Roche is one of the most outstanding companies in the pharmaceutical industry in our view.

The field is quite new, so its ultimate success at finding new drugs is still unknown.

Roche is providing innovation. I could not care less about the hundreds of anti high-blood pressure products. This drug looks like it will literally give women a new lease of life.

This is still a very new area will that continue to grow. At some point, we won’t differentiate between these drugs.

It’s a frustration that these letters aren’t considered public and so it’s difficult to understand what the risks are.

The technology is in a very early stage in general, so it may in the future provide breakthroughs but in the short-term it is certainly going to take time.

These numbers prove once again the real power of a strong oncology franchise.