Roche Holding (RHHBY) Upgraded to Buy: Here's What You Should Know
Roche Holding (RHHBY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Roche Holding AG (RHHBY) Analyst/Investor Day Transcript
Roche Holding AG (RHHBY) Analyst/Investor Day Transcript
Roche's Tecentriq Wins FDA Nod for Label Expansion in Bladder Cancer
RHHBY wins FDA approval for Tecentriq label expansion as a ctDNA-guided adjuvant therapy for bladder cancer patients at high risk of recurrence.
Olema: The Market Overreacted To Roche's SERD Failure
Olema Pharmaceuticals is rated a cautious buy, with upside potential tied to pivotal OPERA-01 Phase 3 trial results expected in fall 2026. Palazestrant differentiates itself as a CERAN with superior mechanistic action, favorable pharmacokinetics, and strong combinability, targeting ER+/HER2- breast cancer. Current valuation is conservative, reflecting early-stage data, competitive risks, and limited probability of success, but even the base case offers material upside.
Roche CEO Expects Pharma Portfolio to Deliver Sales Growth Through 2030
The drugmaker's on-market pharma portfolio, together with drugs for lupus, breast cancer and multiple sclerosis, should offset generic competition until 2030, Chief Executive Thomas Schinecker said.
Roche to Buy PathAI for Up to $1.05 Billion to Bolster AI Diagnostics Tools
The deal seeks to bolster the artificial-intelligence offerings of Roche's diagnostics division, helping to accelerate clinical-therapy development.
Roche: Policy Overhang Clears, Fundamentals Intact, Upside Remains Limited But Positive
US healthcare policy overhang has largely abated after MFN pricing deals, improving sector sentiment and reducing drug pricing risk for Roche and peers. Q1 showed solid underlying growth (+6% CER), supported by innovative drugs (Hemlibra, Evrysdi), with 2026 guidance reaffirmed (mid-single-digit sales, high-single-digit EPS at CER). Roche offers defensiveness with ~3% yield vs ~2.6% for the Swiss Market Index proxy.
Roche Holding AG (RHHBY) Q1 2026 Sales/Trading Call Transcript
Roche Holding AG (RHHBY) Q1 2026 Sales/Trading Call Transcript
RHHBY's Q1 Results Hit by Currency Headwinds, Sales Up 6% at CER
Roche's Q1 beat masks currency drag as strong drug demand drives CER growth and offsets biosimilar hit to legacy portfolio.
Iran won't give up its “new nuclear weapon” - the Strait of Hormuz: David Roche
David Roche of Quantum Strategy warns of a 3% global economic decline as tankers halt movement through the Gulf and Red Sea. He further argues that markets are disconnected from reality, underestimating the long-term impacts of the energy crisis and geopolitical turmoil.
Roche CEO laments Swiss franc strength as drugmaker doubles down on U.S. investment
Roche sales fell 5% in the first quarter, but increased 6% in constant exchange rates. The appreciation of the Swiss franc against most currencies, notably the U.S. dollar, had a significant impact on the drugmaker's results reported in Swiss francs.
Roche Backs Full-Year View as Quarterly Sales Rise
Roche confirmed its full-year guidance after reporting a first-quarter rise in sales driven by high demand for its innovative medicines and diagnostics.
