MRK

Mindless_Sky_6654

MRK!

jglhk

Honestly surprised MRK is booming. Not sure if it will last.

stickman07738

I always viewed PFE as an acquirer and not innovative - some acquisition went well but most were poorly done. I was really liking the Seagen acquisition but I now have my doubts and still watching from the side-lines. MRK is another story and too tough for me to call - for me, this is the break year for the CEO.

zbern

MRK and PFE didn’t have bad earnings from a numbers standpoint, but the guidance from both did not bode well for the US healthcare in the mid-term length. Looks like a lot of patents are coming up on expiration and companies are buying up smaller biotech/pharma companies because of it. Also, both are mentioning uncertainties with the current administration’s take on healthcare in general. And, it seems the ‘American First’ onshoring efforts in general are playing a big factor right now with trying to become less reliant on China/India manufacturing.

Happy-Champion1661

MRK puts, PFE straddle, PEP puts at open thinking about UBER calls, anyone?

Happy-Champion1661

MRK pump is so sus, no way it's not gonna dump right? just fuk the puts before ER

xfolder254

for tomorrow my guesses are 🍏 $PLTR $PYPL $NXPI $IT 🍎 $PEP $PFE $MRK $TER $RMBS

Stocks_N_Bondage

Opened today: - Calls: ATI • BALL • NXPI • RMBS - Puts: MRK • PEP • PLTR • PYPL (Also holding a position in RMBS) Re: PLTR, might make it a strangle by eod. Kinda on the fence here, but it's below the 200 day MA for the first time since it was $7 with earnings decelerating. *Disclaimer: don't do what I do, but if you do, I mostly work with strikes around delta 25 ish*...

Ok-Elevator9738

Sounds good u/LabDaddy59 I should be able to share my tracker in a day or two, and we can connect after that. I’m also very interested in LEAPS; I saw your comments in a LEAPS thread and would definitely appreciate picking your brain. I have a handful of names (AAPL, ASTS, BACS, BRK.B, GOOGL, MRK, NFLX, NVDA, SPY) that i opened leaps in the recent past, with some i'm doing PMCC. Would love to understand how much of my portfolio I should keep for Leaps, and also how im choosing my trades (currently my LEAPS screener focuses on deep ITM calls (delta \~0.70–0.85), long DTE (\~9–18 months), low IV / IV Rank (preferably <30), low extrinsic value (<6–8%), strong liquidity (high OI), and high-quality businesses suitable for stock-replacement and optional PMCC.

dvdmovie1

If I was going to add a big pharma co would probably be MRK. I also appreciate them being the buyer in a couple of the biotech names I've had bought in the last few years (VRNA, RXDX)

AJ_Grey

MRK has had a nice run over the last few months but the news on the Moderna/MRK skin cancer trials strikes me as significant. I have a small position but I'm kicking the tires on adding more.

DisastrousPlantain51

So why would this stock in your opinion go to 100 from 6 dollars? Compared to NVO PFE MRK other related pharma stocks?

Dritzz-9966

They likely tried already behind closed doors (offered 10B for MTSR, which is VERY inferior to VKTX and a lot further behind). However VKTX's management probably is asking for 25-40B in a buyout scenario (which is a huge premium on today's share price, but is what the company would be worth for VK2735). So it's a lot in the look of it. If you do a buyout for a 1200% premium, maybe the shareholders (who aren't necessarily knowledgeable in bio data) will not be happy. That's the only reason. You are right, I am extremely bullish on VKTX, see my last WSB DD on my profile for more info. I will also become extremely bullish towards the company that acquires or partners with VKTX and will buy a large position. This is because NVO/ABBV/MRK have a really good supply chain and marketing, they are just lacking a good product.

Anxious_Cheetah5589

"Small dogs of the dow" .... Currently KO VZ PG NKE MRK. Dogs of the Dow are the 10 highest yielding stocks in the Dow. Small dogs are the 5 lowest priced of those 10. Big, liquid, well known, well understood, predictable. Sometimes they blow up, but very rarely.

