CLAIM #43529 · Merck & Company Inc (MRK) · 2025Q1 earnings call · Apr 24, 2025 · due Dec 31, 2025
“I feel very good that as we sit here today with as I mentioned, the fact that we have, basically on-hand inventory in The United States to protect us through all of 2025.”
Rob Davis · CEO
In context
“regimen, we stand firmly behind the value that Gardasil brings in preventing certain HPV-related cancers we will be looking to ensure that that cost-effectiveness is understood as we appropriately price the vaccine. Did you want to touch then on the second question, Rob? Which is the manufacturing and the longer term? Sorry about that. Rob Davis: Yeah. I was enjoying your answer so much. Forgot the other question. Sorry about that. Chris, to your question about the manufacturing, it's really both. So, clearly, we are very focused on new products, some of which we already have in The United States. Others, we're gonna be moving to bring them to The United States. But we also were very focused on Keytruda. As you probably can surmise, our biggest exposure is Keytruda. In the near term, but I feel very good that as we sit here today with as I mentioned, the fact that we have, basically on-hand inventory in The United States to protect us through all of 2025. Then we've taken steps to be prepared both from a drug substance and a drug product as we move into 2026 and 2027 we're as well-positioned as you could be through both the short-term actions on inventory as well as securing additional manufacturing in The United States. Both the contract manufacturers, and then we are already underway to go to our own internal manufacturing. So we're as well-positioned on KEYTRUDA as you can be. Obviously, we have to wait and see what the tariffs are, so I don't wanna speak to the specific implications because it depends on the form they take. But I think we're positioned on both Keytruda and the new products. Peter Dannenbaum: Thank you, Chris. Next question, please. James Shin: Next question is from James Shin from Deutsche Bank. Go ahead. Your line is”
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SEC filings for MRK ↗ · Claim quote is verbatim from the 2025Q1 earnings call.