Roche's Blockbuster Oncology Drugs Losing Steam As They Approach Patent Expiry

Roche Holdings' oncology business accounts for over 50% of the company valuation, according to our estimates. The company's blockbuster oncology drugs are Avastin, Herceptin and MabThera/Rituxan. These three drugs alone accounted for roughly 40% of the company's overall revenues in 2016