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Roche’s Tarceva, Actemra, and Esbriet in 3Q17

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Actemra/RoActemra: Revenue trends

In 3Q17, Roche Holding’s (RHHBY) Actemra generated revenues of 485 million Swiss francs, which reflected ~13% growth on a year-over-year (or YoY) basis and ~2% growth on a quarter-over-quarter (or QoQ) basis. In 3Q17, in the US, European, and Japanese markets, Actemra/RoActemra generated revenues of 192 million Swiss francs, 156 million Swiss francs, and 77 million Swiss francs, respectively, which reflected ~18%, ~7%, and ~12% growth, respectively, YoY.

In September 2017, the European Commission approved Actemra/RoActemra for the treatment of individuals with giant cell arteritis (or GCA).

Esbriet: Revenue trends

In 3Q17, Esbriet generated revenues of 219 million Swiss francs, which reflected ~3% growth on a YoY basis and ~1% growth on a QoQ basis. In 3Q17, in the US and European markets, Esbriet generated revenues of 162 million Swiss francs, 47 million Swiss francs, respectively, which reflected ~3% growth and a ~7% fall YoY. Esbriet is indicated for the treatment of individuals with idiopathic pulmonary fibrosis (or IPF). To know more about Esbriet’s revenue trends, please refer to Esbriet Could Boost Roche’s Revenue Growth in 2H17.

Tarceva’s revenue trends

In 3Q17, Tarceva reported revenues of ~202 million Swiss francs, which is a ~16% fall on a YoY basis. In 3Q17, in the US, European, and Japanese markets, Tarceva generated revenues of 117 million Swiss francs, 33 million Swiss francs, and 22 million Swiss francs, respectively, which reflected a ~13% fall, a ~27% fall, and a ~9% fall, respectively, YoY.

Tarceva is used for the treatment of individuals with metastatic non-small cell lung cancer (or NSCLC) whose tumors have EGFR (epidermal growth factor receptor) exon 19 deletion or exon 21 substitution mutations and have received at least one previous chemotherapy regimen. Tarceva is also used in combination with gemcitabine for the treatment of individuals with locally advanced or metastatic pancreatic cancer. In the marketplace, Roche’s Tarceva competes with AstraZeneca’s (AZN) Iressa, Boehringer Ingelheim’s Gilotrif, and Eli Lilly’s (LLY) Cyramza. Other drugs for NSCLC include Novartis’s (NVS) Zykadia and Pfizer’s Xalkori. The Vanguard International Dividend Appreciation ETF (VIGI) invests ~2.8% of its total portfolio holdings in Roche.

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