Outside Oncology: 6 Updates From Roche's Pharma Investor Day

Management updated investors on M&A strategy, US drug pricing reform and R&D investment.

Much of the focus of Roche Holding AG’s 14 September investor overview was on Roche's cancer pipeline, and how the company plans to maintain its leadership position in oncology. But the company's top leaders also addressed other topics involving business strategy and the macro environment. (Also see "Roche Gives The Stage To A New Generation Of Cancer Drugs" - Scrip, 15 September, 2021.) Here are six other takeaways from the meeting.

Roche took a cautiously optimistic tone about the outcome of potential drug pricing reform legislation in the US. Some drug industry leaders have become increasingly wary that the US Congress could pass drug price reform legislation as part of a budget reconciliation bill that would give the government more leeway to negotiate Medicare drug prices more directly with manufacturers

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