September 08, 2025 | News
Roche delivered a solid performance in the first half of 2025, showcasing strong revenue growth, higher profitability, key regulatory approvals, and significant pipeline advancements. Under the leadership of CEO Thomas Schinecker, Roche strengthened its pharmaceuticals portfolio, expanded its innovation pipeline, and maintained confidence in its 2025 outlook.
Financial Performance Highlights
Group Sales: CHF 30.94B, up 7% at CER (4% in CHF), driven by strong demand for innovative medicines.
Pharmaceuticals Division: CHF 23.99B, up 10% CER (6% in CHF), led by Phesgo, Xolair, Hemlibra, Vabysmo, and Ocrevus, contributing CHF 10.6B in combined sales (+CHF 1.7B YoY).
Diagnostics Division: CHF 6.96B, stable at CER, despite -3% in CHF due to China’s healthcare pricing reforms.
Core Operating Profit: CHF 12.0B, up 11% CER (6% in CHF), reflecting strong sales and effective cost management.
Core EPS (Diluted): CHF 11.08, up 12% CER (8% in CHF).
IFRS Net Income: CHF 7.83B, up 23% CER (17% in CHF), supported by operational strength and lower impairment charges.
Strategic & Regulatory Milestones
Key Approvals:
U.S. FDA Approval: Susvimo for diabetic retinopathy and VENTANA MET (SP44) RxDx Assay, the first companion diagnostic for targeted lung cancer treatments.
EU Approvals: Itovebi for advanced breast cancer and Evrysdi tablets for spinal muscular atrophy.
CHMP Recommendation: Expanded Phesgo label for at-home administration, improving patient convenience.
Pipeline Progress:
Advanced four breakthrough therapies into Phase III trials:
NXT007 for haemophilia A
Trontinemab for Alzheimer’s disease
Prasinezumab for early-stage Parkinson’s disease
Zosurabalpin, a novel antibiotic targeting drug-resistant bacteria
Innovation Initiatives:
Launch of Elecsys PRO-C3 test for improved liver fibrosis assessment.
Strategic collaboration with Broad Clinical Labs to accelerate SBX sequencing technology adoption.
U.S. Breakthrough Device Designation for the first AI-driven lung cancer companion diagnostic.
Geographic Highlights
United States: +10% growth, driven by Xolair, Hemlibra, Ocrevus, Vabysmo, and Phesgo uptake.
Europe: +5%, supported by Vabysmo, Ocrevus, Polivy, and Phesgo rollouts.
Japan: +5%, fueled by Phesgo, Vabysmo, and PiaSky sales.
International Markets: +14%, led by strong performance in China (+9%), Latin America (+14%), and emerging markets.
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