MRK · News · 20260923N

Product / Drug Pipeline Progress

Merck & Co., Inc. · 2026-09-23 · Importance 23 · Surprise 24

Bank 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 cancer and data for intismeran, a personalized cancer vaccine developed with Moderna, in renal cell carcinoma and bladder cancer. Analysts also identified Merck’s TL1a program and ophthalmology pipeline as important future development catalysts, with some oncology data expected at the European Society for Medical Oncology meeting.