MRK · Healthcare
Merck & Co., Inc.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Product / Drug Pipeline ProgressImportance 23 · Surprise 24Bank of America expects Merck’s oncology and broader pipeline to support a potential share re-rating over the next 12 to 18 months as clinical catalysts approach. Key readouts include Phase 3 SAC-TMT data in lung…
- Clinical Pipeline DevelopmentsImportance 23 · Surprise 24Bank of America maintained a Buy rating and expects Merck’s shares could be re-rated as clinical catalysts emerge over the next 12 to 18 months. Key catalysts include Phase 3 SAC-TMT data in lung cancer and data for…
News · 2026-09-22
- Regulatory Approval MilestonesImportance 47 · Surprise 60On September 22, 2026, the U.S. Food and Drug Administration approved an update to Merck’s U.S. WINREVAIR label. The update incorporates data from the Phase 3 HYPERION trial in adults recently diagnosed with pulmonary…
News · 2026-09-21
- Product Launch and TransitionImportance 38 · Surprise 60Japan’s Ministry of Health, Labor and Welfare approved KEYTRUDA QLEX, a subcutaneous formulation combining pembrolizumab and berahyaluronidase alfa-pmph. The approval covers all KEYTRUDA indications already approved in…
- Regulatory Approval MilestonesImportance 38 · Surprise 60The European Medicines Agency’s Committee for Medicinal Products for Human Use (CHMP) backed Merck’s KEYTRUDA plus Padcev combination as a perioperative treatment for eligible patients with resectable muscle-invasive…
News · 2026-09-18
- Regulatory Approval MilestonesImportance 47 · Surprise 60Merck received a positive opinion from the European Medicines Agency’s CHMP recommending KEYTRUDA (pembrolizumab) plus Padcev (enfortumab vedotin-ejfv) for perioperative treatment of adults with resectable…
News · 2026-09-17
- Product / Drug Pipeline ProgressImportance 23 · Surprise 24Merck is broadening its commercial portfolio beyond Keytruda with newer products Winrevair, Welireg, and Capvaxive. Third-party reporting characterizes these offerings as performing successfully and helping reduce the…
News · 2026-09-15
- Keytruda Patent Expiration OutlookImportance 44 · Surprise 24A third-party comparison of Merck and Eli Lilly describes Merck as facing a patent cliff while Lilly is viewed as expanding its franchise. The report characterizes Merck as working to address the impending gap in its…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Merck & Co. recently declared a quarterly dividend of $0.85 per share. The dividend maintains the company’s established record of consistent payouts and dividend growth. The report flags a 1.05 payout ratio as a…
News · 2026-09-14
- Licensing / Collaboration DealsImportance 31 · Surprise 42Perspective Therapeutics announced a clinical trial collaboration and supply agreement with Merck to evaluate [212Pb]PSV359 with Keytruda (pembrolizumab). The amended Phase 1/2a study will assess the targeted…
- Product / Drug Pipeline ProgressImportance 31 · Surprise 42Perspective Therapeutics announced a clinical trial collaboration and supply agreement with Merck to evaluate its targeted alpha-particle therapy [212Pb]PSV359 in combination with Keytruda (pembrolizumab). The amended…
- Melanoma Vaccine CollaborationImportance 23 · Surprise 24Third-party reporting said Moderna’s personalized cancer vaccine developed with Merck cleared a Phase 3 milestone. The approach uses artificial intelligence to analyze a patient’s tumor and select an individualized…
- Competition and Market ShareImportance 17 · Surprise 24Merck and Moderna are described as leading the personalized cancer vaccine race following a significant melanoma result and a Phase 3 advance for Moderna’s AI-designed cancer vaccine. The competitive field includes…
News · 2026-09-12
- Keytruda Patent Expiration OutlookImportance 50 · Surprise 24Third-party reporting identifies Keytruda’s expected 2028 patent expiration as a material strategic and revenue risk for Merck. Reports state that Merck will need to offset potential revenue loss through pipeline…
- Revenue Performance and MixImportance 37 · Surprise 6Merck reported quarterly revenue of $16.61 billion. The company exceeded reported revenue expectations for the quarter. The digest does not provide segment revenue, geographic revenue, or year-over-year and sequential…
