Phesgo and Tecentriq Performance and Approvals
Q1 2023: Oncology portfolio growing +4%
YoY CER growth
Phesgo (+72%)
•
HER2 franchise
Herceptin
Perjeta (+11%)
+6%
•
Kadcyla (+5%)
Tecentriq
+15%
•
Polivy (+96%) Lunsumio (n/a)
Hematology
franchise
Rituxan
+8%
Gazyva(+24%)
Avastin
-24%
Alecensa
+9%
Cotellic +
Cotellic (-2%)
-3%
Zelboraf
Rozlytrek
+21%
Tarceva -28%
Roche
HER2 franchise
Kadcyla (+5%) with growth ex-US in adj. BC; China NRDL listing granted
Perjeta (+11%) driven by US & International
Phesgo (+72%): 35% conversion in early launch countries*
Tecentriq
Solid growth (+15%) driven by adjuvant NSCLC and 1L HCC
Hematology franchise
• Venclexta**: Expanding patient share in 1L AML & 1L CLL
•
•
Gazyva (+24%): Growth driven by 1L FL and 1L CLL
Polivy (+96%): Strong 1L DLBCL uptake ex-US; FDA approval in 1L DLBCL
⚫ Lunsumio: Global 3L+FL launch ongoing; NCCN guideline inclusion as
category 2A granted
Alecensa
Gavreto
CHFbn
+95%
•
Good growth (+9%) and 1L ALK+ NSCLC leadership in major markets
•
Ph III (ALINA) in adjuvant ALK+ NSCLC expected in 2023
0.0
0.5
1.0
1.5
2.0
2.5
Q1 2023 Oncology sales: CHF 4.9bn, CER growth +4%; CER-Constant Exchange Rates; * Phesgo conversion rate is based on volumes (vials) and includes all launch countries after the 2nd quarter after the launch (30 countries); ** Venclexta sales booked by
19
AbbVie and therefore not included; BC=breast cancer; NRDL-national reimbursement drug list; HCC-hepatocellular carcinoma; NSCLC=non-small cell lung cancer; AML-acute myeloid leukemia; CLL-chronic lymphocytic leukemia; FL-follicular lymphoma;
DLBCL=diffuse large B cell lymphoma; ALK-anaplastic lymphoma kinase; Polivy in collaboration with SeagenView entire presentation