Tag Archives: Merck

Merck & Co (MRK) 24Q3 Update

24Q3 sales rose 4.3% to $16.7 billion.  Excluding currency, sales rose 7%.  Once again, a double-digit gain in KEYTRUDA sales more than offset declining sales in the rest of the portfolio.  GAAP diluted EPS was $1.24, below 23Q3’s $1.87 and … Continue reading

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Merck & Co (MRK) 24Q2 Update

24Q2 sales increased 7.2% to $16.1 billion.  Excluding currency, sales rose 11%.  The sales gain came almost entirely from an increase of $1.0 billion in Keytruda.  However, a few recently launched medicines posted solid sales, including Wellireg, Winrevair and Reblozyl

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Merck & Co (MRK) 24Q1 Update

24Q1 sales increased 8.9% to $15.8 billion.  Excluding currency, sales rose 12%.  The sales gain came from an increase of $1.15 billion in Keytruda and $277 million in Gardasil. GAAP diluted EPS was $1.87 per share vs. last year’s $1.11, … Continue reading

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Merck (MRK) 23Q3 Update

23Q3 sales increased 3.0% to $16.0 billion.  Excluding currency and sales of Lagevrio, sales rose 8%.  The sales gain came from an increase of $0.9 billion in Keytruda and $290 million in Gardasil.

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Merck & Co. (MRK) 23Q2 Update

23Q2 sales increased 4.2% to $14.5 billion, but rose 11% excluding Lagevrio, a COVID-19 medicine.  The sales gain ex-Lagevrio was due to sales increases of $1 billion in Keytruda and $800 million in Gardasil.

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Merck (MRK) 23Q1 Update

23Q1 sales fell 9.8% to $14.5 billion, but rose 13.5% excluding Lagevrio, a COVID-19 medicine whose sales have fallen sharply as the pandemic has receded.  The sales gain ex-Lagevrio was due entirely to a $1 billion increase in Keytruda sales … Continue reading

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Merck & Co., Inc. 22Q4 Update

22Q4 sales rose 2.2% to $13.8 billion, as a 19.6% gain in KEYTRUDA was mostly offset by declines in Gardasil, Lagevrio and Januvia/Janumet, among others.  GAAP diluted EPS declined 21.3% to $1.19 and non-GAAP diluted EPS declined 15.0% to $1.53.  … Continue reading

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Merck & Co (MRK) 22Q3 Update

22Q3 sales rose 13.7% to $15.0 billion with double-digit gains in KEYTRUDA and GARDASIL/GARDASIL 9.  GAAP diluted EPS fell 29.0% to $1.28; but non-GAAP diluted EPS rose 5.6% to $1.85.  The company recorded an $887 million ($0.27 per share) asset … Continue reading

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Merck & Co (MRK) 22Q2 Update

22Q2 sales increased 28% to $14.6 billion, with LAGEVRIO sales of $1.2 billion, a 26% increase in KEYTRUDA sales to $5.3 billion and a 36% increase in GARDASIL/GARDASIL 9 sales to $1.7 billion.  GAAP diluted EPS from continuing operations increased … Continue reading

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Merck & Co. (MRK) Update

Establishing 2022 and 2023 Estimates, Maintaining Outperform Rating, Setting $85 Price Target Following the spin-off of Organon, Merck is focused on growing its pharmaceuticals business to offset the looming loss of exclusivity on its $5 billion Januvia/Janumet franchise and others … Continue reading

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Assessing the Impact of the Organon Spin-Off on Merck

Merck is progressing toward the spin-off of its subsidiary, Organon & Co., which is expected to be completed by the end of the June.  Organon will include Merck’s women’s health products, biosimilars and certain established brands, most of which have … Continue reading

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Merck Spin-Off of Organon Targeted for 21Q2

In recent weeks, Merck has been following through on its plan to spin-off its subsidiary, Organon & Co., to shareholders.  On March 17, it filed its Form 10 registration statement related to the transaction.  On March 24, it posted on … Continue reading

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Notes and Analysis from Merck’s Investor Day

On June 20, Merck held an investor day, its first in five years, to highlight its goals and objectives and provide a broad perspective on its five-year performance outlook.  Although its blockbuster cancer treatment, KEYTRUDA (pembrolizumab), has been a spectacular … Continue reading

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