Industry Trend Analysis - Roche Will Fend Off Rituxan Biosimilar Threat With Gazyva - FEB 2017


BMI View: Improvements to care mark a major advantage for Roche's Gazyva as it attempts to break into the lymphoma market. Roche already has a well - established product in the market but its rituximab portfolio faces impending biosimilar competition. The success of Gazyva will allow for rapid patient conversion onto the new regimen and help buffer losses in revenue.

Roche has seen positive data from its Phase III investigation into Gazyva/ Gazyvaro (obinutuzumab) for the treatment of follicular lymphoma. The trial compared the novel therapeutic against Roche's MabThera/ Rituxan (rituximab) and saw a large increase in effectiveness over current methods. The improvement is welcome news for Roche, which is anticipating generic competition for its rituximab portfolio in the near future.

Significant Outcomes Improvement A Major Advantage

Rituxan Revenues Will Remain An Integral Part Of Roche Revenues
Roche Revenues (USDbn)
Source: Bloomberg, f=forecast

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