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罗氏(ROG.S):诊断日的关键要点
高盛·2025-05-30 10:40

28 May 2025 | 7:38AM BST Roche (ROG.S): Key takeaways from Diagnostics Day Yesterday (27th May) Roche hosted its annual Diagnostics Day event presenting its strategy and key growth drivers in each franchise (slides here). Our key takeaways from the event and discussions with management were: 1) Management reiterated guidance on the Diagnostics division in the mid-long term whilst noting near term headwinds in China on 2025 sales growth; 2) The Sequencing by Expansion (SBX) solution, Mass Spectrometry (MS) s ...