Roche Analyst Event

95 Pages·2015·14.15 MB·English

51st ASCO Annual Meeting, Chicago
Roche Analyst Event
Sunday, 31 May 2015
Agenda
Welcome
Karl Mahler, Head of Investor Relations

Oncology strategy and outlook
Daniel O’Day, Chief Operating Officer, Roche Pharmaceuticals

Working along the cancer immunity-cycle: Strategies and new agents
Ira Mellman, gRED: Ph.D., Vice President, Cancer Immunology, Genentech
William Pao, pRED: M.D., Ph.D., Global Head Oncology Discovery and Translational Area, Roche

ASCO 2015 Roche highlights: Setting new standards, developing combinations
Sandra Horning, M.D., Chief Medical Officer and Head Global Product Development

Growing importance of molecular information in cancer immunotherapy
Garret Hampton, Ph.D., Vice President, Oncology Biomarker Development and Companion
Diagnostics

Summary and Q&A
Karl Mahler, Head of Investor Relations
2
Oncology strategy and outlook
Daniel O’Day
Chief Operating Officer, Roche Pharmaceuticals
3
Roche oncology: Continued sales growth
A portfolio of differentiated medicines
CHF m
24,000
22,000
20,000
18,000
16,000
14,000
12,000
10,000
8,000 10 medicines
16 tumor types
6,000
42 indications
4,000
2,000
0
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
4
Sales at 2014 average exchange rates
Oncology continues to become more complex
Science, clinical practice evolving with understanding
of disease biology
No oncogenic
>1 mutated gene 3% driver detected
MEK1 <1% 35%

y
NRAS 1%
t
i
x MET 1%
e
l PIK3CA KRAS
p
m BRAF 1% 25%
2% ALK
o HER2 3%
C Unknown 8% EGFR
EGFR (other) 17% PD-L1 positive
4% (illustrative)
EGFR
KRAS
2004 2014 Today
Classification of lung adenocarcinomas
5
Pao & Girard. Lancet Oncol 2011; Johnson, et al. ASCO 2013
Roche’s oncology strategy has remained constant
Today’s presentations highlight the results of our
strategy across key programs
Personalized Strong portfolio &
Follow the science
healthcare development
•  Bringing our best minds •  Differentiation via •  Comprehensive pipeline
together biomarkers and active partnering
•  Science driven programs •  Experts integrated in R&D •  Smart trial design
Higher certainty of patient benefit: Better for patients and for reimbursement
6
Strategy in action - Immunotherapy
Perspectives in key franchises
Summary
7
Strategy into action: Learning loop
Comprehensive and scientifically driven strategies –
crafted by our best minds
Research Development We bring our best
(gRED, pRED, Chugai & (early and late) scientists & clinicians
external)
together for:
•  Ideation
Immunotherapy & •  Decision making
Combinations
•  Quick & efficient pursuit of
promising ideas
Partnering Clinical Insights
...and we dedicate budget for
(Genentech and Roche) & Biomarkers
rapid proof of concept
(internal and external)
studies (Ph1)
8
Atezolizumab (aPD-L1, MPDL3280A) strategy
Biomarker selection and combinations
Our vision: Bringing the potential for transformative benefit to a broad patient
population either in mono therapy or combinations
Diagnostic selection to identify Improve survival using well-tolerated
patients most likely to benefit from combinations with existing and
atezolizumab as a monotherapy emerging therapies
PD-L1+
PD-L1+
(tumor – infiltrating
(tumor cells)
immune cells)
9
Atezolizumab in 2/3L NSCLC (POPLAR)
Clinical outcomes correlate with PD-L1 expression
Overall Survival Progression Free Survival
0.77 0.98
ITT n=287
0.46 0.57
TC3 or IC3 16%*
0.56 0.70
TC2/3 or IC2/3 37%*
0.63 0.87
TC1/2/3 or IC1/2/3 67%*
1.12 1.17
TC0 and IC0 32%*
1.93 1.87
0 0.5 1 1.5 0 0.5 1 1.5
HRa HRa
In favor of atezolizumab In favor of docetaxel In favor of atezolizumab In favor of docetaxel
10
a = Unstratified HR; * = eligible patient population
Spira A. et al, ASCO 2015