据报道，丹麦生物技术领军企业Genmab A/S (CSE: GMAB) 正处于收购荷兰生物技术公司Merus NV (NASDAQ: MRUS) 的深入谈判阶段，后者专注于创新癌症疗法。据彭博社援引知情人士消息，这笔潜在交易可能在数日内宣 布。 | | bitteller 4.88- | | --- | --- | | | 1 | | 最高: 29.11 | | --- | | 最低:28.74 | | 52周最高: 29.52 | | 52周最低: 17.23 | | 每股收益:12.43 | | 每股净资产:82.64 | | 机构持股: -- | 资者信心并推高了Merus股价。 对于在开发基于抗体的疗法方面已建立良好声誉的Genmab而言，收购Merus可能为其在竞争激烈的免疫 肿瘤市场提供战略优势。这笔交易将扩大其药物组合，增加与制药巨头合作的机会，并加速针对一些最具 挑战性癌症的下一代疗法的开发。 行业分析师指出，此举反映了生物技术领域的一个更广泛趋势，即老牌企业正积极寻求并购，以获取突破 性技术和有前景的候选药物。若最终敲定，此次交易不仅将重塑Genmab的增长轨迹，还将巩固其作为全 球肿瘤学 ...

We recently compiled a list of the 12 Most Undervalued Dow Stocks to Buy According to Analysts. Merck & Co., Inc. is one of them. Merck & Co., Inc. (NYSE:MRK) tops our list for being one of the most undervalued stocks. It is a global healthcare leader in pharmaceuticals, vaccines, biologics, and animal health products. A major recent development is the FDA approval of KEYTRUDA QLEX, a new subcutaneous injectable formulation of the company’s blockbuster cancer therapy Keytruda, on September 19, 2025. This ...

公司概况与业务重点 - 默克公司(MRK)是一家拥有强大肿瘤学特许经营权以及传染病和疫苗组合的制药集团[1] - 百时美施贵宝(BMY)专注于发现、开发和提供肿瘤学、血液学、免疫学、心血管、神经科学等领域的变革性药物[1] - 两家公司都在肿瘤学领域占据重要地位并拥有前景广阔的研发管线[2] 默克公司(MRK)核心业务表现 - 免疫肿瘤药物Keytruda是默克业务的主要贡献者 2025年上半年销售额增长约7%[3][4] - Keytruda目前有超过1600项试验正在研究各种癌症和治疗方案[5] - FDA最近批准了Keytruda Qlex用于皮下给药 适用于大多数实体瘤适应症[5] - 动物健康业务实现了高于市场的增长 是收入增长的关键贡献者[5] - 新21价肺炎球菌结合疫苗Capvaxive具有潜力[6] - 肺动脉高压药物Winrevair推出强劲 预计将推动长期增长[7] 默克公司财务与运营策略 - 公司通过并购推动有机和无机增长 三期管线自2021年以来几乎增加了两倍[7] - 预计在未来几年推出约20种新疫苗和药物 许多具有重磅炸弹潜力[7] - 2025年7月宣布新的多年优化计划 预计到2027年底实现30亿美元年度成本节约[8] - 第二季度末现金及现金等价物为86亿美元 总债务354亿美元 债务资本比率为0.41 略低于行业平均的0.42[11] 百时美施贵宝(BMY)核心业务表现 - 增长组合包括Opdivo、Reblozyl、Breyanzi、Camzyos和Opdualag等药物 稳定了收入基础[12] - Opdivo在全球多个肿瘤适应症获得批准 美国市场因MSI-high结直肠癌的强劲推出和一线非小细胞肺癌持续增长而推动销售[13] - FDA批准了Opdivo Qvantig皮下注射剂 初期接受度强劲[14] - 预计2025年Opdivo与Qvantig全球销售额将实现中高个位数增长[14] - 与BioNTech的合作协议加强了管线 共同开发和商业化研究性双特异性抗体BNT327[15] - 地中海贫血药物Reblozyl自批准以来表现优异 预计在未来十年做出重大贡献[16] - 心血管药物Camzyos势头强劲 Breyanzi销售表现良好[16] 百时美施贵宝财务与运营策略 - 公司实施了重组计划以简化运营模式 预计到2027年底实现约20亿美元年度成本节约[18] - 截至2025年6月30日 总债务与总资本比率高达73.8%[18] 财务估计比较 - 默克2025年销售共识估计显示同比增长1.21% EPS估计改善16.73%[19] - 默克2025年EPS估计在过去60天内向上修正 但2026年估计向下修正[19] - 百时美施贵宝2025年销售共识估计显示同比下降2.06% EPS估计增长465.22%[20] - 百时美施贵宝2025年和2026年EPS估计在过去60天内均向上修正[21] 股价表现与估值 - 两家公司年初至今表现均落后于大型制药行业 默克下跌19.7% 百时美施贵宝下跌20.5% 而行业上涨1.6%[24] - 默克远期市盈率为8.24倍 百时美施贵宝为7.02倍 均低于大型制药行业14.67倍的水平[26] - 两家公司都具有吸引力的股息收益率 百时美施贵宝为5.61% 高于默克的4%[27] 增长挑战与风险因素 - 默克增长依赖Keytruda 该药物将于2028年失去 exclusivity[8] - 默克第二大产品Gardasil销售额下降 主要因中国经济放缓导致需求疲软 日本需求也较低[9] - 默克糖尿病产品需求下降 部分药物面临仿制药竞争[11] - 百时美施贵宝面临传统药物仿制药竞争的重大阻力 传统产品组合销售持续下降[17]

