Home

Earnings Analysis

Healthcare

Summary

Merck & Co., Inc. will publish its first-quarter figures at the end of April.

I again expect strong performance from Keytruda and Winrevair.

However, in the report itself, I believe the defining moment will be MRK's sales of Keytruda Qlex, whose main role is to offset the launch of biosimilars to Keytruda from 2028.

One of the key catalysts I highlight for MRK is the potential FDA approval of Keytruda Qlex+Padcev on August 17 for the treatment of patients with MIBC who are cisplatin-eligible.

And further, I'll discuss other factors that, in my view, make MRK stock's risk/reward profile attractive even in the current geopolitical environment.

Edwin Tan/E+ via Getty Images

So, I am here again, with my analysis of Merck & Co., Inc.…