Roche has said that it and its U.S. unit Genentech remain committed to working with the Trump administration towards strengthening American manufacturing and making medicines more affordable for patients in the United States.
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Roche Holdings
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ISIN: CH0012032048
Ticker: ROG
CH0012032048
ROG
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501Wk·
CHMP recommends EU approval of Roche’s Lunsumio for people with relapsed or refractory follicular lymphoma
CHMP recommends EU approval of Roche’s subcutaneous formulation of Lunsumio for people with relapsed or refractory follicular lymphoma
Lunsumio provides high and long-lasting response rates, with approximately two-thirds of patients with a complete response in remission after four years1- Subcutaneous Lunsumio has potential to substantially reduce treatment administration time with an approximately one minute injection, compared with 2-4 hours IV infusion
- If approved, Lunsumio would be the first treatment available for people with follicular lymphoma after two or more lines of systemic therapy, which is both fixed-duration and subcutaneously administered
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1Mon·
Goodbye SMH - Portfolio update with +58% TTWROR
Today I said goodbye to $SMH (+1.32%) today. Despite the volatility, the entry in April was worthwhile and brought a nice profit of +40%, and that with an ETF! It wasn't a long-time play anyway, as it was a sector ETF.
Part of it went into the $QDEV (+0.7%) together with my DCA, and later I will also get $TDIV (+0.03%) get another share.
This means that companies such as $AMD (+4.85%) , $MU (+1.19%) , $INTC (+3.4%) and others are completely out of my portfolio, 0% exposure.
My US share is now <60% and tech at 38%. The top 10 stocks make up less than 30% of the total weighting. This makes me almost as unconcentrated as the $IWDA (+0.4%) and better diversified than the $CSPX (+0.3%) .
New portfolio key figures:
P/E 30.0 (<30) 🟡
Forward P/E 21.6 (<25) 🟢
P/Β 13.0 (<5) 🔴
D/E 0.8 (<2) 🟢
EV/FCF 28 (<25) 🟡
ROE (5-Jahres-Durchschnitt) 50% (>15%) 🟢
EPS growth for the next 5 years 23% (>7%) 🟢
Sales growth (5-year average) 15% (>5%) 🟢
With this high ROE, I am also ok with a high P/E.
Top 10 positions now:
Alphabet $GOOG (+0.74%)
NVIDIA $NVDA (+1.1%)
Broadcom $AVGO (+2.08%)
Microsoft $MSFT (-0.42%)
Meta $META (+1.78%)
Apple $AAPL (+0.98%)
Roche $ROG (-1.09%)
Taiwan Semiconductor $TSM (-0.1%)
Mastercard $MA (+0.9%)
Visa $V (-0.98%)
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3 Comments
Epi@Epi
1Mon
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1Mon·
Pfizer swapped for Roche
Today $PFE (+0%) for $ROG (-1.09%) exchanged. On the one hand, I see Roche as a country diversification. I accept the lower dividend and hope for more growth.
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1111
2Mon·
Roche’s Board of Directors proposes exchange of Genussscheine for participation certificates
Roche’s Board of Directors proposes exchange of Genussscheine for participation certificates (Partizipationsscheine)
Participation certificates (Partizipationsscheine) with a nominal value of CHF 0.001 each will replace the non-voting equity securities (Genussscheine).- Reduction of the nominal value of the bearer shares (Inhaberaktien) from CHF 1 to CHF 0.001 in line with the nominal value of the new participation certificates.
- Participation certificates are economically equivalent to Genussscheine and will be listed on the SIX Swiss Exchange.
- Discontinuation of printed dividend vouchers and a further transition to intermediated securities, in line with efficient and modern market practices.
- The exchange of Genussscheine for participation certificates and the reduction as well as the repayment of the nominal value of the bearer shares will be submitted to the shareholders for approval at the 2026 Annual General Meeting
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3Mon·
Roche - accidentally bought ADR
I accidentally put my savings plan with Trade Republic on the ADR instead of the original share a few months ago. Due to the fluctuations in the dollar, it seems to have performed even slightly better than the share itself when traded in euros.
