Chugai's Value Creation & Sustainability - Chugai reorganized its value creation process in 2024, using materiality as axes, aiming to realize advanced and sustainable patient-centric healthcare[9] - The company focuses on creating innovative drugs and services, providing individualized solutions, ensuring quality, and co-creating a healthcare ecosystem[12] - Chugai is implementing materiality by aligning business activities with its materiality story, reflected in management strategies and division activities[14, 16, 20] - A project using the antibody drug discovery support technology MALEXA has advanced to clinical development stage[22, 23] - The company is constructing a disease database for blood coagulation disorders in cooperation with patient associations and academia[29, 35] - Chugai achieved 100% renewable energy ratio in purchased electricity[39] Mid-Size Molecule Drug Platform - Chugai is establishing a pharmaceutical technology platform for mid-size molecule drugs to provide new treatment options[6, 52] - The company is developing a new liquid-phase synthesis method to improve the efficiency of producing mid-size molecules[65] - Through joint research, the cost of certain non-natural amino acids was reduced to less than one third[77] - A 55.5 billion yen investment was made in Fujieda in 2024, 128.8 billion yen in Yokohama in 2022, and 4.5 billion yen in Ukima in 2020[90] Governance and Shareholder Value - Chugai emphasizes dialogue with investors to enhance governance and increase shareholder value[120] - Non-executive directors play a key role in monitoring and advising on management from a global perspective[129] - The company's average annual Total Shareholder Return (TSR) for the past 10 years is 23.5%, compared to 9.5% for TOPIX and 7.8% for TOPIX-17 Pharmaceutical Index[150]

Core Viewpoint - Roche showcases its comprehensive blood product portfolio at the 8th China International Import Expo, emphasizing its commitment to advancing the treatment of blood diseases and contributing to the "Healthy China 2030" initiative [1] Group 1: Innovations in Blood Disease Treatment - Roche has introduced four innovative blood cancer drugs in the last four years, covering a wide range of indications for aggressive and indolent lymphomas, marking a significant expansion in its treatment offerings [2] - The company has actively participated in the establishment of a multi-tiered medical insurance system in China, with its drug MabThera being one of the first original drugs included in the national medical insurance list [2] Group 2: New Drug Developments and Approvals - The company is set to showcase new indications for its foundational drug for indolent lymphoma, Ocrevus, which may soon be approved for treating lupus nephritis [3] - Roche's innovative treatment for hemophilia, NXT007, aims to achieve "zero bleeding" for patients with type A hemophilia, demonstrating its commitment to advancing non-factor preventive therapies [3] Group 3: Strategic Partnerships and Ecosystem Development - Roche aims to enhance the ecological construction of the blood cancer field in China, expanding its focus from lymphoma to multiple myeloma [3] - The company emphasizes its dedication to improving patient accessibility and affordability in China, while also enhancing the international influence of Chinese research [3]

Core Insights - Roche announced positive phase I/II data for NXT007, a next-generation bispecific antibody for haemophilia A, supporting its progression to phase III clinical development [1][2] - NXT007 demonstrated a tolerable safety profile with no thromboembolic events reported, indicating its potential for haemostatic normalization in patients without factor VIII inhibitors [1][4] Company Overview - Roche has over 25 years of experience in developing medicines for blood diseases and is committed to advancing care for patients with haemophilia A [9] - The company aims to provide innovative treatment options, including NXT007, to enhance therapeutic choices and reduce treatment burdens for patients [2][6] Clinical Development - NXT007 is currently undergoing a robust clinical development program, with ongoing phase I/II trials and additional phase II data expected later this year [3] - Three phase III studies are planned for 2026, including a head-to-head study with Hemlibra, Roche's existing prophylactic treatment for haemophilia A [3][4] Product Details - NXT007 is engineered to optimize factor VIII-mimetic activity and enhance potency, efficacy, and administration convenience, aiming for sustained elevated bleed protection [6][5] - The clinical trials for NXT007 involve participants aged 12 to 65, with no treated bleeds observed in the highest dose cohorts [4][7] Market Context - Haemophilia A affects approximately 900,000 people globally, leading to significant health concerns due to uncontrolled bleeding [8][7] - The development of inhibitors to factor VIII replacement therapies presents a serious complication, highlighting the need for innovative treatments like NXT007 [8]