The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Richard Vosser - JPMorgan Chase & Co - Analyst
: Richard Vosser from JPMorgan. Maybe one question on the Bar on zilebesiran and then one other. So on zilebesiran, you gave an example of all
the criteria at the Bar, but I'm wondering about competition. When I look at KARDIA-3, the blood pressure lowering is a little bit lower than some
of the other agents, maybe the aldosterone inhibitors. So just how do you factor in competition when you're looking at that to go into Phase 3 and
push forward?
And then one on R&D spend. Clearly, very good reallocation over the last few years, but we're looking at a significant step-up in Phase 3 development
going forward. So just thoughts on how R&D spend can develop from here? Are we looking more at low single digit or growth in line with sales
from now on?
Question: Richard Vosser - JPMorgan Chase & Co - Analyst
: Richard Vosser from JPMorgan. Just a question on the devices. You mentioned the pilot -- the pilot facility coming on -- coming or being built now.
So what comfort can we have that there will be devices for the GLP-1 and amylin franchise, given we've seen, obviously, that's been the biggest
bottleneck for current players?
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
SEPTEMBER 22, 2025 / 7:00AM, ROG.S - Roche Holding AG Pharma Day
I can imagine NX07, you can have a device for that for the future, but just thoughts there. And maybe aligned to that, obviously, [CHF750 million],
I think, spent on a peptide facility in the US. You will have CDMOs, but thoughts on that capacity as well.
Question: Richard Vosser - JPMorgan Chase & Co - Analyst
: Richard Vosser from JPMorgan. Maybe a question on fenebrutinib to start with, please. There's been discussion on lots of the BTKs about changing
the endpoints towards a disability endpoint. So I just wonder whether you've had that discussion in terms of your Phase 3. And also wondering on
the baseline characteristics because as earlier patients are recruited, it's much more difficult to show a difference to Aubagio.
So thoughts there, please. And then second question on 996. Lots of discussion on CT-388, just wondering what's going on with 996. It seemed to
have got lost in the presentation.
Question: Richard Vosser - JPMorgan Chase & Co - Analyst
: Sorry, baseline characteristics and how similar are they to Phase 2? Are they early patients? Just wondering how that might impact the results?
|
