Roche
Oncology Drug Research, Development, and Manufacturing
2025Year7Month24Day, Roche (SIX：RO、ROG；OTCQX：RHHBY) Publish2025Performance in the first half of the year. Driven by strong demand for pharmaceuticals, the group achieved results at constant exchange rates.7%The growth, with total sales reaching309.44Million Swiss Francs (approximately390.512Billion USD, Note: According to the latest exchange rate information,1Swiss Franc is approximately equal to1.2619USD), continuing the good momentum of development.
From the perspective of business segments,Pharmaceuticals segment performs outstandingly, with sales growth10%, reaching239.85Million Swiss francs. Among them, the five major growth engines are indispensable: breast cancer treatment drugsPhesgo, Food Allergy Treatment DrugsXolair、AHemophilia Treatment DrugsHemlibra, Severe Eye Disease Treatment DrugsVabysmoand multiple sclerosis treatment drugsOcrevus, with total sales reaching106Billion Swiss Francs, an increase of2024Growth in the first half of the year17million Swiss francs. This growth not only offset the decline in sales of some products due to patent expirations but also became the core driving force behind the growth of the pharmaceutical business.
Specifically, for best-selling drugs,OcrevusSales in the first half of the year35.06Million Swiss Francs, Growth8%, where the U.S. market contributed24.62million Swiss francs, accounting for70%Above;HemlibraSales Revenue24.21Million Swiss francs, growth17%, the growth rate of the international market (excluding the US, Europe, and Japan) reached66%；VabysmoSales Revenue20.67Million Swiss francs, growth18%, the European market and the Japanese market grew respectively33%And31%. In addition,XolairPerformance was particularly impressive, with sales14.45Million Swiss francs, year-on-year growth34%, and all from the U.S. market;PhesgoIn55%The growth rate has become a dark horse in the field of breast cancer, with sales reaching11.97Swiss francs, international market sales growth182%。
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By region, the U.S. market remains the primary arena for pharmaceutical operations, with sales126.7Million Swiss Francs, Growth10%，XolairThe sustained growth andHemlibra、OcrevusMarket penetration of products such as... is the main driver; sales in the European market45.66Million Swiss Francs, Growth5%; Growth in the Japanese Market5%To14.25 Hundreds of millions of Swiss francs; the international market (including Asia-Pacific, Latin America, etc.) has the fastest growth rate, reaching14%, Sales53.24 Million Swiss Francs,Phesgo、HemlibraThe promotion of products in emerging markets has been remarkably effective.
Sales of the Diagnostics Division in the First Half of the Year69.59Million Swiss francs, flat at constant exchange rates (decreased in Swiss francs)3%). Despite the impact of China's medical pricing reform, sales in the Asia-Pacific region declined.18%, but the strong demand for pathology solutions and blood screening tests offset this pressure, with the pathology laboratory business performing particularly well, achieving sales of8.52Million Swiss francs, growth12%。
In the regional market, growth in Europe, the Middle East, and Africa5%, Sales24.85Million Swiss Francs; North American Market Growth6%, Reach22.35Hundreds of millions of Swiss francs; the Latin American market with14%The growth rate shows potential. In terms of technological innovation, Roche has launchedElecsys PRO-C3Testing reagents can improve the accuracy of assessing the severity of liver fibrosis; andBroad Clinical LabsReach cooperation, accelerateSBXApplication of Sequencing Technology;VENTANA MET（SP44) Test Reagent Obtained in the United StatesFDAApproved, becoming the first companion diagnostic product for targeted therapy in non-small cell lung cancer, further solidifying its leading position in the diagnostics field.
Behind the performance growth lies the continuous advancement of the R&D pipeline and the emergence of significant achievements. In terms of regulatory approvals,SusvimoObtained in the United StatesFDAApproved for diabetic retinopathy (a potentially blinding eye disease),ItovebiApproved by the EU for advanced breast cancer,EvrysdiTablets Approved by the EU for Spinal Muscular Atrophy;PhesgoApproval for Label Update in the EUCHMPRecommendation: In the future, it is expected to support home-based drug administration, which could potentially reduce costs by up to80%The cost of treatment and medication.
In clinical development, multiple key molecules have entered3Early development stage, including early treatment drugs for Parkinson's diseaseprasinezumabAnd drugs for the treatment of fatal bacterial infectionszosurabalpin. At the same time, multiple therapies have achieved positive data:LunsumioAndPolivyCombination therapy,ColumviShowing efficacy in blood cancer treatment,TecentriqUsed for lung cancer treatment data improves;NXT007InAIn the treatment of type A hemophilia, no bleeding events requiring treatment occurred in the high-dose group, as planned.2026Launched three items in the year3Phase Research.
For2025For the full-year outlook, Roche maintains its original forecast: expecting group sales to achieve mid-single-digit growth at constant exchange rates, core earnings per share to achieve high single-digit growth at constant exchange rates, and planning to further increase the dividend denominated in Swiss francs.
Overall, Roche2025In the first half of the year, Roche delivered impressive results thanks to the robust growth of its pharmaceuticals business and the steady adjustment of its diagnostics division. With the advancement of new drug development and deeper market expansion, its future growth is highly anticipated.