Roche Strikes Upbeat Tone on Long-Term Outlook -- Market Talk

Dow Jones05-13

1020 GMT - Roche Holding struck an upbeat tone on its outlook for the rest of the decade and beyond after recent positive results from late-stage drugs, Citi analysts say in a note. While the Swiss drugmaker didn't provide specific figures, it sounded incrementally optimistic on the group's growth beyond 2028, Citi says. Roche now expects pharma portfolio already on the market, together with drugs being reviewed by regulators such as giredestrant, fenebrutinib and Gazyva, to deliver strong growth and compensate for any hit from generic competition through 2030, having previously signaled a stable performance after 2028. For its diagnostics business, the company sees positive prospects once China headwinds pass in the next year, aided by the use of AI, a new blockbuster gene sequencer and expectations of growth in cancer monitoring, Citi says. Shares fall 0.4%. (adria.calatayud@wsj.com)

 

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May 13, 2026 06:20 ET (10:20 GMT)

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