7    Roche    $14.5B     up 5.1%
Global revenue: $46.4B (5th); down 10.4%

R&D spend: $9.1B (2nd), down 5.2%; 19.6% of rev.

Top brands*: Xeloda ($648M), Boniva ($582M), Pegasys ($519M), Valcyte ($325M), Cellcept ($269M)

Planned launches: Pertuzumab (onc.), TDM-1 (onc.)

Promotional spend: $182M (17th); 1.3% of rev.

Patent expirations: Xeloda (2013)

Roche continues to boast a muscular pipeline and a high-performing portfolio of high-science (and high margin) drugs, biologics and diagnostics with negligible exposure to patent expirations (apart from Xeloda, a $648 million drug that loses exclusivity next year). The company recently won approval for Erivedge (vismodegib), for basal cell carcinoma, and just filed pertuzumab for breast cancer. Several other products for various cancers, asthma and atherosclerosis (like CETP inhibitor dalcetrapib) are in late-stage development. The Swiss firm solidified its standing in biologics with its acquisitions of Genentech (2009) and a majority stake in Chugai Pharma (2002), and is now pursuing a hostile takeover of San Diego gene sequencing specialist Illumina.
*Does not include Genentech brands

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