Roche's Stock Soars 19% in November, Driven by Breast Cancer Advances and Encouraging MS Drug Trials

Written by Emily J. Thompson, Senior Investment Analyst

Source: SeekingAlpha

Updated: Dec 01 2025

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Source: SeekingAlpha

Roche's Stock Performance: Roche's shares experienced a 19% increase in November, marking the strongest monthly gain since 1997, driven by positive trial results for an experimental breast cancer drug and a multiple sclerosis treatment.
Analyst Upgrade: Edmund Ingham from Seeking Alpha upgraded Roche to a Buy rating, highlighting the company's strong performance outlook for 2025, a robust pipeline, and attractive valuation metrics despite facing patent expirations.
Future Revenue Potential: Roche's obesity treatment assets could generate significant revenue in the 2030s if they achieve approval similar to successful drugs like Novo Nordisk's semaglutide and Eli Lilly's tirzepatide.
Revised Earnings Guidance: Roche raised its full-year guidance for core earnings growth to a high single- to low double-digit range, while maintaining its annual sales forecast for mid-single-digit growth.

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.