Biotech Values

[DewDiligence]

Speaking of MRK…according to management, the company’s four most economically consequential drug candidates (among those still in the clinic) are:

• Anacetrapib (CETP inhibitor for cardiovascular disease)

• MK-8931 (BACE inhibitor for AD)

• Odanacatib (osteoporosis)

• Lambrolizumab (anti-PD-1 for cancer)

That’s a pretty strong foursome, IMO. If one or two succeed, the revenue needle will move considerably, even for a company as large as MRK.