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Roche Holding AG

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Roche has a strong presence in the oncology market. The company dominates the breast cancer space with strong demand for its HER2 franchise drugs with drugs like Herceptin, Perjeta and Kadcyla. We are also impressed by the company's efforts to develop its portfolio beyond oncology into immunology. New drug launches, such as Tecentriq, Cotellic and Alecensa boosted sales and should continue to do so in the upcoming quarters. In addition, immuno-oncology is a key focus area for Roche and approval of Tecentriq in 2016 was a major boost for the company. Roche has outperformed the Large Cap Pharmaceuticals industry in the last one year. However, we note that competition from biosimilars loom large on Roche‘s key drugs like Herceptin, Avastin and Rituxan (expected in the second half of 2017 in Europe). Generic competition for Xeloda, Valcyte and Tamiflu also continue to hurt sales.

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