Apart from the currency fluctuations, will I suffer any significant disadvantages from the ADR in the long term? For example, in terms of taxes or extra fees. I am a German investor in Germany, with no ties to Switzerland or the USA. The position is relatively small, so I would rather avoid transaction costs for an unbalancing.
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4 Comments
A few months ago, the original share did not yet exist. The original shares from Switzerland have only been tradable in Germany again since May
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4Mon·
Roche Update zur Trump Executive Order bzgl. Drug Pricing
Kurze Zusammenfassung:
Roche and Genentech have shared an internal update regarding a new U.S. Executive Order focused on drug pricing. The order, titled “Delivering Most Favored Nation Prescription Drug Pricing to American Patients,” aims to benchmark U.S. drug prices against the lowest prices found in other developed countries. While still in early stages and requiring a regulatory process to implement, this policy could have major implications for the pharmaceutical industry.
The Executive Order directs the government to publish a target price list within 30 days and asks drug manufacturers to make progress toward those prices. If not, further actions — such as importing cheaper drugs — could follow. Diagnostics and medical devices are not affected.
Roche expresses concern that the policy may harm innovation, reduce R&D investment, and fail to address the root issues of high patient costs in the U.S., which often stem from intermediaries in the healthcare system. The company supports reforms that improve patient affordability without undermining scientific progress and is working with policymakers to shape more effective solutions.
No immediate impact on Roche’s business is expected this year and the company remains committed to both innovation and patient access.
5Mon·
🇨🇭 Swiss Dividend & Defensive Growth Stocks – Ranked
I screened 7 global blue chips with a value/growth balance using my PASS and Buffett-style filters. Here’s the verdict:
🔝 1. Chocoladefabriken Lindt & Sprüngli ($LISP (+1.53%) )
🟩 Score: 89 – Excellent
📈 WB Score: 7 (Grade B)
📌 Insider-led, durable moat, elite brand.
🚨 BUT: Price per share (CHF 12,210!) makes it impractical for my strategy.
🥈 2. Nestlé ($NESN (+1.4%) )
🟨 Score: 75 – Strong
📈 WB Score: 4 (Grade D)
⚖️ Balanced income with global stability. Mildly overvalued but still attractive.
🥉 3. Mondelez ($MDLZ (-1.77%) )
🟨 Score: 70 – Strong
📈 WB Score: 4 (Grade D)
🍫 Snack leader with consistent cash flows. Mildly overvalued, but solid anchor.
⚖️ Honorable Mentions
- Roche ($ROG (-1.09%) ) – ⚖️ Fairly priced, insider-led, great pipeline, but slight value trap warning.
- Zurich Insurance ($ZURN (+0.21%) ) – Stable, shareholder-friendly.
- UBS ($UBSG (-0.25%) ) – Riskier financial play, some trap signals.
- On Holding ($ONON (+3%)) – Growth potential, but overvalued; needs close monitoring.
🧠 Strategy Notes
✅ Favoring undervalued or stable-yield stocks with clear rotation plans.
❌ LISP is a dream stock, but high entry price makes it unsuitable for my dividend + compounding approach.
But I’m convinced it would make a fine addition to a portfolio and I will keep an eye on it and have it as one of my white whales!
5Mon·
Roche continues good momentum into 2025 with 6% (CER) sales growth in the first quarter
April 24, 2025
- Group sales grew by 6%1 at constant exchange rates (CER; 7% in CHF), driven by high demand for newer medicines and diagnostic solutions.
- Pharmaceuticals Division sales rose by 8% (9% in CHF) on continued strong demand for a broad range of our medicines; top growth drivers were Phesgo (breast cancer), Vabysmo (severe eye diseases), Xolair (allergies) and Hemlibra (haemophilia A).
