Roche presents Lunsumio data showing potential across earlier treatment lines in indolent and aggressive lymphomas

Rhea-AI Summary

Roche (OTCQX: RHHBY) presented data at ASH 2025 showing Lunsumio (mosunetuzumab) combinations may be effective earlier in lymphoma care.

Key results: a 54-patient US CELESTIMO cohort of Lunsumio plus lenalidomide showed a CR 87.0% (95% CI: 75.1–94.6) with mostly low-grade CRS; Lunsumio plus Polivy in 2L+ LBCL gave ORR 77.5% vs 50.0% (comparator) and median PFS 25.4 vs 6.4 months. Long-term follow-up in R/R FL showed durable responses, including a 5-year OS 78.5% and sustained CR durations for IV and SC formulations.

Positive

• Complete response rate 87.0% in CELESTIMO 54-patient cohort
• ORR 77.5% with Lunsumio+Polivy versus 50.0% comparator
• Median PFS 25.4 months vs 6.4 months in 2L+ LBCL
• Five-year overall survival 78.5% in pivotal phase II FL study
• SC formulation ORR 74.5% and CR rate 62.8% at 3 years

Negative

• CRS reported in 27.8% of Lunsumio+lenalidomide patients
• Neutropenia occurred in 40.7% of Lunsumio+lenalidomide patients
• Infections reported in 57.4% of Lunsumio+lenalidomide patients
• Neutropenia 40% and peripheral neuropathy 10% with Lunsumio+Polivy

News Market Reaction

-0.41%

1 alert

-0.41% News Effect

On the day this news was published, RHHBY declined 0.41%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

CELESTIMO cohort size: 54 patients Complete response rate: 87.0% Cytokine release syndrome: 27.8% of patients +5 more

8 metrics

CELESTIMO cohort size 54 patients Single-arm US extension, 2L+ follicular lymphoma

Complete response rate 87.0% Lunsumio + lenalidomide in 2L+ FL (CELESTIMO US cohort)

Cytokine release syndrome 27.8% of patients Lunsumio + lenalidomide safety profile in FL

ORR vs comparator 77.5% vs 50.0% SC Lunsumio + Polivy vs MabThera/Rituxan + Polivy in 2L+ LBCL

Median PFS comparison 25.4 vs 6.4 months SC Lunsumio + Polivy vs comparator in 2L+ LBCL

5-year overall survival 78.5% Lunsumio IV in R/R FL, GO29781 5-year follow-up

CR duration rate 52.0% 54-month duration of complete response in GO29781

SC Lunsumio ORR 74.5% Three-year follow-up in 3L+ FL

Market Reality Check

Price: $56.75 Vol: Volume 4,598,153 is 76% a...

high vol

$56.75 Last Close

Volume Volume 4,598,153 is 76% above the 20-day average of 2,619,116, signaling elevated interest ahead of this update. high

Technical Price at 50.02 is trading above the 200-day MA at 41.66, reflecting a firmly established uptrend before this news.

Peers on Argus

RHHBY gained 3.55% while key peers were mixed: ALPMY up 0.13%, OPHLY up 0.06%, D...

RHHBY gained 3.55% while key peers were mixed: ALPMY up 0.13%, OPHLY up 0.06%, DSNKY down 1.9%, and RHHBF roughly flat. The move appears more stock-specific than sector-driven.

Historical Context

5 past events · Latest: Dec 09 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 09	Diagnostic launch	Positive	-0.4%	CE Mark and launch of new PCR test for vaginitis diagnostics.
Dec 09	Drug approval EU	Positive	-0.4%	EC approval for Gazyva/Gazyvaro in active lupus nephritis.
Dec 08	Oncology data	Positive	-0.4%	ASH data showing strong Lunsumio efficacy and durability in lymphoma.
Dec 08	Oncology data	Positive	-0.4%	Genentech Lunsumio update with high CR and extended PFS in lymphoma.
Dec 08	Clinical trial update	Positive	+0.8%	Three-year Columvi combo data showing longer OS and PFS in DLBCL.

