Key Takeaways Keytruda accounts for nearly 50% of MRK's pharma revenues, driving growth across cancer indications globally. Early-stage lung cancer and metastatic uptake are fueling strong sales momentum for Keytruda. Heavy reliance on Keytruda poses risks as the 2028 loss of exclusivity draws closer.Merck’s (MRK) primary strength lies in oncology, propelled by its blockbuster PD-L1 inhibitor, Keytruda, which fuels robust growth across various cancer indications worldwide. The drug alone accounts for almo ...

Group 1 - Gilead Sciences, Inc.'s stock price has decreased by 4% over the past two months, attributed to market apathy and fear despite positive developments in U.S.-India tariff negotiations and reduced criticism of the Federal Reserve Chairman [1] - The Phase 3 ASCENT-03 clinical trial results showed that Trodelvy (sacituzumab govitecan) significantly improved progression-free survival in patients with metastatic TNBC who were ineligible for PD-1/PD-L1 inhibitors compared to chemotherapy [2] - The achievements in clinical trials, including promising data from ASCENT-04, are expected to lead to label expansions for Trodelvy, which may increase demand despite a slight decline in sales due to competition from AstraZeneca's Enhertu [3] Group 2 - Concerns regarding Gilead Sciences' prospects for 2025 and beyond are deemed unfounded, with a continued 'Buy' rating supported by analysis of key medications and recent achievements [4] - The completion of a technical correction in Gilead's share price reinforces the belief in its strong long-term growth potential [4]