Roche and Novartis Back U.S. Drug Pricing Initiatives Amid Ongoing Negotiations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2025
0mins
Source: Newsfilter
- Drug Pricing Collaboration: Roche and Novartis are actively supporting U.S. efforts to lower drug prices and are in discussions with the Trump administration to potentially reach a pricing agreement that alleviates patient burdens while enhancing their corporate social responsibility image in the market.
- Industry Impact: Novartis has committed to working with the government to address price disparities between the U.S. and other high-income countries, which not only improves patient accessibility but may also enhance the company's competitiveness in the global market.
- Commitment to Innovation Protection: Roche emphasizes its support for reducing drug costs while urging other countries to fairly reward biopharmaceutical innovation, ensuring that patients can benefit without delay, a stance that could strengthen its influence in policy-making.
- Potential Agreement Progress: Sources indicate that a drug pricing deal involving Roche and Novartis may be nearing completion, and if realized, this development could have far-reaching implications for the entire pharmaceutical industry, potentially prompting other drugmakers to follow suit.
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Analyst Views on ROG
Wall Street analysts forecast ROG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ROG is 281.18 USD with a low forecast of 105.00 USD and a high forecast of 457.36 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 96.060
Low
105.00
Averages
281.18
High
457.36
Current: 96.060
Low
105.00
Averages
281.18
High
457.36
About ROG
Rogers Corporation designs, develops, manufactures and sells engineered materials and components. Its segments include Advanced Electronics Solutions (AES) and Elastomeric Material Solutions (EMS) and Other. The AES segment designs, develops, manufactures and sells circuit materials, ceramic substrate materials, busbars and cooling solutions for applications in the EV/HEV, automotive, aerospace and defense, renewable energy, wireless infrastructure, mass transit, industrial, connected devices and wired infrastructure markets. The EMS segment designs, develops, manufactures and sells engineered material solutions for a variety of applications and markets. These include polyurethane and silicone materials used in cushioning, gasketing and sealing, and vibration management applications for EV/HEV, general industrial, portable electronics, automotive, mass transit, and other markets. The Other segment consists of elastomer components for applications in the general industrial market.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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