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Merck
Merck (MRK) investor relations material
Merck 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Strategic positioning and growth pillars
Positioned for growth in innovation-driven and secular markets, focusing on Process Solutions, rare diseases, and Semiconductor Solutions as key growth drivers.
Multi-industry model and diversified global footprint provide resilience amid geopolitical changes.
M&A and disciplined portfolio management remain central, with recent acquisitions like SpringWorks and divestments such as Surface Solutions, supported by strong cash generation.
Three sectors—Life Science, Healthcare, and Electronics—target highly innovative end-markets.
Key growth drivers expected to contribute up to 80% of future growth.
Sector performance and outlook
Life Science sector reorganized for customer-centricity, with three go-to-market models: Process Solutions, Advanced Solutions, and Discovery Solutions, and a new structure effective January 2026.
Process Solutions expected to grow 9%-10% midterm, driven by demand for monoclonal antibodies and novel modalities.
Healthcare focuses on rare diseases, oncology, and fertility, with new launches and pipeline advancements.
Electronics sector leverages semiconductor and optronics solutions, with AI and advanced nodes driving mid-term growth.
Advanced Solutions and Discovery Solutions forecasted for mid- to high-single-digit and low-single-digit growth, respectively.
Pipeline, innovation, and M&A
Rare disease portfolio includes Ogsiveo, Gomekli, and pimicotinib, with combined peak sales potential of €2.5 billion and multiple launches planned through 2027.
Pipeline replenishment strategy emphasizes external innovation, aiming for 50% of new launches from outside sources.
Ongoing openness to in-licensing and bolt-on M&A, especially in rare diseases.
Electronics sector, especially Semiconductor Solutions, benefits from AI-driven demand and advanced packaging, with over 50% of the portfolio in advanced nodes.
M&A strategy remains focused on innovation-driven businesses, using a string of pearls approach for targeted acquisitions.
Healthcare growth drivers offsetting Mavenclad LOE?
Ogsiveo's competitive edge against new treatments?
Tangible benefits of new Life Science structure?
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Next Merck earnings date
Q4 20255 Mar, 2026
Merck
Next Merck earnings date
Q4 20255 Mar, 2026
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Frequently asked questions
MERCK Kommanditgesellschaft auf Aktien operates in the healthcare, life science, and electronics sectors worldwide. The company's Life Science business segment focuses on the development, manufacture, marketing and distribution of pharmaceutical products. It offers drugs for a range of therapeutic indications from central nervous system diseases to cardiovascular and metabolic disorders. In addition to its own pharmaceutical activities, MERCK helps develop medicines for customers. The company also participates in the development of active substances with partners.
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