Pharma Update
Ocrevus: Continued growth in all markets around the world
Opportunity to expand overall CD20 class and gain class share
50%
40%
MS total patient share (global)*
30%
20%
10%
0%
Q1 Q3 Q1
18 18 19
Q3
Q1
Q3
⚫Ocrevus
Other CD20
Q1 Q3 Q1 Q3 Q1
19 20 20 21 21 22 22 23
ABCREPS
mAbs
Ocrevus performance update
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·
·
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Roche
OCREVUS
ocrelizumab
IR call on October 30
Ocrevus with 22% patient share globally (>300k pts treated)
High proportion of patients free of disease progression after 10
years of treatment highlighting importance of early treatment
Higher retention rate than other MS medicines
Only drug in RMS and PPMS
Outlook
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·
•
Orals
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Positive Ph III (OCARINA II) results to be presented at ECTRIMS
10 year safety/efficacy data to be presented at ECTRIMS
Treatment of choice for family planning: Pregnancy/lactation data to
be submitted to health authorities in 2024
Ph III (GAVOTTE/MUSETTE) Ocrevus high dose: Trials fully recruited;
potential to further improve control of disability progression
Further potential to grow our MS franchise:
fenebrutinib has opportunity to disrupt oral class, currently comprising >40% of the global market
*Global patient share includes US, 18, JP; ABCREPS includes interferons and Copaxone, Other mAbs includes Tysabri, Lemtrada, and Zinbryta; Other CD20 includes Kesimpta, Briumvi; MS-multiple sclerosis; SC=subcutaneous
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