Roche
Roche
$3,000.00
PharmaVitae explores Roche’s prescription pharmaceutical performance and outlook over 2017–27. PharmaVitae analyses include quarterly earnings coverage and provide timely updates to company product forecasts. The full company profile encompasses analysis on corporate strategy, portfolio analysis, pipeline potential, and financial performance.
Publisher: Datamonitor Healthcare
- Description
- Contents
- Samples
PharmaVitae explores Roche’s prescription pharmaceutical performance and outlook over 2017–27. PharmaVitae analyses include quarterly earnings coverage and provide timely updates to company product forecasts. The full company profile encompasses analysis on corporate strategy, portfolio analysis, pipeline potential, and financial performance.
Snapshot
- Overview – Roche’s sales will grow in the near term due to new launches, but will then slow out to 2027 as biosimilar pressure begins to significantly erode Roche’s lead brands.
- Key themes – [1] Roche is exposed to major biosimilar competition following the patent expirations of key drugs [2] Roche’s dominance in oncology is due to its Genentech-sourced products Avastin, Herceptin, and Rituxan [3] Roche’s recent string of acquisitions reflects the company’s ambition to reinforce its dominance in oncology in anticipation of biosimilar erosion of its leading brands [4] Roche will benefit from the recent launches of Ocrevus and Hemlibra, which are expected to dominate their respective markets due to their exceptional clinical profiles.
- Q2 2018 – New drugs will compensate for biosimilar decline.
- Out to 2022 – Sales will grow by $4.3bn out to 2022 as launch products Hemlibra and Ocrevus gain momentum.
- Out to 2027 – Topline revenues will grow by $6.3bn.
- Pipeline – Highly lucrative pipeline, with $11.5bn to be added to the top line by 2027.
- Lifecycle – Fifth highest expiry portfolio in Big Pharma owing to biosimilar exposure in oncology portfolio.
- Events – IMpower150 trial readout for Tecentriq in Q4 2017; recent lampalizumab failure; progress on biosimilar competition; Hemlibra and Ocrevus European approval.
Analysis structure
Explore and visualize revenue dynamics in Roche’s portfolio out to 2027 using 10-year in-house sales forecasts segmented by the following sections.
Quarterly review
- What were the major highlights from Roche’s latest earnings call and quarterly performance?
Strategy analysis
- How is Roche strategically poised out to 2027?
- What are Roche’s key strengths, weaknesses, opportunities, and threats?
- What are Roche’s key catalysts during the current year?
Portfolio analysis
- Why will specific therapy areas experience the largest growth and decline?
- What are the detailed competitive dynamics at play in Roche’s important therapeutic markets?
- How is Roche adapting strategically to internal and external headwinds in preceding quarters?
Facts and figures
- What is Roche’s forecasted sales performance out to 2027?
- What is the revenue trajectory of Roche’s current top 10 products out to 2027?
- Which therapy areas will experience the largest growth and decline?
- What are the portfolio weightings of Roche based on the lifecycle of its products?
TABLE OF CONTENTS
5 OVERVIEW
5 Snapshot
5 Analysis structure
7 Q2 2018 REVIEW
7 New drugs will compensate for biosimilar decline
9 Bibliography
10 Q1 2018 REVIEW
10 Roche records strong growth as biosimilars loom
12 Bibliography
13 Q4 2017 REVIEW
13 Roche earmarks launch portfolio to secure growth through biosimilar cliff
14 Bibliography
15 Q3 2017 REVIEW
15 Roche reports robust growth driven by Ocrevus, Tecentriq, and Perjeta
16 Bibliography
17 STRATEGY ANALYSIS
17 Combination strategy in oncology
17 Long-term outlook
17 Roche’s SWOT analysis
18 Roche’s key events and catalysts
19 Bibliography
20 PORTFOLIO ANALYSIS
23 Q2 2018
24 Q1 2018
25 Q4 2017
26 Q3 2017
28 Bibliography
30 FACTS AND FIGURES
30 Roche’s prescription pharma sales outlook
30 Roche’s regional pharma sales outlook
32 Roche’s therapy area dynamics
35 Key therapy area forecasts
40 Roche’s growth drivers and resistors
44 Roche’s lifecycle analysis
46 Roche’s pipeline analysis
48 Roche’s M&A strategy and history
50 Bibliography
LIST OF FIGURES
27 Figure 1: Roche’s NSCLC Tecentriq program
28 Figure 2: HAVEN 1 intra-individual comparison – emicizumab vs prior bypassing agent
30 Figure 3: Roche’s prescription pharmaceutical sales ($m) and growth rate (%), 2014–27
32 Figure 4: Roche’s therapy area dynamics, 2017–27
44 Figure 5: Roche’s launch/core/expiry portfolio configuration, 2017–27
46 Figure 6: Roche’s pipeline overview
LIST OF TABLES8 Table 1: Roche key product sales, Q2 2017–Q2 2018
12 Table 2: Roche key product sales, Q1 2018
21 Table 3: Roche’s sales by therapy area ($m), 2017–27
31 Table 4: Roche’s prescription pharmaceutical sales by region ($m), 2017–27
33 Table 5: Roche’s sales by therapy area ($m), 2017–27
36 Table 6: Roche’s oncology portfolio sales, by product ($m), 2017–27
39 Table 7: Roche’s central nervous system portfolio sales, by product ($m), 2017–27
40 Table 8: Roche’s hematology portfolio sales, by product ($m), 2017–27
41 Table 9: Roche’s key products, 2017–27
45 Table 10: Roche’s sales by launch, core, and expiry portfolio ($m), 2017–27
47 Table 11: Roche’s launch portfolio sales, by product ($m), 2017–27
49 Table 12: Roche’s key merger and acquisition deals, 2013–18
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