Latest Articles
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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...
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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...
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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...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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...
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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...
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Why Anti-Infective Drugs Account For A Third of Merck’s Valuation
Merck’s (NYSE:MRK) Anti-Infective drugs account for 35% of its value, according to our estimates. Take a look at our interactive dashboard of Merck’s business, which shows how the anti-infective drugs will perform in the coming years, com...
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How Large Is Merck’s Phase 3 Drug Pipeline?
We estimate that the value of Merck’s (NYSE:MRK) phase 3 drug pipeline (not counting the enhancement of currently marketed products) could be as much as $37 billion, or nearly 25% of its current market value. Merck has traditionally been ...
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Why We Expect Merck’s Oncology Segment To Outperform In The Coming Years
Merck’s (NYSE:MRK) oncology business accounts for around 15% of the company’s valuation, according to our estimates. Oncology is the only segment for Merck where we expect double-digit revenue growth in the coming years, while most of the ...
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Here Are The Implications Of Merck Withdrawing Its Keytruda Application From EU
Merck (NYSE:MRK) withdrew its EU filing for the approval of Keytruda in lung cancer a few weeks ago. This naturally casts doubt over the sales forecast for Keytruda, which has emerged as a key growth driver for the company. Take a look at our i...
