Roche ECTRIMS 2015: how big can ocrelizumab be?BUY, Fair Value CHF327 (+26%)
Ahead of the OPERA I & II and the ORATORIO fully-detailed data to be presented at the ECTRIMS medical congress starting today, we summarize what is at stake for ocrelizumab and Roche. Our base case suggests peak sales of USD3bn with 80% PoS. Under certain conditions, and depending on the price set for the drug to best leverage its potential in RRMS and PPMS, this figure could be higher.
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