Pattern Detected

Recent positive clinical and regulatory headlines often saw flat-to-negative next-day moves, suggesting a tendency for muted or contrarian reactions to good news.

Recent Company History

This announcement adds to a series of late-2025 updates highlighting Roche’s immunology and oncology pipeline. On Dec 8, multiple Lunsumio and Columvi data releases showed high response rates and extended survival in lymphoma, yet the stock moved about -0.41% afterward. On Dec 9, new lupus nephritis and vaginitis diagnostics approvals and launches again coincided with modest declines, underscoring a pattern of tempered price reactions to fundamentally positive news.

Market Pulse Summary

This announcement highlights Lunsumio’s potential across earlier lymphoma treatment lines, with a co...

Analysis

This announcement highlights Lunsumio’s potential across earlier lymphoma treatment lines, with a complete response rate of 87.0% in follicular lymphoma and prolonged progression-free survival of 25.4 months in large B-cell lymphoma combinations. Long-term follow-up showing a 78.5% 5-year overall survival rate in relapsed or refractory FL reinforces durability. Investors may watch upcoming phase III readouts and regulatory decisions to gauge how these data may translate into broader clinical adoption.

Key Terms

cytokine release syndrome, progression-free survival, overall response rate, peripheral neuropathy, +4 more

8 terms

cytokine release syndrome medical

"Cytokine release syndrome (CRS) events were reported in 27.8% of patients"

An intense immune overreaction in which the body's defense system releases a large surge of signaling proteins, causing fever, low blood pressure, breathing trouble or organ stress; imagine the immune system's alarm going into overdrive and flooding the body with emergency responders. Investors care because this side effect can slow or block regulatory approval, increase clinical trial costs and liabilities, limit how widely a therapy can be used, and therefore affect a drug's market value and sales potential.

progression-free survival medical

"median progression-free survival was 25.4 ... vs 6.4 months"

Progression-free survival is the length of time during and after a treatment that a patient's disease does not get worse, measured from the start of treatment until the disease shows measurable signs of progression or the patient dies. Investors care because longer progression-free survival in clinical trials often signals that a drug is effective, improving chances of regulatory approval, market adoption, and revenue potential—think of it as a stopwatch showing how long a therapy can keep the illness at bay.

overall response rate medical

"The overall response rate (ORR) was 77.5% ... vs 50.0%"

Overall response rate is the percentage of patients in a clinical study whose measurable disease shrinks or disappears after receiving a treatment. Investors watch it like a product’s “hit rate” because higher response rates can signal a drug’s effectiveness, boost chances of regulatory approval and market demand, and affect a company’s future revenue prospects, similar to how a higher batting average suggests a more reliable player.

peripheral neuropathy medical

"AEs included ... infections (45%), and peripheral neuropathy (10%)."

A condition where nerves outside the brain and spinal cord are damaged, causing numbness, tingling, pain or weakness—like faulty wiring that sends mixed or dropped signals between the brain and parts of the body. Investors watch it because it drives demand for drugs, medical devices and diagnostics, shapes clinical trial results and regulatory decisions, and can influence healthcare costs, company revenues and legal risk in related industries.

overall survival medical

"showed durable remissions ... with a 5-year overall survival rate of 78.5%"

Overall survival is the average or median length of time patients remain alive after starting a treatment or entering a clinical study, measured regardless of cause of death. Investors care because it is a clear, hard measure of a therapy’s real-world benefit — like timing how long a new battery actually runs — and strong improvements in overall survival can drive regulatory approval, market adoption and revenue potential.

phase III medical

"single-arm US cohort of phase III CELESTIMO study"

A Phase III trial is the late-stage clinical study that tests whether a medical treatment works and is safe in a large group of patients, often comparing it to standard care. Think of it as a final dress rehearsal or full-scale road test before regulators decide on approval; positive or negative results strongly influence a drug maker’s chance to sell the treatment, future revenue, and investment risk.

