特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 近日，默克官方发布了一则任命新CEO的公告。公告中称： 任命毕康明(Kai Beckmann)为默克集团候任执行董事会 主席兼首席执行官 ,他将于2026年5月1日正式接替葛丽鹤(Belén Garijo)。 为确保平稳过渡，葛丽鹤将继续担任现职至任期结束，同时毕康明即日起出任默克集团副首席执行官，并在继任者就位 前继续兼任电子科技业务首席执行官。 柏友涵同时表示:"毕康明作为深谙本土市场与全球业务的领导者,其转型经验将成为开启集团新篇章的关键。他对技术 变革的远见将为患者客户与社会创造深远价值。葛丽鹤与毕康明长期建立的协作与信任,将保障平稳过渡与公司的正常 运转。" 毕康明自2011年起成为默克集团执行董事会成员,并于2017年开始负责高性能材料业务。在他的领导下,该业务全面转 型 为 电 子 科 技 业 务 ， 成 为 了 全 球 半 导 体 行 业 的 核 心 赋 能 者 。 毕 康 明 历 任 执 行 董 事 会 的 首 席 行 政 官 (CAO), 统 筹 人 力 资 源、信息技术, ...

Tariffs Overview - The new tariffs include a 25% levy on heavy trucks and 100% tariffs on pharmaceuticals, set to take effect next Wednesday [2][4][9] - The tariffs are part of ongoing investigations by the Commerce Department under the Section 232 rule, which may be more difficult to legally challenge compared to previous tariffs [3][4] Pharmaceutical Sector Impact - The implementation of the 100% tariff on pharmaceuticals could increase the average tariff rate by 3.3 percentage points [5] - Major pharmaceutical companies like AstraZeneca, Johnson & Johnson, and Merck have been preparing for potential tariffs this year, with some pledging billions in US manufacturing investments [6][7] - There are uncertainties regarding whether companies can be exempted from tariffs if they are constructing US manufacturing plants, and how these new tariffs will interact with existing agreements, such as the 15% tariffs agreed upon with the EU [8]

Core Viewpoint - The announcement of a 100% tariff on patented and branded drugs by the Trump administration starting October 1, 2025, aims to pressure pharmaceutical companies to relocate production to the U.S. [1] Market Reaction - Global pharmaceutical stocks, including Pfizer and Merck, experienced declines of over 2% in the U.S. market, while related stocks in A-shares and Hong Kong also fell significantly, impacting companies like Kanglong Chemical and Kylin Pharmaceutical [3] Policy Background - The tariff policy is not sudden; it has been hinted at since April, with escalating threats of high tariffs on imported drugs. Economists warn that such high tariffs could disrupt supply chains and potentially increase drug prices for U.S. consumers [4] Impact on Chinese Pharmaceutical Companies - Chinese innovative pharmaceutical companies face both challenges and opportunities. Short-term market volatility is expected, but the established global competitiveness of Chinese firms may allow them to adapt by accelerating overseas production to avoid tariffs [5] Industry Outlook - The fundamental drivers of innovative drug development remain unchanged despite national policies. China's pharmaceutical industry is transitioning from a "big pharmaceutical country" to an "innovative pharmaceutical powerhouse," with significant advancements in cutting-edge fields like stem cell and gene therapy [6]

第一财经记者从默克集团获悉，自2026年5月1日起，默克集团现任电子业务CEO毕康明（Kai Beckman）将接任葛丽鹤（Belén Garijo）担任集团执行董事会主席兼首席执行官。葛丽鹤将按计划在 2026年4月底完成任期，以确保管理层平稳过渡。她已在默克任职15年，其中6年担任医疗健康业务 CEO。 自明年5月1日起，默克集团现任电子业务CEO毕康明将担任集团执行董事会主席兼首席执行官。 ...

