Pharma Update
Vabysmo: Expecting more than CHF 2bn sales in 2023
Highly successful first launch under new commercial model
US patient share since launch*
Vabysmo performance update
Roche
VABYSMO
• US market share reaches 18% in nAMD, and 11% in DME in Q2;
1/3 naive patients and 2/3 switches (mostly from aflibercept)
•
>20% market-share in UK, Switzerland within 1 year of launch;
Double-digit market shares achieved in Japan, Australia
• Anatomic benefits observed in switch patients in the real
world drive confidence for earlier line usage (TRUCKEE)1
nAMD
DME
60%
60%
50%
50%
40%
40%
30%
30%
20%
20%
10%
10%
0%
0%
Q1 Q2 Q3 Q4 Q1
22 22 22 22 23
Q2
Q1 Q2 Q3 Q4 Q1 Q2
23
22 22 22 22 23 23
•
Expect public reimbursement for all EU-5 by end 2023
-Vabysmo
Eylea
Anti-VEGF mAb**
Outlook
• Filed for 3rd indication RVO in US/EU (FDA PDUFA date set for
22 December)
Further potential to grow our Ophthalmology franchise:
Relaunch of Susvimo, satralizumab in TED and anti-IL-6 mAb in UME and DME
*Claims data based on Verana shares through July 2023; **Avastin, Lucentis and biosimilars; 1 Khanani et al., Eye 2023; nAMD-neovascular age-related macular degeneration; DME-diabetic macular edema; RVO-retinal vein
occlusion; TED-thyroid eye disease; UME=uveitic macular edema; PDUFA=prescription drug user fee act; Eylea (aflibercept) is a registered trademark/product of Regeneron/Bayer
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