Roche's Sales Slow, But Drug Pipeline Could Support Long-Term Growth -- Market Talk

Dow Jones10-23

0919 GMT - Roche posted third-quarter sales that missed expectations, but a strong drug pipeline could support long-term growth, Morgan Stanley's Sarita Kapila and Thibault Boutherin write in a note. The experimental breast-cancer treatment giredestrant and multiple-sclerosis drug fenebrutinib are highlights of a robust pipeline, they add. Upcoming product launches could outperform consensus expectations, the analysts say. Still, the Swiss pharma group needs to boost business development to offset slowing sales, expiring drug patents and increased competition, the analysts write. While the pipeline is promising, it carries high risks alongside high rewards, the analysts add. Roche confirmed its sales guidance for the year and reiterated expectations that growth will accelerate in 2026. Shares fall 2.7% (william.gray@wsj.com)

(END) Dow Jones Newswires

October 23, 2025 05:19 ET (09:19 GMT)

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The experimental breast-cancer treatment giredestrant and multiple-sclerosis drug fenebrutinib are highlights of a robust pipeline, they add. Upcoming product launches could outperform consensus expectations, the analysts say. Still, the Swiss pharma group needs to boost business development to offset slowing sales, expiring drug patents and increased competition, the analysts write. While the pipeline is promising, it carries high risks alongside high rewards, the analysts add. Roche confirmed its sales guidance for the year and reiterated expectations that growth will accelerate in 2026. Shares fall 2.7% (william.gray@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 23, 2025 05:19 ET (09:19 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0971096721.USD","symbol_name":"富达环球金融服务 A","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2577022371","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2577022371","pubTimestamp":1761211140,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0919 GMT - Roche posted third-quarter sales that missed expectations, but a strong drug pipeline could support long-term growth, Morgan Stanley's Sarita Kapila and Thibault Boutherin write in a note. 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The experimental breast-cancer treatment giredestrant and multiple-sclerosis drug fenebrutinib are highlights of a robust pipeline, they add. Upcoming product launches could outperform consensus expectations, the analysts say. Still, the Swiss pharma group needs to boost business development to offset slowing sales, expiring drug patents and increased competition, the analysts write. While the pipeline is promising, it carries high risks alongside high rewards, the analysts add. Roche confirmed its sales guidance for the year and reiterated expectations that growth will accelerate in 2026. 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