
How Is Roche’s Infectious Disease Business Positioned in August?
By Daniel CollinsAug. 27 2018, Updated 6:30 a.m. ET
Infectious Disease segment’s revenue trends
Roche’s (RHHBY) Infectious Disease business generated revenues of 684.0 million Swiss francs in the first half compared to 779.0 million Swiss francs in the first half of 2017, reflecting an ~13% YoY (year-over-year) decline at CER (constant currency rates).
Tamiflu’s revenue trends
Roche’s (RHHBY) Tamiflu reported revenues of 320.0 million Swiss francs in the first half compared to 364.0 million Swiss francs in the first half of 2017, reflecting an ~11% YoY decline at CER.
In the first half, in the United States, Europe, and Japan, Tamiflu generated revenues of 164.0 million Swiss francs, 22.0 million Swiss francs, and 75.0 million Swiss francs, respectively. In the second quarter, Tamiflu generated revenues of 28.0 million Swiss francs, which reflected ~75% YoY decline at CER.
The availability of generic versions of Tamiflu led to the decline of its revenues. Tamiflu’s patent expired in the United States and other major markets in 2016. After its patent expiry, generic versions of the drug were launched.
Rocephin’s revenue trends
Roche’s Rocephin generated revenues of 161.0 million Swiss francs in the first half compared to 143.0 million Swiss francs in the first half of 2017, reflecting ~9% YoY growth at CER. In the first half, Rocephin generated revenues of 136.0 million Swiss francs from the sales in the international markets (outside the United States, Europe, and Japan markets), reflecting ~19% YoY growth at CER.
In the second quarter, Rocephin generated revenues of 63.0 million Swiss francs, reflecting an ~14% YoY decline at CER.
Roche’s other infectious disease drugs together reported revenues of 203.0 million Swiss francs in the first half, compared to 272.0 million Swiss francs in the first half of 2017, reflecting ~13% YoY decline.
Rocephin (Ceftriaxone) is an antibacterial agent used for the treatment of meningitis, pneumonia, endocarditis, skin, urinary tract infections, and various bacterial diseases.