Here is how Roche Holding AG (RHHBY) and argenex SE (ARGX) have performed compared to their sector so far this year.
Roche's Q1 revenues beat Street consensus, but key growth products underperformed, making the beat less appealing. Mid-sized products like Phesgo, Xolair, and Polivy drove the revenue beat, compensating for the underperformance of larger products. The diagnostics division faced pricing headwinds in China, impacting overall performance, but other geographies helped offset the decline and resulted in flat revenues for the division.
Roche Holding AG (OTCQX:RHHBY) Q1 2025 Sales/ Trading Statement Call April 24, 2025 8:00 AM ET Company Participants Thomas Schinecker - Chief Executive Officer Alan Hippe - Chief Financial & Information Officer Teresa Graham - Chief Executive Officer, Roche Pharmaceuticals Matt Sause - Chief Executive Officer, Roche Diagnostics Bruno Eschli - Head, Investor Relations Conference Call Participants Sachin Jain - Bank of America Matthew Weston - UBS Emily Field - Barclays Justin Smith - Bernstein James Quigley - Goldman Sachs Kerry Holford - Berenberg Sarita Kapila - Morgan Stanley Simon Baker - Redburn Richard Vosser - JPMorgan Peter Verdult - BNP Paribas David Evans - Kepler Operator Ladies and gentlemen, welcome to Roche First Quarter Sales Webinar 2025. My name is Henrik, and I'm the technical operator for today's call.
RHHBY records impressive first-quarter 2025 performance on the back of strong demand for key drugs. The company confirms 2025 guidance.
Roche is seeking relief from US import tariffs, arguing that its exports of American-made drugs and diagnostics offset the value of products it ships into the country. Reporting a conference call with chief executive Thomas Schinecke, Reuters said the Swiss pharma giant is engaged in ongoing discussions with officials in President Donald Trump's administration, highlighting concerns that a strict push for domestic-only production could sharply increase costs.
Swiss drugmaker Roche is petitioning the U.S. government in direct talks for import tariff exemptions, arguing the products it ships into the United States are offset by its exports of U.S.-made drugs and diagnostics.
Roche posted higher sales that beat analysts' expectations on higher demand for its key drugs.
Swiss drugmaker Roche said on Thursday its first-quarter sales rose 7% to 15.44 billion Swiss francs ($18.64 billion) and it confirmed its full-year guidance.
Swiss drugmaker Roche said it plans to invest $50 billion in the U.S., the latest in a string of large companies boosting their presence in the country since President Donald Trump came into office.
Swiss pharma giant Roche said it will invest US$50 billion into the US in the next five years to ensure it exports more medicines from the country than it imports, amid threats of potential tariffs on the sector from President Donald Trump. The Basel-headquartered group said it will expand and upgrade US manufacturing and distribution capabilities for its medicines and diagnostics tests in Kentucky, Indiana, New Jersey, Oregon and California, where it Other planned investments were flagged, including new manufacturing facilities for gene therapy in Pennsylvania and continuous glucose monitoring in Indiana, with a new manufacturing centre for its weightloss medicines in a location to be announced.
Swiss pharmaceutical giant Roche on Tuesday said that it would invest $50 billion in the United States.
The pharma giant said the investment would create more than 12,000 new jobs, as it joins rival Novartis in expanding its footprint in the country amid President Trump's tariff threats.