Report
Martial Descoutures ...
  • Oussema Denguir

Roche Holding : Pharma day: the compounds/indications worth watching in the medium term

>2024 target: 60% of sales from products launched since 2012 - Roche kicked off its pharma day by reiterating an optimistic message. The company expects that around 60% of its 2024 sales will come from products launched since 2012 (vs 38% in H1 2020 and 28% one year previously). Again in 2024, Roche estimates that the historical franchise (Avastin, Herceptin, Mabthera) will account for around 10% of sales (vs 32% in 2019). We expect 11.8% in our model, which seems to ...
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.

Provider
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

Oussema Denguir

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