Merck's Gardasil Shot Challenges To Continue, Analysts Optimistic For Newly Approved Sotatercept For Rare Lung Disease
Merck's Gardasil Shot Challenges To Continue, Analysts Optimistic For Newly Approved Sotatercept For Rare Lung Disease
Merck's blockbuster cancer immunotherapy Keytruda generated $7.43 billion in revenue during the quarter, up 17% from the year-earlier period. On Thursday, Merck & Co Inc (NYSE:MRK) reported third-quarter sales of $16.66 billion, up 4% year over year, beating the consensus of $16.47 billion.
默沙東公司（NYSE:MRK）在週四報告第三季度銷售額爲166.6億美元，同比增長4％，超過了164.7億美元的共識。
Merck reported a decline of 11% in sales of Gardasil to $2.31 billion, a vaccine that prevents cancer from HPV, the most common sexually transmitted infection in the U.S., due to lower demand in China, partially offset by higher sales in the U.S., driven by public-sector buying patterns, higher pricing and demand, and higher demand in most international regions.
默沙東報告 Gardasil 銷售額下降11％，降至23.1億美元，這是一種預防HPV病毒引起的癌症的疫苗，HPV是美國最常見的性傳播感染病原體之一，由於中國市場需求下降，而在美國公共-部門採購模式的推動下在美國的銷售有所增長，價格上漲，需求增加，在大多數國際地區的需求增加，部分抵消了中國市場的低迷。
Beyond Gardasil, Goldman Sachs highlights a solid lineup of positives for Merck, including robust performance from key franchises like Keytruda and promising momentum from both commercial products like Winrevair and Capvaxive and development-stage innovations such as clesrovimab and tulisokobart.
除了 Gardasil，高盛重點強調了默沙東的積極因素，包括 Keytruda關鍵產品系列的強勁表現，以及商業產品如 Winrevair 和 Capvaxive 以及研發階段的創新產品如 clesrovimab 和 tulisokobart 帶來的有望勢頭。
Merck's blockbuster cancer immunotherapy Keytruda generated $7.43 billion in revenue during the quarter, up 17% from the year-earlier period.
默沙東的癌症免疫療法明星產品 Keytruda 在本季度實現了74.3億美元的營業收入，同比增長17％。
The newly approved Winrevair (sotatercept) for adults with pulmonary arterial hypertension generated sales of $149 million.
新獲批准的面向成人肺動脈高壓的 Winrevair（sotatercept）實現了14900萬美元的銷售額。
Goldman reiterates the Buy rating for Merck stock, decreasing the price target from $139 to $135, reflecting lowered resetting of Gardasil forecasts.
高盛重申了默沙東股票的買入評級，將價格目標從139美元下調至135美元，反映了對 Gardasil 預測的下調。
BMO Capital Markets suggests that Merck's Gardasil sales in China may continue to be challenging through 2025.
BMO資本市場表示，默沙東在中國的 Gardasil 銷售情況可能會在2025年繼續面臨挑戰。
Although Merck does not provide specific product-level forecasts, CEO Rob Davis offered some perspective, anticipating Gardasil sales in China could reach around $2 billion to $3 billion in 2025.
儘管默沙東不提供具體產品層面的預測，CEO羅伯·戴維斯提供了一些看法，預計到2025年，中國的 Gardasil 銷售額可能達到約20億至30億美元。
Winrevair continues to show strong performance, driven by organic demand. According to a BMO analyst, there was some initial skepticism about the organic demand for Winrevair after comments regarding stocking in Q2 2024.
Wayfair繼續表現強勁，收到有機需求的推動。根據BMO分析師的說法，關於Winrevair在2024年第二季度股票的評論初期存在一些對有機需求的懷疑。
However, the recent performance data has restored confidence, indicating that the drug is experiencing sustained demand growth, with an uptake of approximately 80% for the quarter.
然而，最近的業績數據恢復了信心，表明該藥物正在經歷持續增長的需求，季度增長率約爲80%。
This trend is expected to continue into 2025, particularly with the forthcoming ZENITH and CADENCE trials.
這種趨勢預計將持續到2025年，尤其是隨着即將舉行的ZENITH和CADENCE試驗。
BMO cut the price target from $150 to $136, with an Outperform rating.
BMO將價格目標從150美元下調至136美元，並給予強於大盤的評級。
Price Action: MRK stock is down 0.22% at $102.07 at the last check on Friday.
股價走勢：MRk股價週五最後一次查詢時下跌0.22%，報102.07美元。
- Wayfair Q3 Results: Earnings Beat Street, But Sales And Customer Base Decline
- Wayfair第三季度業績：收入超過預期，但銷售額和客戶基數下降。
Image via Merck
默沙東公司圖像
譯文內容由第三人軟體翻譯。
