Pharmaceuticals & Biotech Swiss Community

Newron’s future now hinges on one late-stage drug being tested as an add-on for people with schizophrenia who don’t respond well to current treatments, setting up a make-or-break moment when results arrive. The company has lined up extra funding, longer patent protection, and an active partner in Asia—but if the trial disappoints, there’s little else to fall back on.Read more

We are living through a biological revolution. You see it on the balance sheets of the world’s largest pharmaceutical companies and you see it in the cultural zeitgeist.Read more

Roche is lining up a new wave of potential hit medicines across obesity, cancer, and multiple sclerosis, with many important trial results expected soon. The big question is whether these programs succeed before tougher competition and upcoming patent expiries start to bite.Read more

Cosmo’s results swing sharply as one-off project deals fade and the company shifts focus to repeatable royalty and manufacturing income, sparking a big market sell-off. With new approvals, a US launch for its AI-assisted endoscopy system, and key clinical readouts ahead, the next year could clarify whether this is a temporary dip or a turning point.Read more

Investment Memo – Roche Holding AG (Pharmaceutical Division / “Roche Pharma”) 1. Executive Summary Roche is a leading global pharmaceutical and diagnostics company with a strong focus on oncology, immunology, neuroscience, and rare diseases.Read more

Roche shows it can grow again after the pandemic boom fades, with its drug business holding up better than its testing business. The next big swing factor is whether a wave of late-stage study results and new testing products can deliver—after past acquisitions forced painful write-downs.Read more

211011 Draupnir noch ein Anteil von rund 55,5% an Polypeptide. Der «Free Float» an der Börse SIX erhöht sich dadurch gleichzeitig von 40,0 auf rund 44,5%.Read more

Novartis is leaning on a wave of newer medicines and a busy lineup of upcoming trial readouts to keep sales growing, even as older blockbuster drugs face copycat competition. The story balances that upside with the big question of whether pricing pressure and policy changes in major markets could slow the payoff.Read more

Tariffs, tougher rules, and shaky lab spending are putting pressure on Tecan’s profits just as labs shift toward more digital, AI-driven systems that could make parts of its lineup less distinctive. At the same time, its push toward more repeat business from services and consumables, plus improving orders, could soften the blow—if the recovery holds.Read more