Roche (OTCQX:RHHBY) is upgraded to Buy, driven by strong 2025 performance, robust pipeline, and attractive valuation metrics. RHHBY faces major patent expiries, but new launches like Phesgo, Helimbra, and Vabysmo, plus a deep pipeline, can offset losses. Obesity drug portfolio is a key differentiator; success here could drive significant revenue and share price upside for RHHBY.
Roche reports strong phase III lidERA results as giredestrant delivers meaningful iDFS gains over standard endocrine therapy.
The drugmaker said the results for giredestrant open the door to adding a treatment option at an early stage of the cancer, when most patients are diagnosed.
Roche's ROG.S experimental oral drug giredestrant has been shown to cut the risk of recurrence of a common form of breast cancer after surgery, boosting the company's shares and underpinning its traditional credentials in oncology.
Fenebrutinib met primary goals in two late-stage trials for the treatment of two different forms of multiple sclerosis.
Roche said on Monday that a late-stage trial testing its multiple sclerosis drug candidate fenebrutinib against the relapsing form of the disease achieved its primary goal.
Shares in CelLBxHealth PLC (AIM:CLBX, NSX:ANPCY) rose 10% to 2.3p after the company revealed encouraging early results from a study showing its cancer cell detection platform works seamlessly with Roche's leading diagnostic equipment. The Guildford-based biotech, which specialises in analysing circulating tumour cells, live cancer cells that move through the bloodstream, presented the findings at the World ADC Conference in San Diego, the main global meeting for antibody-drug conjugate (ADC) therapies.
CelLBxHealth PLC (AIM:CLBX, NSX:ANPCY) has unveiled early results from a study that links its cancer cell detection technology with Roche's widely used diagnostic equipment, a step that could make blood-based cancer testing easier to integrate into hospital laboratories. The Guildford-based company, which focuses on analysing circulating tumour cells, live cancer cells that break away from tumours and travel in the bloodstream, presented its findings at the World ADC Conference in San Diego, the leading global event for antibody-drug conjugates (ADCs).
Roche's Q3 sales climbed 6% to CHF 14.9B, powered by surging demand for Phesgo, Xolair, Hemlibra, Vabysmo, and Ocrevus.
The pharma group lifted its guidance citing strong results to date, and reported a rise in sales excluding currency movements.
Swiss drugmaker Roche on Thursday lifted its full-year guidance after reporting nine-month sales that were better than expected.
Roche Holding AG (OTCQX:RHHBY) Shareholder/Analyst Call October 21, 2025 11:00 AM EDT Company Participants Bruno Eschli - Head of Investor Relations Nilesh Mehta - Global Franchise Head - Ophthalmology Chris Brittain - Global Head of Ophthalmology Product Development & VP Conference Call Participants Nisha Acharya César Briceño Michael Leuchten - Jefferies LLC, Research Division Peter Verdult - BNP Paribas Exane, Research Division James Quigley - Goldman Sachs Group, Inc., Research Division Steve Scala - TD Cowen, Research Division Matthew Weston - UBS Investment Bank, Research Division Presentation Operator My name is Henrik, and I'm the technical operator for today's call. Kindly note that the webinar is being recorded.