Income Statement Presentation 2023
Immunology: Actemra COVID-19 sales declining and Esbriet LOE
Xolair autoinjector approval and Ph III food allergy readout expected in 2023
CHFM
YoY CER growth
2,500
0%
+7%
-2%
2,000
-17%
1,500
1,000
500
0
Q4 19
Q4 20
Q421
Rituxan/MabThera (RA)
Actemra SC
CellCept
Esbriet
Actemra IV
Xolair
Pulmozyme
Other
Q4 22
Q4 updates
Actemra (-22%)
•
•
COVID-19 related sales declining
Shift from IV to SC ongoing, SC share reaches 60%
Xolair (+6%)
•
Roche
Market leader in asthma biologics and strong growth in CSU
Esbriet (-48%)
• US: Generic competition
Outlook 2023
• US approval of Xolair autoinjector expected; Ph III
•
(OUTMATCH) in food allergy to read out
⚫ Ph III ASO factor B in IgAN to be initiated
•
⚫ Ph III (INShore) Gazyva in PNS to be initiated
CER=Constant Exchange Rates; LOE-loss of exclusivity; RA=rheumatoid arthritis; IV-intravenous; SC=subcutaneous; CSU-chronic spontaneous urticaria; ASO=antisense oligonucleotide; IgAN-immunoglobulin A
nephropathy; PNS=pediatric nephrotic syndrome
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