Emotional-Breath-838

$DRTS is an FDA darling, doing Skin, Prostate, PanC, GBM, and breast with or without $MRK Keytruda.

ShareholderSLO85

I have hopes for PFE, MRK and BMY.

wenb1

How about MRK?

I_likeVr

Why did MSKCC license their GPS program out? Why did MD Anderson terminate their sponsoring of GPS Osotspa failed their Phase 2 and nether bothered to start another one Also why did MRK and BMY bail on GPS combo trials instead of advancing to Ph3? Why did 3D Med skip paying the milestone to in-license it? It is because the data just was not good enough.

Even-Equivalent-5818

For MRK the trial was meant for ovarian cancer. From what I can tell the trial ended up being positive, but not enough for Merck to continue as that indication is is a very competitive one. As for BMY that trial was meant to exist as a proof of concept and was meant to progress used for registration. It was a collaboration setup by a third party research org. In case anyone is interested the study showed participants living three times longer when taking both companies products than without. Hope this helps, please stop spamming the same post everywhere.

Resident-Area5907

Really? I thought the first patient started 45 months ago? Anyway, YOU should be able to answer my really basic questions here: Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get? WT1 was always a great target in theory. But there are no approved peptide oncology vaccines, in spite of numerous attempts (e.g. Sellas' old asset NPS, that Stergiou used to say that he was on the verge of selling "to an Asian company" but now has become the "let us never speak of that again" subject in SLS). We can't just use "historical controls" to tell whether GPS is working, because trial patients are screened for comorbidities. Why didn't the three companies that had inside information on GPS get interesting in continuing collaboration with Sellas? And why did Stergiou say that he "didn't want to have all his eggs in the GPS basket" back when he bought SLS009? I'd like to have a bigger position here... but whenever I ask these basic questions, I just get obscenities and death threats instead of answer. TIA to anyone who can clear this up, I imagine that someone here can.

Resident-Area5907

I hope now that we have more people looking at Sellas, someone that has done more DD (and that isn't from Lidingo) will be able to answer the obvious questions here. Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get? WT1 was always a great target in theory. But there are no approved peptide oncology vaccines, in spite of numerous attempts (e.g. Sellas' old asset NPS, that Stergiou used to say that he was on the verge of selling "to an Asian company" but now has become the "let us never speak of that again" subject in SLS). We can't just use "historical controls" to tell whether GPS is working, because trial patients are screened for comorbidities. Why didn't the three companies that had inside information on GPS get interesting in continuing collaboration with Sellas? And why did Stergiou say that he "didn't want to have all his eggs in the GPS basket" back when he bought SLS009? I'd like to have a bigger position here... but whenever I ask these basic questions, I just get obscenities and death threats instead of answer. TIA to anyone who can clear this up, I imagine that someone here can.

Resident-Area5907

I hope someone that has done more DD (and that isn't from Lidingo) will be able to answer the obvious questions here. Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get? WT1 was always a great target in theory. But there are no approved peptide oncology vaccines, in spite of numerous attempts (e.g. Sellas' old asset NPS, that Stergiou used to say that he was on the verge of selling "to an Asian company" but now has become the "let us never speak of that again" subject in SLS). We can't just use "historical controls" to tell whether GPS is working, because trial patients are screened for comorbidities. Why didn't the three companies that had inside information on GPS get interesting in continuing collaboration with Sellas? And why did Stergiou say that he "didn't want to have all his eggs in the GPS basket" back when he bought SLS009? I'd like to have a bigger position here... but whenever I ask these basic questions, I just get obscenities and death threats instead of answer. TIA to anyone who can clear this up, I imagine that someone here can.

