendix with tables 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 . All trademarks used or mentioned in this release are protected by law. 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 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 Attachments Communications appendix tables_YTD Sep 2026_Sales_02102026 Media Investor Release Roche Q3 2026 English