Roche (ROG) investor relations material

Strategic Priorities and Growth Outlook

• Focus on mid to high single-digit sales growth, with profit growth outpacing sales, driven by innovation, operational excellence, and new launches, despite short-term headwinds in China.

• Ten-year ambitions emphasize AI/data, digital health, sustainability, and people & culture, with significant progress across all divisions.

• Diagnostics aims to double patient access to novel, high-value solutions, with over 50% of FDA-approved IVD innovations in the last six years.

• Major investments in oncology, neurology, cardiometabolic, and infectious diseases target 60% of the global health burden, with group strategy focused on preventing, stopping, and curing high-burden diseases.

• Recent acquisitions (SAGA Diagnostics, PathAI, Freenome partnership, PathAl) strengthen the oncology ecosystem and digital pathology capabilities.

Innovation and Product Pipeline

• Launch of AXELIOS, a next-generation DNA sequencing platform, positioned as a transformative, blockbuster-potential technology with global interest and orders, targeting CHF 1 billion+ in sales.

• Over 140 new diagnostic tests planned across key disease areas, with significant menu expansion in neurology (notably pTau217 and NfL assays), infectious diseases (IGRA TB), and mass spectrometry.

• Foundation Medicine leverages AXELIOS and SAGA MRD assays to expand in oncology therapy selection and monitoring, aiming for global scale and improved turnaround times.

• PathAI and PathAl acquisitions bring AI-powered digital pathology, enhancing diagnostics and pharma research, with ambitions to make digital pathology routine by 2035.

• Near patient care portfolio expands with CGM (Accu-Chek SmartGuide), LumiraDx, and decentralized molecular testing, targeting diabetes and acute care markets.

Diagnostics and Digital Transformation

• Diagnostics strategy aims to expand #1 position in clinical labs, lead in decentralized testing, and deliver integrated disease management.

• Industry-leading IVD portfolio spans core, molecular, pathology, and near-patient care, with strong growth in instrument placements.

• Digital health initiatives include AI-powered lab automation, remote patient management, and clinical decision support.

• Decentralized and digital solutions, including AI-driven clinical decision support, are central to differentiation and customer retention.

• Strategic M&A will remain focused on bolt-on acquisitions that align with core growth drivers and technology stack.