Roche's Sales-growth Drivers are Underperforming

Dow Jones07-23

0718 GMT - Roche Holding's second-quarter sales were slightly ahead of expectations, but many of its long-term growth drivers came in weaker than anticipated, Intron Health's Naresh Chouhan and Dominic Rose say in a research note. The Swiss drugmaker's quarterly sales beat expectations by 1%, but this was driven by better-than-forecast performances from drugs facing imminent or current biosimilar competition such as Perjeta, Xolair and Actemra, according to Intron. Many drugs which are supposed to be growth drivers like Vabysmo, Polivy, Gazyva and Phesgo missed expectations, the analysts say. "This was as we had expected but now this is out of the way, the [company's new breast-cancer drug] launch could potentially surprise on the upside and we expect many investors to want to own the shares around the time of the launch," the analysts say. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

July 23, 2026 03:18 ET (07:18 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2653714041?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-23 15:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2653714041","market":"sg","top_or_hot":-1,"title":"Roche's Sales-growth Drivers are Underperforming","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0718 GMT - Roche Holding's second-quarter sales were slightly ahead of expectations, but many of its long-term growth drivers came in weaker than anticipated, Intron Health's Naresh Chouhan and Dominic Rose say in a research note. The Swiss drugmaker's quarterly sales beat expectations by 1%, but this was driven by better-than-forecast performances from drugs facing imminent or current biosimilar competition such as Perjeta, Xolair and Actemra, according to Intron. Many drugs which are supposed to be growth drivers like Vabysmo, Polivy, Gazyva and Phesgo missed expectations, the analysts say. \"This was as we had expected but now this is out of the way, the [company's new breast-cancer drug] launch could potentially surprise on the upside and we expect many investors to want to own the shares around the time of the launch,\" the analysts say. (adria.calatayud@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  July 23, 2026 03:18 ET (07:18 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roche's Sales-growth Drivers are Underperforming</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoche's Sales-growth Drivers are Underperforming\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-23 15:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0718 GMT - Roche Holding's second-quarter sales were slightly ahead of expectations, but many of its long-term growth drivers came in weaker than anticipated, Intron Health's Naresh Chouhan and Dominic Rose say in a research note. The Swiss drugmaker's quarterly sales beat expectations by 1%, but this was driven by better-than-forecast performances from drugs facing imminent or current biosimilar competition such as Perjeta, Xolair and Actemra, according to Intron. Many drugs which are supposed to be growth drivers like Vabysmo, Polivy, Gazyva and Phesgo missed expectations, the analysts say. \"This was as we had expected but now this is out of the way, the [company's new breast-cancer drug] launch could potentially surprise on the upside and we expect many investors to want to own the shares around the time of the launch,\" the analysts say. (adria.calatayud@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  July 23, 2026 03:18 ET (07:18 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"CANC","symbol_name":"TEMA ONCOLOGY ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2653714041","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2653714041","pubTimestamp":1784791080,"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":"0718 GMT - Roche Holding's second-quarter sales were slightly ahead of expectations, but many of its long-term growth drivers came in weaker than anticipated, Intron Health's Naresh Chouhan and Dominic Rose say in a research note. The Swiss drugmaker's quarterly sales beat expectations by 1%, but this was driven by better-than-forecast performances from drugs facing imminent or current biosimilar competition such as Perjeta, Xolair and Actemra, according to Intron. Many drugs which are supposed to be growth drivers like Vabysmo, Polivy, Gazyva and Phesgo missed expectations, the analysts say. \"This was as we had expected but now this is out of the way, the [company's new breast-cancer drug] launch could potentially surprise on the upside and we expect many investors to want to own the shares around the time of the launch,\" the analysts say.  Dow Jones NewswiresJuly 23, 2026 03:18 ET Copyright  2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"CANC":"TEMA ONCOLOGY ETF","BK4007":"制药","03165":"华夏欧优股对冲","HRTS":"Tema Heart & Health ETF","RHHBY":"罗氏控股"},"translate_title":"罗氏的销售增长动力表现不佳","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03165":0.6,"HRTS":0.6,"RHHBY":0.9,"CANC":0.6},"content_text":"0718 GMT - Roche Holding's second-quarter sales were slightly ahead of expectations, but many of its long-term growth drivers came in weaker than anticipated, Intron Health's Naresh Chouhan and Dominic Rose say in a research note. The Swiss drugmaker's quarterly sales beat expectations by 1%, but this was driven by better-than-forecast performances from drugs facing imminent or current biosimilar competition such as Perjeta, Xolair and Actemra, according to Intron. Many drugs which are supposed to be growth drivers like Vabysmo, Polivy, Gazyva and Phesgo missed expectations, the analysts say. \"This was as we had expected but now this is out of the way, the [company's new breast-cancer drug] launch could potentially surprise on the upside and we expect many investors to want to own the shares around the time of the launch,\" the analysts say. (adria.calatayud@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 23, 2026 03:18 ET (07:18 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2653714041","isCrawlerRequest":true}