Latest Articles
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What Led To Nearly 15% Decline In Merck’s Revenues & EBITDA In The Last 5 Years?
Merck’s Revenue And EBITDA Declined By ~15% In The Last 5 Years Due To Key Patent Losses Have more questions about Merck? See the links below. What’s Merck’s Revenue And Earnings Breakdown In Terms Of Therapeutic Areas? ...
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How Has Merck’s Revenue Composition Changed In The Last 5 Years?
Anti-Infectives & Diabetes Drugs Have Become More Important For Merck In The Last 5 Years Have more questions about Merck? See the links below. What’s Merck’s Revenue And Earnings Breakdown In Terms Of Therapeutic Areas? ...
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What’s Merck’s Fundamental Value Based On Expected 2015 Results?
Have more questions about Merck? See the links below. What’s Merck’s Revenue And Earnings Breakdown In Terms Of Therapeutic Areas? What Led To Nearly 15% Decline In Merck’s Revenues & EBITDA In The Last 5 Years? How ...
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Merck Has A Silver Lining
We noticed the continuation of previous trends in Merck ‘s (NYSE:MRK) Q3 2015 results. Remicade saw its sales (attributable to Merck) slump by 27%, which was partially due to currency effects and partially due to increased competition in Eu...
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We Remain Optimistic On Merck Despite Recent Fall
Merck ‘s (NYSE:MRK) stock has fallen roughly 15% over the last month or so. However, our price estimate for the company still stands at $65, implying a healthy premium of about 30% to the market price. So why are we optimistic about Merck? ...
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Merck’s Ebola Vaccine Won’t Move The Needle
At the end of last month, the World Health Organization stated that an effective Ebola vaccine may be around the corner, citing an interim analysis of phase 3 trial results of Vesicular Stomatitis Virus-Ebola Virus Vaccine (also called VSV-EBOV) ...
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Cry About Remicade, But Not About Merck
Merck (NYSE:MRK) was quite unlucky with Remicade, even though the marketing rights for the drug are shared by both J&J and Merck. While J&J markets the drug in the Americas, Africa, Asia-Pacific and the Middle East, Merck controls its Eur...
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Keytruda, Januvia And Vytorin Will Govern Merck’s Second Quarter Earnings
Merck (NYSE:MRK) will report its Q2 2015 earnings on July 28th. We expect some positive signals as new drug sales ramp up and existing big franchises remain resilient to competition (except Remicade). Adverse currency movement is likely to be a d...
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Why We Are Ahead On Merck
Our price estimate for Merck (NYSE:MRK) stands at $63.30, implying a premium of about 10% to the market price. We have upgraded Merck’s valuation based on the company’s recent progress in two critical growth areas – Hepatitis C ...
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Merck May Dent Gilead’s Hepatitis C Sales
Merck (NYSE:MRK) recently filed a combination therapy for Hepatitis C (grazoprevir and elbasvir) for FDA review, which shows high cure rates for genotypes 1, 4 and 6. This puts it directly on Harvoni’s turf, which is an all oral interferon ...
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Merck’s New Filing For Keytruda Is A Meaningful Move
We previously established that Keytruda (pembrolizumab) is a critical product for Merck (NYSE:MRK). The drug signifies the company’s advancement in immuno-oncology which offers a range of opportunities in a variety of cancers and harnesses...
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Merck & ASCO: It Is All About Keytruda (Pembrolizumab)
Merck (NYSE:MRK) is presenting plenty of new data on cancer drugs trials in the upcoming American Society of Clinical Oncology (ASCO) conference. From what we gather, it is focusing exclusively on immuno-oncology and more specifically, its anti-P...
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Merck Seems Confident About New Launches
As expected, Merck ‘s (NYSE:MRK) revenues declined during the first quarter of 2015. This was partially due to strengthening dollar and partially due to the impact of divestitures and competitive pressure. The company’s cardiovascula...
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Merck Earnings Preview
As Merck (NYSE:MRK) reports its Q1 2015 earnings on April 28th, we expect the decline it its legacy products to continue due to competitive pressure from generics. Furthermore, we expect the cardiovascular division to remain under pressure due t...
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What Does Merck’s Recent $10 Billion Share Buyback Program Indicate?
Merck (NYSE:MRK) recently announced additional $10 billion share buyback program, taking the total authorized share repurchase amount to $11.7 billion. What does this mean for investors? This practice is routinely followed by companies to return ...