- Licensing / Collaboration DealsImportance 13 · Surprise 42Tempus partnered with Merck on artificial-intelligence-driven precision medicine. The collaboration involves clinical data, medical research, and patient-care applications. The digest does not disclose an upfront…
- AI Precision Medicine PartnershipImportance 13 · Surprise 42Tempus is partnering with Merck on artificial intelligence-driven precision medicine. The collaboration involves the use of clinical data and healthcare technology to support medical research and patient care. The…
- Quarterly Dividend DeclarationImportance 9 · Surprise 6Merck declared a quarterly dividend of $0.85 per share. The dividend declaration provides a recurring cash return to shareholders. The digest does not state the record date, payment date, or any change from the prior…
News · 2026-09-11
- Keytruda Patent Expiration OutlookImportance 64 · Surprise 42Merck is expanding its pipeline and newer drug portfolio to offset Keytruda’s loss of exclusivity expected in 2028. The company’s long-term growth strategy therefore depends on advancing replacement medicines and…
- Product / Drug Pipeline ProgressImportance 31 · Surprise 42Merck is expanding its drug pipeline and newer-product portfolio to offset the expected loss of exclusivity for Keytruda in 2028. Keytruda’s patent expiry represents a major future competitive and demand risk for…
News · 2026-09-10
- Keytruda Patent Expiration OutlookImportance 78 · Surprise 74Merck is preparing for the eventual loss of exclusivity for KEYTRUDA, its blockbuster cancer drug, by targeting a $70 billion human-health revenue pipeline by the mid-2030s, up from its earlier $50 billion estimate.…
- Product / Drug Pipeline ProgressImportance 72 · Surprise 74Merck is targeting a $70 billion human-health revenue pipeline by the mid-2030s to offset the eventual loss of exclusivity for KEYTRUDA. The pipeline focus spans oncology, including antibody-drug conjugates, as well as…
- Revenue Performance and MixImportance 18 · Surprise 14Merck reported quarterly revenue of $16.61 billion, exceeding analyst estimates. The quarter also surpassed adjusted earnings forecasts. The reported results included better-than-expected revenue performance despite…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Merck declared a quarterly dividend of $0.85 per share. The dividend was reported alongside quarterly revenue of $16.61 billion and better-than-expected adjusted earnings. The declaration provides a stated cash return…
News · 2026-09-09
- Keytruda Patent Expiration OutlookImportance 64 · Surprise 42Third-party reports identify the expected 2028 expiration of Merck’s Keytruda patent protection as a significant future competitive and revenue risk. The reports do not quantify the associated revenue impact or specify…
News · 2026-09-08
- Keytruda Patent Expiration OutlookImportance 50 · Surprise 24Keytruda remains Merck’s principal growth driver, supporting recent sales momentum and investor interest. Third-party reporting warns that biosimilar competition could intensify around the drug’s expected 2028 patent…
- Melanoma Vaccine CollaborationImportance 34 · Surprise 42Merck and Moderna reported positive Phase 3 results for a personalized mRNA-based cancer therapy in melanoma, focused on reducing recurrence. The collaboration has driven a significant increase in investor attention to…
- Guidance and OutlookImportance 32 · Surprise 24Merck reaffirmed its fiscal 2026 EPS guidance, according to third-party reporting. Analysts cited quarterly revenue of $16.61 billion, up 5.1% year over year, as supporting the outlook. The company is scheduled to…
- Competition and Market ShareImportance 26 · Surprise 24Merck’s Enflonsia is entering the pediatric RSV-protection market against Sanofi and AstraZeneca’s Beyfortus. Beyfortus generated €1.8 billion in sales last year and is reinforcing its market position through consumer…
News · 2026-09-06
- Melanoma Vaccine CollaborationImportance 34 · Surprise 42Merck and Moderna reported positive Phase 3 results for a personalized mRNA-based cancer therapy in melanoma, focused on reducing recurrence. The collaboration has driven a significant increase in investor attention to…