bispecific medical

"the longest reported follow-up for a CD20xCD3 bispecific in R/R FL"

A bispecific molecule is a therapeutic designed to bind two different biological targets at once — imagine a two-headed key that fits two locks simultaneously. For investors, bispecific therapies matter because that dual-action can make a treatment more effective or selective, potentially improving clinical results, altering safety profiles, and creating a stronger commercial edge; those factors directly affect development risk, regulatory chances, and future revenue prospects.

chemotherapy medical

"improve outcomes ... without the need for conventional chemotherapy."

Chemotherapy is the use of drugs to kill or slow the growth of cancer cells, typically given as pills or intravenous infusions; because these drugs target rapidly dividing cells they can also harm healthy tissue and cause side effects. It matters to investors because clinical trial results, regulatory approvals, pricing and insurance coverage directly affect a drugmaker’s sales, hospital treatment patterns and overall healthcare spending—much like a new product that can change a company’s market share.

AI-generated analysis. Not financial advice.

• Lunsumio in combination with lenalidomide may offer an effective treatment in relapsed or refractory follicular lymphoma based on first data from single-arm US cohort of phase III CELESTIMO study¹
• Data from subcutaneous Lunsumio plus Polivy reinforce its outpatient, chemotherapy-free potential in people with R/R large B-cell lymphoma^2,3
• Results highlight the potential of innovative Lunsumio combination regimens to offer improved outcomes for more people with lymphoma earlier in their disease

Basel, 8 December 2025 - Roche (SIX: RO, ROG; OTCQX: RHHBY) announced today new data highlighting the potential of Lunsumio® (mosunetuzumab) in earlier treatment lines for people living with different types of lymphoma, presented at the 67th American Society of Hematology Annual Meeting and Exposition, 6-9 December 2025 in Orlando, Florida, US.

“These data underscore the potential of Lunsumio to support more people living with lymphoma, building on the clinical benefit observed in later-stage follicular lymphoma,” said Levi Garraway, MD, PhD, Roche’s Chief Medical Officer and Head of Global Product Development. “Moreover, the combinatorial potential of Lunsumio is evident in the two-drug regimens presented, which may enable outpatient treatment while preserving deep and durable efficacy.”

Preliminary data support the potential for Lunsumio in combination with lenalidomide in relapsed or refractory (R/R) follicular lymphoma (FL)¹
First data from the single-arm US extension of the phase III CELESTIMO study, in 54 patients, demonstrated promising efficacy with this two-drug regimen in people with second-line or later (2L+) FL, including a complete response (CR) rate of 87.0% (95% confidence interval [CI]: 75.1–94.6).¹ Cytokine release syndrome (CRS) events were reported in 27.8% of patients, and were predominantly low grade (Grade (Gr) 1: 22.2%; Gr 2: 3.7%; Gr 3: 1.9%), with all CRS events resolved.¹ Neutropenia occurred in 40.7% of patients, and infections occurred in 57.4% of patients.¹ These results indicate the potential of this combination to deliver meaningful outcomes earlier in the disease course.1 Primary analysis of the pivotal phase III CELESTIMO study is anticipated in 2026.

Lunsumio plus Polivy® (polatuzumab vedotin) data demonstrate meaningful improvements for people with R/R large B-cell lymphoma (LBCL)^2,3
Long term follow-up data from the phase Ib/II GO40516 study demonstrated sustained improvements in patients treated with Lunsumio subcutaneous (SC) in combination with Polivy compared to those treated with MabThera®/Rituxan® (rituximab) and Polivy in people with 2L+ LBCL.² The overall response rate (ORR) was 77.5% (95% CI: 61.6–89.2) vs 50.0% (95% CI: 33.8–66.2) and median progression-free survival was 25.4 (95% CI: 9.2– not evaluable ) vs 6.4 months (95% CI:4.7–18.6).² No new safety signals were identified. AEs included neutrophil count decreased/neutropenia (40%), febrile neutropenia (2.5%), infections (45%), and peripheral neuropathy (10%).² Patient-reported outcomes from the phase III SUNMO study investigating the same combination, demonstrated benefits across multiple aspects of health-related quality of life measures in comparison to MabThera/Rituxan with gemcitabine and oxaliplatin particularly in maintaining or improving physical functioning, fatigue, lymphoma symptoms and peripheral neuropathy.³

