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Company Analysis: Roche

The publisher explores Roche’s prescription pharmaceutical performance and outlook over 2019-29.

Snapshot
  • Overview - Roche is poised to grow despite significant biosimilar headwinds to legacy franchises, with several new blockbusters and a strong late-stage pipeline.
  • Key themes - [1] Roche will see near-term growth even as key franchises encounter heavy biosimilar competition, as recent launches have been very strong [2] Ocrevus, Perjeta, Tecentriq, and Hemlibra are all seeing rapid growth at blockbuster levels [3] Roche’s recent string of acquisitions reflects the company’s ambition to reinforce its dominance in oncology, in anticipation of biosimilar erosion of its leading brands.
Model updates (15 October 2020)
  • Actemra forecast adjusted lower due to smaller COVID-19 benefit than expected
  • Avastin forecast adjusted lower due to higher-than-expected biosimilar impact
  • Herceptin forecast adjusted lower due to higher-than-expected biosimilar impact
  • Pralsetinib name changed to Gavreto after US approval
  • Risdiplam name changed to Evrysdi after US approval
  • Phesgo added to forecast
  • Etrolizumab forecast adjusted lower after failure of Phase III program in ulcerative colitis
  • Idasanutin forecast removed after company stopped development in AML.
Model updates (24 July 2020)
  • Avastin forecast adjusted lower due to higher-than-expected biosimilar impact
  • Rituxan forecast adjusted lower due to higher-than-expected biosimilar impact
  • Actemra forecast adjusted higher due to COVID-19 benefits
  • Ocrevus forecast adjusted lower due to COVID-19 impacts to new patient starts in MS
  • Lucentis forecast adjusted lower due to COVID-19 impact on ophthalmology patient access
  • Pralsetinib forecast added due to in-licensing of asset from Blueprint Medicines
  • Satralizumab name changed to Enspryng due to approval in Japan.
Model updates (3 June 2020)
  • Avastin forecast adjusted lower due to biosimilar impact in the US
  • Rozlytrek forecast adjusted lower due to launch trend
  • Herceptin forecast adjusted lower due to biosimilar impact in the US
  • Ocrevus forecast adjusted higher due to strong demand trends and continued market share gains
  • Polivy forecast adjusted higher due to initial launch in Europe.
Model updates (4 March 2020)
  • Rituxan forecast adjusted higher due to lower-than-expected initial impact from biosimilar launches in the US
  • Herceptin forecast adjusted lower due to continued generic erosion and patients switching to Kadcyla
  • Perjeta forecast adjusted higher due to increased patient demand for adjuvant early breast cancer
  • Ocrevus forecast adjusted higher due to continued uptake across all types of multiple sclerosis and gains in earlier lines of therapy
  • Tecentriq forecast adjusted higher due to uptake in extensive-stage small cell lung cancer and triple-negative breast cancer, in addition to first-line non-small cell lung cancer
  • Kadcyla forecast adjusted higher due to adjuvant treatment and switching from Herceptin
  • Hemlibra forecast adjusted higher due to continued share gains in non-inhibitors and inhibitors
  • Alecensa forecast adjusted higher due to growth in first-line ALK+ non-small cell lung cancer and NDRL listing in China
  • Rozlytrek forecast adjusted lower due to slower-than-expected launch
  • Polivy forecast adjusted higher due to stronger-than-expected launch
  • Satralizumab forecast added
  • SPK-8011 forecast added
  • SRP-9001 forecast added after $1.15bn upfront licensing deal with Sarepta.
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Company Background
  • Company Overview
  • Key Metrics
  • SWOT Analysis
  • Key Drug & Company Information
  • Company Comparison
Recent Earnings Review
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  • Pharma Insights Analysis
Company Forecast
  • Prescription Pharmaceuticals Sales Outlook
  • Branded Drug Outlook
  • Launch Profile Outlook
  • Therapy Area Outlook
  • Regional Sales Outlook
  • Lifecycle Analysis
Company Profile
  • Marketed & Pipeline Drugs
  • Recent Events & Analyst Opinions
  • Upcoming Catalysts
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Clinical Trial Overview
  • Clinical Trial Snapshot
  • Clinical Trials by Country
  • Clinical Trials by Status and Phase
  • Clinical Trials by Drug
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