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MRK Headwinds: Rise of Keytruda Generics, China Weakness, Regulatory Outlook

MRK Headwinds: Rise of Keytruda Generics, China Weakness, Regulatory Outlook

Schwab Network · Schwab Network

February 3, 20266m 22s

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Show Notes

David Kaplan checks in at the NYSE desk and provides a check-up on healthcare giant Merck (MRK). The company reported a slight beat in its 4Q earnings figures, and Kaplan says its Keytruda product pipeline will be important as it starts to face generic competitors. He notes headwinds in the vaccine business and weakness in China due to regulations impacting its ability to market pharmaceutical products. Kaplan discusses the M&A activity in the biopharma space and how Keytruda combination therapies will be something to monitor.


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