The registered office of Roche holding Ag on April 11, 2025, in Basel, Switzerland.
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Swiss pharmaceutical company Rock target of becoming one of the three main obesity players in the world, posing a potential truck rival Novo Nordisk And Eli Lilly Because he advances one of his experimental weight loss drugs to an advanced stage test.
“I want you to know that I am serious about this objective,” Teresa Graham, CEO of Roche in London, told Investors and analysts.
“We know how to enter new markets,” she added.
The drug manufacturer said earlier this week that its CT -388 weight loss injection entered a phase III trial – the last step before a company could request regulatory approval – marking the latest development in the emerging pipeline but rapidly growing rock for obesity and related conditions.
Roche does not currently have obesity drugs approved on the market, but Graham said that the company was targeting its launch in its suite of treatments by 2030.
This includes the Petrelontide drug candidate closely, which Roche will currently co-develop and co-commerce as part of a partnership of $ 5.3 billion with Danish biotechnology Pharmaceutical zoland.
“I think we are on the right track,” the cardiovascular, renal and renal chronology of the development of cardiovascular, renal and metabolism told CNBC.
“We are very determined to try to draw this (chronology) as much as possible,” he added.
Petrelontide, an emerging form of treatment known as Amyline’s analog, adds to the existing GLP-1 offer of Roche, in particular CT-388 and the oral candidate once a day CT-996, which were both acquired as part of the first rock foray on the obesity market with the purchase at the end of 2023 of us.
Obesity market
The company also strengthened its offer last week with an agreement to buy US Biotech Company 89bio, joining competitors in the development of new treatments on liver disease to complete weight loss drugs.
Graham told investors that she was convinced that the growing suite of rock -of -rock drugs would help strengthen her chances of success in the increasingly competitive weight loss medication market.
Yihan Li, pharmaceutical analyst at Barclays, said that Roche’s goal of becoming one of the three best players was “potentially achievable” because of their wide pipeline of obesity assets, but noted that next year would be a “big year” for their test readings.
“More importantly, the obesity market is currently only a duopoly. It will therefore be a question mark on the size of the gap between Roche against Novo / Lly,” she wrote in comments sent by email, adding that other competing treatments were likely to come to the Roche Market.
This occurs while the Eli Lilly and Novo Nordisk rivals have run to put their obesity pills on the market, while they are looking to extend their supply in the middle of booming demand for their GLP-1 treatments. The two companies also explore the analog candidates of the Amyline as well as other experimental treatments.
Already, the pair dominates the obesity medication market, even if competition from pharmacies made up of copy has increased.
Nevertheless, Graham suggested that new market entrants could learn important lessons in the first cycle of obesity treatments. In particular, she said that “new generation” drugs should meet the unsatisfied needs for tolerance, weight maintenance, comorbid treatment and lean muscle loss.
“Our differentiation is based on this extent of options,” she said. “We can completely cover the extent of this non -satisfied need.”
“If you do not have a portfolio of solutions, this is what makes it limiting,” added Chakravarthy.
