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Roche Holding AG (RHHBY) Analyst/Investor Day Transcript
2026-05-19 · via All Articles on Seeking Alpha

Roche Holding AG (RHHBY) Analyst/Investor Day May 12, 2026 8:00 AM EDT

Company Participants

Bruno Eschli - Head of Investor Relations
Thomas Schinecker - Group Chief Executive Officer
Matthew Sause - Chief Executive Officer
Palani Kumaresan - Head of Research & Development - Roche Diagnostics
Moritz Hartmann
Birgit Masjost - Investor Relations Officer
Josh Lauer
Dan Malarek - Chief Executive Officer
Laura Apitz
Ildikó Amann-Zalán
Olivier Gillieron

Conference Call Participants

Andrew Beck - PathAI, Inc.
Matthew Weston - UBS Investment Bank, Research Division
Peter Verdult - BNP Paribas, Research Division
Daniel Brennan - TD Cowen, Research Division
Graham Glyn Parry - Citigroup Inc., Research Division
Urban Fritsche - Zürcher Kantonalbank, Research Division
David Westenberg - Piper Sandler & Co., Research Division
Richard Vosser - JPMorgan Chase & Co, Research Division
Subhalaxmi Nambi - Guggenheim Securities, LLC, Research Division
David Evans - Kepler Cheuvreux, Research Division
Tycho Peterson - Jefferies LLC, Research Division
Kyle Mikson - Canaccord Genuity Corp., Research Division
Douglas Schenkel - Wolfe Research, LLC

Conversation

Bruno Eschli
Head of Investor Relations

So welcome to our Annual IR Diagnostics Day 2026 here in London. Let me quickly take you through today's agenda. We have today 10 speakers with us who will provide updates on the Roche Group strategy, the diagnostics strategy, the diagnostics business portfolios and priorities, as well as latest overviews on the pipelines of our 4 customer areas, which are Core Lab, Molecular Lab, including Foundation Medicine, pathology lab and near patient care.

This year, we will have a special focus on the upcoming global launch of our truly transformative next-generation DNA sequencing technology, which is called AXELIOS, and on the end-to-end oncology ecosystem, which we have partly built already around it. This ecosystem has recently been strengthened by partnerships with Freenome in early cancer detection. And by the recent acquisition of SAGA Diagnostics, a company known for ultrasensitive MRD testing. In addition, this emerging ecosystem has also been complemented by the most recent acquisition of PathAI.