CLAIM #43417 · Merck & Company Inc (MRK) · 2024Q1 earnings call · Apr 25, 2024 · due Dec 31, 2024
“It's obviously early. But everything so far looks quite good. So our confidence in a successful launch has not changed. We continue to see this consistent with our expectations.”
Rob Davis · CEO
In context
“he United States, as well as from non-COEs, which is a good development. We've already begun making shipments to patients' homes. And hopefully, we'll have patients being dosed very soon, if not already. And then I think the other thing I'd note is the prescribers as well as the locations are both from the Centers of Excellence and also non-COE. So that's something to note. And then finally, from a payer perspective, we're seeing good access. No real limits. In fact, we already have several payers who have established coverage policies. And I think as Caroline pointed out in the prepared comments, very consistent with the label and what we saw in STELLAR. But the fact that we've seen policies enacted giving coverage to patients already this quickly after launch, we see as a good sign. It's obviously early. But everything so far looks quite good. So our confidence in a successful launch has not changed. We continue to see this consistent with our expectations. And as we move forward, we'll give you appropriate level of transparency. But I just want to give flavor, even though we can't give the specific guidance you were asking for. Dean, I'll let you take the second part of the question. Dean Li: Yes. So I'll just add a little bit in relationship to WINREVAIR. I think it's important to emphasize that the indication or the label that we have is a broad indication and is based on STELLAR. And there will be potential data flows that will continue to inform and strengthen the field. We have STELLAR and SOTERIA, which is open label. We have ZENITH, which is advanced, and that will look at mortality and morbidity; and HYPERION, which is in more -- earlier in the journey. We have the European action that will happen in the second half of 2024. And”
Verify independently
SEC filings for MRK ↗ · Claim quote is verbatim from the 2024Q1 earnings call.