Financial PerformanceBetter than anticipated cost control (COGS, R&D, SGA) results in a 5% upgrade to Core EPS and this leads to a 7-10% upgrade to Core EPS.
New Product DevelopmentRoche is progressing CT-996 into Phase II development, and plans to initiate part 3 of the Phase I study in Obesity with T2D.
Sales GrowthThree potential assets, each forecasted to generate over $5bn in sales, have been highlighted, with Giredestrant for 1L breast cancer showing the highest conviction.