Also known as: Roche
Roche is a Swiss multinational healthcare company operating globally across pharmaceuticals and diagnostics. Founded in 1896 and headquartered in Basel, it is one of the world’s largest pharmaceutical companies by revenue. Its holding company is listed on the SIX Swiss Exchange, including the ROG non-voting share class.
Several drugmakers saw shares fall after earnings missed expectations. Alnylam's Amvuttra sales disappointed despite growth; Neurocrine's guidance underwhelmed; AbbVie's Imbruvica and Roche's Vabysmo fell short of consensus.
Alnylam reported Q4 2025 adjusted EPS of $1.25, beating estimates, while revenue of $1.10 billion missed consensus despite 85% growth. Amvuttra sales surged 189% to $826.6 million. The stock fell 4.1% after the mixed results.
Roche stock trades steadily as group sales reach the mid-CHF 60 billion range. Q1 2025 revenue edged higher, and 2025 guidance points to low to mid single digit sales growth.
Hengrui Medicine won NMPA clearance for a Phase II NSCLC trial combining SHR-A2009 ADC with adebrelimab or EGFR-TKI, and with partner Kailera reported up to 12.1% weight loss in a Phase II obesity study of oral ribupatide. SHR-A2009 monotherapy NDA is under review for NSCLC, and cumulative R&D on SHR-A2009 has reached RMB 330 million.
Novartis AG is selling its 70.68% controlling stake in Novartis India to ChrysCapital for $175 million, triggering a mandatory open offer at INR 860.64 per share. Shares surged 20% as the Swiss drugmaker shifts investment to US manufacturing amid tariff risks.
U.S. biotech IPOs have returned 55% on average this year, crushing the broader IPO market. Nvidia exited Recursion as ARK Invest bought shares, while Revolution Medicines gained 132% on strong pancreatic cancer data.
A JAMA Oncology study finds breast cancer patients using complementary and alternative medicine face a higher risk of death. A new molecule SU212 shows promise against triple-negative breast cancer, and global breast cancer cases are projected to rise to 3.5 million by 2050.
Trump’s phased tariffs on medicines spur over $400 billion in US pharma investments. Indian generic makers face a 2028 deadline to adapt.
Eli Lilly builds $1.5B stockpile for oral obesity drug orforglipron; study shows GLP-1s cut cancer risk; logistics firms invest in cold chain; and amylin drug race heats up with $19B in deals.
Roche's giredestrant plus palbociclib missed its primary endpoint in a phase 3 breast cancer trial. Numerical improvement was seen without statistical significance. Shares fell sharply; a second readout is due in 2027.