- Diagnostics Division sales remained stable with high demand across products and regions offsetting the impact of the recent healthcare pricing reforms in China.
- Highlights:
- US approval for Evrysdi tablet for spinal muscular atrophy and Susvimo for the leading cause of diabetes-related blindness
- EU approval for Columvi combination with chemotherapy for people with relapsed or refractory diffuse large B-cell lymphoma
- US acceptance of supplemental Biologics License Application for Gazyva/Gazyvaro for lupus nephritis
- Trontinemab for Alzheimer’s disease and NXT007 for haemophilia A to move into phase III
- Exclusive collaboration and licensing agreement with Zealand Pharma to co-develop and co-commercialise amylin analogue as a stand-alone therapy as well as a fixed-dose combination with Roche’s lead incretin asset CT-388 for weight loss
- Unveiling of novel sequencing by expansion (SBX) technology, a new class of next-generation sequencing
- Announcement of plans to invest USD 50 billion in pharmaceuticals and diagnostics in the US in R&D and manufacturing over the next five years
- Announcement of plans to establish Roche Genentech Innovation Center Boston
Outlook for 2025 confirmed
Roche (SIX: RO, ROG; OTCQX: RHHBY) expects an increase in Group sales in the mid single digit range (CER). Core earnings per share are targeted to develop in the high single digit range (CER). Roche expects to further increase its dividend in Swiss francs.
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5Mon·
☝️Trump is not ruining the US economy
Johnson & Johnson (Pharmaceuticals) - $JNJ (+0.2%) Invests over 55 billion US$ in the USA within four years to expand production and researchreuters.com. Four new plants are planned (the first in Wilson, North Carolina, has already been launched)reuters.com. This step was taken in March 2025, shortly after the Trump administration imposed a import tariff of 25 % on medicines on medicines and is intended to help produce more medicines domesticallyreuters.com
reuters.com. (Source: company statement/Reuters)
Roche (Pharmaceuticals) - $ROG (-1.09%) The Swiss pharmaceutical company announced 50 billion US$ investments in the USA over the next five yearsfaz.net. This is Roche's response to President Trump's threat to impose tariffs of ~25 % on pharmaceutical importsto produce more important medicines in the USAfaz.net
faz.net. Plans include 1,000 new jobs in production and research (plus approx. 11,000 jobs with suppliers and construction) in the USAfaz.net. Announcement was made in April 2025 (Source: Company statement/F.A.Z.)
Eli Lilly (Pharma) - $LLY (-0.32%) Announced in Feb. 2025, 27 billion US$ to invest in the construction of four new production facilities in the USAreuters.com. This is expected to more than double US production capacity and create over 3,000 new high-tech jobs (plus ~10,000 construction jobs)reuters.com. The background to this is the threat of a 25% tariff on drug imports, which is prompting Lilly to relocate production from Ireland & Co. to the USAfaz.net. (Source: Company statement/Reuters)
Novartis (Pharma) - $NOVN (-0.81%) Plant 23 billion US$ for the expansion of 10 US sites (including 6 new production plants and an R&D center in San Diego)reuters.com. This five-year investment offensive (announced on April 10, 2025) comes two days after Trump announced "big tariffs" on drug imports
reuters.com. Novartis wants to relocate the production of important drugs to the USA (>1,000 new highly qualified jobs plus ~4,000 jobs in construction and support)reuters.com
reuters.com. (Source: Company statement/Reuters)
Merck & Co (Pharmaceuticals) - $MRK (-0.65%) In March 2025, the US pharmaceutical company (not to be confused with Merck KGaA) opened a new US$ 1 billion plant in North Carolina and announced plans to invest a total of ~8 billion US$ in the USA by 2028reuters.com
reuters.com. Trump is increasing the pressure on the industry to move production back and has threatened to impose 25 % tariffs on pharmaceutical products
reuters.com. Merck has responded by investing over USD 12 billion in US plants since 2018 and is continuing to expand in order to circumvent import tariffsreuters.com
reuters.com. (Source: Reuters)
