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Posted by
Two Blokes May 27, 2025 -
Filed in
Stock
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6 views
Despite a catastrophic drop in sales of the Gardasil franchise, mainly due to weak demand from China, Merck once again beat consensus EPS and revenue estimates. So, the key contributors whose performance pleasantly surprised me in Q1 2025, and thanks to which Merck's operating income margin remains above 40%, are Vaxneuvance, Winrevair, and Welireg. From its oncology franchise, I highlight Welireg as a 'gem,' whose sales amounted to $137 million in the first three months of 2025, an increase of 61.2% year-on-year.
