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Detailed results from the CENTERSTONE trial show treatment with Xofluza reduced the odds of transmission, or spread of the influenza virus, from an infected person to household members by 32%1CENTERSTONE is the first global phase III trial that demonstrates the benefit of an antiviral in reducing the spread of a respiratory virus1Reducing the spread of infection within households could help limit transmission within institutions and communities, potentially easing the burden of both seasonal and pandemic in ...

罗氏制药、欧莱雅、LVMH集团、诺华、葛兰素史克涨1.94%-1.09%，阿斯利康、赛诺菲、雀巢至多涨0.79%，德国思爱普Sap则跌0.23%。 | 名称 = | | 代码 : | 最新价 | 开营 | 흥마 | | 涨跌额 = | 涨跌幅 : | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 【 罗氏制药公司 | | ROG | 263.10 | 257.70 | 263.40 | 255.10 | +5.00 | +1.94% | | I | 阿斯麦公司 | ASMIL | 591.70 | 579.90 | 597.00 | 571.20 | +10.80 | +1.86% | | 欧莱雅 | | OREP | 380.80 | 374.75 | 380.80 | 373.70 | +6.30 | +1.68% | | 路易威登 | | LVMH | 499.70 | 490.25 | 501.80 | 486.05 | +6.90 | +1.40% | | * 诺华 | | NOVN | 92.00 | 91.64 | 92.54 ...

Swiss pharma giant Roche Holding AG (RHHBY) posted strong growth in the first quarter of 2025. Sales increased 7% year over year to CHF 15.4 billion and were up 6% at constant exchange rates (CER).(Find the latest earnings estimates and surprises on Zacks Earnings Calendar.)The company reports under two divisions — Pharmaceuticals and Diagnostics. All growth rates mentioned below are on a year-over-year basis and at CER.Sales in the Pharmaceuticals Division were up 8% in the first quarter to CHF 11.9 billio ...

Financial Performance - Roche Group sales grew by +6% at CER in Q1 2025, reaching CHF 154 billion, driven by strong Pharma sales[11, 15] - Pharmaceuticals Division sales increased by +8% at CER, reaching CHF 119 billion, while Diagnostics Division remained stable at CHF 35 billion due to healthcare pricing reforms in China[14, 15] - The Pharmaceuticals Division experienced growth across various regions, with International showing the strongest performance at +18% CER[60] Key Growth Drivers - Vabysmo sales reached CHF 1018 million with +17% YoY CER growth, driven by continued market share expansion[20, 107] - Phesgo sales increased by +52%, with a conversion rate climbing to 47% in 58 launch countries[20, 63, 64] - Evrysdi sales grew by +18%, driven by US approval for tablet formulation[20, 78] Pipeline and Regulatory Updates - Columvi received EU approval in 2L+ DLBCL, and Susvimo received US approval in DME[14] - Positive Phase III results were reported for Lunsumio + Polivy in 2L+ DLBCL[14] - A collaboration with Zealand Pharma on petrelintide (long-acting amylin analog) was established[14] Diagnostics Innovation - Roche unveiled novel SBX sequencing technology, promising high accuracy, speed, and throughput[14, 35] - cobas liat CT/NG received regulatory approval[14] Future Outlook - The company expects a LOE impact of CHF 12 billion for 2025[46] - The company anticipates mid-single-digit sales growth and high-single-digit core EPS growth for the full year 2025[46, 57]

金十数据4月22日讯，总部位于瑞士巴塞尔的跨国医药研发生产商罗氏周二表示，未来五年将在美国投 资500亿美元，创造超过1.2万个新工作岗位，这是全球企业对特朗普关税政策做出反应的最新大规模投 资。瑞士制药商诺华制药本月早些时候表示，将在美国投资230亿美元，而礼来和强生最近也宣布了大 规模投资。 瑞士药企罗氏将在美国投资500亿美元，以避免特朗普的关税 ...

Core Viewpoint - Roche plans to invest $50 billion in the U.S. over the next five years, creating over 12,000 jobs amid concerns about potential new tariffs on pharmaceutical goods from abroad [1]. Group 1: Investment and Job Creation - The investment will create more than 12,000 jobs, including 1,000 directly with Roche and the rest to support new U.S. manufacturing capabilities [1]. - Roche will establish new state-of-the-art research and development (R&D) sites and expand manufacturing facilities in Indiana, Pennsylvania, Massachusetts, and California [2]. Group 2: Research and Development Focus - A new R&D site in Massachusetts will focus on AI research and serve as a hub for research into cardiovascular, renal, and metabolism treatments [2]. Group 3: Manufacturing Expansion - Roche plans to build a new 900,000 square foot manufacturing center to support its expanding portfolio of next-generation weight loss medicines [3]. - Once the new manufacturing capacity investments are complete, Roche expects to export more medicines from the U.S. than it imports [3]. Group 4: Industry Context - Pharmaceutical companies are increasing their U.S. presence in response to threats from President Trump regarding the potential end of the industry's exemption from import tariffs [3][4].

