MAAT INDEX

CLAIM #43283 · Merck & Company Inc (MRK) · 2023Q1 earnings call · Apr 27, 2023 · due Dec 31, 2035

We see greater than $10 billion of opportunity from those assets in that same time frame.

Rob Davis · CEO

PENDING
graded after results covering Dec 31, 2035 are reported

How to check this claim

Look at: Cumulative/peak annual revenue potential attributed to oncology assets (ADC portfolio and small molecules from business development, excluding individualized neoantigen therapy) as disclosed by management

It came true if: Management-disclosed or implied revenue opportunity from these oncology assets >= $10 billion by mid-2030s

Where: Company investor presentations, earnings call commentary, or pipeline disclosures (10-K/10-Q, JPM Healthcare Conference decks) discussing oncology portfolio revenue potential through the mid-2030s

In context

nity to be in a situation to have sustainable growth well into the next decade. We feel like we've made significant progress. Whether it's -- as you point out, the deal with Acceleron and then I would add the broad and strong internal pipeline we have in cardiovascular that as you know, we've indicated has 8 potential launches in the '24 to '28 timeframe, which has the potential to generate more than $10 billion as we move into the mid-2030s. We talked about the fact from an oncology perspective. If you look at what we have from an ADC portfolio and a lot of the small molecules, we've brought in through business development, excluding anything from the individualized neoantigen therapy, formally what we used to call the personalized cancer vaccine with Moderna. So that's not even counted. We see greater than $10 billion of opportunity from those assets in that same time frame. So as we sit here today, we've made a lot of progress. I don't want to predict to I think we're in a position to grow or not. We're not giving specific guidance. But I would say I feel, given the rate of progress we've made in such a short period of time and given the timetable we have and our resources going forward and the progress that Dean is driving with his team in our labs, I am no longer focusing on 2028. I am looking at how do we have sustainable growth well into the next decade? Peter Dannenbaum: Great. Thank you. Next question, please. Operator: Andrew Baum with Citi. Andrew Baum: Question for Dean. Could you talk to the planned cardiovascular outcome trial for your oral PCSK9, in particular, how you balance some of the historic data supporting the idea that in trial treatment

Verify independently

SEC filings for MRK · Claim quote is verbatim from the 2023Q1 earnings call.