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Roche Seeing Core Demand Recovering, With Controversial Upside In Alzheimer's On The Table

Aug. 04, 2021 9:30 AM ETRoche Holding AG (RHHBY) StockBIIB3 Comments
Stephen Simpson profile picture
Stephen Simpson


  • Roche beat expectations for the second quarter and first half of 2021, but less Pharma margin leverage, more conservatism on gantenerumab, and somewhat vague guidance on COVID-19 didn't impress some.
  • Management is taking a careful approach with gantenerumab, pledging not to launch the drug without a "significant benefit" to cognition from the Phase III GRADUATE program.
  • Business is on the path back to normal, and though the contributions from COVID-19 testing will eventually decline, Roche looks well-placed for low-to-mid single-digit growth, supporting a high single-digit return.

NSW Health Pathology Randwick Lab At Forefront Of COVID-19 Testing In Australia
Lisa Maree Williams/Getty Images News

The last few months have been interesting for Roche (OTCQX:RHHBY) and the pharmaceutical space in general. While the COVID-19 pandemic isn’t gone, the impact on pharmaceutical businesses is lessening, and second half results should reflect

This article was written by

Stephen Simpson profile picture
Stephen Simpson is a freelance financial writer and investor.Spent close to 15 years on the Street (sell-side, buy-side, equities, bonds).

Analyst’s Disclosure: I/we have a beneficial long position in the shares of RHHBY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (3)

Their Alzheimer's drug got EUA approval-- should this have caused a bigger jump in price?
Zeke Hilgenflotsamflopsin profile picture
It's amazing that such a massive company, with such cutting edge technology (genentech) and solid earnings can remain so invisible. With such a robust balance sheet, I wouldn't be surprised to see Roche buy vrtx, biib, gild, or another immuno-oncology company.
vireoman profile picture
Good article. I entered the stock at around $40, and plan on hanging on through the anticipated bumpy ride in equity markets ahead.
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