Results from these studies highlight the potential of this outpatient combination to prolong remission and improve outcomes for people living with this aggressive disease, without the need for conventional chemotherapy.^2,3

Long-term follow-up data show sustained responses with fixed-duration Lunsumio SC and intravenous (IV) in third line or later (3L+) FL^4,5
Five-year follow-up data from the pivotal phase II GO29781 study, the longest reported follow-up for a CD20xCD3 bispecific in R/R FL, showed durable remissions with Lunsumio IV, with a 5-year overall survival rate of 78.5% (95% CI: 69.6–87.4) and 54-month duration of CR rate (DOCR) of 52.0% (95% CI: 36.1-67.9).⁴ Furthermore, three-year follow-up data demonstrated durable responses with Lunsumio SC with an ORR of 74.5%, CR rate of 62.8%, and 30-month DOCR of 53.0% (95% CI: 38.7-67.4).⁵ No new safety signals were observed in either study.

Lunsumio monotherapy is approved in over 60 countries for people with FL who have received at least two prior systemic therapies, with ongoing discussions with additional health authorities worldwide. Lunsumio SC was recently approved by the European Commission for FL after two or more lines of systemic therapy. A decision from the US Food and Drug Administration is expected soon.

Lunsumio, along with Columvi® (glofitamab), is part of Roche’s industry-leading CD20xCD3 bispecific antibody portfolio. Continuing to explore new formulations and combinations of these medicines across different disease areas and lines of treatment is part of Roche’s commitment to improve the patient experience and provide more choice to suit diverse patient and healthcare system needs.

About Lunsumio® (mosunetuzumab)
Lunsumio is a first-in-class CD20xCD3 T-cell engaging bispecific antibody designed to target CD20 on the surface of B cells and CD3 on the surface of T cells. This dual targeting activates and redirects a patient’s existing T cells to engage and eliminate target B cells by releasing cytotoxic proteins into the B cells. A robust clinical development programme for Lunsumio is ongoing, investigating the molecule as a monotherapy and in combination with other medicines, for the treatment of people with B-cell non-Hodgkin lymphomas, including follicular lymphoma and diffuse large B-cell lymphoma, other blood cancers and autoimmune disorders.

About diffuse large B-cell lymphoma (DLBCL)
DLBCL is an aggressive (fast-growing) type of non-Hodgkin lymphoma (NHL) and the most common form, accounting for about one in three cases of NHL.⁶ Approximately 160,000 people worldwide are diagnosed with DLBCL each year, with comparable incidence rates across regions.^7,8 Medical practices, including pathological classification, diagnosis, staging, initial treatment and relapse management, are similarly approached worldwide.^8-11 While it is generally responsive to treatment in the frontline, as many as 40% of people will relapse or have refractory disease, at which time salvage therapy options are limited and survival is short.^12,13 Improving treatments earlier in the course of the disease and providing much needed alternative options could help to improve long-term outcomes.

