Latest Articles
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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...
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The Outlook For Merck’s Anti-Infectives Drug Business
Anti-infective drugs are important to Merck (NYSE:MRK), constituting nearly 35% of its value, according to our estimates. Most of this value can be attributed to four drugs – Gardasil, Zepatier, Isentress and Proquad/MMR II/Varivax –...
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Here Are The Key Takeaways From Merck’s Q3 Earnings
While Merck’s (NYSE:MRK) recently released Q3 numbers came in above consensus estimates, the highlight of the day was the news of the company withdrawing its European application seeking approval of one of its combinations with Keytruda i...
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What To Expect From Merck’s Q3 Earnings
Merck (NYSE:MRK) will report its Q3 2017 earnings on October 27. 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 $2.36 billion in the ...
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Merck’s Keytruda Continues To Roll With Another FDA Approval
Merck’s (NYSE:MRK) Keytruda was recently approved by the U.S. FDA for gastric cancer. Keytruda has been on a strong run in 2017 with a series of approvals. Keytruda already had approval for melanoma, metastatic, non-small cell lung cancer,...
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Merck Is Maintaining Its Relatively Steep Market Value Due To Keytruda Momentum
Despite the setback that Merck (NYSE:MRK) faced in its Keynote-183 and Keynote-185 trials recently, its cancer drug Keytruda hasn’t lost its momentum this year. To add to that, Merck’s newly launched hepatitis C drug Zepatier and esta...
