Pharma Update slide image

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 48
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