PresentationI would now like to hand the conference over to your first speaker today, Interim CEO and CSO, Birgitte Rono. Please go ahead.Good day, and thank you for standing by. Welcome to the Evaxion out-licenses vaccine candidate, EVX-B3 to MSD Webcast and Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.Birgitte RonoInterim CEO & Chief Scientific Officer Thank you. So good morning and good afternoon, and thank you all for joining us, and a warm welcome ...

At Friedrich Global Research we are searching for what we believe will be the safest and best performing companies in which to buy stocks. We focus on free cash flow, efficient capital allocation, and consistently superior results to identify the highest quality management teams.Founder of Bern Factor LLC, an independent research and publishing firm located in Virginia. I have nearly 40 years of investing and analysis experience. I am a former CPA (1990 -2017) and became a CFA charter holder in 2000. I cons ...

Company Overview - Merck & Co. is based in Kenilworth, NJ, and has over six blockbuster products, with Keytruda, a PD-L1 inhibitor, accounting for approximately 50% of its pharmaceutical sales [12] - Keytruda has significantly contributed to Merck's steady revenue growth in recent years, although there are concerns about the company's heavy reliance on this drug and the need for product diversification [12] Zacks Rank and Style Scores - Merck is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid position but not a strong buy [13] - The company has a Value Style Score of A, supported by attractive valuation metrics such as a forward P/E ratio of 8.92, which may appeal to value investors [13] - In the last 60 days, seven analysts have revised their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.06 to $8.93 per share [13] - Merck has an average earnings surprise of +3.9%, suggesting a positive trend in earnings performance [13] Investment Considerations - With a solid Zacks Rank and top-tier Value and VGM Style Scores, Merck is recommended for investors' consideration [14]

Transaction expected to close on October 7, 2025LONDON, U.K., and RALEIGH, N.C., Sept. 24, 2025 (GLOBE NEWSWIRE) -- Verona Pharma plc (Nasdaq: VRNA) (“Verona Pharma”), a biopharmaceutical company focused on respiratory diseases, which entered into a definitive agreement on July 8, 2025 relating to its proposed acquisition by Merck & Co., Inc. (NYSE: MRK) (“Merck”) through a wholly owned subsidiary or a nominee, today announced that its shareholders have approved the proposal for Merck to acquire Verona Phar ...

Welcome back. Mark getting FDA approval for an injectable version of its blockbuster cancer therapy. Kitruda Angelica Peoples here with the story fresh off an interview with the CEO.Angelica. Hey Leslie. Well, MK thinks that this shot will be an attractive option for patients since it could be administered in about a minute in a doctor's office versus 30 minutes at a hospital or an infusion center.And the shot's also a way for Merc to manage the IV form of Kruda going off patent in 2028. And Merc hasn't spe ...

Core Viewpoint - The approval of an injectable version of Kitruda is expected to enhance patient convenience and maintain market share as the IV form approaches patent expiration in 2028 [1][2][3] Company Strategy - The injectable Kitruda can be administered in about one minute in a doctor's office, compared to 30 minutes for the IV version, making it a more attractive option for patients [1] - The company plans to manage the transition as Kitruda's IV form goes off patent in 2028, with expectations of lowering prices as competition increases [2][3] - Kitruda generated nearly $30 billion in sales last year, accounting for about half of the company's overall revenue, but the company aims to diversify its portfolio across various therapeutic areas including oncology, cardiometabolic, ophthalmology, and HIV [3][4] Market Dynamics - The company anticipates that 30-40% of current Kitruda users will switch to the injectable version, which is seen as a more convenient option rather than a significant price reduction strategy [8][10] - The company is preparing for competition from less expensive options entering the market, raising questions about the balance between convenience and cost for insurance companies [10] Vaccine Concerns - The company is a major player in the vaccine market and is concerned about vaccine hesitancy, which could lead to a resurgence of diseases previously thought to be under control [5][6] - Recent CDC recommendations regarding vaccines have raised concerns about the lack of new scientific support for changes, potentially impacting public trust in vaccination [5][12] - The company emphasizes the safety and effectiveness of its vaccines and is focused on combating misinformation that may deter people from getting vaccinated [6][12]