Merck's Pipeline Gains Momentum Ahead of Revenue Goal
Merck's pipeline and commercial strategy are gaining momentum across launches, clinical data, and business development, according to Chairman and Chief Executive Rob Davis.
The company is now more confident in its $70 billion mid-2030s revenue goal and may raise it soon. Merck highlighted positive data for its INT personalized neoantigen therapy, sacituzumab tirumotecan, and tulisokibart.
INT has shown promising results, with Phase III interim analysis in melanoma meeting its primary endpoint ahead of internal timing expectations. The company is also exploring a direct-to-patient channel through TrumpRx.gov under its most-favored-nation agreement, which could have a material effect in the second half of 2026.
Merck's new oral PCSK9 drug, enlicitide, has received positive cardiovascular outcomes label language and aims to broaden access by pricing low. The company is targeting a population of about 30 million U.S. patients on lipid-lowering therapy who are not at goal.