MRK Merck & Co Inc

Mid-week Chat conversations: Stunning data for $MRK's tulisokibart in hidradenitis suppurativa (whole new market opened up for TL1A) Good for peers like $SYRE $XNCR with "me-betters", bearish for other contenders like $MLTX $IOVA multi-bagger for a few ppl, NSCLC update soon

$MRK Just the thought of it, an inch away from walking away from Keytruda. $SMMT challenges that history? HARMONi-2 goes Head-to-Head vs. Keytruda Monotherap, median OS 30 vs 22 $CMPX following smmt's foot path to regulatory hurdle

$MRK $MRNA $SLS Exactly! Look at how the market rewards platform validation: • The Phase 2 Proof: Moderna added $20 Billion in value when they first dropped their mid-stage cancer vaccine data. • The Phase 3 Launch: Moderna is absolutely bursting through multi-year highs—adding over $60 Billion in market value since announcing its pivotal Phase 3 results for skin cancer in August. And Moderna achieved that massive enterprise re-rating for a hyper-customized, slow, and expensive platform. We hold the keys to an off-the-shelf, cost-efficient, fridge-ready dual-engine monopoly (GPS + SLS009) right at the final finish line. The REGAL math is locked. The launch sequence is primed. Know what you hold. 💎🙌🔓

$MRK VMS Asset Management initiated a $5.39 million Merck stake by purchasing 37,095 shares in the third quarter, making Merck about 2.1% of its portfolio. Institutional investors collectively own 76.07% of the company.

$MRK FDA accepted for review the first publicly announced Keytruda biosimilar application, Formycon and Zydus's FYB206 (companies' release today). Keytruda did 31.6 billion dollars for Merck in 2025, almost half the company's total sales. FYB206 was developed without a comparative Phase III efficacy trial, on a pathway agreed with FDA in early 2025. A decision is expected in Q3 2027 under the 12-month BsUFA clock. Acceptance is not approval, and patent questions still sit between here and any launch. The clock on biosimilar competition for Merck's biggest drug is now actually running.

$MRK Oct 22, 2026 — Belzutifan (NCT05468697) Phase: 1/2 Event: Primary endpoint completion (topline typically follows). - Oct 28, 2026 — Belzutifan (NCT05239728) Phase: 3 Event: Primary endpoint completion. - Feb 26, 2027 — Belzutifan (NCT03634540) Phase: 2 Event: Primary endpoint completion. - Mar 22, 2027 — Belzutifan (NCT04976634) Phase: 2 Event: Primary endpoint completion. ~Apr 2027 — Belzutifan (NCT07680205) Phase: 2 Event: Month‑only primary completion window. - Apr 29, 2027 — Belzutifan (NCT03401788) Phase: 2 Event: Primary endpoint completion.

$MRK Guys ILs companies with solid working tech, with proven results are worth over $1 billion, so off rip PDSB should be worth $11.50. If the NIH and IBRX is messing with them and the original tech pass MRK hands, $1.20 is cheap. Mastering how to handle and boost Interleukins to fight cancers are always game changers. See IBRX, SLS, IOVA, etc. You're welcome!

$MRK JP Morgan analyst Chris Schott maintains Merck & Co (NYSE:MRK) with a Overweight and raises the price target from $150 to $165.

$MRK JP Morgan analyst Chris Schott maintains Merck & Co (NYSE:MRK) with a Overweight and raises the price target from $150 to $165. Write to Benzinga at

$MRK Merck Enters into Exclusive Global License Agreement with SciBrunch Therapeutics for SPR2015, an Investigational Oral KRAS G12D (ON) Inhibitor

$MRK FDA approval of belzutifan in combination with lenvatinib for the treatment of advanced clear cell renal cell carcinoma.

$MRK nice set up on daily for possible leg higher. $XLV breaking out of its flag. health care getting maybe a bit of rotation away from tech and memory.

$MRK Merck Presents One-Year Results from the Pivotal Phase 2b/3 BRUNELLO Study Evaluating Remigromig, a Tri-specific Agonist of the Wingless-related Integration Site (Wnt) Pathway, in Adults with Diabetic Macular Edema at AAO 2026 "In the BRUNELLO study, both remigromig dose arms met the primary endpoint independently, demonstrating non-inferiority in mean change from baseline in best corrected visual acuity (BCVA) at one year compared with monthly 0.5mg ranibizumab."

FDA Decision Watch: RHHBY, VTRS And IRD Face Key October Drug Rulings As MRK Withdraws Application $MRK $RHHBY $IRD $VTRS $XBI https://stocktwits.com/news/equity/markets/fda-decision-watch-rhhby-vtrs-and-ird-face-key-october-drug-rulings-as-mrk-withdraws-application/cZDpHtiRBSr

BREAKING: $MRK and $MMM losses drive a 400-point drop in the Dow, while $MSFT posts its best quarter since 1991.

$MRK Interesting comparison: MoonLake MLTX Phase 2 MIRA data were already stronger after 12 weeks than Merck’s tulisokibart Phase 2b data after 16 weeks: • HiSCR50: SLK 65.7% vs Merck 72% • HiSCR75: SLK 43.3% vs Merck 41% • Placebo-adjusted HiSCR75: SLK +28.6pp vs Merck +26pp And MIRA had 234 patients vs 149. Not head-to-head, but the Merck data don’t appear to show superiority over SLK in HS.

$MRK if it can break thru near-term resistance at the wave b high, looks like it should exceed the late Aug high

$MRK FDA approved Merck's Welireg plus Eisai's Lenvima for advanced clear-cell kidney cancer after PD-1/PD-L1 therapy, based on the Phase 3 LITESPARK-011 trial (Merck release, Sept 25). The head-to-head vs cabozantinib, the de facto standard in this setting: median progression-free survival 14.6 months vs 10.6, a 26% reduction in the risk of progression or death (p=0.001). Response rate 53% vs 40%. The split that matters: overall survival, the trial's other primary endpoint, did not reach statistical significance at final analysis. Full data go to ESMO in late October. It is the first approved combo of a HIF-2 alpha inhibitor and a VEGFR-TKI for these patients. Both drugs were already approved individually; this extends the combo into post-immunotherapy patients.

$MRK FDA APPROVES BELZUTIFAN WITH LENVATINIB FOR ADVANCED CLEAR CELL RENAL CELL CARCINOMA The approval covers advanced renal cell carcinoma with a clear cell component. Belzutifan is Merck's $MRK Welireg. Lenvatinib is Eisai's Lenvima, which Merck co-commercializes.

$MRK Merck says FDA approves update for U.S. product label for Winrevair Merck announced the U.S. FDA has approved an update to the U.S. product label for Winrevair for injection, 45mg, 60mg, based on the Phase 3 HYPERION trial. Winrevair, an activin signaling inhibitor, is FDA-approved for the treatment of adults with pulmonary arterial hypertension to improve exercise capacity and WHO functional class, and reduce the risk of clinical worsening events, including hospitalization for PAH, lung transplantation and death. This approval updates the Winrevair label to include efficacy and safety data from the HYPERION trial evaluating adults newly diagnosed with PAH at intermediate to high risk of disease progression, providing insights into the role of Winrevair when added to background therapy within the first year of a PAH diagnosis.