News · 2026-09-03
- Keytruda Patent Expiration OutlookImportance 50 · Surprise 24Keytruda remains Merck’s principal growth driver, supporting recent sales momentum and investor interest. Third-party reporting warns that biosimilar competition could intensify around the drug’s expected 2028 patent…
- Revenue Performance and MixImportance 36 · Surprise 14Merck reported quarterly revenue of $16.61 billion, representing 5.1% year-over-year growth. Keytruda was identified as a primary growth driver, supported by contributions from newer products. The revenue result…
News · 2026-09-02
- Revenue Performance and MixImportance 36 · Surprise 14Merck reported quarterly revenue of $16.61 billion, representing 5.1% year-over-year growth. Keytruda was identified as a primary growth driver, supported by contributions from newer products. The revenue result…
- Melanoma Vaccine CollaborationImportance 34 · Surprise 42Merck and Moderna reported positive Phase 3 results for a personalized mRNA-based cancer therapy in melanoma, focused on reducing recurrence. The collaboration has driven a significant increase in investor attention to…
- Guidance and OutlookImportance 32 · Surprise 24Merck reaffirmed its fiscal 2026 EPS guidance, according to third-party reporting. Analysts cited quarterly revenue of $16.61 billion, up 5.1% year over year, as supporting the outlook. The company is scheduled to…
- Quarterly Dividend DeclarationImportance 13 · Surprise 6Merck declared a quarterly dividend of $0.85 per share. The dividend was cited alongside quarterly revenue of $16.61 billion. The reported dividend provides a recurring cash return to shareholders during fiscal 2026.
News · 2026-09-01
- Melanoma Vaccine CollaborationImportance 31 · Surprise 42Merck and Moderna reported positive Phase 3 results for a personalized mRNA cancer vaccine targeting melanoma on September 1, 2026. The collaboration combines Moderna’s mRNA technology with Merck’s oncology expertise…
- Competition and Market ShareImportance 17 · Surprise 24BriaCell Therapeutics is advancing a personalized whole-cell melanoma immunotherapy vaccine toward clinical development. Its off-the-shelf approach is positioned as potentially reducing treatment costs and development…
News · 2026-08-26
- Product / Drug Pipeline ProgressImportance 33 · Surprise 42Merck and Moderna announced positive Phase 3 results for their personalized, mRNA-based cancer vaccine. The vaccine is described as a personalized cancer therapy and is contributing to renewed investor confidence in…
- Oncology Portfolio ExpansionImportance 33 · Surprise 42Merck and Moderna reported positive Phase 3 results for their personalized mRNA-based cancer vaccine collaboration on August 26, 2026. The results strengthen the potential of the oncology pipeline to offset Keytruda’s…
- Regulatory RiskImportance 18 · Surprise 24The U.S. FDA extended its review of Capricor Therapeutics’ Duchenne muscular dystrophy cell therapy, indicating continued review-timing uncertainty for advanced therapies. The report also said President Trump nominated…
News · 2026-08-25
- Medicare Drug Price Negotiation LitigationImportance 53 · Surprise 60A federal court rejected Merck’s challenge to the Inflation Reduction Act’s Drug Price Negotiation Program on August 25, 2026. The ruling upheld the U.S. government’s authority to negotiate Medicare Part D maximum fair…
- Revenue Performance and MixImportance 37 · Surprise 6Merck reported second-quarter revenue of $16.61 billion, exceeding analyst expectations. The reported quarterly results included adjusted EPS of $0.13, according to one third-party account. Another report cited EPS of…
- Melanoma Vaccine CollaborationImportance 31 · Surprise 42Merck and Moderna reported positive topline Phase 3 INTerpath-001 results for intismeran autogene, an individualized neoantigen mRNA therapy combined with Keytruda in patients with resected melanoma. The combination…
- Quarterly Dividend DeclarationImportance 9 · Surprise 6Merck declared a quarterly dividend of $0.85 per share. The dividend was reported alongside second-quarter revenue of $16.61 billion. Third-party reports did not specify the record date, payment date, or whether the…