Resident-Area5907

I hope now that we have more people looking at Sellas, someone that has done more DD (and that isn't from Lidingo) will be able to answer the obvious questions here. Why did both MRK and BMY run away, instead of continuing their collaboration trials into Phase 3? Why did 3D Med decide that GPS wasn't worth paying the milestone to get? WT1 was always a great target in theory. But there are no approved peptide oncology vaccines, in spite of numerous attempts (e.g. Sellas' old asset NPS, that Stergiou used to say that he was on the verge of selling "to an Asian company" but now has become the "let us never speak of that again" subject in SLS). We can't just use "historical controls" to tell whether GPS is working, because trial patients are screened for comorbidities. Why didn't the three companies that had inside information on GPS get interesting in continuing collaboration with Sellas? And why did Stergiou say that he "didn't want to have all his eggs in the GPS basket" back when he bought SLS009? I'd like to have a bigger position here... but whenever I ask these basic questions, I just get obscenities and death threats instead of answer. TIA to anyone who can clear this up, I imagine that someone here can.

Apprehensive_Two1528

MRK, Abbv, MO

Kachowxboxdad

I have a bunch of MRK too! Vici and MRK should have a good 2026

zangor

I opened up a high yield savings account for my cash and struggled to try to have SOFI give me 4% on my cash, couldn’t figure it out without direct deposits that come from an employer. Eventually I got frustrated and was like wait won’t buying VICI and MRK just have a much better outcome. So I did that.

GoPackGo16

You have a problem. Also, no, because a have CVNA puts and MRK calls.

Thin-Ingenuity-728

One person once told me: "You can make a lot of money in the stock market but you can also lose a lot and sometimes everything! So by what is solid like a drug company like MRK. But remember to not put everything in the market and only invest what you are prepared to lose in the event the stock doesn't do well!" There are a lot of excellent advisors out there and there are people that have been lucky but many of these people don't really have any special knowledge but might encourage you to invest in something they invested in hoping it will do better the more investors he gets to buy in to the stock they're interested in. If you are new to the market, perhaps an advisor would be the best way for you to go unless you want to take the time to research things yourself. I always double check things before I buy anything - even when my advisor recommends it. 

PalpitationSmooth992

NEE PCG NIO QCOM VG MRK notice how these arent dumping this is your chance to buy calls

Wise_Ad_1641

best decision of my life was to rotate out of tech and into healthcare and pharma. REGN, LLY, MRK and INSM have paid big

PerfectInAllThings

My LLY, MRK, UNH, JNJ, etc., are all up today

BigWarning8696

I can't find anything on it either. I suspect they may be bought out by MRK, JNJ, or LLY since they are also in the ulcerative colitis field, but that's just a guess. Looks like they are running out of money to finish their trials

ThinkingOfTheOldDays

I was the top tick on MRK. beat that.

Cracked_Tendies

Well here's my main question I guess. Does a protective put pause the holding on the underlying stock? Btw tickers are MRK/UNH. Still feel they're both undervalued but decided to transition my portfolio away from single stock positions so I can increase leverage confidently

JimmyInvestor

I really like MRK. I think the market is pricing in the worst-case scenario for the company. I talk more about it in my newsletter - if you want to check it out, just let me know and I’ll send you the link.

ChicagoanPizza

All these LEAP ideas of yours can play out, but it's not like these stocks are screaming to be bought. MSFT atleast has 200MA bounce (which is more of a short term play for the bounce), but it's not like these stocks are getting into extremely oversold *must buy* opportunities or even really close to it. I'd argue these stocks are still more overvalued compared to undervalued. As I said previously pharma has actually been undervalued and LEAPs on $MRK are worthy of playing for that reason.

Bajatraveler1

Glad I bought MRK instead of Pfizer.

DCHamar

Some biotech companies like MRK and REGN are having a stealthy bull run but nobody is talking about them

Got_Engineers

Someone dumped a bunch of money on some January or February calls. Let me find the details. It was unusual volume. Same with $MRK.

