Roche Sees Mixed Fortunes in Immunology, Oncology -- Market Talk

Dow Jones03-11

1056 GMT - Roche Holding's recent pipeline updates show mixed fortunes across its immunology and oncology businesses, analysts at Berenberg say. The Swiss pharmaceutical company recently presented promising data for its Gazyva drug in lupus, which suggests a growing opportunity in immune-mediated diseases, the analysts say. Berenberg raises its estimate on Gazyva peak sales to 3.7 billion Swiss francs from 2.1 billion francs. Nevertheless, negative results for breast cancer drug candidate giredestrant as a first-line treatment mean the majority of its opportunity is in the so-called adjuvant setting, when drugs are given after tumor-removal surgery, the analysts add. Berenberg cuts its estimate for giredestrant peak sales to 8 billion francs from 11 billion francs. Shares fall 1.3%. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

March 11, 2026 06:57 ET (10:57 GMT)

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