Roche to unveil lung, breast cancer data at ESMO 2026
RHHBY wins FDA approval for Enspryng in thyroid eye disease, offering the first and only at-home subcutaneous treatment option for patients.
RHHBY expands its obesity pipeline with a novel RNAi candidate targeting ALK7, while advancing enicepatide and other late-stage drugs to strengthen its metabolic disease ambitions.
Roche advances vamikibart toward potential US approval after phase III trials show sustained vision improvements, reduced retreatment needs and a favorable safety profile.
Roche wins FDA approval for Tecentriq in stage III dMMR colon cancer, with trial data showing a 50% lower risk of recurrence or death.
Roche Holding AG (RHHBY) Discusses Pharma Strategy, R&D Excellence, AI in Drug Development, and Pipeline Updates Across Key Therapeutic Areas Transcript
Roche is poised to become a top player in the obesity/weight loss market, challenging Eli Lilly and Novo Nordisk with its robust pipeline. Enicepatide, RHHBY's GLP-1/GIP agonist, demonstrated competitive Phase 2 efficacy and safety, with 15.5% weight loss and 2.65% HbA1c reduction at 48 weeks in T2D patients. RHHBY's diversified portfolio, strong margins, and minimal patent cliffs underpin its blue-chip status, while the obesity franchise offers substantial upside potential.
Roche's Lunsumio-Revlimid combo meets its study goal in second-line or later follicular lymphoma, improving PFS versus rituximab plus Revlimid.
RHHBY's sBLA for Enspryng wins FDA priority tag for myelin oligodendrocyte glycoprotein antibody-associated disease. A decision is due on Jan. 10, 2027.
David Roche of Quantum Strategy says oil flows out of the Strait of Hormuz are likely to be far lower than what the U.S. claims. He adds that while Washington's economic pressure on Tehran is growing, it's unlikely to change Iran's strategy of wanting to control the Strait of Hormuz.
FDA clearance of Lilly and Roche's Alzheimer's blood test highlights a growing diagnostics market and four healthcare ETFs to watch.
Nurix secures a transformative Roche partnership, gaining $700M upfront, 50% U.S. profit share, and 60% Roche-funded global development for bexobrutideg. NRIX's financial runway is extended to ~3.5 years, reducing near-term dilution risk and enabling multi-indication expansion without sacrificing U.S. economics. Bexobrutideg's Phase 1 data show high response rates in CLL/SLL, with a pivotal Phase 3 trial aiming to demonstrate superiority over pirtobrutinib.