5月7日，罗氏制药中国宣布，创新双特异性抗体高罗华 (英文商品名：Columvi ，中英文通用名：格菲 妥单抗/Glofitamab)新适应症已获得中国国家药品监督管理局的上市批准，联合吉西他滨与奥沙利铂 (GemOx)用于治疗不适合自体造血干细胞移植(ASCT)的复发或难治性弥漫大B细胞淋巴瘤非特指型 (DLBCL NOS)成人患者(2L+DLBCL)。 ...

Core Viewpoint - Roche has entered a $5.3 billion deal with Zealand Pharma to develop a new obesity treatment, petrelintide, aiming to compete in the growing obesity drug market dominated by Novo Nordisk and Eli Lilly [1][2]. Company Developments - The Roche-Zealand partnership will involve co-development and co-commercialization of petrelintide, with Zealand receiving $1.65 billion upfront and potential milestone payments up to $5.3 billion based on trial outcomes and sales [6][7]. - Zealand Pharma's stock surged by 38% on the announcement day, while Roche's shares increased by approximately 4% [7]. Product Insights - Petrelintide is an amylin analog, a new class of weight loss treatment that may offer comparable weight reduction to GLP-1 drugs but with better tolerability and preservation of lean muscle [3][4]. - Analysts project that petrelintide could achieve a 15-20% weight loss in phase 3 trials as a monotherapy, with Zealand calling it a potential "future backbone therapy" for weight management [5][6]. Competitive Landscape - The obesity drug market is becoming increasingly competitive, with Roche's deal positioning it against established players like Novo Nordisk and Eli Lilly, who are also advancing their own obesity treatments [15][16]. - Zealand's CEO indicated that the partnership with Roche could accelerate the timeline for bringing petrelintide to market, potentially ahead of competitors [14][17]. Strategic Fit - The collaboration was driven by a strong scientific and cultural alignment between Roche and Zealand, with both companies emphasizing the importance of a true partnership in the development process [12][9]. - Roche has been actively expanding its obesity treatment portfolio, including the acquisition of Carmot Therapeutics to enhance its capabilities in this area [10][11].

Company Overview - Roche Holding AG (RHHBY) currently holds a Momentum Style Score of B, indicating a favorable position in momentum investing [3] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [4] Price Performance - Over the past week, RHHBY shares increased by 1.59%, while the Zacks Large Cap Pharmaceuticals industry rose by 3.52% [6] - In a longer time frame, RHHBY's monthly price change is 3.56%, outperforming the industry's 1.85% [6] - Over the last quarter, RHHBY shares have increased by 0.59%, and over the past year, they have gained 37.04% [7] - In comparison, the S&P 500 has moved -7.43% over the last quarter and 12.15% over the past year [7] Trading Volume - RHHBY's average 20-day trading volume is 2,416,640 shares, which serves as a price-to-volume baseline for assessing momentum [8] Earnings Outlook - In the past two months, two earnings estimates for RHHBY have moved higher, with no downward revisions, boosting the consensus estimate from $2.83 to $2.93 [10] - For the next fiscal year, three estimates have increased, with no downward revisions during the same period [10] Conclusion - Considering the positive price performance, trading volume, and favorable earnings outlook, RHHBY is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [12]

The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Roche Holding AG (RHHBY) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.Roche Holding AG is one of 1000 companies in the Medical group. The Medical group currently sits at #2 within the Zacks Sector Rank. The Zacks Sector Rank includes 16 different g ...

Core Viewpoint - Roche's Phesgo® has received a positive opinion from the European Medicines Agency's Committee for Medicinal Products for Human Use (CHMP) for an update to its EU label, allowing for at-home administration by healthcare professionals for HER2-positive breast cancer treatment, pending final approval from the European Commission [1][2]. Group 1: Product and Treatment Benefits - Phesgo is a subcutaneous fixed-dose combination of Perjeta® (pertuzumab) and Herceptin® (trastuzumab) designed for treating early-stage and metastatic HER2-positive breast cancer [3][4]. - The administration of Phesgo can be completed in approximately eight minutes, significantly faster than the hours required for intravenous (IV) administration [4]. - The switch from IV to Phesgo has shown to reduce treatment administration costs by up to 80% in Western Europe, with 85% of patients preferring subcutaneous (SC) over IV administration [5][2]. Group 2: Socioeconomic Impact - The socioeconomic burden of HER2-positive breast cancer was nearly $590 billion from 2017 to 2023, projected to rise to nearly $1,000 billion by 2032 [2]. - Roche's HER2-positive breast cancer medicines contributed a cumulative $8.2 billion to economic growth across ten major economies between 2017 and 2023 [6]. Group 3: Patient Preferences and Quality of Life - Data indicates that 91% of patients favor at-home administration over in-clinic treatment, which aligns with the introduction of Phesgo [2]. - At-home treatment options like Phesgo can alleviate pressure on healthcare systems and improve patients' quality of life by reducing hospital visits and associated anxieties [2][5].

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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 ...

This presentation contains certain forward-looking statements. These forward-looking statements may be identified by words such as 'believes', 'expects', 'anticipates', 'projects', 'intends', 'should', 'seeks', 'estimates', 'future' or similar expressions or by discussion of, among other things, strategy, goals, plans or intentions. Various factors may cause actual results to differ materially in the future from those reflected in forward-looking statements contained in this presentation, among others: Any ...