Roche(US:RHHBY) Jing Ji Guan Cha Wang·2026-02-13 19:36Core Viewpoint - Roche's stock price remains stable, closing at $58.80 on February 13, 2026, with a 0.32% increase from the previous day, driven by recent developments in diagnostics and research, as well as strong financial performance [1][2]. Recent Events - Roche Diagnostics received approval from the National Medical Products Administration of China for the VENTANA CLDN18 companion diagnostic, marking it as the first tool for targeted therapy with trastuzumab for gastric cancer, potentially enhancing Roche's position in precision medicine [1]. - Roche announced that its investigational BTK inhibitor Fenebrutinib met its primary endpoint in a Phase 3 study for primary progressive multiple sclerosis, showing a 12% reduction in the risk of disability progression, reinforcing its pipeline potential in neuroscience [1]. Financial Performance - In 2025, Roche's global sales reached 61.5 billion Swiss francs (approximately $74.1 billion), reflecting a 7% year-over-year growth, with core operating profit increasing by 13%. The approval of four new products or indications in China and the inclusion of ten innovative drugs in the medical insurance system further solidified its position as the second-largest market globally [1]. Stock Performance - As of February 13, Roche's stock has increased by 2.45% over the past seven days and has risen 14.02% year-to-date, although it has not surpassed its historical high [2]. - The pharmaceutical sector in the U.S. rose by 1.83% during the same period, while the Nasdaq index fell by 2.02%. Roche's stock resilience is partly attributed to capital inflows into the sector and a low turnover rate, with an average turnover rate of approximately 0.05% over the past seven days [2]. - TD Cowen maintained a "Hold" rating on Roche as of February 11, with a target price of $67, citing progress in its oncology and neuroscience pipelines as supporting long-term value, while also noting challenges related to patent expirations [2].