Replies to post #130743 on Biotech Values

[DewDiligence]

MRK—I think investors will be surprised in their internal biologics efforts in a few years forward.

For the first few years, sales from MRK’s biologics program will be mostly or exclusively the Enbrel biosimilar from Hanwha, which is in phase-3 trials in Korea (#msg-64164954).

All told, I think MRK’s stock is somewhat less attractive than NVS, ABT, and PFE at the current valuations.

[ariadndndough]

biotech jim nice post. i thought this was one mrk better pipeline updates. they have a couple game changers in the pipeline for sure. nice to see a divy increase also.

mk5171 and mk8931 have huge upside potential and merck was very high on them.
look forward to you posting after you listen

dough

[biomaven0]

>>suvorexant

Aside from sleep, what other effects might this antagonist have? Any possible effect on appetite? Lipid metabolism?

Peter