Half-Year 2022 Financial and Clinical Trials Update
Ophthalmology franchise: Excellent Vabysmo launch
Building a global ophthalmology franchise
Vabysmo in nAMD and DME
•
anti-Ang2
anti-VEGF
•
•
ASRS
NYC
ANNUAL MEETING 2022
First IVT therapy inhibiting two distinct disease
pathways by simultaneously binding to Ang-2
and VEGF-A
Potentially improved vascular stability and
reduced retinal inflammation
Vision gains and anatomical improvements
achieved with 80% of patients reaching Q3M
dosing or longer and >60% Q4M dosing
Over 70,000 vials distributed in first 5 months of US launch
Strong customer uptake with switching coming primarily from aflibercept
• Broad coverage for ~80% of lives including policies at most national accounts
Real world data (TRUCKEE study) presented at ASRS 2022; results consistent with
efficacy and safety seen in development studies
.
Ph III (COMINO / BALATON) in RVO reading out in H2 2022
Global Sales USD bn
Roche
VABYSMO
Global retina market growing to USD 15 bn
16
14
2.4
12
2.0
3.9
10
3.1
0.7
1.6
+2
0
8.8
RVO
7.8
6.2
■DME/DR
nAMD
2015
2020
2025E
Market growth driven by aging population and diabetic epidemic
Rapid market transition to next generation products expected
• Innovative meachanism of actions to improve standard of care
•
Longer dosing intervals to improve compliance and treatment outcomes, as well
as leading to cost savings
Khanani A.M. et al., ASRS conference 2022; nAMD=neovascular age-related macular degeneration; DME-diabetic macular edema; RVO-retinal vein occlusion; IVT-intravitreal; DR-diabetic retinopathy; VEGF-Vascular
endothelial growth factor; ASRS-American Society of Retinal Specialists; Q3M-every 3 months; Q4M-every 4 months; Eylea (aflibercept) is a registered trademark/product of Regeneron
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