Latest Articles
-
A Look At Merck’s Late Stage Pharmaceuticals Pipeline
Merck (NYSE:MRK) has a strong late stage pharmaceuticals pipeline, and it could be worth as much as $13 billion, or over 6% of its current market value, according to our estimates. Several drugs in the pipeline are capable of generating more than...
-
Keytruda And Gardasil Will Likely Continue To Drive Merck’s Earnings Growth
Merck (NYSE:MRK) continues to see steady top line growth, primarily led by Keytruda and Gardasil sales. The company’s Q3 results were more or less in line with our estimates, led by a strong growth in these two drugs. Looking forward, we co...
-
Here’s What Will Drive Merck’s Near Term Revenue Growth
Merck (NYSE:MRK) generates its revenues from its Oncology, Cardiovascular, Anti-Infective, Alimentary & Metabolism, Respiratory, Contraceptives drugs, along with its Mature Drugs & Other Segments. Anti-Infective and Mature Drugs & Oth...
-
What Will Drive Merck’s Near Term Growth
Merck (NYSE:MRK) has seen strong growth in its Oncology drug Keytruda, along with Vaccine Gardasil in the recent quarters. The company’s Q2 results topped street estimates, led by a strong growth in these two drugs. We continue to believe t...
-
A Ramp Up In Keytruda Sales Will Likely Drive Merck’s Q2 Earnings Growth
Merck (NYSE:MRK) is set to report its Q2 2018 earnings on July 27, and we expect the company to post steady growth, primarily led by its Oncology drug Keytruda. Among other segments, Anti-Infectives will likely remain sluggish, due to competitive...
-
Merck’s Alimentary & Metabolism Drug Sales Have Likely Peaked
Merck’s (NYSE:MRK) Alimentary & Metabolism drugs account for around 10% of the company’s value, according to our estimates. The key drugs in this segment are Januvia and Janumet. We don’t expect any significant growth for bo...
-
Competitive Pressure And Lower Demand Will Likely Weigh On Merck’s Anti-Infective Drug Portfolio
Merck’s (NYSE:MRK) Anti-Infective drugs account for over 25% of the company’s value, according to our estimates. This can be attributed to a large portfolio of around a dozen drugs within this segment. The key drugs are Isentress, Gar...
-
Keytruda Continues To Drive Growth For Merck
Merck (NYSE:MRK) recently posted its Q1 results, which were more or less in line with street estimates. The company’s overall sales jumped 6%, led by a ramp up in its Oncology drug Keytruda. The company’s management stated that its Ke...
-
Expect Keytruda To Drive Merck’s Q1 Earnings Growth
Merck (NYSE:MRK) is set to report its Q1 2018 earnings on May 1, and we expect the company to post steady growth, primarily led by its Oncology drug Keytruda. Looking at other segments, Anti-Infectives may face some headwinds due to competitive p...
-
How Will Merck Perform In 2018?
We forecast Merck (NYSE:MRK) to post modest revenue growth and adjusted EPS of just above $4 in 2018. We expect the growth to be primarily led by the Oncology and Anti-Infective segments. We forecast Oncology to grow in double digits, led by a ...
-
Continued Uptick In Keytruda Sales Aided Merck’s Q4
Merck’s (NYSE:MRK) recently released Q4 numbers reflect the continued uptick in the Oncology segment led by Keytruda. However, the company’s Cardiovascular segment continues to face competitive pressure. Overall revenues grew 3% whil...
-
Continued Ramp Up In Keytruda And Zepatier Sales Will Likely Drive Merck’s Q4
Merck (NYSE:MRK) will report its Q4 2017 earnings on February 2. We expect to see continued growth in its cancer drug, Keytruda, along with Hepatitis C drug Zepatier. The combined sales of these drugs grew 3x year-on-year to $3.9 billion in the n...
-
A Look At Merck’s Oncology Segment
Merck’s (NYSE:MRK) Oncology segment accounts for 15% of its value, according to our estimates. Our interactive dashboard of Merck’s business shows how the company’s oncology drugs are forecast to perform in the coming years, compar...
-
How Important Is Keytruda To Merck?
Merck’s (NYSE:MRK) Oncology segment accounts for 15% of its value, according to our estimates. While the segment accounted for just about 5% of the company’s total 2016 revenues, we expect its revenue contribution to steadily increas...
-
A Look At Big Pharma’s Value Sensitivity To Changes In Tax Rates
With the U.S. government’s new tax law coming into effect, many companies will see a significant impact from changes in their effective tax rates (some more than others, of course). In this note, we focus on some of the major pharmaceutical...
