Roche: Strong phase III data for ocrelizumab in PPMS and RRMSBUY – Top Pick, Fair Value CHF327 (+29%)
Ocrelizumab phase III data with be presented today and tomorrow at ECTRIMS. The tougher the endpoints in RRMS, the better the results i.e. mixed on ARR but very good on disability and MRI measures. They are also very solid in PPMS and make ocrelizumab a potential new SoC. Based on these results, we confirm our 2021 sales target of USD3bn (80% PoS), where CS is 3x lower.
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