About follicular lymphoma (FL)
FL is the most common slow-growing (indolent) form of non-Hodgkin lymphoma, accounting for about one in five cases.^14,15 It typically responds well to treatment but is often characterised by periods of remission and relapse.¹⁴ The disease typically becomes harder to treat each time a patient relapses, and early progression can be associated with poor long-term prognosis.¹⁵ It is estimated that more than 110,000 people are diagnosed with FL each year worldwide.^15,7

About Roche in haematology
Roche has been developing medicines for people with malignant and non-malignant blood diseases for more than 25 years; our experience and knowledge in this therapeutic area runs deep. Today, we are investing more than ever in our effort to bring innovative treatment options to patients across a wide range of haematologic diseases. Our approved medicines include MabThera®/Rituxan® (rituximab), Gazyva®/Gazyvaro® (obinutuzumab), Polivy® (polatuzumab vedotin), Venclexta®/Venclyxto® (venetoclax) in collaboration with AbbVie, Hemlibra® (emicizumab), PiaSky® (crovalimab), Lunsumio® (mosunetuzumab) and Columvi® (glofitamab). Our pipeline of investigational haematology medicines includes the T-cell-engaging bispecific antibody cevostamab, targeting both FcRH5 and CD3 and allogeneic CAR T-cell therapy. Our scientific expertise, combined with the breadth of our portfolio and pipeline, also provides a unique opportunity to develop combination regimens that aim to improve the lives of patients even further. 

About Roche
Founded in 1896 in Basel, Switzerland, as one of the first industrial manufacturers of branded medicines, Roche has grown into the world’s largest biotechnology company and the global leader in in-vitro diagnostics. The company pursues scientific excellence to discover and develop medicines and diagnostics for improving and saving the lives of people around the world. We are a pioneer in personalised healthcare and want to further transform how healthcare is delivered to have an even greater impact. To provide the best care for each person we partner with many stakeholders and combine our strengths in Diagnostics and Pharma with data insights from the clinical practice.

For over 125 years, sustainability has been an integral part of Roche’s business. As a science-driven company, our greatest contribution to society is developing innovative medicines and diagnostics that help people live healthier lives. Roche is committed to the Science Based Targets initiative and the Sustainable Markets Initiative to achieve net zero by 2045.

Genentech, in the United States, is a wholly owned member of the Roche Group. Roche is the majority shareholder in Chugai Pharmaceutical, Japan.

For more information, please visit www.roche.com.

All trademarks used or mentioned in this release are protected by law.

