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Summary of Merck & Co., Inc. Conference Call Company Overview - **Company**: Merck & Co., Inc. (NYSE:MRK) - **Event**: Citi 18th Annual BioPharma Conference - **Date**: September 6, 2023 - **Participants**: Marjorie Green (SVP and Head of Late Stage Oncology, Global Clinical Development), Andrew Baum (Citi) Key Points Industry Focus - **Oncology Development**: Discussion centered around Merck's oncology pipeline, particularly the development of anti-TIGIT therapies and their combination with KEYTRUDA. Core Insights 1. **TIGIT Development**: Merck emphasizes overall survival (OS) as the key endpoint for TIGIT studies, rather than progression-free survival (PFS), due to the modest efficacy improvements in PFS not always translating to OS [3][14] 2. **G5003 Study**: The G5003 study is designed to test the efficacy of anti-TIGIT co-formulation compared to KEYTRUDA, with an increased sample size to focus on patients with high PD-L1 expression [5][6] 3. **Chemotherapy Combination Trials**: Merck is conducting trials combining chemotherapy with PD-1 inhibitors, with ongoing debates about the role of immunogenic cell death in enhancing efficacy [10][11] 4. **Antigen Presentation**: The company believes that increased antigen presentation can occur without immunogenic cell death, suggesting that efficacy can still be achieved across a range of PD-L1 expressions [11][12] 5. **ADC Development**: Merck is exploring antibody-drug conjugates (ADCs) and their potential in various cancers, acknowledging the challenges in biomarker-dependent efficacy [19][21] 6. **HER2 Targeting**: Discussion on the potential of targeting HER2 low expression in solid tumors, with a focus on the challenges of demonstrating efficacy in this area [28][29] 7. **Nemtibrutinib and IRA Impact**: The Inflation Reduction Act (IRA) is influencing drug development strategies, but Merck remains committed to developing nemtibrutinib, which may help prevent resistance to BTK inhibitors [46] 8. **Early Stage Cancer Focus**: Merck is committed to improving cure rates in early-stage cancers, with ongoing studies and a focus on innovative therapies [59][60] Additional Insights - **Regulatory Relationships**: Merck has established good relationships with regulators, which may facilitate the advancement of their mRNA technology and other therapies [36][38] - **Clinical Trial Design**: The company is cautious about trial designs and outcomes, particularly in the context of competitive landscapes and emerging data [52][56] - **Investment in Discovery**: Merck is investing in its internal discovery capabilities while also pursuing external partnerships and acquisitions to enhance its oncology portfolio [48] Potential Risks - **Market Competition**: The crowded field of KRAS inhibitors and ADCs presents challenges for differentiation and market positioning [52][56] - **Regulatory Challenges**: Ongoing changes in healthcare policy, such as the IRA, may impact the development timelines and financial viability of new therapies [46] Conclusion Merck is actively advancing its oncology pipeline with a focus on innovative therapies, particularly in the areas of anti-TIGIT and ADCs. The company is navigating a complex regulatory environment while maintaining a commitment to improving patient outcomes in cancer treatment.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File No. 1-6571 Merck & Co., Inc. (Exact name of registrant as specified in its charter) New Jersey 22-1918501 (State or other jurisdiction of ...

Merck Q2 2023 Earnings Agenda ...

Merck & Co., Inc. (NYSE:MRK) Q2 2023 Earnings Conference Call August 1, 2023 9:00 AM ET Company Participants Peter Dannenbaum - VP, IR Robert Davis - Chairman & CEO Caroline Litchfield - CFO Dean Li - President, Merck Research Labs Conference Call Participants Geoff Meacham - Bank of America Mohit Bansal - Wells Fargo Louise Chen - Cantor Fitzgerald Seamus Fernandez - Guggenheim Akash Tewari - Jefferies Group Christopher Schott - JPMorgan Daina Graybosch - Leerink Partners Timothy Anderson - Wolfe Research ...

Merck & Co., Inc. (NYSE:MRK) Goldman Sachs 44th Annual Global Healthcare Conference June 12, 2023 7:00 PM ET Company Participants Caroline Litchfield - Chief Financial Officer Conference Call Participants Frank Clyburn - Goldman Sachs Dean Li - Executive Vice President and President Frank Clyburn Okay, let’s get underway. Welcome everybody to the afternoon session here at the Goldman Sachs 44th Annual Healthcare Conference. We are, as always, super excited to have Merck join us, CFO, Caroline Litchfield, Pr ...

PRESENT ASCO Investor Event Forward-l ...

Merck & Co., Inc. (NYSE:MRK) Special Event (Oncology Investor Event at ASCO 2023) June 5, 2023 7:00 PM ET Company Participants Peter Dannenbaum - VP, IR Dean Li - President, Merck Research Laboratories Eliav Barr - SVP, Head of Global Clinical Development & Chief Medical Officer Gregory Lubiniecki - VP, Late-Stage Oncology Development Marjorie Green - SVP, Head of Late Oncology Development Chirfi Guindo - Chief Marketing Officer Scot Ebbinghaus - VP, Late Oncology Development Conference Call Participants Tr ...

Merck & Co., Inc. (NYSE:MRK) Bank of America Securities 2023 Healthcare Conference Transcript May 10, 2023 11:40 AM ET Company Participants Geoff Meacham - Analyst, Bank of America Securities Caroline Litchfield - CFO, Merck & Co., Inc. Conference Call Participants Geoff Meacham Okay. Welcome to the second day of the BofA Healthcare Conference. My name is Geoff Meacham. I’m the Senior Biopharma Analyst. We’re thrilled today to have Merck with us. And Caroline Litchfield, CFO is with me on stage. Welcome, Ca ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File No. 1-6571 Merck & Co., Inc. (Exact name of registrant as specified in its charter) New Jersey 22-1918501 (State or other jurisdiction o ...