Roche (SIX:RO) is pressing ahead with a late-year U.S. launch of oral breast‑cancer candidate giredestrant and an EU filing within a year while Q2 sales beat estimates led by Perjeta, Xolair and Actemra amid biosimilar threats, and it deepened oncology bets via a Nurix BTK degrader pact.
Previous Week Recap
- Roche Eyes Giredestrant U.S. Launch: Roche (RO) plans U.S. launch of experimental oral breast-cancer drug giredestrant near year-end pending approval; EU filing expected within a year. Analysts estimate about $14.5B peak annual sales.
- Roche Q2 Beats Driven By Key Drugs: Roche (RO) Q2 sales beat estimates by ~1%, driven mainly by Perjeta, Xolair and Actemra—key revenue drivers facing biosimilar competition; these drugs underpinned the quarter’s outperformance.
- Roche-Nurix Bexobrutideg Deal Signed: Roche (RO) partners with Nurix on BTK degrader bexobrutideg: Roche funds 60% of development, shares U.S. P&L 50/50, holds U.S. commercialization rights; $700M upfront, up to $2.3B milestones.
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