References
[1] Sano D, et al. Promising response rates and manageable safety with mosunetuzumab plus lenalidomide (Mosun-Len) in patients with relapsed/refractory (R/R) follicular lymphoma (FL): US extension cohort from the Phase III CELESTIMO study. Presented at: ASH Annual Meeting; 2025 Dec 6-9; Orlando, FL, USA. Abstract #1800.
[2] Ghosh N, et al. Long-term follow-up with sustained progression-free survival (PFS) benefit after subcutaneous (SC) mosunetuzumab in combination with polatuzumab vedotin compared with rituximab plus polatuzumab vedotin in patients with relapsed or refractory (R/R) B-cell non-Hodgkin lymphoma. Presented at: ASH Annual Meeting; 2025 Dec 6-9; Orlando, FL, USA. Abstract #1020.
[3] Budde E, et al. Improvements in health-related quality of life (HRQoL) in the SUNMO study: Subcutaneous (SC) mosunetuzumab plus polatuzumab vedotin (Mosun-Pola) vs rituximab, gemcitabine and oxaliplatin (R-GemOx) in patients with relapsed/refractory (R/R) large B-cell lymphoma (LBCL) after at least one prior therapy. Presented at: ASH Annual Meeting; 2025 Dec 6-9; Orlando, FL, USA. Abstract #5509.
[4] Budde E, et al. Fixed treatment duration mosunetuzumab continues to demonstrate clinically meaningful outcomes in patients with relapsed/refractory (R/R) follicular lymphoma (FL) after ≥2 prior therapies: 5- year follow-up of a pivotal Phase II study. Presented at: ASH Annual Meeting; 2025 Dec 6-9; Orlando, FL, USA. Abstract #5352.
[5] Assouline S, et al. Fixed-duration subcutaneous mosunetuzumab continues to demonstrate high rates of durable responses in patients with relapsed/refractory follicular lymphoma after ≥2 prior therapies: 3- year follow-up from a pivotal Phase II study. Presented at: ASH Annual Meeting; 2025 Dec 6-9; Orlando, FL, USA. Abstract #5353.
[6] UpToDate. Patient education: Diffuse large B cell lymphoma in adults (Beyond the Basics). [Internet; cited December 2025]. Available from: https://www.uptodate.com/contents/diffuse-large-b-cell-lymphoma-in-adults-beyond-the-basics.
[7] World Health Organization. Numbers derived from GLOBOCAN 2022. Non-Hodgkin Lymphoma Factsheet [Internet; cited December 2025]. Available from: https://gco.iarc.who.int/media/globocan/factsheets/cancers/34-non-hodgkin-lymphoma-fact-sheet.pdf.
[8] Budde LE, et al. Characterizing the US Patient Population Receiving Rituximab with Gemcitabine and Oxaliplatin (R-GemOx) for Relapsed or Refractory Diffuse Large B-Cell Lymphoma Using Real-World Data. Blood. 2024;144(1):2373.
[9] Yamshon, et al. Outcomes of Relapsed or Refractory Diffuse Large B-Cell Lymphoma Treated With R-GemOx: A Multicenter Cohort Study. Hematol. 2025;100(4):606-615.
[10] Sineshaw HM, Zettler CM, Prescott J, et al. Real-world patient characteristics, treatment patterns, and treatment outcomes of patients with diffuse large B-cell lymphoma by line of therapy. Cancer Med. 2024 Apr;13(7):e7173.
[11] Koff JL, Larson MC, Martin P, et al. LEO Consortium for Real World Evidence (CReWE): Outcomes after Second-Line Therapy in Large B-Cell Lymphoma by Treatment Era. Blood (2023) 142 (Supplement 1): 307.
[12] Fabbri N, et al. Second-line treatment of diffuse large B-cell lymphoma: Evolution of options. Semin Hematol 2023; 60(5): 305–312.
[13] Sehn LH, et al. Diffuse Large B-Cell Lymphoma. N Engl J Med. 2021;384(9):842-858.
[14] Adult Non-Hodgkin Lymphoma Treatment-Health Professional Version (PDQ®) National Cancer Institute [Internet; cited December 2025]. Available from: https://www.cancer.gov/types/lymphoma/hp/adult-nhl-treatment-pdq#link/_552_toc.
[15] Cancer.Net. Lymphoma - Non-Hodgkin: Subtypes. [Internet; cited December 2025]. Available from: https://www.cancer.net/cancer-types/lymphoma-non-hodgkin/subtypes.

Roche Global Media Relations
Phone: +41 61 688 8888 / e-mail: media.relations@roche.com

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Roche Investor Relations

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Investor Relations North America

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Attachment

• Media Investor Release Lunsumio ASH English

FAQ

What were the Lunsumio plus lenalidomide results reported on December 8, 2025 for RHHBY?

A 54-patient CELESTIMO cohort showed CR 87.0% with mostly low-grade CRS; primary analysis expected in 2026.

How did Lunsumio plus Polivy perform versus comparator in 2L+ LBCL in the RHHBY data?

Lunsumio+Polivy showed ORR 77.5% vs 50.0% and median PFS 25.4 vs 6.4 months.

What safety events were highlighted for Lunsumio combinations in the RHHBY announcement?

Key events included CRS 27.8%, neutropenia ~40%, and infections up to 57.4% in specific cohorts.

What long-term outcomes were reported for Lunsumio in relapsed/refractory follicular lymphoma?

Five-year follow-up showed a 5-year OS 78.5% and durable CR durations for IV and SC formulations.

Is Lunsumio approved and where, according to the December 8, 2025 release?

Lunsumio monotherapy is approved in over 60 countries; SC formulation recently approved by the European Commission.