Roche Holding AG

Oakmark Global All Cap Strategy Q2 2026 Portfolio Performance

The Oakmark Global All Cap Strategy returned 8.05% in Q2 2026, trailing its benchmark due to headwinds in software and media. Read the full analysis for more.

Outlook: 'Hold' - Caution On LYTENAVA FDA Approval And Cash Needs

Outlook Therapeutics, Inc. wins FDA & EU approval for LYTENAVA for wet AMD, but cash burn and competition loom. Click for this OTLK update.

Regeneron: I'm Not Concerned About The Declining ROIC And Operating Margins

Regeneron Pharmaceuticals, Inc. buy case: Dupixent & Libtayo fuel growth despite volatility & Eylea biosimilar risks; margins to recover. Click for an REGN update.

Roche Holding AG (RHHBY) Q2 2026 Earnings Call Transcript

Roche Holding AG (RHHBY) Q2 2026 Earnings Call July 23, 2026 8:00 AM EDTCompany ParticipantsThomas Schinecker - Group Chief Executive OfficerAlan Hippe -...

Roche Receives EMA CHMP Recommendation For Approval Of Macular Degeneration Treatment Susvimo

Susvimo is the first and only continuous delivery treatment that offers an alternative to standard of care eye injections for nAMDPositive recommendation is based on data from the LADDER, Archway and …

Roche Holding AG 2026 Q2 - Results - Earnings Call Presentation

2026-07-23. The following slide deck was published by Roche Holding AG in conjunction with their 2026 Q2 earnings call.

Reported Saturday, Prothena Partners Roche And Bristol Myers Squibb Present Clinical Data Supporting Next-Generation Prasinezumab And BMS-986446 Treatments For Parkinson's And Alzheimer's Disease At AD/PD 2026

Going Deeper On Disc Medicine

Disc Medicine stock is slightly compelling, trading at ~$2.1 billion net of cash, with significant upside tied to bitopertin and DISC-0974 clinical milestones. Read the full analysis here.

4D Molecular: 'Buy' Wet-AMD Study Readouts 2027 And DME Expansion Opportunity

Europe's Other Story: 5 Reasons The Continent's Equities Are Worth A Closer Look

Europe's equity story is being driven by defense rearmament, stronger bank earnings, energy infrastructure investment and world-class healthcare companies, not just its traditional export