The Dow Jones Industrial Average (^DJI) was down 292.77 (-0.6282%) points today, reflecting a cautious tone across the U.S. stock market. Dow Futures (YM=F) also indicated weakness, down 276.00 (-0.5889%) points. This pullback comes after a period of record-setting gains for broader indices like the S&P 500 and Nasdaq.The main narrative driving the market today is a combination of the ongoing U.S. government shutdown, which has delayed crucial economic data, and investor anticipation ahead of the full third ...

2025 年 10 月 9 日 证券研究报告 行业周报 weiyuqi@gwgsc.com 执业证书编号：S0200525060001 联系电话：010-68099389 公司地址：北京市丰台区凤凰嘴街 行业评级： | 报告期：2025.9.15-2025.10.8 | | | --- | --- | | 投资评级 | 看好 | | 评级变动 | 维持评级 | 分析师： huchenxi@gwgsc.com 执业证书编号：S0200518090001 联系电话：010-68085205 医药生物行业双周报 2025 年第 20 期总第 143 期 2025ESMO 大会召开在即 关注临床数据及基本面优异的公司 行业回顾 本报告期医药生物行业指数跌幅为 2.72%，在申万 31 个一级行业中 位居第 23，跑输沪深 300 指数（2.62%）。从子行业来看，医疗研发 外包、医疗设备涨幅居前，涨幅分别为 2.28%、0.59%；原料药、医 院跌幅居前，跌幅分别为 9.84%、5.78%。 行业走势： 估值方面，截至 2025 年 9 月 30 日，医药生物行业 PE（TTM 整体法， 剔除负值）为 31.23x（ ...

默克集团等3家全球顶尖药企落户 香港重点企业总数破百家 中新社香港10月9日电 香港特区政府引进重点企业办公室(简称"引进办")9日在特区政府总部举行新一批 重点企业签约仪式。新一批共18家重点企业落户香港，包括3家全球十大医药企业。 10月9日，由香港特区政府引进重点企业办公室举办的重点企业签约仪式在香港特区政府总部举 行。图为重点企业签约仪式。 中新社记者 李志华 摄 引进办主任任景信表示，顶尖药企的落户将有助推动香港成为临床研究及创新药物开发的重要基地。新 一批重点企业亦创下另一项纪录——高达40%的企业来自海外，反映香港作为国际大都会的吸引力持续 增强，深受全球创科企业青睐。(完) 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 引进办表示，随着该批企业加入，引进办的重点企业伙伴总数正式突破100家。这些重点企业预计为香 港带来约600亿港元投资，并创造约22000个就业职位，为经济 ...

Presentations at the Congress will feature new or updated findings from Merck's broad portfolio of cancer medicines, including data for KEYTRUDA (pembrolizumab); LENVIMA (lenvatinib), in collaboration with Eisai; WELIREG (belzutifan); and KEYTRUDA QLEXâ"¢ (pembrolizumab and berahyaluronidase alfa- pmph). Key data being presented on existing medicines in Merck's portfolio: Additionally, new data for investigational antibody-drug conjugates (ADCs) from Merck's innovative pipeline will be presented at the Cong ...

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Merck (MRK) To Contact Him Directly To Discuss Their Options If you purchased or acquired stock in Merck between February 3, 2022, to February 3, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. NEW YORK, Oct. 08, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel & Squire, P.C., a nationally recogniz ...

Core Insights - Verona Pharma plc (NASDAQ:VRNA) is undergoing a $10 billion acquisition by Merck & Co. (NYSE:MRK), with shareholders approving the deal on October 1, 2023, at a price of $107 per American Depositary Share [2][3] - The acquisition is set to finalize on October 7, 2023, following a judicial hearing, and Nasdaq trading for VRNA shares will be suspended on the same day [2][3] - Verona Pharma's COPD medication, Ohtuvayre, has shown promising results in Phase 3 ENHANCE trials, which will be presented at the International Congress of the European Respiratory Society [3] Company Overview - Verona Pharma plc specializes in treatments for chronic respiratory conditions, with Ohtuvayre being its primary medication for COPD [4] - The acquisition by Merck is significant as Ohtuvayre represents the first novel inhaled treatment mechanism for COPD in over two decades, highlighting its potential impact on the market [3]

Group 1 - Merck & Co., Inc. (NYSE:MRK) is identified as a trending stock with significant upside potential, showing a bullish reversal trend according to analyst Carter Worth [1] - The stock has increased approximately 5% over the past 30 days, with expectations of further gains of at least 10 to 15% based on strong price volume correlation [1] - Impax US Sustainable Economy Fund highlights Merck's high Corporate Resilience score and its contributions to a sustainable healthcare system, despite recent stock weakness due to concerns over its drug pipeline and competition from generics [2] Group 2 - The weakness in Merck's stock during Q2 was attributed to market sentiment around healthcare stocks and specific concerns regarding its drug pipeline, particularly Keytruda [2] - While acknowledging Merck's potential, the fund expresses a stronger belief in certain AI stocks for higher returns and limited downside risk [2]

Merck (MRK) ended the recent trading session at $87.61, demonstrating a -1.34% change from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 0.38% for the day. Meanwhile, the Dow experienced a drop of 0.2%, and the technology-dominated Nasdaq saw a decrease of 0.67%. The stock of pharmaceutical company has risen by 5.6% in the past month, leading the Medical sector's gain of 2.72% and the S&P 500's gain of 4.06%.Analysts and investors alike will be keeping a ...

Key Takeaways MRK begins three phase IIb studies of tulisokibart in HS, r-axSpA and rheumatoid arthritis.Tulisokibart is now being tested across six types of immune-mediated inflammatory diseases.MRK's phase III pipeline has nearly tripled since 2021, boosting long-term growth potential.Merck (MRK) announced that it has initiated three separate phase IIb studies evaluating its investigational TL1A inhibitor, tulisokibart (MK-7240), in three new immune-mediated inflammatory diseases.The three new phase IIb s ...

Key Takeaways MRK shares jumped nearly 13% as Pfizer's drug-pricing deal lifted sentiment across big pharma.Keytruda drives over half of MRK's pharma sales, but exclusivity ends in 2028.Weak Gardasil demand in China and rising competition weigh on MRK's near-term outlook.Merck’s (MRK) shares have risen almost 13% in the past week as Pfizer’s (PFE) landmark deal with the Trump administration to lower drug costs eased investor concerns over pricing and tariffs in the pharma sector, pushing up stock prices of ...