Latest Articles
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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...
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Keytruda’s Recent Trial Halts Should Not Be A Concern
Merck (NYSE:MRK) stated in a recent press release that it has halted new enrollments in clinical trials Keynote-183 and Keynote-185, which are exploring combination therapies involving Keytruda for multiple myeloma. The company has observed more ...
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Is R&D Spending A Good Predictor Of Pharma Industry Performance?
Research and development (R&D) efforts are practically the lifeline of big pharmaceutical firms. Big pharma companies often spend billions of dollars on what eventually may not turn even out to be marketable products. Therefore, the pharma bu...
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2017 Will Be A Critical Year For Keytruda And Merck
Merck (NYSE:MRK) recently reported its Q1 2017 earnings, and while the results beat consensus estimates, the company’s stock didn’t move much because of concerns around Keytruda’s future growth. The drug is doing very well right...
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What To Expect From Merck’s Q1 Earnings
Merck (NYSE:MRK) will report its Q1 2017 earnings on May 2. The primary growth driver is likely to be cancer drug Keytruda, along with Hepatitis C drug Zepatier. The combined sales of these 2 drugs stood at nearly $1.96 billion in 2016. This year...
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The Outlook For Merck’s Diabetes Drug Business
Diabetes drugs are important to Merck (NYSE:MRK) and constitute nearly 15% of its value, according to our estimates. Most of this value can be attributed to Januvia and Janumet, with the rest coming from the phase 3 pipeline. Our analysis indic...
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Merck Earnings Preview: It Is Going To Be All About Keytruda
Merck (NYSE:MRK) will report its Q4 2016 earnings on Feb 2nd. We expect decent results considering the recent momentum in its cancer drug Keytruda. Additionally, the company has received FDA approval for Zepatier, which is a Hepatitis C drug tar...
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The Year 2016 In Review: Merck Can Look Back And Smile
Merck (NYSE:MRK) has had a reasonably good year. The company saw a turn-around in its business on the back of its relatively new cancer drug, Keytruda. The anti-infectives division sustained itself, with key metabolism drugs Januvia and Janumet ...
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Merck’s Q3 Earning Review: Keytruda, The Key To Merck’s Growth
Merck (NYSE: MRK) reported its Q3’16 earnings on October 26th. The company posted revenue growth of 6% (excluding currency effects) for the last quarter on year-over-year basis. Keytruda, is turning out to be a winner in oncology space and we exp...
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What To Expect From Merck’s Q3 Earnings?
Merck (NYSE: MRK) is set to report its Q3’16 earnings on October 25th. The company reported 3% revenue growth on constant currency basis for the second quarter and we believe revenue growth for Q3 continued at this rate. on top of this, in Q2 thi...
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Why We Believe Merck Could Grow In Future?
Key Takeaways from Merck’s Earnings 1% growth in revenue, 79% rise in EPS Sales for new drugs Keytruda and, Zepatier grew more than 100% Januvia showed 4%-5% growth in terms of TRx volumes Remicade fell by 80% due to strong competition and p...
