Jin Rong Jie·2026-01-26 06:36Group 1 - Merck has ceased discussions regarding the acquisition of Revolution Medicines, which was previously valued at approximately $30 billion [1] - Negotiations cooled due to a lack of agreement on price, but there is potential for talks to resume or for other buyers to emerge [1] - Revolution Medicines is expected to release trial data for its pancreatic and colorectal cancer drug candidates in the first half of this year [1] Group 2 - Merck's CEO stated that the company is primarily focused on transactions under $15 billion but is open to larger acquisitions while maintaining a cautious approach [2] - Revolution Medicines is developing drugs targeting RAS-driven cancers, which have been challenging to treat due to technical difficulties [2] - If Revolution's pancreatic cancer drug candidate proves safe and effective, it could achieve global sales of $10 billion by 2035, dominating the treatment of this disease [2] Group 3 - The cancer treatment market is one of the most important and profitable sectors in the pharmaceutical industry, with global sales of cancer drugs exceeding $240 billion last year [2]