With biosim­i­lar threat un­der con­trol (for now), Roche sa­vors de­mand for its new drugs

Roche $RHB­BY un­veiled a cheer­ful up­date on its per­for­mance in the first nine months of this year, with de­mand for its new­er drugs — pri­mar­i­ly in on­col­o­gy/im­munol­o­gy — dri­ving sales, par­tic­u­lar­ly in Chi­na where can­cer is on the rise. In its press re­lease, the Swiss drug­mak­er men­tioned its pend­ing $4.3 bil­lion ac­qui­si­tion of Spark Ther­a­peu­tics $ONCE, promis­ing the deal — which has seen de­lay af­ter de­lay due to un­re­lent­ing scruti­ny by com­pe­ti­tion reg­u­la­tors — will be con­sum­mat­ed by the end of the year.

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Alexandria Real Estate Equities

Cambridge, MA, USA