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Roche

20 transformative medicines by 2030, 2020 to 2030

Deliver 20 transformative medicines by 2030, addressing disease areas with the highest societal burden
Roche’s 2030 ambition, Pharma Day 2026

20 transformative medicines by 2030

Roche makes medicines and diagnostic tests. Its ambition for the decade is 20 transformative medicines, those that bring a significant clinical benefit or a significant benefit to health systems, for the diseases with the highest burden. It is pursuing it in five therapeutic areas with fewer, bigger bets, and expects its medicines already on the market to keep growing, with no patent cliff ahead.

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Transformative medicines

  1. 1.Twenty by 2030: Deliver 20 transformative medicines by 2030, for disease areas with the highest societal burden.
  2. 2.Five therapeutic areas: Focus on five therapeutic areas, oncology and haematology, neurology, immunology, ophthalmology, and cardiovascular, renal, and metabolism, covering 60% of the global burden of disease.
  3. 3.New diseases: Read out late-stage trials in diseases new to Roche from 2027 to 2030, among them inflammatory bowel disease, Alzheimer’s, Parkinson’s, obesity, and hypertension.

Roche had launched 10 transformative medicines by mid-2025, half the ambition.

Up to 20 new molecules could launch by 2030, most with peak sales potential of CHF 3 billion or more.

Roche’s pipeline is worth more with fewer projects

Every project, in-house or partnered, has to clear “the Bar”. Since the end of 2022 the number of projects has fallen 27% and the pipeline’s value has risen 93%, to an all-time high.

the Bar

65% → 80%+

Phase III success rate, 2025 and 2026 so far

~19 months

off R&D cycle times since the end of 2023

51 → 104

projects reaching lead identification, 2022 to 2025

0.8 → 1.5

Average peak sales per pipeline project, CHF billion, end of 2023 to mid-2026

58% → 65%

Late-stage projects with best-in-disease potential, %

Each dot is a hundredth of the 2022 pipeline’s projects; the passing dots’ area is to scale with the pipeline’s value.

Ten of the twenty launched by mid-2025

By mid-2025 Roche had launched 10 of the 20 transformative medicines it aims for this decade. For the rest, up to 20 new molecules could launch by 2030, from obesity and Alzheimer’s disease to lung cancer, most with peak sales potential of CHF 3 billion or more.

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10 launched by mid-202510 to come by 2030

Up to 20 new molecules with launch potential by 2030

  • afimkibartIBD, RA, MASH
  • enicepatideObesity
  • sefaxersenIgA nephropathy
  • CT-996Obesity
  • zosurabalpinBacterial infections
  • petrelintideObesity
  • pegozaferminMASH
  • giredestrantBreast cancer
  • zilebesiranHypertension
  • tambotatug pelitecanLung cancer
  • zemocimigHaemophilia A
  • VEGF x IL6 DutaFabDiabetic macular oedema
  • bexobrutidegLeukaemia (CLL)
  • vamikibartUveitic macular oedema
  • divarasibLung cancer
  • trontinemabAlzheimer’s disease
  • cevostamabMultiple myeloma
  • prasinezumabParkinson’s disease
  • HER2 TKIBreast cancer
  • fenebrutinibMultiple sclerosis

Launch potential as Roche presented it in September 2026; each still needs positive trials and approval.

No patent cliff ahead

Roche expects its medicines already on the market to grow strongly enough to more than make up for generic competition. In the first half of 2026 its top five growth drivers sold CHF 11 billion, up 12%, while five medicines with expired patents sold CHF 2.6 billion, down 8%.

Top five growth driversExpired patents

Growth drivers, CHF 11 billion

Xolair, Hemlibra, Ocrevus, Phesgo, Vabysmo

Expired patents, CHF 2.6 billion

Avastin, Herceptin, MabThera/Rituxan, Lucentis, Actemra/RoActemra

The same half, measured three ways

Group sales grew 6% at constant exchange rates, but the strong Swiss franc turned that into a 2% fall in francs, and an 8% rise in dollars.

At constant exchange rates+6%
In Swiss francs−2%
In US dollars+8%

  1. Define the word the ambition hangs on.

    Roche’s ambition is 20 transformative medicines, and it defines transformative: significant or transformative clinical benefit in at least one indication, or a significant benefit to health systems. We recommend defining the key word of an ambition, so everyone counts the same way.

  2. Set a bar, and cut to it.

    Since introducing “the Bar”, Roche has cut the number of projects by 27% while the value of the portfolio rose by 93%. We recommend written criteria that every piece of work must meet to go ahead, applied to what is already running as well as what is new.

  3. Report in the currency that shows the work.

    In the first half of 2026 Roche’s sales grew 6% at constant exchange rates and fell 2% in Swiss francs, and it leads with the first. We recommend reporting progress in the measure the team controls, alongside the reported figure, so a currency swing isn’t mistaken for the plan working or failing.

Sources

  1. 1. F. Hoffmann-La Roche Ltd (2026). Roche Pharma Day 2026. Presentation, 28 September 2026. assets.roche.com
  2. 2. F. Hoffmann-La Roche Ltd (2025). Roche Pharma Day 2025. Presentation, 22 September 2025. assets.roche.com
  3. 3. F. Hoffmann-La Roche Ltd (2026). Roche’s strong momentum continues in the first half of 2026. Media release, 23 July 2026. roche.com

Headwater is not connected with Roche. Roche, Axelios, Elecsys, and the medicines named are trade marks of their owners. Updated 29 September 2026.

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