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Roche(RHHBY) - 2025 Q1 - Earnings Call Presentation
2025-04-24 15:52
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]