PalpitationSmooth992

MRK is unstoppable my Jan 100c are up over 2000 percent in the past 2 weeks

New_Ad_1682

I have a rule. Whenever a stock I own is not more than 10% of my portfolio and it goes up 20%, I always double my exposure. I got to do this with MRK today. Feels good man. Feels really good.

zangor

I did not expect MRK to give tech stock level returns.

tachyonvelocity

Eh, it's not valued like it's going out of business, but is now close to other big pharma companies. I should've just bought more MRK when it was trading at <9x forward, which was close to the 2008 lows. But NVO is compelling now.

tachyonvelocity

Not sure why I started a position in NVO honestly. MRK and REGN both have obesity drug pipelines and traded cheaper. REGN not anymore. MRK still cheap. Both of these positions are up massively.

PalpitationSmooth992

here is why you always go long my MRK Jan 100c were worth .3 just a couple weeks ago they are up almost 2k percent and still have almost 2 months left

anon10751075

I understand that "controllable" and "consistent" are like oil and water with 1dte options because of volatility and action being so quick on them. However I don't know how to explain it other than I'm sitting here at the desk, able to flip between 30 sec, 1 min and 5 min charts - see the trend real time and enter / exit the option that I want instantly. The majority of my positions I'm only in for a matter of minutes - riding 15 minute up or down trend and then existing with a 15-20% premium scalp. To me - this has been much easier to "control" my premium risk with regards to entry price than with trying to time long call entry points. I feel I was only successful on those because I was able to identify for instance AAPL and MRK 50/200 SMA cross overs and load up on favorable long calls. Hope that makes sense?

ChicagoanPizza

I've never been much of a LEAP person, but if I were going to play a LEAP, something I added big time to my long term and might sell some now lol is $MRK and maybe the healthcare sector in general. Faced some political risk, is arguably undervalued, has the chance to really bounce back. I'd maybe also look at emerging markets, maybe China? $BABA? Though there's a bunch of potential for political risk.

OnceALoser

Maybe I should build a dividend portfolio of underperforming stocks like MRK PFE TGT. With rates down, investors will be flocking to high dividend stocks.

Mindless_Sky_6654

Good few weeks to be a MRK bag holder

unwanted_hair

Wish I held my MRK, LLY, and REGN shares. Those gains would be offsetting my losses today.

Conny-Bravo

Big flows from yesterday I followed: Path 12/19 15c, MRK April 100c, and UNH March 400c. Also a ton of AAPL 11/14 277.5c came in right at the close.. Gonna be an interesting day

eoiioe

Whichever wsb user said buy puts on MRK as they deal will be scrapped for this week, hope you step on Lego all of December lol

Me-Regarded

I pick earnings lotto tickets wrong every time. MRK over LLY. It's almost comical

jeffrr

MRK beat and goes down like its a tradition. The same shit happened last earnings, i swear.The stock is scared to go higher.

Gl5778

Please be aware I do have a potential conflict of interest here because I own over 1,000 shares of NWBO. You need to know how to read research papers, how to verify sources, and most importantly any tiny thing that you can use to tear them apart. While also being able to think like an investor. The burden of proof is on those who publish and not the reader. All it takes is a 👍 or 👎 from a group of regulator’s. One you make an assload of a gains the other near certain catastrophic loss in the stock you have. These are not MRK, GSK, J&J, and LLY that can /will soak up billion dollar losses on a drug and still have 40 others in the pipeline Will maintaining profitability. Small biotechs are very vulnerable to data manipulation, fraud, and regulatory scrutiny. I mean you need approval for profit. (Or a buyout) You have Assholes who will defraud people at all costs. Then the FDA is notorious for picking on the little guy. They don’t have the big legal teams. Only invest in if you trust the data and the conclusions that other professionals completely unrelated to the study have come to. Per google there are issues with NWBO’s study. “the company made fundamental changes to the trial design, used questionable statistical methods, and demonstrated a profound lack of transparency” The changes and statistical methodology is fine if it can be verified and replicated in other trials. The lack of transparency is a huge problem with the company. It is the big thing that makes me nervous. Anyway just my thoughts on NWBOz

NOT_MartinShkreli

I’d go long on GMAB, GILD, HALO, EDIT, or TAK before MRK

First_Newspaper129

Why on MRK?

