Portfolio Case Study Exercise: Genentech


Genentech, the biotechnology company, was acquired by Swiss pharmaceutical company Roche in 2009. The combined company must achieve the promises made to investors at the time of the merger. One of the key tasks for Genentech CEO Ian Clark and CFO Ashraf Hanna was to implement a new portfolio management process for the combined entity. This case explores the goals of the portfolio management process, and allows students to develop scenarios to optimize the Genentech portfolio.