Key Takeaways MRK faces major headwinds as Keytruda, its top seller, nears the loss of exclusivity in 2028. Gardasil sales dropped 40% in Q1 2025 due to weak China demand, despite strength in other regions. MRK expects IRA's Medicare drug pricing to impact Januvia in 2026 and Keytruda starting in 2028.Merck (MRK) is expected to face several hurdles over the next few years that could affect its long-term growth trajectory, starting with the anticipated loss of exclusivity of its blockbuster PD-L1 inhibitor ...

周三的收购是默沙东今年的首次收购，也自2023年以108亿美元收购Prometheus Biosciences以来的最大 一笔收购。 智通财经APP获悉，默沙东(MRK.US)周三表示，将以约100亿美元的价格收购英国的维罗纳制药 (VRNA.US)，以加强这家美国制药商的呼吸系统治疗业务，并减少对其重磅癌症治疗药物的依赖。 Keytruda是全球最畅销的药物，去年营收近300亿美元。该药物的专利即将在2028年到期，默沙东正加 倍努力调整其产品组合。 自2021年以来，该公司将后期研发管线增加了近两倍。公司一方面进行内部研发，另一方面还通过收购 来拓展业务，比如在2021年以115亿美元的价格收购了Acceleron公司，从而获得了肺动脉高压药物 Winrevair。 BMO Capital Markets分析师Evan Seigerman也认同这一观点。不过，Seigerman也谨慎地表示，需要采取 更多措施来确保公司营收在Keytruda专利到期后能够平稳过渡，而不会出现大幅下滑的情况。 收购维罗纳制药使默沙东获得了Ohtuvayre，这种药物去年获得美国食品药品监督管理局(FDA)的批准， 用于治疗慢 ...

Key Takeaways NVO is investing in rare disease treatments to diversify beyond its GLP-1-based therapies. Recent EU approval of Alhemo and late-stage Mim8 study results reflect NVO's hemophilia pipeline progress. NVO also plans 2025 filings for semaglutide in MASH, aiming to expand its metabolic disease footprint.Novo Nordisk (NVO) has experienced remarkable growth in recent years, largely fueled by the commercial success of its blockbuster semaglutide (GLP-1 RA)-based therapies, Wegovy for obesity and Oze ...

Key Takeaways MRK is focused on Winrevair's growth as Keytruda, its top revenue driver, faces patent expiration in 2028. Winrevair showed significant efficacy in PAH phase III trials, leading to early study stoppages. The FDA granted priority review to MRK's sBLA to update Winrevair's label, with a decision due on Oct. 25.Merck’s (MRK) blockbuster PD-L1 inhibitor, Keytruda, approved for several types of cancer indications, is the company's biggest revenue driver. The drug alone accounts for around 50% of ...

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

Core Insights - Merck is strategically positioning itself for growth despite facing the Keytruda patent cliff in 2028 by diversifying and expanding its pipeline [2][11] - The company has a robust pipeline with 20 new "blockbuster" drugs under development, collectively having a sales potential of $50 billion [3][11] - Recent drug launches and vaccines are contributing significantly to revenue, indicating a successful diversification strategy [4][11] Pipeline and Product Development - MK-1022 for non-small-cell lung cancer and MK-0616, an oral PCSK9 inhibitor, are key pipeline assets expected to exceed $5 billion in peak sales [5] - Winrevair, a treatment for pulmonary arterial hypertension, achieved $280 million in sales in Q1 2025 and is projected to have peak sales of $3 billion [5][6] - Capvaxive recorded $107 million in Q1 2025 sales with a peak sales potential of over $2 billion [5] Acquisition Strategy - Merck's acquisition of Harpoon Therapeutics for $680 million enhances its immunotherapy portfolio, while the Acceleron deal has already boosted revenue [7] - The company has over $9 billion in cash reserves, positioning it well for further strategic acquisitions [7] Financial Valuation - MRK stock currently trades at around $80, valuing the company at 3.2 times its trailing revenues, below its three-year average P/S ratio of 4.4 times [8] - If MRK stock reverts to its historical P/S ratio, it could exceed $110, indicating nearly 40% upside potential [9] Market Challenges - Gardasil vaccine faces temporary challenges in China, but sales have risen in other regions, suggesting potential for recovery [9][10] - The transition from reliance on Keytruda to a diversified portfolio is critical for sustaining growth beyond 2028 [11][12]

Key Takeaways MRK's phase III pipeline has nearly tripled since 2021, boosted by in-house growth and M&A deals. MRK plans around 20 new drug and vaccine launches, many with blockbuster potential, over the next few years. Capvaxive and Winrevair have shown strong launches, supporting growth as Keytruda's patent expiration nears.Merck (MRK) has built a substantial portfolio of new products and pipeline candidates in areas like oncology, vaccines, neuroscience, and infectious disease.Merck’s phase III pipeli ...

Key Takeaways Merck (MRK) has reached a significant support level, making it an attractive option for investors from a technical standpoint. Since early June, the stock has broken through its 50-day simple moving average (SMA), indicating a potential short-term bullish trend. The 50-day SMA is a key indicator for traders and analysts, used to identify support and resistance levels. It is considered particularly important as it's the first marker of an uptrend or a downtrend. The stock has traded below its 5 ...

Key Takeaways MRK's HYPERION study met its primary goal, reducing clinical worsening in newly diagnosed PAH patients. The HYPERION study was stopped early due to strong efficacy seen in the ZENITH study and other data. Winrevair sales reached $280M in Q1 2025, growing 40% sequentially with strong U.S. prescription trends.Merck (MRK) announced that the phase III HYPERION study evaluating its pulmonary arterial hypertension (“PAH”) drug, Winrevair (sotatercept), in newly diagnosed intermediate or high-risk ...

Core Insights - Merck is undergoing a significant transformation with promising developments in its pipeline, including two important Phase III study readouts for enlicitide and FDA approval for clesrovimab, an RSV vaccine [4] - The company has nearly 20 new assets in its pipeline, with ongoing launches of WINREVAIR and others showing strong initial performance [5] Company Developments - Merck announced two key Phase III study results for enlicitide, an oral PCSK9 inhibitor, which yielded positive outcomes [4] - The FDA approved clesrovimab, marking a significant milestone for Merck's RSV vaccine efforts [4] - The company is poised for a series of data readouts and product launches in the near future, indicating a robust growth trajectory [4] Future Outlook - Merck is preparing for nearly 20 additional product launches over the next few years, which is expected to enhance its market position [5] - The ongoing launches of existing products are off to strong starts, contributing to the company's optimistic outlook [5]