Hyundai (Automotive) -$HYUD In March 2025, the South Korean manufacturer announced a package of 21 billion US$ of investments in the USAspectrumlocalnews.com. This includes, among other things US$ 5.8 billion for a new steel mill in Louisiana (approx. 1,400 jobs)spectrumlocalnews.com and a new e-car plant in Georgia (US$ 8 billion)which will create over 8,500 jobsspectrumlocalnews.com. Hyundai is thus increasing its US production capacity to over 1 million vehicles/year
autohaus.de
spectrumlocalnews.com. President Trump saw this as a success for his tariffs - Hyundai would "produce its steel in America and build cars in America and thus not have to pay tariffs"
autohaus.de
spectrumlocalnews.com. (Source: Company statement/Spectrum News)
Stellantis (Automotive) - $STLAM (+8.14%) The Fiat-Chrysler/PSA Group provides 5 billion US$ to expand its US production facilitieswhitehouse.gov. The centerpiece is the reopening of the Belvidere plant (Illinois), which was shut down in 2023 to produce new models (including a mid-size pickup)automotivemanufacturingsolutions.com. This will create around 1,500 jobs for regular UAW employees will be restoredautomotivemanufacturingsolutions.com
automotivemanufacturingsolutions.com. This investment was announced in late 2024/early 2025 in connection with the new UAW collective bargaining agreement and Trump's auto tariffs (25% on imported cars from April 2025) agreed - Stellantis' Chairman met personally with Trump to "secure the future of the company"automotivemanufacturingsolutions.com. (Source: Company statement/FT/AMS)
TSMC (Semiconductor) - $TSM (-0.1%) The Taiwanese chip contract manufacturer TSMC announced in March 2025 that it will invest an additional 100 billion US$ to invest in the USAreuters.com. The plan is to build five new factories over the next few years (three chip fabs, two packaging plants and a large R&D center)reuters.com
reuters.com. The background to this is US efforts to be less dependent on Asian chips (national security) - Trump emphasized that key semiconductors "be built here in the USA"reuters.com. TSMC's expansion is expected to create 40,000 construction jobs in four yearsreuters.com and reduce dependence on imports. (Source: Company statement/Reuters)
Apple (Electronics) - $AAPL (+0.98%) The tech company announced 2025, 500 billion US$ to invest in US manufacturing and educationwhitehouse.gov. This enormous sum (over 4 years) includes already planned expenditures, but signals Apple's willingness, to relocate more production and value creation to the USA
reuters.com. Apple has been under pressure because many of its products (iPhone, Mac) are manufactured in China and are being targeted by Trump's China tariffs could be targeted by Trump's China tariffs. The investment pledge - including new US locations and supplier programs - is intended to help maintain exemptions from import tariffs and promote "Made in USA"reuters.com
reuters.com. (Source: Company statement/White House, Reuters)
Sources: Primary data from the companies and reports (F.A.Z., Reuters, Spectrum News, etc.), see citations.
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40 Comments
You can't make a serious assessment of that today.
1. the tariffs are not yet in force and those that are have not even been in force for a month.
2. the importers have filled their warehouses beforehand.
3. the ripple effects need time to become visible.
It will therefore not be possible to make a serious assessment until the beginning of Q3 at the earliest.
But probably not until after Q1 2026.
That's the same as cutting off a chicken's head and saying:
"Look, it's still running, it's fine, my hatchet didn't break the chicken" 🫠
1. the tariffs are not yet in force and those that are have not even been in force for a month.
2. the importers have filled their warehouses beforehand.
3. the ripple effects need time to become visible.
It will therefore not be possible to make a serious assessment until the beginning of Q3 at the earliest.
But probably not until after Q1 2026.
That's the same as cutting off a chicken's head and saying:
"Look, it's still running, it's fine, my hatchet didn't break the chicken" 🫠
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