
What smart money is saying about Roche
2 funds in our archive have pitched Roche — most recently Clearbridge International Growth ADR Strategy in December 2025.
Roche Holding AG is a global healthcare company specializing in pharmaceuticals and diagnostics, with significant operations in Switzerland, Germany, the United States, Austria, the Netherlands, the United Kingdom, France, Belgium, and various other international regions. Its comprehensive portfolio of pharmaceutical products addresses conditions across oncology, neuroscience, infectious diseases, immunology, cardiovascular and metabolism, ophthalmology, and respiratory health. Additionally, the company develops treatments for specific ailments such as anemia, dermatological conditions, hemophilia, inflammatory and autoimmune disorders, neurological conditions, and transplantation. The diagnostics division offers a range of in-vitro tests essential for identifying numerous diseases, including cancer, diabetes, COVID-19, hepatitis, and human papillomavirus (HPV). Beyond tests, it also supplies crucial diagnostic instruments and reagents. Founded in Basel, Switzerland, in 1896, the company maintains its headquarters there.
Fund coverage · 2 theses
- Clearbridge International Growth ADR StrategyDecember 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 FundMarch 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.
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