Sink or Swim Time
Data-points due over the next 12mths could move our2020 EPS forecasts by +/-16-17% and add/remove c.
CHF 4.5bn from 2020 sales. This level of uncertainty
is rare for a stock of this size and highlights the rapid
transformation that Roche is set to undergo which is
reflected by the current valuation. Rituxan &
Herceptin both face biosimilars, whilst Ocrevus &
Hemlibra launch trajectories are unclear. Tecentriq
has numerous P3 datasets set to read out. We analyse
each outcome & construct a roadmap of key catalysts.
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.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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