News · 2026-08-24
- Keytruda Patent Expiration OutlookImportance 56 · Surprise 42Third-party reports continue to identify Keytruda’s upcoming loss of exclusivity as a competitive risk for Merck’s oncology franchise. One report specifies an impending 2028 patent expiration, which could increase…
News · 2026-08-23
- Keytruda Patent Expiration OutlookImportance 56 · Surprise 42Third-party reports continue to identify Keytruda’s upcoming loss of exclusivity as a competitive risk for Merck’s oncology franchise. One report specifies an impending 2028 patent expiration, which could increase…
- Product / Drug Pipeline ProgressImportance 34 · Surprise 42Merck and Moderna reported positive Phase 3 results for their personalized cancer vaccine. The program strengthens Merck’s oncology pipeline and supports the companies’ personalized cancer-therapy positioning. The…
- Quarterly Dividend DeclarationImportance 6 · Surprise 6Merck declared a quarterly dividend of $0.85 per share. Third-party reports on August 23–24 cited the dividend declaration alongside Merck’s better-than-expected quarterly earnings and revenue. The reports did not…
News · 2026-08-22
- Revenue Performance and MixImportance 42 · Surprise 14Merck reported quarterly revenue of $16.61 billion. Quarterly revenue increased 5.1% year over year. The reported revenue exceeded analyst expectations, according to third-party coverage.
- Quarterly Dividend DeclarationImportance 9 · Surprise 6Merck declared a quarterly dividend of $0.85 per share. The dividend declaration was reported alongside quarterly revenue of $16.61 billion. The $0.85-per-share payment represents the company's disclosed quarterly…
News · 2026-08-21
- Melanoma Vaccine CollaborationImportance 59 · Surprise 60Merck and Moderna reported positive Phase 3 results for intismeran, an individualized mRNA cancer vaccine, in patients with resected melanoma. The vaccine reduced melanoma recurrence when used with Merck’s Keytruda,…
- Keytruda Patent Expiration OutlookImportance 56 · Surprise 24Third-party analysts identified Keytruda’s expected loss of exclusivity in 2028 as a major strategic and valuation risk for Merck. The articles characterized Merck as heavily reliant on Keytruda and questioned whether…
News · 2026-08-20
- Melanoma Vaccine CollaborationImportance 34 · Surprise 42Merck and Moderna reported positive topline results from the Phase 3 INTerpath-001 trial of intismeran autogene combined with KEYTRUDA in patients with completely resected stage IIB-IV melanoma. The regimen met the…
- AI Vaccine Licensing DealImportance 34 · Surprise 42Merck disclosed a significant stake in Evaxion A/S, an AI immunology company focused on computational vaccine discovery. Merck also in-licensed Evaxion’s AI-discovered vaccine candidate EVX-B3. The transaction provides…
News · 2026-08-19
- Melanoma Vaccine CollaborationImportance 34 · Surprise 42Merck and Moderna reported positive topline results from the Phase 3 INTerpath-001 trial of intismeran autogene combined with KEYTRUDA in patients with completely resected stage IIB-IV melanoma. The regimen met the…
News · 2026-08-17
- Revenue Performance and MixImportance 37 · Surprise 6Merck recently reported quarterly revenue of $16.61 billion, exceeding analyst estimates. The report does not provide year-over-year or sequential growth rates or a segment revenue breakdown. Analysts cited reliance on…
- Competition and Market ShareImportance 29 · Surprise 24Third-party reports identify Merck’s heavy reliance on Keytruda as a competitive and product-concentration risk. Analysts warn that Keytruda’s upcoming patent expiration could expose the oncology franchise to competing…
- Quarterly Dividend DeclarationImportance 9 · Surprise 6Merck declared a quarterly dividend of $0.85 per share. The dividend was reported alongside quarterly revenue of $16.61 billion. The digest does not state the aggregate cash distribution, ex-dividend date, or payment…
News · 2026-08-16
- Quarterly Dividend DeclarationImportance 9 · Surprise 6Merck declared a quarterly dividend of $0.85 per share. The dividend was reported alongside Merck’s quarterly revenue and earnings results. The digest did not provide a payment date, ex-dividend date, dividend…