Pharma Update
Consensus outlook 2022-26*
Growth driven by our young on-market portfolio; potential pipeline up-side
Biosimilar gap (22-26)
Potential up-side³
Consensus sales growth (22-26)
Post-HY 2023 consensus survey
Lucentis 1.0 bn
Xolair 2.2 bn
Ronapreve 1.7 bn
Gap
7.7bn
Vabysmo
4.3 bn
Tecentriq
1.7 bn
Hemlibra
1.6 bn
Ocrevus
1.5 bn
Polivy
1.4 bn
Actemra 2.7 bn
Evrysdi
1.2 bn
Lunsumio
0.7 bn
Avastin 2.1 bn
Ronapreve
0.2 bn
Lucentis 0.3 bn
Columvi
0.5 bn
Xolair 1.4 bn
MabThera 2.1 bn
Herceptin 2.1 bn
Actemra 1.3 bn
Avastin 1.0 bn
MabThera 1.1 bn
Herceptin 1.1 bn
Gazyva
Alecensa
Enspryng
Susvimo
Other in-market¹
0.4 bn
0.3 bn
0.3 bn
0.2 bn
(0.5) bn
Pipeline Ph III²
2.4 bn
Perjeta 4.1 bn
Perjeta 3.5 bn
thereof Elevidys
0.8 bn
Kadcyla 2.1 bn
Kadcyla 1.6 bn
thereof tiragolumab
0.7 bn
Phesgo 0.7 bn
Phesgo 1.7 bn
thereof giredestrant
0.3 bn
thereof crovalimab
0.3 bn
2022 Sales
2026 Sales
thereof fenebrutinib
Total
0.2 bn
16.1 bn
Roche
Additional up-side by late-stage
NMES / LEs poorly or not yet
covered:
Oncology (inavolisib, divarasib,
tobemstomig, autogene
cevumeran), Hematology (SPK-
8011), Ophthalmology (ASO factor
B in GA, anti-IL-6 mAb, Enspryng in
TED), Neuroscience (Enspryng in
gMG, anti-latent myostatin mAb,
trontinemab, prasinezumab),
Immunology (Gazyva in LN,
astegolimab, ASO Factor B in IgAN),
Cardiovascular & Metabolism
(zilebesiran)
*All estimates are based on Post HY 2023 consensus collected by FTI Consulting on behalf of Roche (n=18); 1 Activase/TnKase, Esbriet, Pulmozyme, CellCept, Erivedge, Cotellic, Gavreto, Xofluza, Rozlytrek; Luxturna
2 included in >50% of the sell-side models; ³Assets covered on average by only 17% of the sell side models; NME=new molecular entity; LE=line extensions
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