Rogers Corporation (ROG) Earnings Call Transcripts
Rogers Corporation's Latest Earnings Call - April 22, 2026
In the first quarter of fiscal year 2026, Roche Holding AG reported significant advancements in its multiple sclerosis (MS) treatment pipeline, particularly with fenebrutinib. The company highlighted positive Phase III results from the ENHANCE 1 and 2 trials, demonstrating fenebrutinib's efficacy in reducing relapse rates by 51% to 58% compared to teriflunomide. Despite concerns regarding safety, including an imbalance in fatal adverse events, management maintained a positive outlook, signaling potential FDA approval and a strong market position for fenebrutinib in both relapsing and primary progressive MS. Revenue and earnings specifics were not disclosed in the call, but management's guidance remains optimistic as they prepare for regulatory submissions.
Reported metrics
| Metric | Value |
|---|---|
| Annualized Relapse Rate Reduction | 51% to 58% (beat) |
| Fatal Adverse Events | 7 (negative) |
| FDA Submission Timeline | Midyear 2026 (positive) |
| Liver Monitoring Frequency | Every 2 weeks (neutral) |
| Patient Population for Fenebrutinib | 30% to 50% (positive) |
Guidance from management
Management remains optimistic about fenebrutinib's potential in the MS market, with plans to submit for FDA approval by midyear 2026. They expect to leverage the drug's efficacy across a broad spectrum of MS patients.
What management said
Maybe I'll start just high level on the label, you might expect this, but it's too early to comment. In fact, we're -- as you know, when we're submitting the entire data package as a composite package to the FDA by midyear, and we'll go through the process thereafter. So it's too early to speculate on the label, I don't mind not say. But first, with the other aspects, I'll turn to our Juan or others.
If I could just jump in, just to say that for Roche and [indiscernible], patient safety is extremely important. It's the #1 concern we have. And of course, we want to work with regulators to make sure that they are safe while getting the truck patients who is possible. We do want to have that in these 2 studies and the PPNR study as well, patients with suicides were not excluded as part of the study. And as Dr. Oh me...
What analysts pressed on
Analysts expressed concerns regarding the safety profile, particularly the imbalance in fatal adverse events. There were inquiries about how this would impact regulatory approval and market uptake, especially regarding liver monitoring and potential suicide risks associated with the treatment.
Main topics on the call
- Fenebrutinib Phase III Results — The ENHANCE 1 and 2 trials showed fenebrutinib reduced the annualized relapse rate by 51% and 58% compared to teriflunomide, indicating strong efficacy. Management stated, "fenebrutinib is the first BTK inhibitor to show...
- Safety Concerns — There was an imbalance in fatal adverse events, with 7 fatalities in the fenebrutinib group compared to 1 in the comparator group. Management reassured that "there is no clustering of events that seem to suggest that the...
- Market Positioning — Management indicated that fenebrutinib could be positioned as a first-line treatment for early relapsing MS patients, stating, "fenebrutinib would be a very good drug... to start treatment with high efficacy against rela...
- Regulatory Submission Timeline — Roche plans to submit the data package to the FDA by midyear 2026, with management expressing confidence in the approval process. They noted, "we are in contact, but it is early to comment on that before we are in formal...
Read the full Rogers Corporation transcript (April 22, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Rogers Corporation
Rogers Corporation (ROG) is a publicly listed company in the Electronic Equipment, Instruments and Components industry, within the Information Technology sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 105 calls on record spanning January 14, 2020 to July 28, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 105 Rogers Corporation earnings call transcripts on record, spanning January 14, 2020 to July 28, 2026. Based on this history, Rogers Corporation reports quarterly. The most recent call on file is dated July 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ROG
- Exchange
- NYSE
- Country
- US
- Sector
- Information Technology
- Calls on record
- 105
- First call
- January 14, 2020
- Most recent
- July 28, 2026
- Reporting cadence
- quarterly