| 企业名称 强生 | 27 97 营业收入(亿美元) 941.93 | | | | --- | --- | --- | --- | | | | 营收同比增减 6% | 研发费用(亿美元) 146. 65 | | 罗氏 | 743.8 | 7% | 158. 12 | | 罗氏 | 743.8 | 7% | 158. 12 | | --- | --- | --- | --- | | 礼来 | 651.79 | 45% | 112 | | 默沙东 | 650. 1 | 1% | 121 | | 辉瑞 | 625. 79 | -2% | 104. 37 | | 阿斯利康 | 587. 39 | 8% | 94. 23 | | 诺华 | 545. 3 | 8% | 120 | | 赛诺菲 | 507.81 | 10% | 102. 54 | | 诺和诺德 | 489 | 6% | 75. 98 | | 葛兰素史克 | 427.94 | 7% | 68. 7 | 近期，强生、罗氏、礼来等多家跨国药企相继披露2025年业绩。其中，强生以942亿美元总营收位居首位，罗氏凭借五大重磅药物获得744.3亿美元收 入，位居第二 ...

Merck to lay off around 150 employees at US site amid slump in Gardasil sales | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The Merck logo is seen at a gate to the Merck & Co campus in Rahway, New Jersey, U.S., July 12, 2018. REUTERS/Brendan McDermid/File Photo [Purchase Licensing Rights, opens new tab]- Companies[Merck & Co Inc]FollowFeb 27 (Reuters) - Merck [(MRK.N), opens new tab] will lay off about 150 employees across its fa ...

RAHWAY, N.J.--(BUSINESS WIRE)---- $MRK #MRK--Merck (NYSE: MRK), known as MSD outside of the United States and Canada, today announced results from the final analysis of the pivotal Phase 3 KEYNOTE- B96 trial, also known as ENGOT-ov65, showing that KEYTRUDA® (pembrolizumab), Merck's anti-PD-1 therapy, in combination with chemotherapy (paclitaxel) with or without bevacizumab significantly improved overall survival (OS), a key secondary endpoint, for patients with platinum-resistant recurrent ovarian cancer re ...

RAHWAY, N.J.--(BUSINESS WIRE)--Merck (NYSE: MRK), known as MSD outside of the United States and Canada, today announced KEYTRUDA® (pembrolizumab) plus Padcev ® (enfortumab vedotin-ejfv) reduced the risk of event-free survival (EFS) events by 47% and reduced the risk of death by 35% when given before and after surgery versus neoadjuvant chemotherapy and surgery in patients with muscle-invasive bladder cancer (MIBC) who are eligible for cisplatin-based chemotherapy. These late-breaking data will. ...

默沙东宣布其新型非核苷类巨细胞病毒(CMV)抑制剂普瑞明®(来特莫韦)三种剂型——来特莫韦片、来 特莫韦注射液和来特莫韦片(II)，已获得中国国家药品监督管理局(NMPA)批准，在有迟发性CMV感染 和CMV病风险的6个月及以上且体重≥6kg的儿童患者中，可持续使用普瑞明®(来特莫韦)至HSCT后200 天。 ...

如果将人类抗击癌症的历史视为一场漫长的战役，那么2014年无疑是这场战役中的"诺曼底登陆"。在此之前，尽管手术、放疗、化疗和靶向药 已经构筑了坚固的防线，但面对晚期癌症的肆虐，人类依然显得防守有余而进攻不足。直到PD-1抑制剂的横空出世，战局被彻底改写。 这一年，百时美施贵宝（BMS）的 欧狄沃（Opdivo，俗称O药）与 默沙东（Merck）的 可瑞达（Keytruda，俗称K药）相继问世。它们不直接 毒杀癌细胞，而是通过解除人体免疫系统的"刹车"，唤醒沉睡的免疫T细胞去围剿肿瘤。这一机制的发现，不仅让詹姆斯·艾利森（James Allison）与本庶佑（Tasuku Honjo）在2018年共同登上了诺贝尔奖的领奖台，更在商业世界掀起了一场持续十年的双雄争霸。 从最初O药的独领风骚，到K药的绝地反击，再到如今K药登顶全球"药王"宝座，这段历史充满了科学的偶然、商业的豪赌与宿命般的逆转。 而当我们站在2026年回望，这场战争并未终结，新的挑战者已然在东方崛起。 一、溯源 1. 免疫治疗的"黑暗中世纪" 直到20世纪末，随着T细胞、树突状细胞等免疫大军被逐一识别，科学家们才重新捡起了这把遗落的钥匙。 故事的起 ...

