Pharma Update
Responsible pricing as we advance the standard of care
Savings for healthcare systems and lower out-of-pocket costs for patients
Key products priced below competitors in the US
COLUMVI
~12%
glofitamab
lower price¹
vs. Epkinly
Historical net price increases below CPI in the US
US net price increase
below inflation?
US net price increase
above inflation?
Roche
2018
-20%
lower price²
2019
vs. Eylea High Dose
VABYSMO
2020
Evrysdi
~22%
lower price³
risdiplam
vs. Spinraza
2021
2022
~36%
HEMLIBRA
emicizumab-kxwh
injection for subcutaneous use
lower price4
vs. Altuviiio
2023E*
mg/mL
-8%
-4%
0%
4%
8%
US Net WAPPI vs. CPI-U
OCREVUSⓇ
ocrelizumab FOR N
~25%
lower price5
vs. Rebif
No impact expected from IRA inflationary penalties
1 Annual cost of Epkinly; 2 discount based on WAC per vial; 3³ discount over 5-yrs (at max Evrysdi price); 4 discount at launch based on WAC, annualized average for prophylaxis in a patient weighing 63.4kg. Based on US label dosing, including 50 IU/kg for Altuviiio. Cost of drug
can be highly variable depending on several factors including dosing schedule and disease severity.; 5 discount at launch, based on list price; 6 Genentech's annual average net price increase in the U.S., weighted by sales; 7 source: U.S. Bureau of Labor Statistics; *2023 Net
WAPPI of 1.28%; CPI-U forecast of 4.36% (S&P Global Market Intelligence); WAPPI = weighted average portfolio price increase; CPI-Consumer Price Index
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