Personalized healthcare Getting from promise to reality

Transcription

1 Personalized healthcare Getting from promise to reality Severin Schwan, CEO Roche Group Swiss-American Chamber of Commerce, 26 August Roche The challenge Personalised healhcare Implementation at Roche 2

2 Roche Innovating healthcare since 1896 Fritz and Adèle Hoffmann-La Roche Controlling share still with the founding family 80,000 employees worldwide Focus on two core businesses: Pharmaceuticals and Diagnostics Roche Strong Swiss roots Basel Headquarters, Medicinal Chemistry Switzerland accounts for only 1% of global CHF 45 bn sales but for 12% of staff (10,000): - including 8500 employees from 80 countries at the Basel HQ of whom work in R&D (metabolism, CNS) 4

3 Roche A major U.S. presence Single most important market for the Group (2008): - Sales of over CHF 17 billion (37%) - More than 25,000 people (32%) - Nearly 6000 people in R&D (in 6 R&D centers) Genentech Campus, South San Francisco 5 Roche The challenge Personalised healthcare Implementation at Roche 6

4 The healthcare market Market dynamics Unlimited demand Two-thirds of diseases untreatable Existing treatments often inadequate 7 Inadequate treatment Efficacy Safety 80 Drug response rate [%] Analgesics Oncology 20 0 Spear et al., Trends Mol Med, 2001; Lazarou et al., JAMA,

5 The healthcare market Market dynamics Unlimited demand Two-thirds of diseases untreatable Existing treatments often inadequate Limited resources Spiralling costs Budgets increasingly under pressure 9 Limited Resources Increasing pressure on healthcare budgets U.S. Healthcare Spending, US$ Billions U.S. Healthcare Spend as % of GDP % % 16% Source: Centers for Medicare and Medicaid, Office of the Actuary, National Health Statistics Group 10

6 The healthcare market Market dynamics Unlimited demand Two-thirds of diseases untreatable Existing treatments often inadequate Limited resources Spiralling costs Budgets increasingly under pressure 11 Roche The challenge Personalised healthcare Implementation at Roche 12

7 Personalised Healthcare Increasing demand of stakeholders Patients & Physicians Best treatment Regulators Better efficacy & safety profile Payers Better cost / benefit Industry More competitive 13 Personalised healthcare An evolving idea, not a brand new one For over 10,000 years Treatment decisions were based on smell, taste, touch In the last 100 years Better understanding of how the body works Today Advances in molecular biology and genetics 14

8 Personalised medicine Patient s viewpoint What s my diagnosis? What s my prognosis? What s my treatment? Will I get better? Will I relapse? What s the risk for my family? 15 Personalised medicine Example: Breast cancer What s my prognosis? HER2-positive* * HER2/neu protein & gene (Ventana SISH test) 16

9 Roche The challenge Personalised healthcare Implementation at Roche 17 Personalised healthcare Basis: Understanding molecular biology 18

10 Personalised Healthcare Better understanding of molecular biology requires early stage collaboration with Diagnostics Research Development Commercialisation Evolving Diagnostics tools Traditional Diagnostics tools Improved target selection More targeted clinical trials Safer, more efficacious medicine 19 Full range of diagnostic capabilities Tools+technologies for research and IVD applications Research IVD Development IVD Commercial Chemistry ELISA** Real-time PCR IHC/ISH* Microarray Analysis Sequencing cobas c cobas e COBAS TaqMan Benchmark AmpliChip Multiplex Proteins Impact Cell Analysis xcelligence *Immunohistochemistry / In situ hybridization ** Enzyme-linked ImmunoSorbent Assay 20

11 Personalised healthcare Broad and significant investments/acquisitions Leaders in Diagnostics Leader in Pharmaceuticals 1991 PCR : 1997 Boehringer Mannheim : : 2007 Bioveris, 454 Life Sciences, Nimblegen 2008 Ventana 1990 Genentech : 2002 Chugai : : 2007 Alnylam, THP 2008 Memory Pharmaceuticals, Piramed, Arius, Mirus 21 Personalised healthcare Leader in Biotech From a position of strength Biotech market share 1 30% World leader in biopharmaceuticals (14 biologics on the market) 25% 20% Global number one in cancer care Global market leader in IVD and Molecular Diagnostics 1 Source: IMS 15% 10% 5% 0% Roche/Genentech Amgen Novo Nordisk Sanofi-Aventis J&J Abbott Wyeth Merck KGaA Eli Lilly Bayer Biogen Idec Schering-Plough Genzyme BMS Novartis 22

12 Roche s unique strategy Driving personalised healthcare High Medical Differentiation Roche Focus Generics Pharma Dia MedTech OTC Focus on our two core businesses Pharma and Dia Leveraging collaboration: - along entire value chain - broad range of technologies Low Premium for Innovation High 23 We Innovate Healthcare 24