Merck: Keytruda's Sales Projections Outweigh Competitive And Patent Risks

Company Overview - Merck & Co. Inc. (NYSE: MRK) is projected to increase its revenue by 6-7% in FY 2024 compared to 2023, primarily driven by its oncology product Keytruda, which generates more revenue than the entire company [1]. Investment Focus - The investment strategy emphasizes growth markets, particularly in AI and biotech, while also exploring undervalued stocks with significant potential [1]. - The portfolio includes a diverse range of market capitalizations, from megacap to microcap, with a primary focus on the U.S. market, although European and Canadian stocks may also be considered [1]. Professional Background - The individual has over 20 years of experience working in Brussels within a leading European sector organization and holds a Master's Degree in Law [1].