Roche CEO Sees Good Demand for New Medicines

The transcript covers a discussion on investor confidence, portfolio strength, and the company's M&A strategy, focusing on smaller acquisitions to complement their portfolio. It addresses potential impacts of Brexit and trade wars on supply chains, emphasizing confidence in maintaining supply. The conversation concludes with a future outlook on healthcare advancements and the company's role in contributing to these developments.

What factors have contributed to the company's increased confidence over the past year?

• Decline in competitor performance

• Expansion into new markets

• Strong demand for new medicines and a robust pipeline

• Reduction in operational costs

How does the company approach mergers and acquisitions?

• Seek partnerships with non-pharmaceutical companies

• Focus on large-scale mergers

• Avoid any form of acquisitions

• Prioritize smaller, strategic acquisitions

What is the company's stance on major mergers and acquisitions?

• They actively pursue mega mergers

• They avoid large-scale mergers

• They have no specific strategy

• They focus on divesting assets

How does the company plan to handle potential supply chain disruptions due to Brexit?

• By halting UK operations

• By outsourcing production

• By reducing inventory levels

• By increasing inventory levels

What is the company's view on the impact of a US-China trade war on pharmaceutical supply chains?

• They plan to relocate production

• They expect increased tariffs

• They believe medicines are less affected

• They see a significant risk