"这项历史性的投资决策，既是对美国市场长期承诺的兑现，更为全球患者构筑了创新药物的研发生产 新高地。"罗氏集团首席执行官托马斯·希内克在声明中强调，500亿美元投资将重点投向下一代癌症免 疫疗法、基因编辑技术等尖端领域，确保美国继续保持全球生物医药创新领先地位。 值得注意的是，罗氏通过新建研发基地和智能工厂，预计将使美国子公司从药品净进口国转变为净出口 国，既规避了关税政策对供应链的成本冲击，又强化了本土医药产业的国际竞争力。分析人士指出，跨 国药企的密集投资动向，显示出美国市场在全球生物医药版图中的战略价值仍在持续强化。 瑞士制药巨头罗氏(RHHBY.US)周二宣布，计划在未来五年内对美国市场追加500亿美元投资，这是继 诺华制药(NVS.US)之后，又一家跨国药企为应对特朗普政府"美国优先"关税政策推出的重大本土投资 计划。该战略投资将创造逾1.2万个直接就业岗位，其中6500个为基建相关岗位，另有1000个岗位来自 新工厂建设和现有产能扩建。罗氏明确表示，待所有新增产能全面投用后，其美国子公司生产的药品出 口规模将首次超过进口量，实现本土供应链的战略升级。 作为制药行业"双响炮"的第二枪，罗氏此番投资规 ...

Core Viewpoint - Roche announced a commitment to invest USD 50 billion in the United States over the next five years, aimed at enhancing its manufacturing and R&D capabilities, which is expected to create over 12,000 new jobs [1][2][6]. Company Investment and Expansion - The investment will expand Roche's existing footprint of more than 25,000 employees across 24 sites in eight US states [2][6]. - New facilities will include state-of-the-art R&D sites and expanded manufacturing capabilities in Indiana, Pennsylvania, Massachusetts, and California, with an additional site to be announced [6][7]. Job Creation - The investment is projected to create more than 12,000 new jobs, including nearly 6,500 construction jobs and 1,000 jobs at new and expanded facilities [1][6]. Manufacturing and R&D Focus - Roche will enhance its manufacturing and distribution capabilities for innovative medicines and diagnostics in states such as Kentucky, Indiana, New Jersey, Oregon, and California [7]. - A new gene therapy manufacturing facility will be established in Pennsylvania, along with a 900,000 square foot manufacturing center for next-generation weight loss medicines [7]. Commitment to Innovation - The investment is positioned as a foundation for Roche's next era of innovation and growth, benefiting patients in the US and globally [2][6]. - Roche's CEO emphasized the company's long-standing commitment to research, development, and manufacturing in the US, highlighting its 110-year legacy in the country [2].

Core Viewpoint - Roche's lymphoma drug Columvi has received European Commission approval for second-line treatment of relapsed or refractory diffuse large B-cell lymphoma (DLBCL) [1][2] Regulatory Approval - The approval was anticipated following a recommendation from the Committee for Medicinal Products for Human Use in February [2] - Columvi is also under review in the United States, with a decision expected on July 20, 2025 [2] Clinical Data - The approval is based on the pivotal phase III STARGLO study, which demonstrated a statistically significant improvement in overall survival when Columvi was used in combination with GemOx compared to MabThera/Rituxan with GemOx [5][6] - The combination treatment showed a 41% reduction in the risk of death versus R-GemOx [6] Safety Profile - The Columvi/GemOx combination exhibited a safety profile consistent with the individual medicines [7] Market Context - DLBCL is the most common form of non-Hodgkin's lymphoma, accounting for approximately one-third of all NHL cases, with an estimated 160,000 new diagnoses globally each year [9] Ongoing Research - Roche is also evaluating Columvi in combination with other treatments in the phase III SKYGLO study for previously untreated DLBCL patients [10] Stock Performance - Year to date, Roche's shares have increased by 9.3%, contrasting with a 6.7% decline in the industry [3]