Replay: Corporate Access: Conversations with the C-Suite 2026 – EU Healthcare – Roche (ROG.S)

研报英文原文证据摘录

Replay: Corporate Access: Conversations with the C-Suite 2026 – EU Healthcare – Roche (ROG.S)

Equity Research

27 May 2026

Replay: Corporate Access

Conversations with the C-Suite

2026 – EU Healthcare – Roche

(ROG.S) European Pharmaceuticals,

Biotechnology & Life Sciences

Roche CEO expressed confidence in 1) breast cancer (gire James Gordon

approval in Oct, >$11bn peak), 2) multiple sclerosis +44 (0)20 7116 2784

james.gordon@barclays.com

(comfortable on fene safety, >$4bn peak), 3) obesity Barclays, UK

(GLP1/GIP P2 at ADA, filing by '28), 4) broader pipeline (19 Yihan Li, PhD

NME readouts by '30), 5) margins, and 6) ROP's AI +44 (0)20 3555 3563 yihan.li@barclays.com

differentiation. Barclays, UK

Shirley Chen, PhD

+44 (0)20 7773 2109

Please see below replay information for the event held on shirley.chen@barclays.com

Thursday, 21 May 2026 at 1:30pm – 2:30pm UTC Barclays, UK

Sidhartha Modi

This replay is strictly and solely for the benefit of the intended recipients. Barclays Events Terms of +91 (0)22 6175 1326

Service and the Barclays Events Privacy Notice sidhartha.modi@barclays.com

Barclays, UK

Watch Charles Pitman-King, CFA +44 (0)20 3134 6023

charles.pitman-king@barclays.com

This transcript/recording is provided in an unedited format. Barclays is not responsible for the Barclays, UK

recording quality or any transcription errors or omissions.

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