Merck & Co., Inc.

At the Morgan Stanley Healthcare Conference Merck reported accelerated progress across several programs, including the personalized neoantigen therapy INT, sacituzumab tirumotecan and the newly approved oral PCSK9 agent enlicitide. Management signaled optimism about a near-term upward revision of the prior pipeline revenue target of over $70 billion by the mid-2030s and cited additional value drivers such as MK-2010 and the acquisition of Terns. At the same time Merck highlighted political and pricing risks (PBM/340B reform), is evaluating new access and commercial models, and is increasing its use of AI in drug design. » Más en de.investing.com

Merck jumped after Phase 3 INTerpath-001 showed intismeran plus Keytruda significantly improved recurrence-free and distant-metastasis-free survival versus Keytruda alone, with no new safety signals. The result raises the prospect of extending Keytruda’s commercial runway amid an approaching patent cliff, but full effect sizes and overall-survival data were not disclosed. Shared economics with Moderna, personalized manufacturing challenges, and pricing/reimbursement uncertainty limit the immediate financial upside; multiple additional indications would be needed to approach Keytruda’s current revenue scale. » Más en finance.yahoo.com

A collaboration between Merck & Co. and Moderna shows that combining Keytruda with Moderna’s skin‑cancer vaccine prevents recurrence of melanoma and reduces metastases in many patients. Trials showed no new serious side effects. Analysts expect billion‑dollar sales; Barclays estimates about $3 billion in annual sales by 2035, and approval could come in 2027. The success of the combination therapy does not change Keytruda’s patent expiry at the end of the decade, and competition from follow‑on drugs remains. » Más en wiwo.de