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Martial Descoutures ...
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Roche Holding : Pharma Day : les molécules/indications à surveiller à moyen terme

>Objectif 2024: 60% des ventes venant de produits lancés depuis 2012 - Roche a commencé son Pharma Day en réitérant un message d’optimisme. La société anticipe qu’environ 60% de ses ventes 2024 proviendront de produits lancés depuis 2012 (vs 38% au S1 2020 et 28% un an auparavant). En 2024 toujours, Roche estime le poids de la franchise historique (Avastin, Herceptin, Mabthera) à environ 10% (vs 32% en 2019). Nous attendons 11,8% dans notre modèle ce qui semble indiqu...
Underlying
Roche Holding Ltd

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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Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Martial Descoutures

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