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默沙东Merck & Co. Inc.(MRK)2025年第二季度财报电话会纪要「NYSE」(英文版)(20页).pdf

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1、REFINITIV STREETEVENTSEDITED TRANSCRIPTMRK.N-Q2 2025 Merck&Co Inc Earnings CallEVENT DATE/TIME:JULY 29,2025/1:00PM GMTOVERVIEW:Company SummaryREFINITIV STREETEVENTS|Contact Us2025 Refinitiv.All rights reserved.Republication or redistribution of Refinitiv content,including by framing or similar means

2、,is prohibited without the prior writtenconsent of Refinitiv.Refinitiv and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.CORPORATE PARTICIPANTSPeter Dannenbaum Merck&Co Inc-Senior Vice President,Investor RelationsRobert Davis Merck&Co Inc-Chairman of the Boar

3、d,President,Chief Executive OfficerCaroline Litchfield Merck&Co Inc-Chief Financial Officer,Executive Vice PresidentDean Li Merck&Co Inc-Executive Vice President,President-Merck Research LaboratoriesCONFERENCE CALL PARTICIPANTSDaina Graybosch Leerink Partners LLC-AnalystVamil Divan Guggenheim Securi

4、ties LLC-Equity AnalystChristopher Schott JPMorgan Chase&Co-AnalystAsad Haider Goldman Sachs Group Inc-AnalystEvan Seigerman Bank of Montreal-AnalystUmer Raffat Evercore Inc-Equity AnalystAkash Tewari Jefferies LLC-AnalystTerence Flynn Morgan Stanley&Co Ltd-AnalystCourtney Breen Sanford C Bernstein&

5、Co LLC-Equity AnalystTrung Huynh UBS AG-AnalystTimothy Anderson Bofa Merrill Lynch Asset Holdings Inc-AnalystAlexandria Hammond Wolfe Research LLC-Equity AnalystJames Shin Deutsche Bank AG-Research AnalystMohit Bansal Wells Fargo Securities LLC-AnalystPRESENTATIONOperatorThank you for standing by.We

6、lcome to the Merck&Company,Inc.,Rahway,New Jersey,USA Q2 sales and earnings conference call.(OperatorInstructions)This call is being recorded.If you have any objections,you may disconnect at this time.I would now I turn the conference over to Mr.Peter Dannenbaum,Senior Vice President,Investor Relati

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- **业绩概述**:2025年第二季度,默克公司收入为158亿美元,与预期相符。受中国GARDASIL销售下降约13亿美元影响,全球增长率为7%。 - **产品销售**:KEYTRUDA销售额增长9%,达到80亿美元;WINREVAIR自上市以来不到一年,累计销售额已达到10亿美元;ENFLONSIA获得FDA批准,用于预防8个月以下婴儿的RSV。 - **研发进展**:默克公司正在开展80多项III期研究,涵盖多个治疗领域。新药enlicitide和WINREVAIR的临床试验结果令人鼓舞。 - **管线展望**:默克公司拥有20多个新药和潜在增长动力,包括WINREVAIR和CAPVAXIVE。公司计划将3亿美元的成本节约重新投资于研发和商业推广。 - **财务展望**:预计2025年全年收入在643亿美元至653亿美元之间,每股收益在8.87美元至8.97美元之间。
哪些新药成增长引擎?" "KEYTRUDA后时代,Merck如何布局未来?" "收购Verona Pharma,Merck在呼吸领域有何新动作?"
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