We recently published Wall Street Analysts Like These 10 Stocks. Merck & Co., Inc. (NYSE:MRK) is one of the stocks analysts were recently talking about. Bill Nygren, Oakmark Funds partner and CIO, recently said during a program on CNBC that he likes Merck & Co., Inc. (NYSE:MRK). Here is how the analyst made the bull case for the stock: “Merck has some other really interesting assets including strong franchises in vaccines, which is another controversy area today. But we think that will continue to be a g ...

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Patent supports AIM’s strategy to expand international market protection, providing opportunities for licensing, collaborations, and long-term revenue growth Japan is the third-largest pharmaceutical market globally, with oncology as the fastest-growing therapeutic area OCALA, Fla., Sept. 25, 2025 (GLOBE NEWSWIRE) -- AIM ImmunoTech Inc. (NYSE American: AIM) (“AIM” or the “Company”) today announced that the Japan Patent Office has issued a patent covering the Company’s proprietary use of Ampligen® (Rintatoli ...

Key Takeaways Merck won FDA approval for a subcutaneous version of Keytruda, covering most solid tumor uses.The SC form takes as little as one minute to administer, versus at least 30 minutes for IV.Approval arrives as Keytruda faces 2028 patent expiry, with SC patents extending protection.Merck (MRK) announced that the FDA has approved the subcutaneous (under the skin or SC) formulation of its blockbuster PD-L1 inhibitor, Keytruda (pembrolizumab). This version, which will be marketed as Keytruda Qlex, is a ...

Key Points Merck's growth potential is underrated. Novo Nordisk's sell-off has gone too far. Pfizer's story is better than meets the eye. 10 stocks we like better than Merck › The major market indexes are bumping against all-time highs. It's not surprising, therefore, that many stocks are trading at steep valuations. There are, however, some exceptions that are still bargains. Three Motley Fool contributors believe they've found dirt cheap value stocks to buy right now. Here's why they picked Me ...

Merck & Co., Inc. (NYSE:MRK) is one of the stocks Jim Cramer recently gave takes on. Answering a caller’s query about the stock, Cramer said: “Oh, they’ve got some good stuff in the, they’ve made a couple good acquisitions. The dividend seems safe. I think Rob Davis is turning the stock around. I think you continue to hold it. I don’t want to buy more because I don’t feel confident enough in the FDA, because they can throw you a curve. But I like your long-term thinking about Merck.” Photo by Adam Nowa ...

公司概况 - 默克公司（NYSE:MRK）是全球最大的制药公司之一 [2] - 公司被列入13支最佳高股息股票名单且股价低于100美元 [1] 业务风险 - 投资者担忧现有专利可能在开发出新重磅药物前到期 [2] - 公司严重依赖单一药物Keytruda（癌症治疗药物）的收入 [2] 竞争优势 - 强大的研发能力和规模优势使其能够通过收购小型公司加强产品管线 [3] - 这些优势使公司长期表现良好并保持稳定的股息增长记录 [3] 股息表现 - 连续16年向股东提供增长股息 [4] - 当前季度股息为每股0.81美元 [4] - 截至9月18日股息收益率为3.97% [4] 行业特点 - 药物发现过程困难且不可预测 [2] - 依赖单一药物收入的情况在制药行业相当常见 [2][3]