CLAIM #43279 · Merck & Company Inc (MRK) · 2023Q1 earnings call · Apr 27, 2023 · due Apr 30, 2024
“As we look at the subcutaneous formulation and where that can be utilized... Based on what we see, as we look out, we would expect about half of what we have as KEYTRUDA would be addressable through the subcutaneous route based on that definition of those areas.”
Rob Davis · CEO
In context
“ts to be there is substantial. And our ability to recruit and do an important trial there is also important. I would also say that as you see more readouts of earlier-stage cancer for any of our assets, whether it be Lynparza, whether it be an ADC or whether it be KEYTRUDA, it will be likely that we will target multiple combinations in those spaces. Peter Dannenbaum: Great. Thank you, Daina. We're going to try to get to two more questions, please. Operator: Colin Bristow with UBS. Yihan Li: This is Yihan on for Colin. Thanks for taking our question and congrats on the quarter. So another question on KEYTRUDA. So how much of a protective strategy in terms of the exclusivity could the subcutaneous formulation of the KEYTRUDA would afford you? Robert Davis: Yes. So I appreciate the question. As we look at the subcutaneous formulation and where that can be utilized, obviously, it's focused more where we have monotherapy as we look at earlier lines of therapy. So as we continue to advance our adjuvant and new adjuvant strategy across multiple tumor types and then where we are combining KEYTRUDA with small molecules. Based on what we see, as we look out, we would expect about half of what we have as KEYTRUDA would be addressable through the subcutaneous route based on that definition of those areas. Peter Dannenbaum: Great. Thank you. Final question, please. Operator: Trung Huynh with Credit Suisse. Trung Huynh: Just a quick one. Given your renewed interest in immunology, I just wanted to ask about gefapixant. GSK recently bought a product with a similar mechanism of action for around $2 billion. They had described peak sales in the single billion dollar range. So perhaps can you just give us an update of where gefapixant is post the CRL that you have? And what's your expectations for this opportunity? Dr. Dean Li : Yes, I'll start with”
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SEC filings for MRK ↗ · Claim quote is verbatim from the 2023Q1 earnings call.