NoMorning5015

I've got ETN as my largest position, almost by accident...bought long ago and it just surged. I wish I had built a growth portfolio out of ETFs. As of right now only 1/3 of my brokerage is in ETFs and mutual funds and the rest is individual positions. Right now I am feeding SCHG monthly, and slowly building a position in MRK, which I'll likely do until it hits $100/share.

MrBlue626

MRK, trump pump. Just pass access to IVF drugs to cut prices and increase access across insurance.

IronSnatchKitty

Calla on MRK for giving 🥭 IVF babies.

salty0waldo

I don't really look for dividends since you'd expect less capital appreciation, but the dividend is certainly covered for FY2026. A yield of 7-8% is almost always a red flag though. I'm not buying at these levels for what it is worth. It really hinges on the performance of their pipeline/growth portfolio. Honestly all of pharma is in a tough place at the moment. I know a lot of people believe NVO is undervalued but I can't wrap my head around their valuation when their big product is GLP-1s with all the competition in the space. Usually whomever is first in a space isn't always the winner. If you look at BMY, its trading at a forward multiple of 6-7 which is insane; however, we are already seeing the negative effects of LOE. MRK is another that is way overvalued with a multiple of 9 when you consider their loss their main product within the next year or two.

Vegetable-Group520

Why is FEMY pumping when they named MRK as the partner in this?

Pleasant_Reason_5329

MRK is the ticker they are partnering with

Traditional-Bass-390

$MRK

Traditional-Bass-390

But MRK quick

Ancient_Climate_2831

I have been adding to THQ. A health care CEF selling at a discount with a 12% interest rate and monthly payouts. There is some return of capital in their distributions, but considering how poorly the sector has done in past year there should be more ST and LT gains in the future. Also adding opportunistically to BMY and MRK positions to include short puts and calls. Selling calls on PFE to unwind the big bag I have been holding since COVID.

BioTrends_USA

The past is the past. Everything was overhauled in 2022, and the company is now in a much stronger position. They’re currently running combination trials in collaboration with respected names like Merck (MRK), Genentech/Roche, BGF, and several other reputable research institutions. It’s definitely worth doing your own due diligence and making an informed decision.

Real_Ad_7668

People be thinking they can hurt me emotionally and I tell them I held $MRK for five years then they realize I have no soul.

Dogdowndog

I’m in VOO but also BRKB and very happy with both. I also have MAIN, PRU, MRK AND TSLA

Fancy-Lavishness9034

Merck (MRK). Took a beating these last 1-2 years, basically reset its own inflation cycle. Doesn't even matter if they can make more drugs - they have enough cash to keep buying back shares until they get their next wonder-treatment.

80delta

If XLV and SPY stay bullish, Healthcare stocks. MRK, MRNA, RXRX, CNC, SRPT all on the radar. I'll figure out which one/s based on the morning price action.

goodb1b13

Anyone doing MRK or BMY for the possible taco on pharma tariffs?

Pharmacologist72

They are undervalued but imo upside is not that awesome right now. Kind of like Pfizer. For my money, NVO and MRK are best. YMMV.

bapachonz

I sold all mine today to buy biotech stocks like MRK and PFE. complete regard move but hoping for the best 🥲

Mediocre_Froyo_3823

MRK ABBV UNH BMY. Make Health Win Again.

