Roche’s Stock May Have Been Down, But The Company’s Business Has Strong Outlook
Roche’s stock fell following its full year 2015 earnings announcement, but the fundamentals remain strong. Here’s what worked for Roche last year, and why the outlook remains bright.
1) Roche’s 2015 revenue grew ~ 1%, but earnings fell ~ 5%
Note: Earnings fell due to currency impact, higher production & marketing costs
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2) Cancer & immunology drugs offset currency effects and generic competition
3) HER2+ franchise & Esbriet championed cancer & immunology revenue growth
4) Roche’s R&D focus will drive its growth and give it an edge
Have more questions about Roche? See the links below.
- Here Is Why We Are Bullish On Roche
- What Drove 15% Growth in Roche’s Earnings Between 2011-2014 Even Though Other Big Pharma Companies Suffered A Decline?
- Why Is Market Assigning Low Earnings Multiple To Roche Despite Its Biotech Focus?
- Can Roche Grow Its Earnings By 15% In The Next 3 Years?
- With Biosimilars Getting Approval In Europe, Does Roche’s 2016 EPS Face A Meaningful Risk?
- How Can Roche Get 25% Boost In Revenues In 5 Years?
- Can Emerging Biosimilar Competition Cause > 10% Downside To Roche’s Valuation?
Notes:
1) The purpose of these analyses is to help readers focus on a few important things. We hope such lean communication sparks thinking, and encourages readers to comment and ask questions on the comment section, or email content@trefis.com
2) Figures mentioned are approximate values to help our readers remember the key concepts more intuitively. For precise figures, please refer to our complete analysis for Roche
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