Roche's Vabysmo U.S. Recovery Will Be Key -- Market Talk

Dow Jones04-27

0953 GMT - Roche Holding flagged signs of recovery for its Vabysmo eye drug in the U.S., which will be key for the Swiss drugmaker's base business heading into the second half of the year, UBS analysts say in a research note. Vabysmo sales for the first quarter were 1% short of expectations, but Roche executives pointed to signs U.S. sales are returning to growth, UBS says. Roche's first-quarter sales were broadly as expected, though growth drivers were weaker than anticipated and legacy products exceeded forecasts, the analysts say. Going forward, new medicines like giredestrant for breast cancer, fenebrutinib for multiple sclerosis and a drug candidate for Alzheimer's disease seem key to drive Roche's top-line growth, they add. UBS raises its target price on Roche to 396 Swiss francs from 360 francs. Roche shares fall 0.3% to 321 francs. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

April 27, 2026 05:54 ET (09:54 GMT)

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Roche's first-quarter sales were broadly as expected, though growth drivers were weaker than anticipated and legacy products exceeded forecasts, the analysts say. Going forward, new medicines like giredestrant for breast cancer, fenebrutinib for multiple sclerosis and a drug candidate for Alzheimer's disease seem key to drive Roche's top-line growth, they add. UBS raises its target price on Roche to 396 Swiss francs from 360 francs. Roche shares fall 0.3% to 321 francs. 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Vabysmo sales for the first quarter were 1% short of expectations, but Roche executives pointed to signs U.S. sales are returning to growth, UBS says. Roche's first-quarter sales were broadly as expected, though growth drivers were weaker than anticipated and legacy products exceeded forecasts, the analysts say. Going forward, new medicines like giredestrant for breast cancer, fenebrutinib for multiple sclerosis and a drug candidate for Alzheimer's disease seem key to drive Roche's top-line growth, they add. UBS raises its target price on Roche to 396 Swiss francs from 360 francs. Roche shares fall 0.3% to 321 francs. 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