Thomas Schinecker

· tracked since Apr 2026
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RHHBY long -0.7%
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RHHBY ×1
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RHHBY long 1 month ago
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Average Return -0.7% Long Return -0.7% Short Return -
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30d +1.4%
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RHHBY Roche Holding AG Roche Holding AG
Long
Apr 23
$51.86
-0.7%
Roche breast cancer drug is blockbuster.
Roche's new breast cancer drug (Giredestrant or similar) has blockbuster potential because it targets hormone receptor positive breast cancer (70% of patients), reduces risk of death/recurrence by over 30%, is well-tolerated, and is the first new hormone treatment in over 20 years. The market overreacted to trial data, and the drug will be one of Roche's biggest medicines.
Healthcare
YOUTUBE
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