Roche: Tesaro can make sense for Roche
Roche: (NEUTRAL, Fair Value CHF260 (+23%))Tesaro can make sense for Roche
According to Interconomia, Roche would have an interest in buying Tesaro. While this is not the first time that M&A rumors emerge on Tesaro, we note that the fit within Roche’s portfolio would particularly make sense (PARP+PD-L1 combo, strong breast and ovarian cancre franchises). Beigene could also be a target for Roche which would enable it to get its hands on a PARP as well as a BTK, the latter allowing for increased economics on the BCL2+BTK combination.
Roche Holding is a healthcare company. Co. operates in two Divisions, Pharmaceuticals and Diagnostics. Co.'s pharmaceuticals division is comprised of two business segments Roche Pharmaceuticals and Chugai. Co.'s pharmaceuticals division provides therapies including Cotellic, in combination with Zelboraf for advanced melanoma, and Alecensa for a specific type of lung cancer. Co.'s diagnostics division consists of four business areas: Diabetes Care, Molecular Diagnostics, Professional Diagnostics and Tissue Diagnostics. Co.'s diagnostics division provides in vitro diagnostic tests, used by healthcare providers to screen, diagnose and monitor therapies.
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