Recursion Pharmaceuticals NASDAQ: RXRX is using artificial intelligence to generate and analyze biological data in an effort to improve drug discovery, advance internal therapeutic programs and support collaborations with larger pharmaceutical companies, CFO and President of Recursion U.K. Ben Taylor said during a BofA Global Research virtual conference.
Roche Holding AG remains a respectable long-term hold, supported by a deep pipeline, strong execution, and robust financial resources. Q2 results showed 5% revenue growth and better-than-expected operating margin, validating management's focus on R&D efficiency and cost control. Key upcoming clinical readouts in oncology, immunology, and hematology could drive meaningful revenue shifts over the next 12–24 months.
Roche Holding AG (RHHBY) Q2 2026 Earnings Call Transcript
RHHBY posts 6% constant-currency sales growth in the first half of 2026 as strong demand for key drugs offsets legacy declines, while FDA pipeline progress supports momentum.
The drugmaker's sales grew 6% on a constant exchange rate basis and exceeded analysts' expectations, according to a company compiled consensus.
Roche wins FDA Priority Review for Gazyva in primary membranous nephropathy, with a decision due by November 2026 after positive phase III data.
RHHBY announces positive phase III Krascendo 1 results for divarasib in KRAS G12C NSCLC, showing PFS and OS gains versus approved inhibitors.
Experimental drug, divarasib, showed meaningful improvements in both patients' overall survival and the time they survived without the disease worsening.
Roche won FDA priority review for Enspryng in thyroid eye disease, with a decision date in October and phase III data backing the filing.
Quantum Strategy's David Roche expects the US-Iran deal to hold, arguing both Washington and Tehran have strong incentives to keep Iranian oil flowing and avoid political disruption ahead of US midterm elections. Yet he views the accord as strategically flawed, warning it could deepen Middle East fragmentation while doing little to curb Iran's long-term nuclear ambitions.
FDA accepts RHHBY filing for Lunsumio VELO plus Polivy in relapsed or refractory LBCL as a potential chemotherapy-free treatment option.
The U.S. Food and Drug Administration approved the first generic version of Roche's Xofluza, a single-dose flu medicine for certain patients aged five years and older, the regulator said on Wednesday.