默沙东宣布，将分拆业务为两部分，为以重磅药物Keytruda为首的癌症业务创建一个独立的部门，同时 将其非肿瘤治疗业务单独划分出来。目前，Keytruda已获批准用于多种癌症，是全球最畅销的处方药。 该疗法在2025年创造超过300亿美元的收入，占公司总收入的近一半。默克早前警告指，由于几款传统 药物即将失去专利保护期并面临 仿制药的压力，公司的销售额和利润将低于预期。（格隆汇） ...

Summary of Key Points from Conference Call Industry Overview - The conference call discusses the global business development (BD) activities in the pharmaceutical sector during the Chinese New Year period from February 13 to February 23, 2026, highlighting a total of 18 BD transactions globally [1] Core Insights and Arguments - **Key Transactions**: - Qinhai Bio licensed its MAT2A inhibitor (GH31), which has received IND approval in China and the US and is currently in Phase I clinical trials, to Gilead. Qinhai will receive an upfront payment of $80 million, $1.45 billion in milestone payments, and a tiered double-digit percentage royalty based on net sales [1] - Other notable transactions include: - Novartis partnered with Unnatural Products to develop macrocyclic peptide drugs, focusing on cardiovascular applications, with Unnatural Products receiving an upfront payment of $100 million and potential milestone payments of $1.7 billion [1] - Eli Lilly acquired global rights for the IL6 monoclonal antibody clazakizumab from CSL for all indications except end-stage renal disease, with CSL receiving an upfront payment of $100 million [1] - Merck collaborated with Mayo Clinic to integrate clinical and genomic data, focusing on early research translation in inflammatory bowel disease, skin diseases, and neurology [1] - **Year-to-Date Transactions**: - From January 1 to February 23, 2026, there have been 36 BD transactions involving Chinese companies, with 13 of these transactions involving multinational corporations (MNCs) [1] Additional Important Insights - **Comparison with Previous Year**: - In comparison, there were 26 BD transactions during the same period in 2025, with only 3 involving MNCs [2] - **Future Outlook**: - The analysis indicates that MNCs have increased their focus on Chinese BD teams and asset searches since the second half of 2025, suggesting a positive outlook for more BD transactions involving Chinese assets and MNCs in 2026 [2]

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Merck creates separate oncology arm ahead of Keytruda patent loss - Invezz# Merck creates separate oncology arm ahead of Keytruda patent loss[Health & pharma]Author[Vatsala Gaur]Feb 23, 2026, 14:11 PM- Company banks on pipeline growth and recent acquisitions to offset pressure.- Leadership changes aim to prepare for Keytruda's 2028 patent expiry.- Merck splits its human-health business into oncology and specialty divisions.Merck said on Monday that it will split its human-health operations into two separate ...

About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...

The drug maker is splitting up its Human Health business before patent protection on its blockbuster treatment Keytruda expires in two years. ...

RAHWAY, N.J.--(BUSINESS WIRE)--Merck Evolves Human Health Operating Structure to Support Portfolio Execution. ...

每经AI快讯，2月23日，默克公司设立独立癌症业务部门后，该公司股价盘前上涨1%。 ...

Core Viewpoint - Merck is restructuring its human-health business into two divisions to mitigate the impact of the impending patent loss of its leading drug, Keytruda [1] Group 1: Business Restructuring - Merck will create a separate division for its cancer drugs, which will include Keytruda [1] - The other division will focus on non-cancer products [1] Group 2: Market Context - The restructuring is a strategic response to the pressures associated with the patent expiration of Keytruda, which is Merck's top-selling drug [1]

Core Viewpoint - The drugmaker is restructuring its pharmaceuticals unit to enhance product launches ahead of a significant patent expiration [1] Group 1 - The company aims to bolster its product pipeline in anticipation of losing a crucial patent [1] - This strategic move is expected to improve the company's competitive position in the market [1] - The split of the pharmaceuticals unit is part of a broader strategy to optimize operations and focus on innovation [1]