Replies to post #72777 on Biotech Values

[jbog]

Roche

Their own product portfolio is very good, over the $10 b mark. Don't forget they have controlling interest of Chugai also.

Any way you cut it, either Roche is dirt cheap or DNA is expensive.

[DewDiligence]

Re: Roche’s in-house portfolio (such as it is)

Roches's current 56% portion of DNA is worth about 48bn… Of course, their rights to DNA drugs in ROW are a big part of the rest of Roche's value—their own product portfolio can't be worth a whole lot

This slide from Roche’s 4Q08 CC is on-point: