ROCHE es...oncología.

About 70% of this value comes from its oncology and auto-immune drugs, and it’s not hard to see why. Roche is a dominant force globally in cancer therapeutics (oncology) with three of its cancer drugs earning more than $6 billion annually. Its oncology and auto-immune drug sales have grown reasonably over the last few years, especially considering how the broader pharmaceutical industry has performed. In addition to this, the percentage contribution of these segments to Roche’s total revenues has also increased. In 2014, oncology drugs accounted for roughly 48.5% of the company’s sales, totaling more than $26.6 billion. Roche has done well to take market lead in a growing therapeutic area. It needs to build upon this success as other firms are getting increasingly interested in cancer therapeutics, and there is also a potential threat from biosimilars which are generic versions of biologics.(...)

However, emerging competitive risks must be considered.

Bristol-Myers Squibb and Merck  have made significant strides in immuno-oncology segment in recent quarters by gaining approval for Keytruda and Opdivo. 

These drugs essentially work by blocking the ability of the melanoma cells to hide themselves from the body’s immune system. While they don’t directly compete with Roche’s products because of their different disease focus, they could well in the future. A significant chunk of R&D dollars is being pumped to bolster immuno-oncology pipeline.(Más)