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Roche Holding AG (RHHBY) Shareholder/Analyst Call Transcript
2026-04-23 · via All Articles on Seeking Alpha

Roche Holding AG (RHHBY) Shareholder/Analyst Call April 22, 2026 11:00 AM EDT

Company Participants

Bruno Eschli - Head of Investor Relations
Alexandra Goodyear
Levi Garraway - Executive VP, Head of Global Product Development & Chief Medical Officer

Conference Call Participants

Jiwon Oh
Luisa Hector - Joh. Berenberg, Gossler & Co. KG, Research Division
James Gordon - Barclays Bank PLC, Research Division
Alek Ebbeling - UBS Investment Bank, Research Division
Sachin Jain - BofA Securities, Research Division
Peter Verdult - BNP Paribas, Research Division
James Quigley - Goldman Sachs Group, Inc., Research Division
Steve Scala - TD Cowen, Research Division
Urban Fritsche - Zürcher Kantonalbank, Research Division

Presentation

Operator

My name is Henrik, and I'm the technical operator for today's call. Kindly note that the webinar is being recorded. [Operator Instructions] One last remark, if you would like to follow the presented slides on your end as well, please feel free to go to roche.com/investors to download the presentation.

At this time, it's our pleasure to introduce you to Bruno Eschli, Head of Investor Relations. Bruno, the stage is yours.

Bruno Eschli
Head of Investor Relations

Thanks, Henrik. And could I have the agenda slide, please. So welcome to our third IR event in 2026, focusing on the Phase III FENhance 1 and 2 results for fenebrutinib in RMS, which just got presented yesterday at AAN in Chicago. Today's call is scheduled for 60 minutes, and we will have our Roche team dialing in from Chicago. Let me quickly take you through today's agenda. We have 2 speakers with us. Following my opening, the first speaker for today will be Alexandra Goodyear. She is an MD and our life cycle leader for fenebrutinib.

Alexandra will provide a quick introduction to fenebrutinib and how this molecule truly differentiates from other BTKs who have been in late-stage development for MS. She will