Pharmaceutical Executive December 23, 2025
Key Takeaways
- Roche is shifting focus from consolidation to optimization, emphasizing internal pipeline and R&D processes to enhance productivity and decision-making.
- The company prioritizes strategic fit and scientific differentiation over transaction size, with a $10 billion annual budget for potential deals.
- Roche aims to invest in programs with potential to redefine care standards, focusing on oncology, neuroscience, and immunology.
- Financial stability allows Roche to emphasize long-term investments, maintaining operational discipline and selective investment while avoiding aggressive expansion.
Revisiting Roche’s performance after the company made it a point to restructure its R&D strategy and internal pipeline at the last JPM conference.
Roche has announced it will be in attendance of the 44th JP Morgan Healthcare Conference this year on...
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