Report
Damien Choplain ...
  • Martial Descoutures

Roche Holding : Résultats 2023 légèrement inférieurs et perspectives 2024 peu engageantes

>Résultats 2023 légèrement en dessous des attentes - Le CA 23 ressort 1% en dessous du consensus (Visible Alpha), en croissance de 1% à tcc (-7% CHF). La pharma (-1% vs Cs) affiche une croissance de 6% CER (-2% CHF) tirée par Vabysmo (+4% vs Cs qui est le premier contributeur à la croissance (CA 2023 : 2 357 MCHF vs 2022 : 591 MCHF). La performance des produits phares est plutôt décevante : Ocrevus (+6%, -1% vs Css), Perjeta (-7.8%, -5.7% vs Css), Hemlibra (+8.5%, -2...
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
Damien Choplain

Martial Descoutures

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