DamageAdventurous433

Is no one talking about MRK? I think this shit going to 110.

tachyonvelocity

Lol you guys are completely sleeping on biotech, PFE/MRK another huge gap up because tariffs are a nothingburger, but the point is biotech was literally having a big recession crash and became cheap as fck, even the servicers like TMO, WST, DHR, IQV, ICLR, BIO, TECH, AVTR all having 5% gap up days today.

SirPounces

MRK 10/3 calls printing today

sheep_classes

MRK ❤️

moorhound

#Buy all the fuckin' US pharma stocks tomorrow. LLY, JNJ, ABBV, MRK, PFE,BMY, AMGN, GILD, fucking all of em

The_Brand94

I mean if MRK keeps dropping, might be a full port yolo on leaps.

This_Refuse2365

Most pharma stocks are insanely undervalued (NVO, MRK, PFE, and LLY to name a few of the big ones). Sector rotation happens.

Maleficent_Ad_3070

So calls on MRK?

salty0waldo

I have held PFE for a while and it’s one of my worst performers. Likely should have sold during the COVID pump but I felt they would use that in rush of FCF to acquire something worth while. At this point, it’s a falling knife. I would not enter a new position. I’m holding to see a technical bounce near 28 before exiting. Their pipeline has a ton of products, but they are all weak. It’s the same as BMY. Both of these are dying pharma that will continue to have negative price action YoY for the next decade. The valuation looks cheap on a P/E standpoint but top like continues to decrease. You can only cut costs and improve efficiency for so long before it doesn’t help. The market is looking for growth, and pharma like PFE, BMY, and MRK have zero growth catalysts.

groceriesN1trip

A bunch of safe(ish) low priced, good value heath stocks ughed today. DHR ISRG MRK TMO. My assumption is they were shorted to pay for the TSLA short losses that forced the buys… just a guess

Physical-Squirrel-40

EVAX I don’t understand why EVAX doesn’t get more attention. I STRONGLY encourage folks to take a look, do your diligence, and thank me later. EVAX is an AI-based biotech pharmaceutical company focused on utilizing AI to create new immunology vaccines. They have three vaccines in various stages of trials: EVX-01 (treatment of metastatic melanoma; in phase 2 trials); EVX-02 (DNA-based vaccine to treat respected melanoma; completed phase 1 / 2A trials); EVX-03 (DNA-based vaccine for treatment of various cancers, including non-small cell lung cancer). They also have several pre-clinical stage vaccines in the works. Here is why I like it (in addition to the focus on utilizing AI which I think will be the future of biopharma): MERCK! Merck & Co (NYSE: MRK; one of the largest healthcare and pharmaceutical companies in the world) is their strategic partner and investor. - Merck is an investor through its venture investment vehicle (MSD Global Health Innovation Fund). They purchases shares in two private placements (December 2023 and January 2025). - Merck paid EVAX $3.2 million in September 2024 for options to license two vaccine candidates EVX-B2 and EVX-B3. If Merck chooses to exercise the option, they must pay EVAX another $10 million this year (2025), plus EVAX is entitled to development, regulatory, and sales Milestones totaling up to $592 million PER PRODUCT. Plus, EVAX would receive royalties on sales (in addition to the payments mentioned). EVAX is currently trading at a market cap of $19 million. This is essentially nothing relative to the monies they stand to make from the Merck relationship, not to mention their other vaccine candidates. The stock has been beaten down as most biopharma companies are in between PR announcements and prior to announcements of approvals. It is currently trading around $3.00 per share, down from its 52-week high of $17.20, and up from its 52-week low of $1.20. Disclosure: I am a shareholder. My average basis is $1.78. I initially bought shares in early February 2025 after reading about the relationship with Merck and the fact that Merck had just expressed continued believe via their purchase of more shares in late January 2025). My initial purchases were in the high $3’s and up to $4.09 per share. I then continued to buy throughout the market dip this spring. I hold because I believe this will scream upward on any good news announcements and/or via Merck making the next $10 million option payment. I am not a bag holder. I could sell today and make a 67% profit (nearly $50k of profit).

