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罗氏Roche Holdings(RHHBY)2025年第四季度及全年投资者更新报告「OTC」(英文版)(29页).pdf

上传人: 1****1 编号:1151675 2026-03-09 29页 519.44KB

1、Investor Update F.Hoffmann-La Roche Ltd 4070 Basel Switzerland Investor Relations email: Phone+41 61 688 88 80 1/14 Ad hoc announcement pursuant to Art.53 LR Basel,29 January 2026 Roche reports strong 2025 results with 7%sales growth Group sales grew by 7%1 at constant exchange rates(CER;2%in CHF),d

2、riven by strong demand for medicines and diagnostic solutions.Sales in the fourth quarter increased by 8%,reflecting the positive momentum.Pharmaceuticals Division sales increased by 9%(3%in CHF),with Phesgo(breast cancer),Xolair(food allergies),Ocrevus(multiple sclerosis),Hemlibra(haemophilia A)and

3、 Vabysmo(severe eye diseases)being the top growth drivers.Diagnostics Division sales grew 2%(-3%in CHF)as demand for pathology and molecular solutions continued to more than offset the impact of healthcare pricing reforms in China.Core operating profit increased by 13%(5%in CHF),driven by higher sal

4、es and efficiency gains.Core earnings per share showed growth of 11%(4%in CHF);IFRS net income increased by 58%(50%in CHF),due to the strong operational performance in 2025 and the base effect of impairment charges in 2024.Highlights:US and EU approval for the subcutaneous form of Lunsumio for a typ

5、e of blood cancer EU approval for Gazyva/Gazyvaro for lupus nephritis,a serious kidney disease Positive data on several therapies:(phase III)giredestrant for breast cancer,fenebrutinib for two forms of multiple sclerosis,Gazyva/Gazyvaro for two immune-related diseases,PiaSky for a rare,life-threaten

6、ing kidney condition and Enspryng for a rare autoimmune disease that affects the brain,spinal cord and optic nerves;(phase II)CT-388 for obesity Advancement of 10 key molecules into phase III development in 2025 EU CE mark for novel Elecsys Dengue Ag test to diagnose dengue and for cobas BV/CV assay

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1. **2025年业绩表现**:罗氏集团销售额增长7%(按固定汇率),达615.16亿瑞士法郎;核心运营利润增长13%,核心每股收益增长11%。 2. **制药业务**:销售额增长9%(476.69亿瑞士法郎),主要驱动药物为Phesgo(乳腺癌)、Xolair(过敏)、Ocrevus(多发性硬化症)等,前五大产品销售额增长214亿瑞士法郎。 3. **诊断业务**:销售额增长2%(138.47亿瑞士法郎),病理和分子解决方案需求增长抵消了中国医疗定价改革影响。 4. **研发进展**:10个关键分子进入III期开发,新药如Giredestrant(乳腺癌)、Fenebrutinib(多发性硬化症)取得积极数据。 5. **股东回报**:董事会提议每股股息增至9.80瑞士法郎,连续39年增长。 6. **2026年展望**:预计销售额中个位数增长,核心每股收益高个位数增长。
**罗2025业绩亮点?** **新药研发进展如何?** **诊断业务增长动力?**
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