A giant in the healthcare space, Merck ( NYSE:MRK) shares are up 13.5% year-to-date and trading near $119.47, yet retail sentiment on Reddit has slipped from a bullish 63 over the past quarter to a neutral 43 this week. ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry [2] Core Insights - 2025 saw a record high in innovative drug asset transactions among multinational pharmaceutical companies, with 142 cases and a total transaction value of $264.5 billion, marking new highs since 2015 [3][9] - Eli Lilly's revenue for 2025 increased by 44% year-on-year, driven by GLP-1 drugs, with Tirzepatide achieving $36.5 billion in sales [3][39] - Novo Nordisk's sales growth was impacted by increased competition in the weight loss drug market, with a projected revenue decline of 5% to 13% for 2026 [3][40] Summary by Sections 1. Innovative Drug Asset Transactions - In 2025, the number of innovative drug transactions reached 142, with mergers and acquisitions (M&A) and collaborations at 36 and 106 respectively, both setting new records since 2015 [3][9] - The total transaction value was $264.5 billion, with M&A accounting for $106 billion and collaborations for $158.4 billion, also new highs since 2015 [3][9] 2. Performance Review of Pharmaceutical Companies - Eli Lilly's total revenue for 2025 was $65.2 billion, with a guidance for 2026 revenue between $80 billion and $83 billion, indicating a projected growth of 25% [3][39] - Novo Nordisk's total revenue for 2025 was 309.1 billion Danish Kroner, with a guidance for 2026 indicating a decline of 5% to 13% [3][40] - Other companies like AbbVie, AstraZeneca, and Roche reported single-digit growth, while JNJ and Gilead faced challenges due to patent expirations [3] 3. Factors Influencing M&A Decisions - Demand for acquisitions is driven by the need to address revenue gaps from expiring patents and declining R&D efficiency [3][19] - Financial capacity for M&A is supported by free cash flow after shareholder returns, allowing for smaller acquisitions [3][20] - Pricing considerations are crucial, as the valuation of innovative drug assets significantly impacts the internal rate of return (IRR) for acquisitions [3][21]

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry [2] Core Insights - 2025 saw a record high in innovative drug asset transactions among multinational pharmaceutical companies, with 142 cases and a total transaction value of $264.5 billion, marking new highs since 2015 [3][9] - Eli Lilly's revenue for 2025 increased by 44% year-on-year, driven by GLP-1 drugs, with Tirzepatide achieving $36.5 billion in sales [3][39] - Novo Nordisk's sales growth was impacted by increased competition in the weight loss drug market, with a projected revenue decline of 5% to 13% for 2026 [3][40] Summary by Sections 1. Innovative Drug Asset Transactions - In 2025, the number of innovative drug transactions reached 142, with mergers and acquisitions (M&A) and collaborations at 36 and 106 respectively, both setting new records since 2015 [3][9] - The total transaction value was $264.5 billion, with M&A accounting for $106 billion and collaborations for $158.4 billion, also new highs since 2015 [3][9] 2. Performance Review of Pharmaceutical Companies - Eli Lilly's total revenue for 2025 was $65.2 billion, with a guidance of $80 billion to $83 billion for 2026, indicating a projected growth of 25% [3][39] - Novo Nordisk's revenue for 2025 was 309.1 billion Danish Krone, with a guidance for 2026 indicating a decline of 5% to 13% [3][40] - Other companies like AbbVie, AstraZeneca, and Roche reported single-digit growth, while JNJ and Gilead faced challenges due to patent expirations [3] 3. Factors Influencing M&A Decisions - Demand for acquisitions is driven by the need to address revenue gaps from expiring patents and declining R&D efficiency [3][19] - Financial capacity for M&A is supported by free cash flow after shareholder returns, allowing for smaller acquisitions [3][20] - Pricing considerations are crucial, as the valuation of innovative drug assets significantly impacts the internal rate of return (IRR) for acquisitions [3][21]

Merck & Co., Inc. (NYSE:MRK) is included among the 14 Best Affordable Dividend Stocks to Buy According to Analysts. RBC Capital Sees Merck (MRK) Returning to Growth Sooner Than Market Expects On February 25, RBC Capital initiated coverage of Merck & Co., Inc. (NYSE:MRK) with an Outperform rating and a $142 price target. The firm believes investor interest in the stock could continue, supported by upcoming product launches and Phase 3 trial results that may lead to higher earnings estimates. The analyst a ...