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CLAIM #43389 · Merck & Company Inc (MRK) · 2023Q4 earnings call · Feb 1, 2024 · due Dec 31, 2025

And we remain very confident that V116 will both have a majority share and be a meaningful contributor.

Rob Davis · CEO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

ink it can have an impact on how you think both about catch-up to cover the disease. As Dean noted in his prepared comments, we have eight serotypes covering 30% of what is causing disease, which is unique to us. So, we think that, that will have implications both in terms of the catch-ups as well as potentially to be able to go for patients 50 and plus versus 65 and plus. So, if you take all of those things into account, we still see this as a very large opportunity for us. Our view is it’s about an $8 billion market in ‘23. We anticipate it actually growing to be over $10 billion later in the decade. And with that being the pediatric segment of that is about 70%, so we are looking at 30% of that is what is the adult piece. So, as we see it, this is still a growing market, a good market. And we remain very confident that V116 will both have a majority share and be a meaningful contributor. Peter Dannenbaum: Great. Thanks Mohit. Next question please. Operator: Next, we will go to the line of Chris Schott from JPMorgan. Please go ahead. Chris Schott: Great. Thanks for the question. Just a bigger-picture question on business development. The company has obviously been very active the past few years. And I am just trying to get a sense of just kind of size and stage of assets that you consider just given the current R&D investments you are making and the asset – the kind of the amount of capital you are allocating there. So, I guess specifically, are deals along the lines of an Acceleron or a Prometheus still deals that Merck would look at and prioritize, or at this point, should we be thinking about maybe earlier-stage assets that, that would be more of the focus? Thanks so mu

Verify independently

SEC filings for MRK · Claim quote is verbatim from the 2023Q4 earnings call.