The publisher explores Merck KGaA’s prescription pharmaceutical performance and outlook over 2019–29.
Snapshot
Model updates (14 May 2020)
Model updates (5 March 2020)
Model updates (14 November 2019)
Model updates (8 August 2019)
Snapshot
- Overview: Merck KGaA’s sparse late-stage pipeline and exposure to generics mean an increased reliance on newly launched Mavenclad and Bavencio.
- Key themes: [1] Initial launch of Mavenclad is exceeding expectations, with significant market share gains in the US and 5EU [2] A significant portion of Merck KGaA’s portfolio has lost patent protection, but the company is maintaining sales growth due to emerging markets such as China [3] Late-stage pipeline predominantly related to Bavencio label expansions, although bintrafusp alfa and tepotinib could see regulatory filings based on Phase II data.
Model updates (14 May 2020)
- Mavenclad forecast adjusted lower due to market dynamics.
Model updates (5 March 2020)
- Mavenclad forecast adjusted higher due to strong launch
- Rebif forecast adjusted lower.
Model updates (14 November 2019)
- Bavencio forecast adjusted lower due to sales performance and management guidance
- Mavenclad forecast adjusted higher due to accelerating pace of sales ramp across all regions.
Model updates (8 August 2019)
- Bavencio forecast adjusted lower due to trajectory of launch ramp and timing of supplemental approvals in renal cell carcinoma
- Glucophage forecast adjusted higher due to strong growth in China
- Mavenclad forecast adjusted higher due to strong launch in the US
- Rebif forecast adjusted lower due to competition in the interferon market, as well as from oral dosage forms
- Erbitux forecast adjusted higher in RoW due to addition to National Reimbursement Drug List in China, and lower in 5EU due to increased competition
- Bintrafusp alfa forecast added
- Tepotinib forecast added.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
