Fierce Pharma
Fierce Biotech
Fierce Healthcare
Fierce Life Sciences Events
Advertise
Roche defends 6B franc Vabysmo peak sales target despite another quarterly miss
Roche’s Vabysmo disappointed investors again. In the second quarter, the eye drug’s sales of about 1.04 billion Swiss francs ($1.27 billion) missed analysts’ expectations by 7.1%. | On an investor call Thursday, Roche Pharmaceuticals CEO Teresa Graham assured analysts that the U.S. branded market has stabilized after a period of contraction, though the explosive growth that Vabysmo enjoyed early in its launch is likely behind it.
TL;DRAI
Roche's Vabysmo missed Q2 consensus by 7.1% (CHF 1.04B, −1% YoY), yet CEO maintains CHF 6B peak target despite retinal market growth slowing to 2-3%. Biosimilar competition and market maturation threaten ophthalmology; Xolair's 21% growth signals portfolio shift toward immunology as core franchise plateaus.
757 words~3 min read
