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Merck & Co (MRK) investor relations material
Merck & Co Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 23rd Annual Global Healthcare Conference summary8 Sep, 2025
Strategic transformation and growth outlook
Transitioning from reliance on a single product to a diversified launch-focused model, targeting over $50 billion in commercial opportunities by the mid-2030s, excluding recent deals like Verona Pharma and iBio.
Over 20 new molecular entities with blockbuster potential are in the pipeline, with a focus on successful launches and patient-centric strategies.
Sustained investment in internal R&D and business development, with more than $50 billion invested since the current CEO's tenure began.
Preferred deal size remains $1–15 billion, but openness to larger deals if they align with scientific and portfolio value.
Growth confidence remains high despite upcoming loss of exclusivity for KEYTRUDA, with a focus on sustainable, science-driven expansion.
Regulatory, pricing, and market access strategies
Proactive preparation for potential tariffs through inventory management and shifting manufacturing to the U.S.
Engaged in ongoing dialogue with the administration on MFN, supporting efforts to raise foreign prices and lower U.S. patient out-of-pocket costs by addressing intermediaries.
New product launches are seen as the best opportunity to address global price imbalances, with active efforts to increase ex-U.S. prices.
Ongoing discussions with EU and country-level authorities focus on value alignment and budgetary constraints, with recognition that price equalization will be a gradual process.
Direct-to-consumer strategies are being considered, especially for products in the pharmacy benefit (Part D), with openness to future expansion as definitions and opportunities evolve.
Business development and geographic expansion
Recent deals include Verona Pharma, iBio, and TL1A, with a consistent focus on first-in-class or best-in-class science and unmet medical needs.
China and the U.S. are both key markets for sourcing innovation, with no therapeutic area or geographic limitations.
Business development remains science-driven, with a focus on building platforms for future combination therapies and sustained growth.
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Next Merck & Co earnings date
Q3 202530 Oct, 2025
Next Merck & Co earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Over 130 Years of Experience in Healthcare
Merck & Co., commonly known as Merck, is a global pharmaceutical company that specializes in the development and manufacturing of prescription drugs, vaccines, biological therapies, and animal health products. With a storied history dating back over a century, Merck has established itself as a leading player in the healthcare industry. The company's portfolio of products spans various therapeutic areas, including cardiovascular, oncology, infectious diseases, and more.
In business for over a century
Since its establishment in 1891, Merck has played a significant role in advancing medical research and innovation and has a long history of notable contributions to healthcare. They have developed antibiotics like streptomycin, vaccines for diseases such as mumps and HPV, and antiretroviral therapies for HIV/AIDS treatment. Their advancements in cardiovascular medications and statins have significantly impacted heart disease management.
The company today
Today the company focuses on the development, manufacturing, and distribution of a diverse range of prescription drugs, vaccines, and biological therapies. With a commitment to scientific rigor, research, and providing products and medication that improve the lives of ill patients, Merck strives to address various health challenges and contribute to the well-being of individuals globally. Merck is far from being alone when it comes to publicly traded pharmaceutical companies, and some companies that operate in the same space include names such as Pfizer and Eli Lilly.
A diverse portfolio of medications
Merck & Co. develops and manufactures a wide range of medications. Their portfolio of products includes medications for cardiovascular diseases, such as hypertension and hyperlipidemia, as well as anticoagulants and antiplatelet agents. They also offer therapeutics for infectious diseases, including antibiotics, antifungals, and antiviral drugs. In oncology, Merck provides targeted therapies and immunotherapies for different types of cancer. Additionally, they offer medications for diabetes management, respiratory diseases, autoimmune disorders, and more. The company’s flagship medication is Keytruda, which enhances the body’s ability to fight certain types of cancers.
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