The publisher explores Merck & Co’s prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (27 October 2020)
Model updates (3 August 2020)
Model updates (2 June 2020)
Model updates (4 March 2020)
Snapshot
- Overview - Merck & Co’s revenue growth will be fairly stable over the forecast period, as growth from Keytruda and Gardasil will be offset by declines from Januvia, Janumet, and the spin-off of Women’s Health and Legacy Brands.
- Key themes - [1] Keytruda will see strong growth over the forecast period until loss of exclusivity in 2028, although 2020 growth will be negatively impacted by two large price reductions in Japan [2] Merck’s metabolic portfolio will decline significantly due to patent expiries for key drugs Januvia and Janumet [3] Merck’s late-stage pipeline is heavily skewed towards label expansions for its existing oncology portfolio, with only a few new drug launches expected over the forecast period.
Model updates (27 October 2020)
- Keytruda forecast adjusted higher in the US due to lower impact from COVID-19 and broadening of revenue base beyond lung cancer
- Gardasil forecast adjusted lower due to continued COVID-19 impact in the US
- Januvia forecast adjusted higher due to stronger revenue trends.
Model updates (3 August 2020)
- Gardasil forecast adjusted lower due to COVID-19 impact in the US
- ProQuad forecast adjusted lower due to COVID-19 impact in the US
- Pneumovax 23 forecast adjusted lower due to COVID-19 impact in the US
- Keytruda forecast adjusted lower due to COVID-19 impact in the US and Europe.
Model updates (2 June 2020)
- Lenvima alliance revenue forecast adjusted higher
- NuvaRing forecast adjusted lower due to generic impact in the US.
Model updates (4 March 2020)
- Keytruda forecast adjusted lower due to 2020 impact of two significant price reductions in Japan
- Gardasil forecast adjusted higher due to strong demand globally
- Lenvima alliance revenue forecast added
- Lynparza alliance revenue forecast added
- Zetia forecast removed after mid-2021 due to Merck spin-off of Women’s Health and Legacy Brands
- Vytorin removed after mid-2021 due to Merck spin-off of Women’s Health and Legacy Brands
- NuvaRing removed after mid-2021 due to Merck spin-off of Women’s Health and Legacy Brands
- Implanon removed after mid-2021 due to Merck spin-off of Women’s Health and Legacy Brands
- Singulair removed after mid-2021 due to Merck spin-off of Women’s Health and Legacy Brands
- Cozaar removed after mid-2021 due to Merck spin-off of Women’s Health and Legacy Brands
- Nasonex removed after mid-2021 due to Merck spin-off of Women’s Health and Legacy Brands
- Arcoxia removed after mid-2021 due to Merck spin-off of Women’s Health and Legacy Brands
- Follistim removed after mid-2021 due to Merck spin-off of Women’s Health and Legacy Brands.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
