ReutersCodex · 实盘不做把握 7/10
北京时间·🕒 发布 15:11:16时区推断·⟳ 抓取 15:46:00·⚡ 决策 07-23 15:52:25 +6m25s·96.0 天前
Roche上半年销售额303.6亿瑞郎基本符合预期并维持全年展望
上半年销售额303.6亿瑞郎，基本贴合Visible Alpha约303.1亿瑞郎预期。
📄 原文Reuters↗ 原文
Swiss drugmaker Roche (ROPC.S) confirmed its outlook on Thursday after first-half sales fell slightly in Swiss franc…
不做 Roche（ROG.CH）
上半年销售基本符合预期且全年展望未上修，缺少可交易的正向或负向surprise。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 上半年销售额303.6亿瑞郎，基本贴合Visible Alpha约303.1亿瑞郎预期。
- 固定汇率销售增长6%，但瑞郎走强导致瑞郎口径销售下滑2%，公司只是维持全年展望。
主要风险
- 没有明确超预期指引或新增商业化里程碑，短线重定价催化不足。
原文全文
展开原文 · 1,273 字
Swiss drugmaker Roche (ROPC.S) confirmed its outlook on Thursday after first-half sales fell slightly in Swiss franc terms, dragged down by a strong domestic currency.
Analysts expect the second half of the year to be important for investor sentiment as Roche continues expanding launches of breast cancer drug Itovebi and other medicines in additional markets through the rest of 2026.
Group sales for the first half were down 2% year on year at 30.36 billion Swiss francs ($37.34 billion) in local currency, lining up with average analyst expectations of about 30.31 billion francs, cited by Visible Alpha.
Sales rose 6% at constant exchange rates, boosted by its top-selling drugs.
"Given where the currency exchange rates are today, there should be a zero effect in terms of currencies in the second half of the year," said Chief Executive Thomas Schinecker.
Roche confirmed its outlook for growth in adjusted earnings per share in a high-single-digit range and sales growth in a mid-single-digit percentage range.
The Basel-based company's most profitable drugs in terms of sales — multiple sclerosis drug Ocrevus and monthly haemophilia shot Hemlibra — grew 7% and 11% respectively from the same period last year.
($1 = 0.8131 Swiss francs)
Analysts expect the second half of the year to be important for investor sentiment as Roche continues expanding launches of breast cancer drug Itovebi and other medicines in additional markets through the rest of 2026.
Group sales for the first half were down 2% year on year at 30.36 billion Swiss francs ($37.34 billion) in local currency, lining up with average analyst expectations of about 30.31 billion francs, cited by Visible Alpha.
Sales rose 6% at constant exchange rates, boosted by its top-selling drugs.
"Given where the currency exchange rates are today, there should be a zero effect in terms of currencies in the second half of the year," said Chief Executive Thomas Schinecker.
Roche confirmed its outlook for growth in adjusted earnings per share in a high-single-digit range and sales growth in a mid-single-digit percentage range.
The Basel-based company's most profitable drugs in terms of sales — multiple sclerosis drug Ocrevus and monthly haemophilia shot Hemlibra — grew 7% and 11% respectively from the same period last year.
($1 = 0.8131 Swiss francs)
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