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Inside Roche’s Lucentis, Activase, and Mircera in 3Q17

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Lucentis: Revenue trends

In 3Q17, Roche Holding’s (RHHBY) Lucentis generated revenues of 399 million Swiss francs, which reflected ~7% growth on a year-over-year (or YoY) basis and ~19% growth on a quarter-over-quarter (or QoQ) basis. Lucentis (ranibizumab) is used for the treatment of individuals with diabetic retinopathy (or DR), neovascular age-related macular degeneration, diabetic macular edema (or DME), and myopic choroidal neovascularization (or mCNV). In the marketplace, Roche’s Lucentis faces stiff competition from Regeneron’s (REGN) Eylea.

Activase/TNKase: Revenue trends

In 3Q17, Activase generated revenues of 307 million Swiss francs, which reflected ~15% growth on a YoY basis. In 3Q17, in the US market, Activase generated revenues of 293 million Swiss francs, which reflected ~15% growth on a YoY basis. Activase (alteplase) is indicated for the treatment of acute ischemic stroke. Activase is also used for the treatment of individuals with acute myocardial infarction (or AMI) for reduction of mortality and incidence of heart failure.

Mircera: Revenue trends

In 3Q17, Mircera generated revenues of 128 million Swiss francs, which reflected a ~2% fall on a YoY basis and ~6% growth on a QoQ basis. In 3Q17, in the European and Japanese markets, Mircera generated revenues of 21 million Swiss francs and 54 million Swiss francs, respectively, which reflected a ~12% fall and a ~3% growth, respectively, on a QoQ basis.

Mircera is indicated for the treatment of individuals with anemia due to chronic kidney disease (or CKD). In the marketplace, Mircera competes with Amgen’s (AMGN) Epogen and Aranesp, and Pfizer’s (PFE) Retacrit.

Madopar: Revenue trends

In 3Q17, Madopar generated revenues of 81 million Swiss francs, which reflected ~10% growth on a YoY basis and ~5% growth on a QoQ basis. In 3Q17, in the European and Japanese markets, Madopar generated revenues of 27 million Swiss francs and 3 million Swiss francs, respectively, which reflected ~5% growth YoY and ~1% growth QoQ. Madopar (levodopa and benserazide) is used for the treatment of Parkinson’s disease.

The Vanguard FTSE All-World ex-US ETF (VEU) invests ~0.71% of its total portfolio holdings in Roche.

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