pacificbeachRay

Over 15 years for me: AAPL, KO, MRK, and CVX all in DRPs. Not that I’d make those same plays today. ETFs for long term. Playing with RBLX, RIVN, NVDA, and TSM

Strict_Push4722

Depends how much you're starting with. I buy large cap dips. This year I bought TSLA and UNH near the bottom. Patience was key, but a lot of it was luck. I got 25% return on my TSLA before selling and recently sold UNH for a 20% return. Each time I dumped in about $200k. Taxes will suck, but I'm up almost $100k pre tax. I bought MRK yesterday morning. Put in $150k. We'll see in the next couple months if I'm 3 for 3 this year! Absolutely never do this with small caps or companies that have excessive debt. Losses are one thing, but a company bankruptcy could set you back a long time.

Difficult_Physics704

Other NON-penny stock long-term growth stocks include: NVO, UNH, UPS, CART, MRK, AMZN, RIGL, BAYRY, SO, PEP

jarMburger

$NVO is worthwhile, so as $MRK. Healthcare sector is undervalued as whole lately. But I think $LULU and $STZ is facing some demographic taste shift and it's going down more, especially for $LULU.

superbilliam

Thoughts on FMC? I like MRK and NOVO. I'm worried that LULU is sacrificing quality for margin growth, which consumers will notice and then switch away to a competitor. Maybe their expansion plans will overcome this issue, but it seems like the first hole in their boat. Hopefully, they repair that before it causes bigger issues.

chancepack

MRK killing me right now

Thin_Cat8817

Yesterday I said i would eat shrooms, go into the desert, and come back with a ticker I'm back, and 3 letters came to me "M M R". I looked this up and did not find a ticker, but instead "Measles Mumps and Rubella" I looked up who makes the vaccine for this virus, and apparently it's Merck (MRK) and some british company called GSK. Do what you will with this information Thank you for your attention to this matter, regards

Aretardinvestor

Yes, Keytruda is coming off patent BUT the pipeline is VERY strong. If I recall correctly, they're already working on Keytruda + several adjuvants that would essentially give them another 20y patent ( it's been a while since I reviewed MRK) I highly doubt a blockbuster like Keytruda will be abandoned by MRK MRK is my favorite out of big pharma. REGN, from my analysis has a much weaker pipeline and IMO is going to have trouble replacing EYLEA. AND at current prices both MRK and REGN are good buys, probably the best value out of big pharma.

Aretardinvestor

MRK is the best out of the 3, I specialize in biotech investing and it's currently my favorite pick out of the big pharma, followed closely by REGN and NVO. The other one I have no opinion on 🤷🏻

rickochetl

Statistics major here. Nice chart, but my 2c is that it doesn't really say a lot about 2/3 of your picks. Theoretically, you'd be looking for outliers. An outlier would typically be something that's way outside the cluster in some way. CMCSA visually appears to be an outlier in this sense, but only because it has a low PE. MRK and REGN appear to be solidly within the cluster, and not particular outliers.

RobertFrost_

MRK is in the doldrums due to 3 reasons. One, they have the Keytruda patent cliff coming in 2028. Keytruda comprises of over 60% of their revenue, and while they do have a big release pipeline there’s no guarantee that those drugs will make up for the loss of revenue from Keytruda. Two, they just announced a “multi year optimization” wherein they will be laying off close to 6000 people. That is not the sign of a well oiled enterprise where things are going well. Three, their sales of Gardasil in China just went to 0 over the last 2-3 quarters. That’s also a significant revenue loss that was unexpected. Not saying your DD isn’t solid, just trying to share the market sentiment and details behind it.

oldwhitch

MRK and NVO pumping

policygeek80

Time to move away from IA stocks and invest in great robust old business stocks such as NESN, PFE and MRK!

policygeek80

Time to move away from IA stocks and invest in great robust old business stocks such as NESN, PFE and MRK!