Roche disclosed a pipeline cleanup — removing five Chugai‑origin assets including four early solid‑tumor programs and an anti‑IL‑8 candidate for endometriosis — while reporting a 4% year‑to‑date decline in diagnostics revenues. CEO commentary framed the asset removals as portfolio discipline rather than a strategic retreat from oncology. Roche’s diagnostics division reported mixed regional performance: growth in North America, Europe and Latin America offset by a steep Asia Pacific decline attributed largely to healthcare pricing reforms in China. The company said pathology and molecular diagnostics showed pockets of strength despite near‑patient care softness. Dropping the Chugai candidates follows Chugai’s internal suspension and reflects Roche’s standard of evidence for advancing programs. For diagnostics and medtech supply chains, the results highlight regulatory and pricing risks in China and the continuing need to align R&D priorities with commercial realities.
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