All companies
Roche logo

What smart money is saying about RocheSwitzerland flag

0QQ6.L · Healthcare · Drug Manufacturers - General · Market cap $381.00B

2 funds in our archive have pitched Roche — most recently Clearbridge International Growth ADR Strategy in December 2025.

Company profile

Roche Holding AG engages in the pharmaceuticals and diagnostics businesses in Switzerland, Germany, the United States, Austria, Netherlands, the United Kingdom, France, Belgium, and internationally. The company offers pharmaceutical products for treating oncology, neuroscience, infectious, immunology, cardiovascular and metabolism, ophthalmology, and respiratory, as well as anemia, cancer, dermatology, hemophilia, inflammatory and autoimmune, neurological, and transplantation. It also offers in vitro tests for the diagnosis of various diseases, such as cancer, diabetes, Covid-19, hepatitis, human papillomavirus, and other diseases. In addition, the company supplies diagnostic instruments and reagents. It has a research collaboration agreement with Synlogic, Inc. for the discovery of a novel synthetic biotic for the treatment of inflammatory bowel disease (IBD). The company was founded in 1896 and is headquartered in Basel, Switzerland.

Fund coverage · 2 theses

  • Clearbridge International Growth ADR Strategy
    December 2025

    Roche is a Swiss biopharma and diagnostics leader with two late-stage drugs that could each reach $5B in peak sales and support long-term revenue growth through LOE.

    Read the full thesis
  • Loomis Sayles International Growth Fund
    March 2025

    Roche is undervalued due to its strong pipeline and operational execution, offering a compelling investment opportunity despite near-term concerns in the oncology sector.

    Read the full thesis

Read every full thesis on Roche

Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans