Report
Martial Descoutures

Roche Holding : Une normalisation de l’activité mais une croissance toujours trop faible

>T3 : Un retour à la normale à l’œuvre après le trou d’air du T2 - Roche est en voie de rétablissement au T3. Le CA T3 est en effet en légère croissance (1% hors effets changes) après un T2 (-4%) marqué par la désertion des hôpitaux par les patients non-COVID. Nous ne serons pas encore de retour au niveau de croissance du T1 (+7%) mais nous estimons que le T4 devrait poursuivre le mouvement de recovery et nous attendons +5% sur les 3 derniers mois de l’année. La perfo...
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

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