RHHBY Roche Holding AG Loading... : Bullish and Bearish Analyst Opinions
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09:11
Sep 04
Sep 04
BofA Global Research raises its price objective on Roche Holding to 415 Swiss francs from 380.
BofA Global Research raises its price objective on Roche Holding to 415 Swiss francs from 380 francs per share.
12:45
Aug 25
Aug 25
Roche and Genentech are highlighted as key partners validating Recursion's AI platform, positioning the pharma giant to capture a share of the estimated $60-110 billion in annual economic value genera
Roche and Genentech are highlighted as key partners validating Recursion's AI platform, positioning the pharma giant to capture a share of the estimated $60-110 billion in annual economic value generated by AI R&D efficiencies.
Risk: AI-discovered targets may still face high clinical attrition rates in later-stage human trials despite optimized computational design.
11:27
Aug 15
Aug 15
The author is compiling a research thread of user-recommended non-AI tickers.
The author is compiling a research thread of user-recommended non-AI tickers, listing them as a factual watchlist
LOW
11:22
Aug 10
Aug 10
Roche's stock market performance is on track to reach an all-time high according.
Roche's stock market performance is on track to reach an all-time high according to the reported price action.
13:40
Aug 05
Aug 05
Roche advances the first project from its AI drug-discovery partnership with Recursion.
Roche advances the first project from its AI drug-discovery partnership with Recursion Pharmaceuticals, marking an early test of whether artificial intelligence can uncover new medicines.
13:00
Jul 30
Jul 30
Partnership to expand access to Roche's companion diagnostic; impacts prostate cancer treatment.
HIGH
12:30
Jul 29
Jul 29
Biogen believes its at-home subcutaneous option for Leqembi erodes the competitive advantage of a competitor's (Roche's) monthly IV dosing for Alzheimer's.
HIGH
16:52
Jul 27
Jul 27
The author discloses a short position in SLS based on a high probability of trial failure.
The author discloses a short position in SLS based on a high probability of trial failure and expresses bearish views on CAPR and INBX while maintaining a portfolio of long biotech positions and watching several others for potential additions.
12:06
Jul 23
Jul 23
Roche strong pipeline and growth.
Roche continues to grow well with 6% sales growth and 10% profit growth, trends toward the higher end of guidance, and has a strong pipeline including a transformational breast cancer pill with FDA priority review; the portfolio boasts 16 blockbuster medicines, reinforcing market leadership.
LOW
08:20
Jul 23
Jul 23
Roche's quarterly results showed a slower-than-expected recovery for its eye drug Vabysmo.
Roche's quarterly results showed a slower-than-expected recovery for its eye drug Vabysmo as investors focus on a key new drug to drive future growth.
10:24
Jul 02
Jul 02
Roche's new lung cancer pill outperformed two approved drugs in a late-stage trial.
Roche's new lung cancer pill outperformed two approved drugs in a late-stage trial, boosting the company's prospects for launching a next-generation treatment.
10:18
Jul 02
Jul 02
Roche's experimental lung cancer pill outperformed two approved medicines in a late-stage study.
Roche's experimental lung cancer pill outperformed two approved medicines in a late-stage study, boosting the Swiss drugmaker's bid to bring a next-generation treatment to market.
06:39
Jul 02
Jul 02
Roche's lung-cancer drug candidate outperformed existing therapies in a late-stage trial.
Roche's lung-cancer drug candidate outperformed existing therapies in a late-stage trial as reported by the Wall Street Journal.
05:08
Jun 18
Jun 18
Roche announced that the FDA has accepted its sBLA for Lunsumio combined with Polivy in large.
Roche announced that the FDA has accepted its sBLA for Lunsumio combined with Polivy in large B-cell lymphoma, with regulatory action expected by 9 February 2027.
03:40
Jun 17
Jun 17
The author presents a factual analysis of M&A activity in the biotech sector since Covid.
The author presents a factual analysis of M&A activity in the biotech sector since Covid, noting that many large pharma companies have not yet engaged in significant deals, but does not express a personal position or forward-looking trade call.
LOW
05:01
Jun 02
Jun 02
FDA accepts Roche's new drug application for giredestrant in ER-positive early-stage breast.
FDA accepts Roche's new drug application for giredestrant in ER-positive early-stage breast cancer following positive Phase III results.
14:00
May 05
May 05
Pfizer's PD-1/VEGF bispecific (4404) competes with Roche's bevacizumab-based therapies, claiming higher VEGFA affinity.
LOW
21:30
Apr 29
Apr 29
Roche is a large M365 Copilot customer, signaling pharma industry interest in AI productivity.
HIGH
11:08
Apr 23
Apr 23
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.
HIGH
21:53
Mar 19
Mar 19
The author correctly predicted the failure of Roche's MANATEE study.
The author correctly predicted the failure of Roche's MANATEE study, highlighting a potential shift in the competitive landscape for myostatin drugs.
HIGH
10:50
Mar 06
Mar 06
Roche's experimental obesity shot "disappointed investors" with weight loss comparable to a placebo. The obesity market is a duopoly (Novo/Lilly). Roche failing to clear the bar removes a potential competitor but severely damages Roche's growth narrative in this high-value sector. SHORT/AVOID Roche as it falls behind in the GLP-1 race. Roche's legacy portfolio outperforms or they acquire a new biotech asset.
14:00
Feb 17
Feb 17
Company installed new automated mass spectrometry system from Roche Diagnostics, signaling capex spend and automation shift. — This could provide Roche with a flagship reference site and competitive edge in lab automation, signaling potential share gains for Roche's diagnostics segment.
MED
21:30
Feb 10
Feb 10
Descovy's high market share in PrEP competes against generic Truvada (Roche has a stake via Genentech).
MED
13:30
Feb 06
Feb 06
Biogen sees its subcutaneous formulation as a competitive advantage over Roche's Gantenerumab, potentially eroding Roche's position.
HIGH
13:30
Feb 04
Feb 04
RCA's better-than-expected performance and high clinical trial contribution suggests accelerated adoption of cell-based gene therapies and biosimilars in retina care, a leading indicator for pharmaceutical suppliers. — Indicates that physician education via MSOs is driving faster biosimilar uptake, which could pressure innovator drug revenues sooner.
MED
13:30
Jan 30
Jan 30
Libtayo is gaining share against Roche's Tecentriq in first-line non-small cell lung cancer.
HIGH
About RHHBY Analyst Coverage
Buzzberg tracks RHHBY (Roche Holding AG) across 9 sources. 2 bullish vs 1 bearish calls from 16 analysts. Sentiment: predominantly bullish (4%). 26 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: FirstSquawk, Outlier Capital, thebigberbowski.