This is a very thoughtful analysis of Roche's oncology pipeline and their portfolio management strategy. Roche looks to be very well positioned both with product extensions in existing markets and with new products for new indications. Roche CEO Severin Schwan indicated that Roche had 6 new molecules coming by 2014 that it considered to be best- or first- in class. See Big Red Biotech Blog for more links on this topic.
The pipeline and strategic analysis is provided by Sally Church of the Pharma Strategy blog.
At last weeks investor meeting held by Roche in downtown Wall Street, the Board reviewed the pipeline opportunities in a number of areas. Earlier this week I wrote about the non-oncology pipeline and today will form an overview of the cancer drugs in development.
Posted by Bruce Lehr March 27th 2010