Phesgo and Tecentriq Performance and Approvals
Immunology: Actemra COVID-19 sales declining and Esbriet LOE
Xolair autoinjector approval and Ph III food allergy readout expected in 2023
Q1 updates
CHFM
•
YoY CER growth
Roche
Ph III (REGENCY) Gazyva in LN fully recruited; read out expected in 2024
⚫ Ph III (INShore) Gazyva in PNS initiated
Actemra (-12%)
2,500
+9%
-5%
2,000
-2%
•
COVID-19 related sales declining
-15%
•
1,500
Shift from IV to SC ongoing, SC share at ~60%
Esbriet (-69%)
1,000
500
0
Q1 20
Q121
Q122
Q123
Rituxan/MabThera (RA)
Actemra SC
Actemra IV
Xolair
■CellCept
Esbriet
Pulmozyme
Other
•
Generic competition in US and EU
Xolair (+5%)
• Market leader in asthma biologics and strong growth in CSU
Outlook 2023
.
US approval of Xolair autoinjector expected
•
Ph III (OUTMATCH) in food allergy read out expected
•
Ph III (IMAGINATION) ASO factor B in IgAN to be initiated
26
CER=Constant Exchange Rates; LOE-loss of exclusivity; RA=rheumatoid arthritis; IV-intravenous; SC=subcutaneous; LN-lupus nephritis; CSU-chronic spontaneous urticaria; ASO=antisense oligonucleotide;
IgAN-immunoglobulin A nephropathy; PNS=pediatric nephrotic syndromeView entire presentation