CLAIM #43598 · Merck & Company Inc (MRK) · 2025Q3 earnings call · Oct 30, 2025 · due Dec 31, 2025
“We expect that to be utilized during the fourth quarter.”
Caroline Litchfield · CFO
In context
“ion of initial stocking, and that really was the seeding order from the VFC as well as other wholesaler distributor stocking. So as we sit here right now looking at the season and into next year, we really continue to see an opportunity. I would point out, if you think about the benefits ENFLONSIA brings, there's no weight-based dosing, our ability to look at our total contracted portfolio of vaccines. All of the things we've talked about continue to make us believe this will be a very important vaccine. And as we look forward into '26 and beyond, we continue to see that. We'll see where the rest of '25 plays out, but it's -- all in all, given the timing of when we started, we feel good. Caroline Litchfield: And just to add to Rob's comments, we had the seeding order in the third quarter. We expect that to be utilized during the fourth quarter. Feedback from customers has been very good, and we look forward to having an impact this season and much more of an impact as we go into 2026. Operator: Our next question comes from Daina Graybosch with Leerink Partners. Daina Graybosch: I wonder if you could give us an update on KEYTRUDA and the proportion of the sales that you have from early-stage settings and a breakdown of which of those tumor types of the 10 approved is driving that revenue? Robert Davis: Yes. I'll start, Daina, and then Caroline can jump in as well. So if you recall, if you look at where we are in the earlier-stage setting, we have currently 10 approved indications, now 5 with overall survival, which is important. And if you look at where we are going forward, the drivers of that in that cervical continues to be im”
Verify independently
SEC filings for MRK ↗ · Claim quote is verbatim from the 2025Q3 earnings call.