News Focus
News Focus
icon url

DewDiligence

11/26/19 10:20 AM

#20071 RE: DewDiligence #19871

China approves MRK’s Keytruda in first-line NSCLC:

https://www.businesswire.com/news/home/20191126005394/en

Please see #msg-151966938 for related info.
icon url

DewDiligence

01/13/20 7:44 PM

#20504 RE: DewDiligence #19871

MRK CEO on JPM webcast: Keytruda and Gardasil will continue strong growth in China even without inclusion in the NDRL (government reimbursement) list. Gardasil sales (worldwide) are constrained by production capacity, not demand.
icon url

DewDiligence

02/05/20 8:18 AM

#20817 RE: DewDiligence #19871

MRK will spinoff women’s health, off-patent brands, and biosimilars into new (as yet unnamed) company:

https://finance.yahoo.com/news/merck-focus-key-growth-pillars-114500519.html

The spinoff is expected to have ~$6.5B of annual sales (~15% of existing MRK), of which 75% will be ex-US. The spinoff is expected to occur in 1H21.